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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: November, 2023
Nov 27, 2023

Jim Ackerman, recent Vice President of Corporate Development at Flex; Steve Coghlan, Semi-recent Vice President of Corporate Development at Flex.

Every deal is different, which means each and everyone will present unique challenges that teams have to overcome. Especially when dealing with smaller companies. There is no such thing as a perfect deal. However, with the right mindset and approach, deals can still close and bring value to both parties involved. 

In this episode of the M&A Science Podcast, Jim Ackerman, recent Vice President of Corporate Development at Flex, and Steve Coghlan, former Vice President of Corporate Development at Flex, discuss their experiences on M&A surprises and horror stories.

This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals done. Leave the pay-per-page world behind by going to www.firmroom.com

Episode Bookmarks

00:00 Intro

05:06 Sourcing deals

08:24 Key things to ask during the first meeting

11:49 How to get exclusivity

15:01 How the governance works

16:41 Due diligence red flags

17:21 Cultural integration

19:46 Working with the board

23:54 Best way to pitch a deal to the board

24:34 Stakeholder management in the board

25:40 Managing M&A surprises

29:30 Good M&A Surprises

34:37 Accounting surprises

36:30 Private deal surprises

40:39 IT surprises

42:33 Surprises between signing and closing

45:38 How to mitigate risks and surprises

46:13 What trap currency is

48:04 Integration surprises

50:40 Mitigating surprises from integration

54:25 Instilling clear and purposeful communication

55:23 Hardest step to do in M&A

56:10 Worst deal ever done

59:11 Best advice

1:00:12 Craziest thing in M&A

 

Nov 20, 2023

Nicole Markowski, Manager and Corporate Development at Wipfli LLP

More than the numbers, relationships can make or break a deal. Regardless of the deal rationale, strong, trusting connections between parties can lead to smoother negotiations, clearer communication, and a greater likelihood of mutual satisfaction in the end result. 

In this episode of the M&A Science Podcast, Nicole Markowski, Manager and Corporate Development at Wipfli LLP, delves into the importance of cultivating positive relationships to drive M&A success.

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This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. 

To join our growing online community of M&A practitioners, visit www.mascience.com/academy. 

Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at www.dealroom.net.

FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to www.firmroom.com

Episode Timestamps:

00:00 Intro

07:04 The importance of relationships in M&A

09:25 Key people to build relationships with

15:55 How to foster and develop relationships

23:03 How to engage with key people

25:27 Approach to build relationships

28:30 People assignment for developing relationships

30:47 Delegating tasks in building relationships

34:22 Key acquired company people to build relationships with

36:31 Handling resistant groups

39:25 People problems and how to address them

45:57 Advice to first-time practitioners

47:45 Craziest thing in M&A

 

Nov 13, 2023

Samuel Wilson, Chief Executive Officer at 8x8 (NASDAQ: EGHT)

In the grand scheme of things, every M&A must make financial sense. Whether it’s cutting cost, increasing revenue, or achieving operational efficiencies, it all boils down to the numbers. After all, every company’s main goal is to grow and increase profit for its shareholders. It is why the Chief Financial Officers play an integral role in M&A. 

In this episode of the M&A Science Podcast, we will explore M&A from a CFO’s perspective, featuring Samuel Wilson, Chief Executive Officer at 8x8.

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This episode is sponsored by the DealRoom and FirmRoom. 

Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at www.dealroom.net

FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to  www.firmroom.com.

Episode Timestamps

00:00 Intro

07:55 The Role of CFO

11:39 Risk Management

14:39 Integration aspect

15:54 Alignment on assumptions

18:14 Managing people

19:28 Best integration practices

21:25 Working with the CEO

22:52 Walking away from a deal

27:10 Getting involved in the deal

29:50 Tying the Strategy

33:36 Integration Budgeting

39:43 Working with corporate development

40:54 Advice for first time acquirers

44:04 Craziest thing in M&A

 

Nov 6, 2023

David Barnes, Chief Financial Officer at Trimble Inc. (NASDAQ:TRMB)

Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of strategic ventures. Beyond their traditional financial responsibilities, these financial architects hold the key to unlocking the full potential of mergers and acquisitions. 

In this episode of the M&A Science Podcast, we explore M&A from a CFO’s perspective with David Barnes, Chief Financial Officer at Trimble Inc.

____________________________________________________________________________

This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. 

To join our growing online community of M&A practitioners, visit mascience.com/academy. 

Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at dealroom.net.

FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to firmroom.com.

Episode Timestamps

00:00 Intro

04:29 The Role of CFO

05:14 How the CFO’s roles differs from the CEO

06:24 Decision-making process and approvals workflow

09:43 Communicating opportunities

11:15 Prioritization

14:18 Balancing the allocation of budgets

16:42 How equity compensation works

18:14 How aligned investment analysts are when evaluating a company

20:08 Forecasting deals

22:53 Priorities when looking at deals

26:49 Balancing priorities when structuring earnouts

28:31 Understanding a company’s culture

31:08 Integration from a CFO’s perspective

33:49 How the speed of integration impacts value realization

37:05 Biggest lessons learned as a CFO

39:23 How to pitch deals to the CFO

41:38 Craziest thing in M&A

 

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