Ken Bond, Head of Corporate Development at Cetera Financial Group
Building M&A teams require different considerations based on your growth strategy. In this episode of the M&A Science podcast, Kison interviews Ken Bond, Head of Corporate Development at Cetera Financial Group on how he structures teams approaching diligence. Here’s what you’ll learn:
- The three functions you need to build your M&A team
- How to determine the ideal M&A team size for your strategy
- The role of the project manager in the M&A team
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Mark Khavkin, CFO of Pantheon Platform
NDAs are often overlooked as people tend to fall into the trap of thinking they can be templated. In this episode of the M&A Science podcast, Kison interviews Mark Khavkin, CFO of Pantheon Platform about NDAs, how to negotiate them, and their structures. Here’s what you’ll learn:
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Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical
To buy or build, that is the question! In this interview with Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical, he shares how his team determines whether to buy or build a business. Here's what you'll learn:
- How to approach targets
- Considerations when buying or building a business
- Resources for deal origination
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Punit Micocha, Executive Vice President, Business and Corporate Development at Zscaler (NASDAQ: ZS)
M&A deals are never easy and require rigorous planning. In this interview, Punit Micocha, Executive Vice President, Business and Corporate Development at Zscaler, shares how to execute successful deals by planning the end game. Learn about:
- Creating the deal vision pre-LOI
- Why planning for integration early is crucial
- The 3 elements of negotiating with employees
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Pragnya Kashinath, M&A Consultant at Deloitte
A go-to-market strategy is one of the most important things in an acquisition. In this week's podcast, we're featuring Kison's interview with Pragnya Kashinath. At the time of this interview, she was the Director of M&A, Corporate Strategy at Cognizant. Now, she's an M&A Consultant at Deloitte. Pragnya shares how to create a successful GTM strategy from the very beginning of a transaction and the challenges you need to watch out for. Learn about:
- Pragnya's unique role on the business side versus on the corporate development team
- How not to overestimate synergy models
- Customizing the customer journey
To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.