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M&A Science

M&A Science, hosted by Kison Patel (Founder & CEO of DealRoom), is your go-to podcast for mastering the art of mergers and acquisitions. Each week, Kison and his expert guests from leading brands like Xerox, FastLap, and Cisco dig deep into real-world M&A strategies, offering actionable insights to optimize your M&A practice. Whether you're an experienced practitioner or new to the field, M&A Science provides practical advice on key topics like sourcing, due diligence, integration, divestitures, and more. With over 300 episodes, this podcast is the premier thought leadership resource designed to streamline your deal-making process. Start listening today and visit mascience.com/podcast to access over 300 episodes. Brought to you by DealRoom, the leading M&A optimization platform used by the best M&A teams around the world
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Now displaying: October, 2024
Oct 28, 2024

Todd Henrich, SVP Head of Corporate Development at Booking Holdings (NASDAQ: BKNG)

 

Today's M&A market conditions are volatile, regulatory scrutiny is high, and the pressure to find value is greater than ever. The risks of entering a deal without a firm understanding of today’s market dynamics have never been more pronounced. How do you ensure your strategic acquisitions stay on course?

In this episode of the M&A Science Podcast, we explore the best practices for executing strategic M&A in today's market with Todd Henrich, SVP Head of Corporate Development at Booking Holdings.

 

Things you will learn:

• The ripple effects of regulatory overreach on M&A and investment

• Shaping strategy through M&A setbacks

• Using M&A as a tool, not a strategy

• How global regulatory collaboration is impacting M&A activity

• Key targets and red flags when building an investment thesis

 

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This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

 

This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal. 


Ready to streamline your M&A process? Visit dealroom.net today.

 

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Episode Timestamps

00:00 Intro

05:02 The impact of changing regulations on M&A deals

08:01 The ripple effects of regulatory overreach on M&A and investment

11:40 Shaping strategy through M&A setbacks

12:49 Using M&A as a tool, not a strategy

15:59 How global regulatory collaboration is impacting M&A activity

18:13 Adapting to regulatory rules

19:21 Ensuring strategic alignment and long-term value in M&A

22:49 Sourcing deals

23:38 The Rocketmiles acquisition success story

26:48 Key targets and red flags when building an investment thesis

30:16 The AI hype

31:38 Managing the hidden costs of M&A

36:08 The importance of an integration team in M&A success

37:39 Balancing valuation and integration costs in M&A

39:19 Other reasons deals can go awry

43:39 Key lessons in M&A: Doing deals that matter

46:59 Handling surprises in M&A deals

53:21 The importance of buyer-led M&A processes for long-term success

55:09 Craziest Thing in M&A

Oct 21, 2024

Charles Webb, Lead Antitrust Counsel at FedEx (NYSE: FDX)

 

When it comes to mergers and acquisitions, everyone loves to talk about synergies, growth, and market share. However, these enticing prospects can quickly dim if regulatory compliance risks are overlooked. While not the most glamorous aspect of M&A, compliance forms the bedrock that ensures deals are legally sound and smoothly executed.

 

In this episode of the M&A Science Podcast, Charles Webb, Lead Antitrust Counsel at FedEx, discusses how to manage regulatory compliance risks in M&A.

 

Things you will learn:

• Different types of regulatory compliance risks in M&A

• Applicability of antitrust framework to companies

• The evolution of antitrust laws

• The importance of avoiding Gun Jumping

• Increased aggressiveness of antitrust regulators

 

*******************

This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

 

This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal. 


Ready to streamline your M&A process? Visit dealroom.net today.

 

*******************

Episode Timestamps

00:00 Intro

06:40 Different types of regulatory compliance risks in M&A

14:41 Applicability of antitrust framework to companies

20:47 Impact of HSR filing on the deal timeline

22:43 What does the HSR form look like?

24:56 How to land the narrative in a merger

28:25 The Origins of the Sherman Act

29:47 The Magna Carta of Free Enterprise

30:03 Fast forward 1914

30:36 Amendments and the Hart-Scott-Rodino Act

31:33 The evolution of antitrust laws

33:47 Risks during the waiting period

39:33 The importance of avoiding Gun Jumping

42:22 Best practices for internal communication during a deal

44:01 Understanding deal review risk in advance

46:11 What happens if a deal is rejected?

50:11 Increased aggressiveness of antitrust regulators

51:41 Real consequences for gun jumping

53:05 Balancing integration planning with gun jumping risks

57:43 The key to preparing for regulatory compliance

58:52 Craziest Thing in M&A

 

Oct 14, 2024

Henry Ward, CEO and Co-founder at Carta,

 

M&A has become a critical tool for companies to stay competitive in today’s fast-changing market. But success in acquisitions now requires more than just speed—it demands a strategic approach that aligns with long-term goals and adapts to industry shifts.

 

In this episode of the M&A Science Podcast, Henry Ward, CEO and Co-founder of Carta, shares his insights on how businesses can refine their M&A strategies to thrive in an evolving corporate landscape.

 

Things you will learn:

• Building the case for actionability

• How to convince founders to sell

• Valuing high-growth companies

• Bounded vs. unbounded acquisitions

• Balancing disciplined acquisitions with opportunistic ventures

 

*******************

This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

 

This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal. 


Ready to streamline your M&A process? Visit dealroom.net today.

 

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Episode Timestamps

00:00 Intro

06:30 First failed acquisition story

09:13 Lessons learned during early deals

14:06 Building the case for actionability

16:31 Convincing founders to sell

26:06 Valuing high-growth companies

28:26 Bridging valuation gaps

31:48 Acquihires and product tuck-ins

35:39 Bounded vs. unbounded acquisitions

40:40 Lessons from unbounded M&A deals

44:22 Strategic capital allocation

46:33 Evaluating pipelines and allocating resources

48:10 How to make successful Corp Dev team and CEO relationships

50:25 Integration expectations from stakeholders

53:31 Thoughts on international expansion

56:02 Craziest thing in M&A

Oct 7, 2024

Camilo Franco, Director of M&A Integration and Operations and Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf (NASDAQ: JAMF)

 

Too often in M&A, diligence and integration operate in separate lanes. Diligence focuses on uncovering risks, while integration is left scrambling to make everything fit once the ink is dry. It’s a classic case of working in silos, and it’s leaving value on the table. But there's a way to break down those barriers from the start.

 

In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf, and Camilo Franco, Director of M&A Integration and Operations, show us how to transform these silos into synergy by aligning diligence and integration from day one.

 

In this episode, you’ll learn: 

• Implementing a proactive buyer-led M&A strategy

• Synchronizing diligence and integration planning

• The importance of integration-led diligence

• Building and refining the integration thesis

• Collaborating with sellers to shape a seamless integration plan

 

*******************

This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

 

This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal. 


Ready to streamline your M&A process? Visit dealroom.net today.

 

*******************

Episode Timestamps

00:00 Intro

04:46 Implementing a proactive buyer-led M&A strategy

06:21 Synchronizing diligence and integration planning

09:12 The importance of integration-led diligence

10:25 Early integration planning pre-LOI

13:05 Building and refining the integration thesis

15:58 Balancing due diligence and integration

19:10 Building confidence in early integration planning

21:53 Collaborating with sellers to shape a seamless integration plan

24:48 Measuring success from diligence to integration

27:44 Balancing aggressive integration goals with realistic expectations

29:59 Balancing AI hype with core business strategy in M&A pipelines

32:04 Best practices for evaluating intangible factors in an acquisition

33:52 Craziest thing in M&A

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