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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: Category: business
Dec 9, 2024

Scaling a business from good to great often feels like an uphill battle. Organic growth alone can be painfully slow, leaving you far from achieving your dream of building an empire. But how do you supercharge growth without losing control or falling into costly traps? Building an empire takes more than just passion—it requires a clear, strategic playbook.

 

In this episode of the M&A Science Podcast, Adam Coffey, Founding Partner of The Chairman Group, shares his proven framework for transforming businesses into empires, from meticulous buyer-led diligence to flawless integration strategies. 

 

Things you will learn:

 

• The framework for building a resilient and profitable business empire

• The strategic role of software in scaling M&A operations

• The power of buy and build for exponential business growth

• Building relationships and effective outreach strategies

• Structuring deals with financial levers for sustainable growth

 

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This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.

 

This episode is also sponsored by DealRoom's BI Reporting tool.  DealRoom's BI Reporting tool revolutionizes M&A reporting with real-time, interactive data management. Utilize Looker BI to customize, automate, and export detailed M&A lifecycle reports, enhancing strategic decision-making. For more details, check out the DealRoom BI Reporting page.

 

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Episode Timestamps

00:00 Intro

08:09 Simplifying business growth and private equity for everyone

11:48 The framework for building a resilient and profitable business empire

19:11 The strategic role of software in scaling M&A operations

24:11 Building a scalable business through smart acquisitions

30:00 The power of buy and build for exponential business growth

39:23 Strategically structuring growth and valuation for maximum exit potential

 

Dec 2, 2024

Art Papas, CEO at Bullhorn,

 

Growth through M&A is about strategy, timing, and bold leadership. The stakes are high, but the rewards are transformative for those who get it right. In this episode, Art Papas, CEO of Bullhorn, shares his journey from tech founder to M&A leader, and how he turned acquisitions into engines of growth. 

 

Things you will learn:

 

• The role evolution from tech lead to CEO

• The case for buyer-led M&A

• Leveraging customer insights to identify strategic opportunities

• Balancing control and growth with private equity sponsorship

• Building M&A strategies and handling private equity transitions

 

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This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.

 

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

06:29 The role evolution from tech lead to CEO

10:21 Lessons in Discipline and Growth

16:27 The case for buyer-led M&A - We were buyer-led

20:30 Leveraging customer insights to identify strategic opportunities

25:27 Balancing control and growth with private equity sponsorship

31:30 Building M&A strategies and handling private equity transitions

32:31 The right way to integrate acquired businesses

40:22 Ensuring smooth M&A integration through detailed planning

43:48 Integration and risk planning post-LOI

46:07 Best practices for handling overlapping products in M&A

49:53 First M&A deal with Vista

54:14 Evaluating deal timing and product-market fit early

55:32 Staying close to core competencies in M&A

58:55 Expanding internationally with organic growth and M&A

1:00:43 Building relationships in early M&A conversations

1:02:14 Craziest thing in M&A

 

Nov 27, 2024

Avinash Patel, Partner at PJT Partners (NYSE: PJT)

Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table. 

In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider’s view on what investment bankers really do in M&A, from guiding strategic vision to wielding influence in complex transactions.

 

Things you will learn:

• Why investment bankers face a reputation challenge

• Building influence and shaping strategy through relationship investment

• Working with public vs. private companies as an investment banker

• Evaluating the right private equity partner

• Finding the right advisory partnership

 

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This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you’re looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata

 

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

08:37 Why investment bankers face a reputation challenge

13:29 The role of investment bankers

17:21 Building influence and shaping strategy through relationship investment

21:36 Tailor advice and introductions for big-company impact

23:31 Example of companies turning strategic advice into growth

30:08 Working with public vs. private companies

32:21 Role play: Scaling through organic growth and strategic acquisitions

44:19 Leveraging investment bankers to identify strategic carve-out opportunities

48:29 Building selective PE relationships for carve-out deals

50:54 Evaluating the right private equity partner - willing to answer

55:47 The importance of buyer-led M&A integration planning

1:06:29 Finding the right advisory partnership

1:08:18 Craziest thing in M&A

 

Nov 18, 2024

Yogesh Gupta, President and CEO at Progress Software

 

In M&A, closing the deal is just the beginning. The true measure of success comes from effective execution post-close. Mastering this phase demands transparent leadership and strategic agility—qualities that can significantly influence whether an acquisition thrives or flounders.

 

In this episode of the M&A Science Podcast, Yogesh Gupta, President and CEO of Progress Software, explores how clear leadership and adaptable strategies are pivotal for M&A success. He shares insights into building a strong foundation and ensuring seamless integration, even before the deal is inked. 

 

Things you will learn:

 

• Crafting a clear and actionable M&A strategy

• Establishing leadership and building a foundation before pursuing M&A

• Strategic AI integration

• Ensuring fit and managing integration risk at the LOI stage

• Balancing objectivity and cultural fit in M&A decision-making

 

*Bonus Mini Interview: The Evolving Landscape of M&A Data with Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence.

 

Today, data is everything, and the M&A industry is no different. Professionals must learn to harness and utilize the power of technology and data to increase efficiency.

 

In this mini interview, Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence, discusses the evolving landscape of M&A data and how it impacts M&A professionals.

 

Things you will learn:

 

• Embracing AI for Enhanced Efficiency

• Leveraging Alternative Data Sources

• Utilizing Capital IQ Pro

• Accessing Private Company Data

• Workflow Efficiency through Technology

 

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This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you’re looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata

 

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 Bookmarks

00:00 Intro

07:52 The reality of being a CEO in a publicly-traded company

12:29 Crafting a clear and actionable M&A strategy

15:21 Conducting diligence and understanding the business in the first 90 days

18:22 Establishing leadership and building a foundation before pursuing M&A

24:05 How the strategy evolved

25:05 Strategic AI integration

28:27 Executing successful M&A deals

30:51 Ensuring fit and managing integration risk at the LOI stage

34:26 Balancing objectivity and cultural fit in M&A decision-making

38:42 Building trust through transparency in M&A relationships

40:25 Influencing a sale by building long-term relationships

43:10 Maintaining valuation discipline in acquisition negotiations

45:31 Managing transparent employee communication

51:12 Staying agile to overcome integration challenges in M&A

54:33 Craziest thing in M&A

55:58  Bonus Interview with Jack Blazebrook: The Evolving Landscape of M&A Data 

 

Nov 11, 2024

Dr. Tianyi Jiang, CEO at AvePoint

 

Raising capital is only half the battle. The real challenge is fostering strong relationships with investors while ensuring your business continues to grow. It’s easy to focus on securing funds, but investors look for more than just short-term returns. Without that clarity, it’s harder to build lasting trust and keep things moving forward.

 

In this episode of the M&A Science Podcast, Dr. Tianyi Jiang, CEO at AvePoint, explains how to navigate investor relations and capital raising for sustainable growth.

 

Things you will learn:

• Engineering discipline in M&A

• Lessons in driving growth through organic and inorganic strategies 

• Building a strong distribution network

• Balancing primary and secondary capital

• Capital advantages of going public

 

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This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.

 

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 Bookmarks

00:00 Intro

04:53 Engineering discipline in M&A

07:08 Lessons in driving growth through organic and inorganic strategies

11:37 Building a strong distribution network

13:36 The importance of strategic capital raising for long-term growth

17:41 How to recapitalize and scale without losing control

20:30 Structuring a recap

22:11 Balancing primary and secondary capital

24:32 Maintaining control and avoiding founder dilution

28:42 Maximizing returns while retaining control

30:14 How going public challenges companies to maintain discipline and long-term focus

34:20 Capital advantages of going public

36:46 Structuring acquisitions and aligning acquirer and founder interests

40:20 Strategic capital allocation to drive growth

42:29 Key advice for growing, raising capital, and allocating resources

45:30 Craziest thing in M&A

 

Nov 4, 2024

Davis Thacker, Chief of Staff and Head of Corporate Development at Carta

 

The M&A process is notoriously tricky—everyone loves talking about getting the deal done, but few focus on the real work that comes after. Integration, valuation shifts, and cultural alignment often prove to be the biggest roadblocks to a successful acquisition. How do you avoid the common pitfalls that derail so many deals post-close?

 

In this episode of the M&A Science Podcast, Davis Thacker, Chief of Staff and Head of Corporate Development at Carta,  shares his expert strategies on executing successful M&A.

 

Things you will learn:

• Sourcing unbounded deals

• Driving accountability for successful integration

• Building consistency and early integration

• Advice on building a collaborative relationship with your CEO

• How to maintain a consistent people experience

 

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This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.

 

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 Bookmarks

00:00 Intro

07:38 Discovering unbounded deal opportunities

09:00 Sourcing unbounded deals 

13:21 Deal execution lessons: Adapting M&A strategy based on business growth

15:22 Driving accountability for successful integration

17:34 Building consistency and early integration

20:28 Working with the CEO

22:08 Advice on building a collaborative relationship with your CEO

24:01 Cultural challenges of international deals

27:42 Creating a positive people experience in M&A

31:04 How to maintain a consistent people experience

35:22 Balancing cultural integration

37:30 Mapping international growth in venture markets

39:18 Key tips for transitioning from domestic to international M&A

41:20 Navigating valuations and stakeholder interests in deal negotiations

43:29 Aligning non-price factors in M&A - Come back to culture

44:17 Craziest Thing in M&A

 

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

 

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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

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

 

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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

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

 

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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

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

Sep 30, 2024

Jann Lau, Senior Director, Corporate Development at PayPal (NASDAQ: PYPL)

 

A well-crafted deal thesis is the cornerstone of any successful M&A transaction. It outlines the strategic rationale and anticipated value creation from the acquisition. However, a strong thesis alone isn't enough. To ensure the deal delivers on its promise, it's crucial to rigorously validate its assumptions and projections.

 

In this episode of the M&A Science Podcast, Jann Lau, Senior Director of Corporate Development at PayPal, shares key strategies for validating the deal thesis and mitigating risks associated with M&A.

 

Things you will learn:

 

• The importance of validating the deal thesis

• The risks of rushing M&A deals without proper alignment

• How to effectively validate a deal thesis

• Who takes the blame in corporate development for a bad deal?

• Other ways to streamline the M&A process

 

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This episode is sponsored by Spearhead Corp Dev, a leading buy-side advisory firm. Spearhead combines traditional deal origination and advisory with advanced AI to help corporations and mid-market PE firms find and close more off-market deals with certainty. Their approach supercharges proprietary deal flow, providing a greater choice of opportunities. Elevate your deal sourcing by visiting spearheadcorpdev.com.

 

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

04:36 The Yahoo! acquisition

09:27 The importance of validating the deal thesis

13:42 The risks of rushing M&A deals without proper alignment

16:25 How to effectively validate a deal thesis

20:55 Example on how to effectively validate a deal thesis

26:29 Risks of not validating the deal thesis

29:42 Crafting a deal thesis 

33:31 Pitching the deal thesis

36:38 Integration as a deal driver

39:47 Who takes the blame in corporate development for a bad deal?

40:53 Key questions to nail down your deal thesis

42:09 Balancing gut instinct and stakeholder buy-in in M&A decisions

44:20 Lessons from deal surprises

46:13 When to walk away from a deal

48:16 Other ways to streamline the M&A process

50:34 Craziest thing in M&A

 

Sep 23, 2024

Gregg Albert, Managing Partner - Corporate Strategy and Mergers & Acquisitions at Accenture (NYSE: ACN) 

 

Companies are facing immense pressure to stay agile, seize new opportunities, and maintain a competitive advantage in today's rapidly evolving business environment. One key strategy to achieve this is portfolio rebalancing, a critical initiative that helps businesses optimize their asset mix and drive sustainable growth. 

 

In this episode of the M&A Science Podcast, Gregg Albert, Managing Director of Corporate Strategy M&A at Accenture, discusses in-depth, what is portolio rebalancing and how it could help your company.

 

Things you will learn:

 

• The difference between an opinionated shareholder and an activist investor

• Companies that attract activist investors

• How to approach portfolio rebalancing

• Addressing integration bottlenecks

• The challenges of divestitures in portfolio rebalancing

 

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This episode is 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

08:57 The importance of portfolio rebalancing

11:56 The broader scope of portfolio rebalancing

14:56 Evolving perspectives on portfolio rebalancing: activist investors

16:56 The difference between an opinionated shareholder and an activist

19:11 Companies that attract activist investors

21:38 How to approach portfolio rebalancing

26:24 Key stages in M&A transactions

29:38 Addressing integration bottlenecks

32:34 The challenges of divestitures in portfolio rebalancing

35:21 Portfolio rebalancing example

39:57 How influence works in the boardroom

42:21 How to be an activist investor

44:32 Defending against shareholder activism

47:02 Audience Q&A

47:43 Characteristics of companies with a strong M&A muscle

49:31 Challenges faced by companies with a weaker M&A muscle

51:09 The importance of prioritizing capital allocation in M&A

54:40 Portfolio rebalancing in private equity-owned businesses

58:14 Carve-outs in private equity portfolios

1:00:15 Understanding wargaming in strategic planning

1:04:15 Choosing the right advisor for your business needs

1:07:35 Future trends in M&A and portfolio rebalancing

1:09:31 Advice for companies on portfolio management

1:11:46 Craziest thing in M&A

Sep 16, 2024

Anson Lau, Deputy General Counsel at LONGi Solar (SHA:601012)

 

In M&A, it’s not just about the deal—it’s about who’s at the table. In-house and external counsel both play key roles in a deal, bringing unique expertise and advantages. Knowing how to strategically utilize both can help you manage risks, secure favorable terms, and ensure smooth post-deal integration.

 

In this episode of the M&A Science Podcast, Anson Lau, Deputy General Counsel at LONGi Solar, shares how to play to the strengths of both sides to optimize your M&A approach.

 

Things you will learn from this episode:

 

• Balancing in-house and external legal roles

• Mindset differences in in-house vs. external counsel

• Tactical vs. strategic roles in legal counsel

• Risk mitigation: external vs. internal counsel 

• Choosing the right external counsel for M&A deals

 

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This episode is 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

06:15 Balancing in-house and external legal roles

08:59 The intensity of external legal work

10:06 Mindset differences in in-house vs. external counsel

12:56 Tactical vs. strategic roles in legal counsel

15:54 Understanding negotiation perspectives

20:56 Risk mitigation: external vs. internal counsel

23:47 Cross-functional collaboration in risk mitigation

28:19 Assessing law firm culture

29:34 Best and worst-case scenario of M&A deals

36:15 Choosing the right external counsel for M&A deals

39:36 Building relationships with legal counsel for future M&A deals

42:57 Managing diligence: pre-term sheet vs. post-term sheet

45:45 Identifying red flags before signing the LOI

48:27 Collaborating with internal stakeholders pre-LOI vs post-LOI

54:46 The Impact of AI on the legal profession

58:29 Craziest thing in M&A

Sep 9, 2024

Kevin Lynch, CEO and Board Member at Optiv

 

Beyond the boardroom battles and billion-dollar deals, mergers and acquisitions present a unique set of challenges and opportunities for CEOs. From strategic planning to post-merger integration, it takes essential skills and qualities for CEOs to excel in this high-stakes arena.

 

In this episode of the M&A Science podcast, Kevin Lynch, CEO and Board Member at Optiv, shares his invaluable insights on the role of a CEO and what it takes to lead a company through successful M&A endeavors.

 

Things you will learn from this episode:

 

• Balancing market share and capability in M&A decisions

• Crafting a strategic integration thesis

• When to communicate your vision for the acquisition

• The isolation of the CEO role

• Driving speed and growth with battle rhythm and clear expectations

 

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

Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.

 

This episode is sponsored by 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

 

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Episode Timestamps

00:00 Intro

06:26 Defining the CEO’s role in M&A

09:49 Shaping the M&A strategy

14:26 Balancing market share and capability in M&A decisions

16:13 Navigating imperfect M&A fits

19:42 Crafting a strategic integration thesis

22:18 When to communicate your vision for the acquisition

28:01 The fundamentals of capital allocation

33:59 Managing complexities in leadership

36:47 Communicating the capital allocation approach

40:41 The isolation of the CEO role

43:10 Fostering cultural fit and addressing cultural concerns

48:04 Evaluating culture during executive conversations

51:39 Convincing companies to sell

1:00:08 Driving speed and growth with battle rhythm and clear expectations

1:03:43 Challenges and best practices in M&A

1:11:28 Craziest Thing in M&A

Sep 2, 2024

Sanjay Poonen, CEO & President of Cohesity

 

M&A isn't just about signing a deal and popping the champagne. Every CEO knows the entire process is a minefield of cultural clashes, integration headaches, and occasional unexpected challenges that could blow up your strategy. But while M&A can be a high-stakes game, it’s also one that can be mastered with the right playbook. 

 

In this episode of the M&A Science Podcast, we’re diving into key strategies CEOs should consider to ensure M&A success, featuring Sanjay Poonen, CEO & President of Cohesity.

 

Things you will learn in this episode:

 

• The CEO’s approach to M&A integration

• Key considerations in sourcing deals

• Best practices for managing large-scale acquisitions

• The impact of market timing on acquisition strategy

 

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

Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.

 

This episode is sponsored by 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 Timestamps

00:00 Intro

04:06 Exploring high-impact M&A deals

05:33 Shaping the M&A strategy

07:16 Expanding and innovating through acquisitions

11:18 The CEO’s approach to M&A integration

20:08 Key considerations in sourcing deals

25:25 Cultivating cultural alignment

29:42 Convincing companies to do an M&A deal

36:51 Maintaining key relationships

38:36 Best practices for managing large-scale acquisitions

40:38 Strategic considerations for a global expansion

41:37 The right timing for announcing deals

43:35 The impact of market timing on acquisition strategy

44:53 Advice for CEOs on preparing for a successful IPO post-acquisition

46:47 Craziest thing in M&A

 

Aug 26, 2024

Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners)

 

Strategic focus is a prerequisite to strong corporate performance.  Yet, without proactive efforts to maintain focus, companies can “drift” and become weighed down by misaligned business units. 

 

In this episode of the M&A Science Podcast, Jerome Combes-Knoke,  Senior Vice President of Strategy and Corporate Development at Dotmatics (a portfolio company of Insight Partners), shares his broad M&A experience and presents his approach to portfolio strategy and rebalancing through divestitures.

 

Things you will learn in this episode:

 

• Strategic focus on acquisitions, using Dotmatics’ approach.

• Portfolio rebalancing and its challenges

• Evaluating divestiture candidates

• Building internal alignment for divestitures

• Best practices for managing key risks

 

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

Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.

 

This episode is sponsored by 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 Timestamps

00:00 Intro

05:17 Approaching deals in a software-oriented environment

10:11 Preserving brand integrity in M&A go-to-market strategies

12:43 Approaching valuation

15:16 Strategic pitch for acquisitions

20:41 Portfolio rebalancing and its challenges

25:25 When and how to rebalance a company’s portfolio

27:29 Getting buy-in and alignment from the board and key stakeholders

33:24 Key factors in considering divestitures

36:26 Executing a divestiture for portfolio rebalancing

39:09 Best practices in executing divestitures

43:12 Divestiture success metrics

46:29 Example of portfolio rebalancing and its challenges

53:20 Craziest thing in M&A

 

 

Aug 19, 2024

Court Carruthers, President and CEO at TricorBraun

 

Cultural integration is the often overlooked key to long-term M&A success. It's about creating a shared identity, values, and purpose that unites employees from different backgrounds. When done right, it can transform a merger from a transactional event into a strategic partnership.

 

In this episode of the M&A Science Podcast, Court Carruthers, President and CEO at TricorBraun, shares his insights on how to successfully integrate two cultures and build a stronger, unified organization.

 

Things you will learn in the episode:

 

• The importance of cultural integration in M&A

• The role of culture in M&A and business strategy

• Approaching cultural diligence

• Identifying culture fit in an auction

• Best practices for M&A integration

 

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

 

This episode is sponsored by 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 Timestamps

00:00 Intro

03:53 The importance of cultural integration in M&A

05:18 Academic research on cultural integration in M&A

07:32 The role of culture in M&A and business strategy

09:04 A unique M&A strategy focused on family businesses

10:23 Integration strategies for acquired businesses

14:04 Building relationships and structuring deals for long-term success

16:36 Approaching cultural diligence

18:16 Identifying culture fit in an auction

21:46 Assessing cultural fit in M&A

24:20 Walking away from a deal due to cultural differences

26:34 Red flags in cultural fit between LOI and closing

33:05 Building an organization for successful acquisitions

35:19 The importance of seamless handoffs

38:13 Keeping stakeholders comfortable during transitions

40:57 The biggest challenge in dealing with culture

43:02 Best practices for M&A integration

46:25 Working with private equity partners for long-term growth

48:54 Good vs. bad partnerships with PE Firms

50:34 Advice for corporate development practitioners

54:48 Why culture in M&A is important

55:32 Craziest thing in M&A

 

Aug 12, 2024

Thomas Le, Vice President, Corporate Development at Ziff Davis, Inc. (NASDAQ: ZD)

 

The M&A landscape is constantly evolving, making it difficult to predict future trends and identify new opportunities. How can companies maintain a competitive advantage? In this episode of the M&A Science Podcast, Thomas Le, Vice President of Corporate Development at Ziff Davis, Inc., shares his VC-backed strategies for unlocking new M&A strategies.

 

Things you will learn in this episode:

 

• Strategic networking for building a pipeline

• The Reverse Coverage method for building a pipeline

• How to craft effective cold outreach emails

• Integrating the Mosaic theory into M&A strategy

 

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

 

This episode of the M&A Science Podcast is brought to you by Insight.

In today’s rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That’s where Insight comes in.

Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate.

With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities.

Learn more at insight.com/leave-legacy

 

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

 

This episode is also sponsored by 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 Timestamps

00:00 Intro

05:40 Venture capital experience in M&A

13:18 Strategic networking for building a pipeline

18:31 Making an effective initial outreach

19:21 How to craft effective cold outreach emails

23:24 Assessing product market fit

29:01 Strategic thinking and culture fit

32:41 Unlocking new M&A strategies

36:02 Leveraging bankers in M&A deals

38:07 Applying the Mosaic theory to M&A due diligence

47:31 Embedding M&A into corporate culture

48:50 Transitioning from public equities and venture capital to M&A

1:07:04 Craziest thing in M&A

 

Aug 5, 2024

Karen Williams, Vice President of Corporate Development at Progress

Achieving exponential growth through M&A requires more than signing agreements. It’s about balancing cultures, systems, and people. In this episode of the M&A Science Podcast, Karen Williams, Vice President of Corporate Development at Progress, provides a roadmap for a balanced M&A integration.

 

Things you will also learn from this episode:

• Side effects of a forceful integration

• Information crucial to Integration planning

• Measuring integration success

• Biggest challenges when executing an integration

• What is vendor rationalization?

 

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

This episode of the M&A Science Podcast is brought to you by Insight.

In today’s rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That’s where Insight comes in.

Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate.

With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities.

Learn more at insight.com/leave-legacy

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

 This episode is also sponsored by 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 Timestamps

00:00 Intro

08:07 Importance of balanced integration

09:41 Side effects of a forceful integration

13:16 When to involve the integration lead

17:12 Information crucial to Integration planning

20:06 Integration lead’s role during diligence

21:35 Balancing integration execution

26:27 Working with the seller

29:22 Realization versus timeline

32:42 What makes integration successful

35:42 Tips for effective communication

41:49 Creating and refining M&A Playbooks

43:18 Ensuring a positive employee experience

52:32 Measuring integration success

55:26 Biggest challenges when executing an integration

58:09 What is vendor rationalization

1:01:21 Craziest thing in M&A

 

Jul 29, 2024

Successful M&A is more than just closing deals. To drive growth and achieve strategic goals, companies must have a deep understanding of the process and a clear strategy. Strategic acquisitions are key to unlocking growth, innovation, and market expansion. 

 

In this episode of the M&A Science Podcast, Fred Heller, VP of Nuance, Corporate Development and Integration at Microsoft, shares his experience on how to transform a company through strategic acquisitions. 

 

Things you will also learn from this episode:

• Doing transformative deals as a public company

• Saving money on deals

• The hardest thing to negotiate in a strategic deal

• Transformative AI acquisitions 

 

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

This episode of the M&A Science Podcast is brought to you by Insight.

In today’s rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That’s where Insight comes in.

Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate.

With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities.

Learn more at insight.com/leave-legacy

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

 This episode is also sponsored by 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 Timestamps

00:00 Intro
06:55 Business transformation through acquisition
11:51 Strategy behind the transformation
14:49 Doing transformative deals as a public company
17:53 Changes in market position
23:04 Divestitures
25:46 M&A experience
29:49 Knowledge vs Intuition
31:29 Importance of relationships in M&A
34:25 Saving money on deals
37:20 The hardest thing to negotiate in a strategic deal
44:02 Bad M&A story
48:04 Microsoft deal
52:59 Transformative AI acquisitions
57:04 Challenges during transformation period
58:13 Craziest Thing in M&A

 

Jul 22, 2024

Tom Hearn, VP, Architecture at Insight

 

In the world of M&A, understanding and managing technical debt is crucial for seamless technology integration. 

 

In this episode of the M&A Science Podcast, we’ll explore the concept of technical debt, its impact on IT infrastructure, and strategies for better integration with Tom Hearn, VP, Architecture at Insight.

 

Things you will learn in this episode:

• Technology Integration

• AI and machine learning

• ERP migration

• Synergy assumptions

• Working with Insight

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

This episode of the M&A Science Podcast is brought to you by Insight.

In today’s rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That’s where Insight comes in.

Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate.

With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities.

Learn more at insight.com/leave-legacy

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

 This episode is also sponsored by 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 Timestamps

00:00 Intro
04:06 Approaching technical and security integration
10:54 Technology Integration
17:17 AI and machine learning
21:00 ERP migration
25:19 Synergy assumptions
35:25 Working with Insight
37:00 Due diligence
40:05 Managing costs
46:29 Return on investment
49:18 Craziest Thing in M&A

Jul 15, 2024

Pablo von Siebenthal, Global Head of M&A at Swissport

 

The global landscape offers exciting growth opportunities that make business expansion a strategic move. M&A can be a powerful tool for this, but global deals often come with cultural complexities and regulatory intricacies that require a strategic approach.

 

In this episode of the M&A Science Podcast, Pablo von Siebenthal, Global Head of M&A at Swissport, talks about how to handle global M&A.

 

Things you will also learn from this episode:

• Challenges of executing global deals

• Managing cultural differences in global M&A

• Overcoming cultural misunderstandings

• Playbook - Building cross-cultural relationships

• How to manage coordination between work streams


Join the M&A Science 2 Million Downloads Virtual Meet & Greet here: https://hubs.ly/Q02Gnk1d0

Connect with Kison through email at kison@mascience.com 

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

This episode is sponsored by 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 Timestamps

00:00 Intro
05:32 From M&A Advisory to Corporate Development
07:04 Executing M&A in the public environment vs private
08:47 Challenges of executing global M&A deals
13:39 Managing cultural differences in global M&A deals
17:58 Negotiation challenges in the Middle East
20:17 Cultural nuances in Asian M&A deals
26:53 Cultural differences in European M&A
29:58 Handling internal cultural differences
32:13 Negotiating cross-border M&A deals
33:17 Overcoming cultural misunderstandings
37:11 Building global relationships for pipeline
45:59 Other tips for building cross-cultural relationships
48:38 How to manage coordination between global work streams
52:52 Keeping M&A teams aligned on priorities
57:37 Crafting irresistible offers in M&A deals
59:16 Craziest thing in M&A

Jul 8, 2024

Wolfgang Schenk, VP of M&A at Belden

 

Opportunistic M&A can lead to bad acquisitions that don’t align with the company’s overall strategic goals. This creates a disjointed portfolio and integration challenges that could cause massive value leaks. 

 

In this episode of the M&A Science Podcast, Wolfgang Schenk, VP of M&A at Belden, discusses the art of executing programmatic M&A to increase chances of M&A success.

 

Things you will learn in this episode:

• Benefits of programmatic M&A

• Required team for programmatic M&A

• Collaborating with the M&A team

• Transitioning to programmatic M&A

• Achieving team alignment

 

This episode is sponsored by 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

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Episode Timestamps

00:00 Intro
05:57 Programmatic M&A
10:32 Benefits of programmatic M&A
12:39 Formulating the strategy
15:32 Challenging the strategy
16:24 Required team for programmatic M&A
18:37 Collaborating with the M&A team
24:02 Transitioning to programmatic M&A
26:08 Achieving team alignment
28:23 Success metrics in programmatic M&A
31:32 Pitching deals to executive
32:23 The hardest part of doing programmatic M&A
33:18 AI in M&A
40:45 Craziest thing in M&A

Jul 1, 2024

Tobias Gwisdalla, Head of Group M&A at GEA Group (G1A:FRA)

Transformative M&A is becoming increasingly critical in today's business landscape, especially for industries facing significant regulatory and market pressures. 

In this episode of the M&A Science Podcast, we will discuss how to execute transformative M&A to change business models, featuring Tobias Gwisdalla, Head of Group M&A at GEA Group.

 

Things you will learn in this episode:

• Transformative M&A

• Employee unions

• Biggest challenges in transformative M&A

• Success metrics

• Transforming business models

 

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 

 

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Episode Timestamps

00:00 Intro
04:20 Transformative M&A
05:00 Governance
05:52 A story of a transformative deal
11:38 Employee unions - germany per history
17:36 Supervisory board
20:35 Biggest challenges in transformative M&A
25:59 Success metrics
28:50 Internal rate of return
35:05 Complexities of deals in Germany
40:48 Transforming business models
43:06 Promoting change as a shareholder
45:01 Craziest thing in M&A

Jun 24, 2024

M&A processes can vary from country to country, making cross-border deals extremely challenging. Understanding the cultural differences is crucial for a smooth transaction. 

In this episode of the M&A Science Podcast, we focus on how to do M&A deals in Germany, featuring Frank Tepper-Sawicki, Partner, Corporate M&A, Private Equity, and Venture Capital at Dentons. 


Things you will learn:

• How dealmaking is different in Germany

• Structuring Deals in Germany

• Letter of Intent in Germany

• Prioritizations during deals in Germany

• Regulatory issues in Germany

 

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 Timestamps

00:00 Intro

03:49 How dealmaking is different in Germany

05:48 Private Equity Emerging in Germany

07:47 Structuring Deals in Germany

16:33 Letter of Intent in Germany

22:11 Prioritizations during deals in Germany

24:59 Transparency in Germany

26:17 Regulatory issues in Germany

28:17 Laying off people in Germany

30:15 Biggest risk when doing deals in Germany

32:43 M&A culture in Germany

35:00 Dealing with people from Germany

37:28 M&A process in Germany

39:18 Craziest thing in M&A

 

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