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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: Category: Business
Nov 9, 2020

On this episode of M&A Science, Kison speaks with Johanna Tseng, M&A Integration Leader at Coinbase. She's an M&A expert with a demonstrated history of leading acquisitions through integration and high growth environments. In this discussion, they talk about how proactive integration engagement can differentiate value and deals. 

In this episode you will learn:

  • How to position yourself to optimize integration planning
  • Steps in developing an M&A integration program
  • Benefits of building integration process pre diligence

 

 

This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more.

 

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

 

Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

Nov 6, 2020

On this episode of M&A Science, we're recapping one of the sessions from our M&A Science Virtual Summit. We had four guest speakers who talked about lessons learned from large scale divestitures:

Galina Wolinetz - Managing Director at Virtas Partners M&A Integration, Separations

Joshua Beggs - Field CTO at Dell Technologies

Jillian Kaebel-Sisk, Global HR M&A Mgr in Corporate Strategy and Business Development at Caterpillar Inc.

Nitin Kumar - CEO of Appnomic

Together they discuss key components of large scale divestitures both from HR's perspective as well as from the tech department's perspective. In this podcast you will learn:

How communication affects the outcome of large scale divestitures

About transition service agreements and how to set boundaries with them

How to spot red flags during a divestiture

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

Oct 23, 2020

For this episode of M&A Science, we're taking it back to our virtual summit we held in June. This conversation focuses on how to keep teams aligned during M&A integration. Featured speakers include Kash Ahuja, Senior Program Manager, M&A Integration at Google, James Harris, Principal Corporate Development Integration at Google, and Gwen Pope, Go-to-Market, M&A at Google.

In this podcast episode you'll learn:

  • The balance between legacy and new products
  • How to handle an overeager sales team
  • When to communicate internal issues

This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more.

 

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

 

Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

 

Oct 16, 2020

On this episode of M&A Science, Kison interviews Philip Pratt, Director, Acquisition Integration at Corning Incorporated, about building an M&A center of excellence from scratch. Philip has been at Corning for over eleven years, working in every aspect of M&A from being Director of M&A integration and even as Director of Acquisition Integration of Corning Glass Technologies in Japan.

In this episode, you will learn:

  • The benefits of creating an M&A center of excellence
  • The steps of building that center of excellence
  • The biggest challenges you will face when creating a center of excellence

 

This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more.

 

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

 

Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

Oct 12, 2020

On this episode of M&A Science, Kison talks with Jeremy Segal, Senior Vice President of Corporate Development at Progress, about building and aligning a corporate development team with multiple mandates.

Jeremy’s a Corporate development executive with 20+ years of experience in the technology industry focused on M&A, Strategic Planning, Joint Ventures, Divestitures, International Expansion, and Strategic Partnerships. He has led all aspects of 35+ acquisitions, divestitures, and strategic investments with aggregate value exceeding $8B. 

In this podcast you will learn:

  • The ideal method of getting a prospect on board
  • How to find the right people that can do all the various growth deal types
  • How Jeremy manages the wide breadth of responsibilities he has

This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more.

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

Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

Oct 9, 2020

On this episode, Kison speaks with Carlos Cesta, Vice President of Corporate Development at Presidio, about aligning leadership for greater deal success. Together they discuss leveraging employees to ensure deal success, when to start thinking about integration, and developing a joint integration plan.

Carlos is an investment banking and private equity-trained executive with over 15 years of experience executing and leading strategic initiatives. His expertise is in mergers & acquisitions, joint ventures, direct investments, alliances, and partnerships.

This podcast is brought to you by DealRoom, an M&A lifecycle management software. Learn more about DealRoom at dealroom.net.

Oct 5, 2020

On this episode of M&A Science, Kison interviews Christina Ungaro, Head of Corporate Development at JLL, about how to structure a talent focused acquisition. Christina breaks down what a talent focused acquisition truly is, how to make that kind of acquisition successful, and all the necessary components your team needs to consider when executing this specific transaction.

This podcast is brought to you by DealRoom, an M&A lifecycle management software. Learn more about M&A Science and join a network of leading practitioners sharing lessons learned over the years at mascience.com.

Sep 28, 2020

Ever wondered what is the future of M&A? This is one of the topics we tackled in the M&A Virtual Summit that we had. In this session, Dr. Karl Michael Popp, Senior Director of Corporate Development at SAP, and CEO of DealRoom, Kison Patel had an amazing interview. 

This podcast is brought to you by DealRoom, an M&A lifecycle management software designed for collaboration and responsiveness. Learn more about M&A Science and join a network of leading practitioners sharing lessons learned over the years at mascience.com.

 

Sep 25, 2020

This amazing interview is from the past virtual summit we held in June. It talks about one of the hardest things in M&A practice- Cultural Integration. Discussing this topic is Jonathan Shiery, Director at Guidehouse, and Valeria Strappa, Director and Healthcare Integration Leader at JP Morgan, Chase. 

This podcast is brought to you by DealRoom, an M&A lifecycle management software designed for collaboration and responsiveness. Learn more about M&A Science and join a network of leading practitioners sharing lessons learned over the years at mascience.com.

 

Sep 21, 2020

Had a great interview last week with Isaac Lund, VP Corporate Development and M&A at National Express LLC. The topic is all about learning how to work with a private seller to get the best outcome. We cover topics such as whether to work with a private seller or an advisor, what happens to the leadership of the seller, and finding good deal representation.

This podcast is brought to you by DealRoom, an M&A lifecycle management software designed for collaboration and responsiveness. Learn more about M&A Science here and join a network of leading practitioners sharing lessons learned over the years.

Sep 14, 2020

This week’s featured interview is all about an HR practitioner’s guide to M&A due diligence, with Klint Kendrick, Chair of HR, M&A roundtable. Klint was a former director of M&A, HR at Oracle, and HR M&A leader at Boeing. He discusses topics such as bringing HR in early, the definition of due diligence, deal killers, and how to weigh risks. 

Sep 11, 2020

This is an interview that we had during our M&A virtual summit. Hosted by Jill Harrison, VP of Silverline venture, this interview is all about positive employee experience and how it impacts the success of M&A deals. Joining this discussion are our 3 speakers Cole Breidenbach- Head of M&A Integration at Okta, Josh Olson- Head of solution sales at the Americas at VMware, Amy Gannaway- Vice President, Global Compensation, Benefits and HRIS at VMware.

Sep 4, 2020

This interview is a rewind from our M&A virtual summit, which was held in June. The topic of discussion is leading M&A with integration, featuring our guest speakers Carlos Cesta, Corporate Development/M&A at Presidio and Javid Moosaji, global head of partner channels, platform solutions and transformation at Travelex, hosted by Stacy Hendricks, senior director at Alvarez and Marsal.

Aug 31, 2020

Had a great interview last week with Ajit Sane, Director IT M&A at Agilent Technologies. Ajit is an M&A professional with multiple years of experience in leading acquisitions, integrations and divestitures. Our topic of discussion is how to wind a business down with minimal customer and people disruption.

Some topics we covered include the planning behind a wind down, challenges you can expect, and protecting your assets. Ajit reminds the audience your company's biggest assets are your employees and your customers, so it's important to prioritize them.

Aug 27, 2020

In this episode, we're sharing an interview we had in our M&A virtual conference that talks about how to modernize IMO, and building a synergy plan that actually delivers. This interview was hosted by Jonathan Shiery, Director at Guidehouse, with the guest panel Bill Clarkin, Head, M&A at BMO Financial Group.

They discuss the seven principles you should follow in order to modernize IMO including flexibility, the importance of documentation, and setting a hard deadline. Learn from their extensive and impressive backgrounds and hear about experiences they've learned from that you can avoid.

Aug 24, 2020

Last week was a great interview with Neil McNamara, Co-founder of Virtas Partners, which is an advisory firm specializing in preparing companies financially and operationally for M&A. The topic of discussion is how to plan divestiture from an accounting perspective.

First thing that you should do is set up your deal perimeter. Clearly define what you're selling so that you can create the structure of the financial data needed to get the deal done. The complexity of the financial data varies depending on what type of exit you are doing. 

Carve outs can be very difficult because most of the time, you are selling something that has never been looked at as a standalone entity. Therefore, you will have to build a standalone financial statement without any financial historical information. 

Aug 21, 2020

In case you didn’t know, in the middle of this pandemic, we were able to pull off a successful M&A Virtual Conference. One of the sessions that we had was hosted by Ben Sutton, senior manager of corporate development at NCR corporation. This session was all about  Aligning Strategy with Your M&A Process, featuring our two guest speakers: Scott Kaeser, executive VP of corporate development, US security services at GardaWorld and Sean Corcoran, VP of corporate development and M&A at Neustar, inc.

It is absolutely critical that everyone understands the rationale behind the deal. In order for everyone to fully understand the strategy, you have to simplify things and let them know what you are trying to achieve. Especially on a very large team and the integration process takes years to finish, knowing the true north of that deal will keep teams aligned. 

Aug 17, 2020

Last week’s interview was with Ivan Golubic, former VP Corporate Development at Goodyear. Prior to Goodyear, Ivan spent 10 years with Whirlpool, Deloitte and Ford in various finance and M&A roles. Our topic of discussion is how to make joint ventures more successful.

To make joint ventures more successful, first you need to define what success means to you. Each party has their own rationale so you need to find your objectives. Hire a third party consultant to create a strict governance structure. And create an exit strategy so if things don't work out, both parties know what to do and preserves their relationship.

Aug 14, 2020

On this recap from the M&A Science Virtual Summit, Kison moderates a panel featuring Devorah Bertucci, Director of Corporate Development at Microsoft, and Kim Jones, Senior HR M&A Manager at Microsoft. They discuss the topic of how to bridge the gap between corporate development and integration functions.

Making an acquisition successful and creating value for both sides isn’t easy. There needs to be a partnership with corporate development and integration that drives negotiations to structure a deal for success. Topics covered in this panel include identifying early signs of a bad fit, balancing different company cultures, and how a role in corporate development impacts views on culture.

Aug 12, 2020

This is a session from our M&A Virtual Conference which was held on June 10 and 11. The topic of discussion is avoiding valuation surprises and accounting for M&A transactions, hosted by PJ Patel, co-CEO and Senior Managing Director at Valuation Research Corporation. Our guest for this interview is the Vice President of Corporate Strategy and M&A at Church and Dwight, Brian Buchert.

Together, Brian and PJ discuss how to not overpay in deals, explain why valuing a company 10 years from now is a joke, and explain the effects of a long term recession. Learn tips on how to avoid common valuation mistakes, what the aftermath of COVID-19 may look like, and how valuation requires their own proprietary metric.

Aug 10, 2020

Last week’s interview was with Erik Levy, Group Head Corp Dev and M&A at DMGT PLC. Erik has completed over 150  acquisitions, minority and venture investments and strategic partnerships. The topic of discussion is how successful Diligence and Integration planning frames success of M&A and valuation.

Kison and Erik cover topics such as different approaches to valuation, causes of failures, and the keys to success. 

Aug 7, 2020

In this recorded session from our M&A Science Virtual Summit, Laura Lane, Chief of Staff at VMware, Kimberly Baird,  Corporate Development Integration Leader at Cisco, and Dawn White, Manager of M&A Integration at Corning discuss how to virtualize the people experience during integration. They cover topics such as maintaining enthusiasm, boosting morale, and what tech tools they use during this unprecedented time. 

Aug 5, 2020

On this episode, Kison interviews Jeff Desroches, VP of Corporate Development at Atlas Copco, about how to identify issues during diligence in M&A. Jeff is a high-impact Corporate Development executive adept at identifying, developing and executing strategic growth opportunities. He’s a resourceful problem solver with proven ability to manage large, cross-functional teams to drive complex commercial and technical programs with extensive experience in international dealmaking.

Together, Jeff and Kison discuss approaches to take for deal negotiations, how to present an offer and prepare yourself for any responses you may get, and what the main priorities of diligence are. They also cover topics such as issues that commonly appear during diligence, how to deal with those issues, and Jeff's opinion on culture.

Aug 3, 2020

In this interview, Kison discusses the topic of international transactions with Jeff Baker, EVP Mergers and Acquisitions at InComm. Jeff has extensive international experience and will be offering his advice on how to be sensitive towards other cultures and how to work with outside governments when completing a deal.

 

Jul 31, 2020

Kison sits down with Sachin Kumar, Senior Director - M&A and Regional Lead for HR North America at Conduent, to discuss the topic of the not so famous process of Rebadging. Together they break down the process step by step and explain the use case.

Some tips: Don’t forget to get the HR team involved quickly.  Without having an HR plan, focused job descriptions, and performance standards, rebadging can quickly turn into a big headache. Also, problems arise if Corp Dev was not informed because the business team doesn’t know how to manage an asset deal. So try your best to keep Corp Dev in the loop especially when the deal is scaling. 

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