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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: February, 2024
Feb 28, 2024

Adam Harris, CEO of Cloudbeds

When executing M&A, having a structured approach to validating the acquisition plan is crucial. The worst thing any acquirer can do is to buy a business that doesn’t bring value to the parent company.

In this episode of the M&A Science Podcast, Adam Harris, CEO of Cloudbeds, shares the meticulous 6-step process his company uses to validate their acquisition plan. 

Things you will learn:

• Surveying Customers

• Industry Trend Analysis

• Partner vs Build Analysis

• Formulating the strategic rationale

• In-depth Company Analysis and Product Demos

• Drafting a detailed memo

This episode is sponsored by the DealRoom

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 https://www.dealroom.net

Episode Bookmarks

00:00 Intro

08:45 Approaching M&A

18:20 Surveying Customers

23:47 Industry Trend Analysis

28:13 Partner vs Build Analysis

34:12 Formulating the strategic rationale

36:50 In-depth Company Analysis and Product Demos

41:18 Drafting a detailed memo

44:15 Pitching M&A to the board

44:54 Craziest thing in M&A

 

Feb 26, 2024

Seema Nimmagadda, Head of M&A Integration for North America at Woven by Toyota

A lot of times, M&A integration is considered only after closing the deal. It is often treated as an afterthought, and this approach is where many deal failures stem from. If we want to improve our M&A process and get better results from deals, we have to start updating our practices to the most efficient way of doing things. 

In this episode of the M&A Science podcast, Seema Nimmagadda, Head of M&A Integration for North America at Woven by Toyota, discusses how to master M&A integration.

Things you will learn in this episode:

• The Ideal Integration Process

• M&A Integration planning pre-LOI

• Setting up an early version of the IMO

• Detailing the M&A Integration Strategy

• Aligning deal goals with integration strategy

This episode is sponsored by FirmRoom. 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 https://firmroom.com

Episode Bookmarks

00:00 Intro

04:00 Toyota’s Woven Business Unit

05:00 The Ideal Integration Process

06:53 The Importance of Integration Capabilities

08:52 Integration planning pre-LOI

11:50 Ensuring Adequate Resources and Capabilities during M&A Integrations

13:27 Avoiding early pitfalls for integration

14:40 Key integration milestones from LOI to Close

18:53 Aligning the IMO and Corporate Development

21:49 Adapting mature M&A teams to change

23:28 Setting up an early version of the IMO

25:04 Key people in forming an early IMO

26:16 Detailing the Integration Strategy

29:09 Balancing team autonomy in integration planning

31:56 Maintaining collaboration and progress in integration

34:24 Managing cross-functional dependencies

35:16 Tech stack diversity

36:41 M&A execution checkpoints

38:04 Information gathering challenges pre-close

39:08 Managing vendor dependencies and ensuring transparency

40:12 Balancing functional plans with the master integration strategy

42:04 Securing stakeholder buy-in

43:04 Risks of overlooking integration

44:03 Aligning deal goals with integration strategy

44:36 Identifying when an M&A integration is complete

46:25 Best practices for smooth post-close integrations

46:59 Craziest thing in M&A

 

Feb 21, 2024

Brent Baxter, Chief Executive Officer at Association for Corporate Growth, and Jeff Giles, VP, Corporate Development at Core & Main (NYSE: CNM)

In a highly competitive market, speed is crucial for companies wanting to do M&A. Especially with all the economic and market changes that’s happening, professionals must use M&A best practices to get better deals. 

In this episode of the M&A Science Podcast, Brent Baxter, Chief Executive Officer at Association for Corporate Growth, and Jeff Giles, VP, Corporate Development at Core & Main, share their strategies and experiences when executing successful M&A. 

Things you will learn:

• Target outreach

• Best practices when building relationships 

• Challenges of working with private sellers

• Executing agile and efficient Diligence

• Role of technology in the M&A process

This episode is sponsored by the DealRoom.

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 https://dealroom.net

Episode Bookmarks

00:00 Intro

07:12 Getting deals faster

10:35 Target outreach

15:54 Best practices when building relationships

19:47 How to best optimize ACG

22:46 M&A challenges

25:20 Challenges of working with private sellers

29:39 Executing agile and efficient Diligence

34:53 Executing deals during COVID

39:59 Role of technology in the M&A process

42:06 Role of technology in the future

46:47 Craziest thing in M&A

 

Feb 19, 2024

Amy M. Weck, VP, M&A and integrations at The Liberty Company Insurance Brokers, LLC

It's common to see due diligence and integration as separate stages, but combining them can make the M&A process much smoother and more effective. But how exactly can we weave these two critical phases together effectively? 

In this episode of the M&A Science Podcast, Amy M. Weck, VP, M&A and integrations at The Liberty Company Insurance Brokers, offers practical strategies to align integration and diligence for optimal outcomes.

Things you will learn in the episode:

• Merging separate integration departments

• How to connect diligence and integration

• Fostering a ‘One Team’ Mindset

• Maintaining Team Rhythm in High-Volume Acquisitions


This episode is sponsored by FirmRoom. 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 https://firmroom.com.

Episode Bookmarks

00:00 Intro

04:26 Getting into M&A

06:12 Evolving into integration

07:55 Transitioning from deal team to integration team

09:26 Pre-LOI considerations in M&A

10:40 Merging Corp Dev and Integration Team

13:26 The impact of mindset during transition

15:26 Connecting the two functions

18:42 Keeping teams and workflows aligned

22:14 Biggest challenge in the transition

24:05 The challenge of change management

26:11 Managing new hires in key roles

27:29 Key advice for managing the end-to-end M&A process

34:37 Optimizing the M&A function for a roll-up

36:21 Practical Tips for Learning from Past Due Diligence

38:16 Maintaining Team Rhythm in High-Volume Acquisitions

40:05 Key Strategies to Avoid Failing in Your Integrations

42:02 Key Questions to Ask Before the LOI

43:17 Evaluating Cultural Fit and Red Flags

48:15 Ideal candidate for an M&A role

59:44 Advice to first-time M&A practitioners

1:01:02 Craziest thing in M&A

Feb 14, 2024

John Blair, Partner M&A Attorney at K&L Gates

In M&A, it’s very common for buyers and sellers to disagree on the value of the business. If both parties cannot agree on the price, the deal could fall apart. However there are certain strategies and tools that both parties can use to compromise and be happy during closing. 

In this episode of the M&A Science Podcast, John Blair, Partner M&A Attorney at K&L Gates, shares best practices on how to bridge valuation gaps in M&A. 

Things you will learn in this episode:

•Bridging gaps in M&A Valuation

•Earnouts 

•Seller Financing

•Equity structure 

•Market’s impact on Bridging M&A Valuation Gaps

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 https://dealroom.net

Episode Bookmarks

00:00 Intro

04:13 When to get involved in the M&A Process

07:50 Negotiations during LOI

09:42 Bridging gaps in M&A Valuation

11:09 Using Holdbacks to Bridge M&A Valuation Gaps

13:20 Seller Financing

15:00 Earnouts

16:43 Earnouts on Intellectual Property

18:45 Key Variables in an Earnout

23:14 Earnout payment structure

25:53 Making Earnouts Successful

29:08 Structures of Seller Financing

36:24 Traditional terms of seller financing

38:20 Equity structure

41:04 Stock options

43:52 Minimizing the cash upfront during a sale

46:34 Contents of Letter of Intent

49:14 Advice for first timers

50:01 Craziest Thing in M&A

 

Feb 12, 2024

In the dynamic world of mergers and acquisitions (M&A), creating an effective team is crucial for success. This process can be complex and demanding, but also immensely rewarding. After all, having an internal team means having the capability of acquiring companies in the future, rather than treating M&A as a one-time event. 

In this episode, Birgitta Elfversson, Non-Executive Director at Netlight, shares her experience in transforming existing staff into M&A experts. 

Things you will learn from this episode:

• Shaping the M&A strategy

• Building an M&A team

• Scaling the M&A Team

• Recruiting competent people

• Managing burnout

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 https://dealroom.net

Episode Bookmarks

00:00 Intro

10:54 Shaping the M&A strategy

12:46 Key elements of the strategy

14:58 Strategy approval

16:10 Challenges on the first acquisition

18:30 Building an M&A team 

22:05 Scaling the M&A Team

25:10 Recruiting competent people

26:44 M&A Aptitude test

32:48 Working with consulting firms during M&A

37:17 Setting the external team up for success

39:08 M&A Team structure

39:48 Managing burnout

43:18 Programmatic M&A

49:09 Start up doing M&A

51:47 Integration execution

53:19 Smart collaboration in the future

55:51 Setting integration up for success

58:20 Craziest thing in M&A

 

Feb 7, 2024

Jake Lin, Head of Corporate Development at Xendit

Navigating cross border M&A is one of the most challenging tasks for deal makers. There are a lot of intricacies involved that are unique to each country, and must be handled delicately. 

In this episode of the M&A Science Podcast, Jake Lin, Head of Corporate Development at Xendit, shares his best practices when executing cross border M&A, particularly in South East Asia. 

Things you will learn:

  • Biggest challenge in Cross Border M&A

  • Language barrier during Cross border M&A

  • Managing Cultural Differences during negotiations

  • Cross border M&A best practices

  • Integration approach to cross border M&A

This episode is sponsored by the DealRoom.

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 https://dealroom.net.

Episode Bookmarks

00:00 Intro

05:44 Biggest challenge in Cross Border M&A

08:18 Cross Border M&A without Bankers 

09:04 Working with Local Bankers

09:55 Language barrier during Cross border M&A

12:05 Managing Cultural Differences during negotiations

16:01 Managing the Speed of Cross border M&A

17:20 Cultural Differences almost killing the deal

18:48 Countries easiest to work with

21:06 Cross border M&A best practices

22:32 Strategic tips when dealing with Cross border M&A

23:49 Integration approach to cross border M&A

25:37 Negotiating Payment terms

28:59 Computation for stock payments

30:06 Advice for first-timers

30:29 Craziest thing in M&A

 

Feb 5, 2024

Yoav Zeif, CEO at Stratasys

In today’s competitive global market, organizations need to leverage every tool in their arsenal to stay ahead of the curve. One of the best ways to do this is strategic M&A. With the right approach, M&A can drive significant growth, unlock fresh opportunities, and expedite the achievement of strategic business goals. In this article, Yoav Zeif, CEO at Stratasys, shares his experience on achieving business growth through strategic M&A.

Things you will learn in this episode:

•The Start of their M&A Journey

•Strategic M&A framework

•Evolution of Strategy

•Working with the corporate development team

•How to ensure positive business outcomes during integration

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 https://firmroom.com/

Episode Bookmarks

00:00 Intro

07:04 Start of M&A Journey

11:56 M&A strategy framework

18:58 Real-life acquisition scenario

20:20 Evolution of Strategy

23:59 Working with the corporate development team

26:29 Corporate development teams pitching deals

30:22 How to ensure positive business outcomes during integration

31:57 Big lessons learned

39:18 Retaining key people

40:26 Other lessons

42:42 Craziest Thing in M&A

 

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 https://firmroom.com/

 

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