Dr. Irit Yaniv, Founding Partner and CEO at Almeda Ventures (TLV: AMDA)
While most investors have a passive role in their portfolio company, some investors are active in shaping and contributing to its success. For venture capitalists, one of the best scenarios is for the portfolio company to be acquired to maximize investment returns.
In this episode of the M&A Science Podcast, Dr. Irit Yaniv, Founding Partner and CEO at Almada Ventures, discusses what investors can do when planning and executing the exit.
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00:00 Intro
03:26 M&A in the medical device industry
04:49 Minority position during Investment
05:35 When to think about an exit
06:59 Getting involved in the exit
09:57 Working with the CEO
12:03 Keeping track of potential acquisitions
14:34 Finding the right buyer
17:55 Managing exit planning disagreements
20:34 Who controls exit decisions
22:23 Negotiation
25:37 When to engage with a banker
36:51 Advice on planning an exit
38:11 Bad exits
40:29 Other takeaways
42:35 Craziest thing in M&A
Barak Routhenstein, Vice President of Corporate Development at Profile Products
The collaboration between a Private Equity (PE) firm and a portfolio company during an acquisition is a powerful partnership. Together, they create a synergistic environment where growth and value thrive.
In this episode of the M&A Science Podcast, we will explore insights from Barak Routhenstein, Vice President Corporate Development at Profile Products, on how PE firms can provide invaluable support to portfolio companies during the acquisition process, setting the stage for success and maximizing value creation.
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Join us on October 5th, 2023, in New York City for the M&A Science Fair 2023. Dive into a transformative M&A experience that not only emphasizes participant-driven topics but also offers an unparalleled opportunity to network with the industry's top minds.
You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today!
00:00 Intro
03:57 Changes in the M&A landscape
04:39 Changes in private equity acquisitions
08:14 Go-to-market
10:48 Deal origination
12:19 International deals
14:25 How PE firms look at acquisitions
15:48 Bad cultural fit
18:40 Relationship with PE firms
20:20 Ideal PE-sponsor relationship
21:45 Managing deal sourcing conflicts
22:38 Approval process
24:44 Sustaining support from PE firms
27:08 Reporting structure
29:54 Advice for PE firms in supporting portfolio companies
32:54 Staging productive meetings
35:01 Keys to pitching a deal
38:46 Approaching target company relationships
41:28 Managing underperforming acquired companies
42:18 PE firms buying other PE firms
43:26 Craziest thing in M&A
Glenn Sanford, CEO eXp World Holdings, Inc. (NASDAQ: EXPI)
For high-growth companies, M&A is almost inevitable. If done right, it could speed up growth and open new opportunities for the acquiring entity. However, it’s not without challenges, as it can also be destructive and destroy both companies involved.
In this episode of the M&A Science Podcast, Glenn Sanford, CEO eXp World Holdings, Inc., discusses the art of M&A, and striking the right balance between integration and autonomy.
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Join us on October 5th, 2023, in New York City for the M&A Science Fair 2023. Dive into a transformative M&A experience that not only emphasizes participant-driven topics but also offers an unparalleled opportunity to network with the industry's top minds.
You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today!
00:00 Intro
03:51 EXP’s acquisition history
05:31 Reasons behind EXP’s acquisitions
10:12 Acquiring Success Magazine
14:22 Factors to consider when looking at potential targets
17:49 Understanding a company’s culture
20:13 Reverse merger
24:38 Capital structure evolution
27:05 Managing relationships with the board of directors and shareholders
31:19 Managing integration
36:47 Other lessons and takeaways
39:03 Craziest thing in M&A
Andrew Bilbao, current CFO of Noble Education Acquisition Corp.
M&A is a massive undertaking that calls for collaboration among numerous individuals. Ensuring alignment with everyone involved is essential for the success of a deal. Yet, with a variety of opinions and personalities at play, achieving alignment can be quite a challenge.
In this episode of the M&A Science Podcast, Andrew Bilbao, CFO of Noble Education Acquisition Corp, shares valuable insights on how to guarantee alignment for deal success, paving the way for a smooth and fruitful M&A process.
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Join us on October 5th, 2023, in New York City for the M&A Science Fair 2023. Dive into a transformative M&A experience that not only emphasizes participant-driven topics but also offers an unparalleled opportunity to network with the industry's top minds.
You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today!
00:00 Intro
04:47 Areas where alignment is important
07:03 Approach to Alignment
11:19 Prioritizing the pipeline
14:11 Identifying an opportunity to LOI
15:56 Target Market Competitiveness
19:50 Evolving from first conversations
20:59 Go/No-go decision
25:47 Bidding process
28:45 Things to not do when dealing with the Board
29:55 Working with functional leads
33:41 Alignment with functional leads
35:53 Keeping alignment to strategy
38:16 The hardest part of achieving alignment
39:10 How do you not fall in love with your deal?
46:41 Craziest thing in M&A