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M&A Science

M&A Science is a podcast exploring the intricate world of mergers and acquisitions with industry leaders and practitioners. With an unlimited access to our deal network, these interviews examine M&A trends, culture, and best practices. This podcast is sponsored by DealRoom, an M&A lifecycle management platform.
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Now displaying: Page 1
May 23, 2022
Kayla Davis, Vice President, Head of M&A at ABM Industries (NYSE: ABM)

M&A is a fascinating career path, and traditionally there are a only few entry points. 

Banking roles are the most common entry point to M&A, but recently, we have seen an increase in practitioners coming from different backgrounds. 

In this episode of the M&A Science Podcast, Kayla Davis, Vice President, Head of M&A at ABM Industries, talks about how she transitioned from accounting to an M&A career.

Things you will learn in this episode:

- Kayla's journey to M&A

- How she built her team and the function

- Advice to new M&A practitioners 

- How to transition to internally sourcing deals

- Maintaining accountability throughout the entirety of the deal

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

May 16, 2022

Caleb Shafer, Corporate Development Associate at RS Group plc. (LON: RS1)

Traditionally, corporate development professionals come from banking roles. 

And while nothing is wrong with that, it is always fascinating to hear other ways that professionals start their careers in M&A. 

In this episode of the M&A Science Podcast, M&A is Caleb Shafer, Corporate Development Associate at RS Group plc talks about his career development in M&A. 

You will also learn:

- Where Caleb started 

- Skills required for a corporate development role 

- What senior leadership can do to unlock their junior-level talent 

- Gray-zone leadership Advice to aspiring practitioners 

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

May 9, 2022

Hannah Leung, Senior Manager, Global Distribution M&A at Salesforce (NYSE: CRM)

Implementing a GTM strategy is one of the most crucial parts of integration. The GTM strategy is what makes achieving synergies and scaling post-close possible. 

In this episode of the M&A Science podcast, Hannah Leung, Senior Manager, M&A at Salesforce, talks about the challenges of implementing an actionable GTM strategy.

In this episode you will learn about:

- The relationship between corp dev and integration team

- How integration teams do GTM planning

- The challenges in implementing an actionable GTM strategy

- How to ensure team alignment

- How to track value from buying plans

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

May 2, 2022

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW)

It doesn’t matter if you buy the best company in the world, if integration is not done properly, value will be lost. And while there are a handful of companies embracing the value of integration and bringing the integration team in during the diligence process, some take it even further. 

In this episode of the M&A Science Podcast, Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware, talks about how to run an integration-led confirmatory diligence process. 

Things you will learn in this episode:

-The difference between a corporate development and integration team

-Why you should involve the integration team pre LOI

-How integration leaders draft diligence questions

-The do's and don'ts of integration

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Apr 25, 2022

Matt Arsenault, VP of Corporate Development at Jamf

Too many times, we've seen M&A used as a strategy to grow businesses. But in fact, M&A is not a strategy, it's a tool that organizations use to achieve their corporate strategy. 

But once you understand your true north, having an M&A strategy is just as important. 

In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development at Jamf, talks about how to formulate an M&A strategy.

You will also learn:

- The importance of an M&A strategy 

- How socializing your strategy can help you source deals

- Creating your own M&A scorecard

- Challenges in developing your M&A strategy

- Lessons learned along the way

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Apr 18, 2022

Ian Burk, EVP of integration at Upland Software (NASDAQ: UPLD)

The importance of integration has never been more prevalent. And standing up a dedicated function to oversee integration is becoming more of a necessity as a company grows more prominent. 

Having an integration management office (IMO) might be a good fit for your company. But how do you stand up to such a function? 

In this episode of the M&A Science podcast, Ian Burk, EVP of integration at Upland Software, talks about how to stand up an IMO. 

You will also learn:

-What is the primary role of an integration management office

-The actual steps in standing up an IMO

-How to build playbooks 

-Best practices during integration 

-The importance of executive sponsorship

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Apr 11, 2022

Austin Woody, Senior Vice President of M&A and Corporate Development at Upland Software(NASDAQ: UPLD)

 

From zero revenue to a billion-dollar market capitalization, Upland Software has exponentially grown its business through acquisitions.  How did Upland Software do it? 

In this episode of the M&A Science podcast, Austin Woody, Senior Vice President of M&A and Corporate Development at Upland Software, explains how to grow purely on acquisitions. 

You will also learn:

- How Upland Software source deals

- Standing up an M&A function

- What their integration process looks like

- How they look at culture

- Biggest lessons learned

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Apr 4, 2022

Scott Hile, Senior Director - Corporate Strategy & Development at Enviva (NYSE: EVA)

With so many companies out there, how do you know who to approach as a potential M&A target? Having a solid origination process helps teams save time and money by enabling them to target the right entities.  In this episode of the M&A science podcast, Scott Hile, Senior Director, Corporate Strategy & Development at Enviva, talks about how to tie deal origination to strategy development. 

Things you will learn in this episode:

- How to funnel a target list

- Importance of trust during outreach

- Tools that can help source deals

- How to do cold outreach

- Effective messaging during first interactions with a target company

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Mar 28, 2022

Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare  (HGS.NS)

An M&A transaction can be an expensive mistake, and you can waste a lot of time and money if you pursue a transaction without a solid M&A strategy. 

On the other hand, a solid strategy allows you to pick the right targets and pursue them proactively. 

In this episode of the M&A Science Podcast, Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare, who has 25 years of experience in Corp Dev, talks about how to build a great M&A strategy. 

Things you will learn in this episode:

- The Importance of M&A strategy

- How to shape your M&A strategy

- The difference between M&A strategy and corporate strategy

- The integration’s role in strategy 

- How relationships affect M&A deals

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Mar 21, 2022

Daniel Burseth, Vice President at Eckhart, Inc.

Roll-ups are one of the fastest ways to grow a business in a fragmented industry. But combining several entities with different cultures can be challenging and may lead to inefficiencies. 

In this episode of the M&A Science Podcast, Daniel Burseth, Vice President at Eckhart, talks about the opportunities and challenges of rolling up small manufacturing companies. 

Things you will learn in this episode:

- The great wealth transfer

- Challenges in buying a business 

- How to grow technical leadership talent

- The significant trends of automation

- Change management challenge

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Mar 14, 2022
John Morada, COO at M&A Science + DealRoom Are you looking to pivot into an M&A integration career? Over the past decade, the importance of integration has become more prevalent. Practitioners have realized that integration is where you make or break value. 

However, the role and skills needed for integration leaders remain the same.

In this episode of the M&A Science podcast, John Morada, COO at M&A Science, will be sharing how to pivot into an M&A integration career, and the essential skills needed for the role.

Things you will learn in this episode:

- How to transition to an M&A integration role

- Attributes of a good integration leader 

- Primary role of an integration leader 

- Future of M&A integration 

- Importance and function of an IMO 

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Mar 7, 2022

Larry Forman, Senior Manager at Deloitte

It's no secret that M&A transactions require negotiations. But what most people don't realize is how you approach negotiations can determine the success of the overall transaction and your future relationship with the other party. 

In this episode of the M&A Science Podcast, Larry Forman, Senior Manager at Deloitte, helps us understand how to approach M&A negotiations to increase deal success. 

Things you will learn in this episode:

- The three pillars of negotiating

- How to negotiate an LOI

- Negotiating sensitive information during diligence

- How to handle limitations of liability

- Things to watch out for in non-compete clauses 

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Feb 28, 2022

Naomi O'Brien, Head of M&A Integration at Honeywell (NASDAQ: HON)

 

Is your company's M&A process out of date? M&A has dramatically changed over the past few years, and practitioners have realized that there are better ways to go about acquisitions. 

In this episode of the M&A Science Podcast, Naomi O'Brien, Head of M&A Integration at Honeywell, talks about modernizing a process-based company.

- Things you will learn in this episode:

- The biggest challenge in a process-based company

- How to train people for M&A

- Ensuring integration success

- Selecting integration leaders

- The effect of the great resignation to M&A

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Feb 21, 2022
Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare

Corporate development typically involves their integration team a couple of weeks before closing a deal. And while this is good practice, we are here to take things further.

In this episode of the M&A Science Podcast, Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare, talks about the benefits of involving integration earlier and how to stand up a diligence and integration management office. 

Things you will learn in this episode:

-The difference between DIMO and IMO

-How they pick the integration lead

-What their diligence team looks like

-Kerry's role in every deal

-How to build a steering committee 

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Feb 14, 2022
Henry Schuck, CEO & Founder at Zoominfo | Nasdaq Listed: ZI Acquiring capabilities is one of the most effective ways to do M&A. Not only will acquiring capabilities improve your existing offerings but it can also expand your market. 

In this episode of the M&A Science Podcast, Henry Schuck, co-founder and CEO of Zoominfo, shares his experience on how to acquire capabilities. 

Things you will learn in this episode:

-What it means to acquire capabilities

-Zoominfo’s M&A process from start to finish

-His role as CEO during acquisitions

-How to effectively drive change management 

-Lessons learned on failed acquisitions

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Feb 7, 2022
Tomer Stavitsky, Corporate Development, Partnerships and M&A Lead, Digital & Data Business Unit at Intuitive Surgical.

In this episode of the M&A Science podcast, Tomer Stavitsky, Corporate Development, M&A Lead at Intuitive Surgical, talks about creating the proper governance structure in M&A deals. 

Things you will learn in this episode:

-How to solidify your corporate strategy

-Creating the right deal team

-Keeping your deal team aligned

-How to lead an M&A deal from diligence to integration

-Setting up your governance structure

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Jan 31, 2022

Tim Wentworth, CEO of Evernorth, a Cigna Corporation company (NYSE: CI) In this episode of the M&A Science Podcast, Tim Wentworth, CEO of Evernorth, (the CEO of Express Scripts at that time of sale), will share his experiences on the deal and how leadership and culture made this transaction successful.

What you will learn in this episode:

-Keys to successful acquisitions

-How to focus on culture and values

-The role of the CEO on M&A deals

-Why focusing on customers is crucial

-Common mistakes that people make regarding culture

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Jan 24, 2022

Noah Waisberg, Co-Founder & CEO - Zuva; Author of "AI for Lawyers"

In this episode of the M&A Science Podcast, Noah Waisberg, Co-Founder & CEO - Zuva shares his experience and top learnings after he creatively decided to sell his own company, Kira to Litera in 2021.

Things you will learn in this episode:

-What made Noah sell his company even though he was reluctant at first

-How empathy and creativity helped Noah create more value to shareholders

-Why they opted out of an auction process

-How easy the TSA was for both companies

-Noah’s biggest lessons learned from selling his company

-Advice for founders looking for an exit

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com

Jan 17, 2022

Charles Breed, VP Corporate Development at Corel Corporation (NASDAQ: CREL) 

In this episode of the M&A Science Podcast, Charles Breed, VP of Corporate Development at Corel Corporation, talks about how to hire a corporate development team that fits into your M&A strategy.

When you’re building a corporate development function, the first thing you need to do is hire a head of corporate development, but hiring is not as simple as it sounds. The head of corporate development needs to fit into the overall strategy.

Things you will learn in this episode:

-What to look for in when hiring a head of corporate development

-The role of the head of corporate development

-Skills required for a corporate development leader

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Jan 10, 2022

Klint Kendrick, Chair of the HR M&A Round Table

After over 100 podcast interviews, we have collected more than 40 lessons learned from top practitioners worldwide. In those lessons, we saw a recurring theme: creating a better people experience in M&A is key to a successful transaction. 

The biggest value leak after a deal closes is losing key employees and people. In this episode, HR expert Klint Kendrick, Chair of the HR M&A Round Table, is going to share with us best practices on how to retain key employees. 

Listen in and learn about:

-The biggest shift in the M&A industry

-Best practices for successful integration

-The importance of empathy 

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Jan 3, 2022

Gwen Pope, Head of Global Product M&A at eBay (NASDAQ: EBAY)

Creating a go-to-market plan is one of the first things to do during an acquisition. In this interview, Gwen Pope, Head of Global Product M&A at eBay, will be sharing how to make M&A GTM successful. 

Listen in and learn about:

- The importance of getting your house in order

- How to pressure test your deal rationale

- Steps to building your GTM plan

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Dec 27, 2021

Kunal Jain, Director at William Blair, Health Care Investment Banking

The M&A market is not what it used to be. Markets change all the time, and the M&A industry is no exception. Especially with COVID-19, the M&A market has been crazy the past couple of years. Helping us understand M&A market trends from a banker's perspective is Kunal Jain, Director at William Blair, Health Care Investment Banking. 

 Listen in and learn about:

- The biggest changes in the M&A market

- How strategic buyers and PE firms fair in this new environment

- How bankers are thriving in this new landscape of M&A

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Dec 20, 2021

Harry Kraemer Jr, Professor of Management and Strategy at Kellogg School of Management

Change management is the tilting point of every M&A deal. Preserving the value that you just acquired is dependent on how you retain key employees. In this episode of the M&A science podcast, Harry Kraemer, Jr, Professor of Management and Strategy at Kellogg School of Management, talks about how effective leadership helps overcome change management challenges. Listen in and learn about:

- how leaders can help retention

- the importance of feedback mechanisms

- how to create an environment where your people can thrive

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Dec 13, 2021

Jim Buckley, Vice President of M&A at VMware (NYSE: VMW)

M&A deals are bound to get complicated. The key to success is keeping it as simple as possible, for as long as possible. In this continuation of last week’s interview, Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware talks about how to update your M&A Management Approach. Listen in and learn all about:

- the 5x5 framework that you can use to keep your process simple

- what to focus on during change management

- how to ensure team alignment

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Dec 6, 2021

Jim Buckley, Vice President of M&A at VMware (NYSE: VMW)

Integration can be difficult but it’s, without a doubt, the most important part of M&A. In this episode of the M&A Science podcast, Kison interviews Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware as he talks about how to create a successful integration plan. Here’s what you’ll learn:

- Why working backwards is best in integration planning

- What makes a successful integration leader

- How to measure success

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com

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