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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 100% uncut interviews examine M&A trends, culture, and best practices. This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions.
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Now displaying: March, 2017
Mar 23, 2017

Jeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A.

 

0:00 – 2:12 Jeremie’s background in SaaS and investment banking

2:13 – 5:52 The value of focusing on giving in M&A transactions

5:53 – 11:40 Importance of pre-diligence diligence

11:41 - 14:12 Example of a deal not closed

14:13 – 15:50 Allocating resources and labor pool decisions

15:51 – 19:14 Advantages of quick integration

19:15 – 25:29 Painful lessons

25:30 – 30:57 How to use advisors

30:58 – 36: 11 How to pick a banker

36:12 – 41:33 Differences and clashes in culture

41:34 – 46:27 Setting up a deal framework

46:28 – 51:05 Facilitating good communication

51:06 – 52:22 Importance of prioritization

52:23 – 54:54 Lessons learned

 

M&A Science by Kison Patel (kison@dealroom.net)

DealRoom: Data Science and AI for M&A (www.dealroom.net)

Mar 14, 2017

Matt Gambs is very familiar with the community banking realm – he’s been in it for more than 23 years and has worked every angle of the business, starting as a teller and working his way up to President and CEO of two different community banks in the Chicago metro area: BB&T Bancorp and Diamond Bank. He led both banks through successful acquisitions before landing at his current role with Wintrust Financial.

0:00 – 0:53
Summary of Matt Gambs 23+ year career progression in community banking

0:54 – 3:44 Discussing growth of BB&T between company inception and becoming CEO in 2004

3:45 – 6:47 The process of deciding to sell BB&T and selecting an advisor

6:48 – 8:24 How buyers’ proposals were evaluated against goals for stockholders

8:25 – 11:24 The selection process for comparing valuations and choosing the final buyer

11:25 – 13:24 Discussing challenges and realizations as Matt’s first deal of this size

13:25 – 18:02 Dissecting why everyone seems to want to buy a bank and regulatory implications

18:03 – 22:16 Events leading to Matt joining Diamond Bank and its subsequent sale

22:17 – 25:53 The long start-to-finish process of selling Diamond Bank

25:54 – 28:54 Highlights of working with Wintrust on the Diamond Bank deal

28:55 – 33:26 Biggest challenges and lessons learned going through both bank exits

33:27 – 36:25 Comparing shareholder relationships of different sizes

36:26 – 39:34 Craziest thing Matt has seen in all his banking experience

 

M&A Science by Kison Patel (kison@dealroom.net)

DealRoom: Data Science and AI for M&A (www.dealroom.net)

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