Bani Bedi, SVP, Head of Corporate Development, Strategy and Monetization at Smartsheet
M&A is one of the most powerful tools to transform your business instantly.
If done right, your organization will reach new heights that otherwise would not have been possible. But before you can reap its benefits, you must build a good M&A function.
In this episode of the M&A Science podcast, Bani Bedi, SVP, Head of Corporate Development, Strategy, and Monetization at Smartsheet, shares the secrets to building an M&A function.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Amr Abdelaziz, Senior Director, M&A Finance at Equinix (NASDAQ: EQIX)
Finance is arguably the most critical part of the due diligence process. Almost every transaction comes down to the numbers unless it's a pure IP deal. Conducting effective financial diligence in M&A is crucial to every acquisition's success.
In this episode of the M&A Science Podcast, Amr Abdelaziz, Senior Director, M&A Finance at Equinix, talks about financial diligence in M&A.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Michael McDonald, Director, Strategy at Koch Engineered Solutions
Strategy is a crucial part of an M&A. Without it, acquirers may end up purchasing companies that compromise their time and resources. A good strategy shapes how to approach a target company, the questions to ask during diligence, and how to integrate the newly acquired business.
In this episode of the M&A Science Podcast, Michael McDonald, Director, Strategy at Koch Engineered Solutions, talks about developing strategies with business leaders.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Tyler Rodewald, Vice President, M&A at EIS Holdings
In M&A, most acquirers don't like a competitive process. Auctions can drive higher prices, shorten the diligence process, and increase uncertainty. However, competitive processes are almost inevitable as sellers are looking to maximize the value of their company.
In this episode of the M&A Science Podcast, Tyler Rodewald, VP, M&A at EIS Holdings, talks about how to compete in a competitive M&A process.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Joe Heel, Chief Revenue Officer at Zebra Technologies
Revenue synergies are one of the most challenging metrics to achieve during integration, but are also the primary reason companies buy businesses. It's safe to say that many transactions fail to realize their intended value.
In this episode of the M&A Science Podcast, Joe Heel, Chief Revenue Officer at Zebra Technologies, talks about capturing revenue synergies.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Emma Barton, Director, Alliance and Integration Management at AstraZeneca AZN (NASDAQ)
Deal failure can often be tied back to a lack of communication and collaboration. Teams often work in silos which results in inefficiencies and a poor employee experience. However, smooth transaction workflows are possible, and with increased deal success, with the proper framework.
In this episode of the M&A Science Podcast, Emma Barton, Director, Alliance and Integration Management at AstraZeneca, discusses architecting communications for successful integration.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus LLC
In M&A, time is the enemy. The longer a deal takes to close, the more risks it poses for both parties. Both the buyer and the seller need to understand the deal risks and how to mitigate them.
In this episode of the M&A Science Podcast, Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus LLC, talks about risk allocation between signing and closing an M&A deal.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Felipe Heiderich, Senior Counsel at Moderna NASDAQ: MRNA
We all know it's impossible to do M&A without lawyers. But the question is, how early should lawyers be involved in a transaction? Understanding what lawyers do is crucial to answering this question.
In this episode of the M&A Science Podcast, Felipe Heiderich, Senior Counsel at Moderna, discusses the importance of lawyers in M&A and their role throughout the deal lifecycle.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Massimo Malizia, Director of Corporate Development Integration at Cisco Systems
More often than not, M&A involves go-to-market integration. After all, companies are bought to achieve revenue synergies in new markets. Getting the GTM integration just right should be a top priority.
In this episode of the M&A Science Podcast, Massimo Malizia, Director of Corporate Development Integration at Cisco Systems, talks about the challenges of go-to-market integration and how to make it more successful.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Saurabh Tejwani, Vice President, Corporate Development and Business Operations at GoPuff.
The corporate development function is crucial to a company's growth, and is primarily focused on strategic decisions to achieve inorganic growth. The more activity, the bigger the function should be. But scaling is not always easy, especially the first time around.
In this episode of the M&A Science Podcast, Saurabh Tejwani, Vice President, Corporate Development and Business Operations at GoPuff, talks about how to scale a corporate development function.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Pranjal Gambhir, and Doretta Mistras, Managing Director - Global Investment Banking, Healthcare at Citi
The M&A process varies when dealing with a public vs private company. To many, acquiring a public company is more ideal. First-time acquirers need to be aware of the differences between acquiring a public company and acquiring a private company.
In this episode of the M&A Science Podcast, Pranjal Gambhir and Doretta Mistras, both Managing Directors, Global Investment Banking, Healthcare at Citi, talk about how to buy public companies.
To check out Affinity’s 2022 M&A Benchmark Report, download it for free at http://affinity.co/kison
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Gene Hugh, Chief Financial Officer at Procure Analytics, and John Morada, COO at M&A Science + DealRoom.
Day one is a monumental day for acquirers.
All cuffs are off, and the target company has an official new owner. How well the acquired business is integrated will determine the transaction's success and the realized value.
In this episode of the M&A Science Podcast, Gene Hugh, Chief Financial Officer at Procure Analytics, and John Morada, COO at M&A Science + DealRoom, will discuss how to execute an integration plan successfully.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Michael DeVita, Business Value Advisor at Salesforce
Change management is one of the most crucial parts of M&A.
When you don't plan for it; value creation is in jeopardy..
In this episode of the M&A Science Podcast, Michael DeVita, Business Value Advisor at Salesforce, talks about the change management process in M&A.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Andrew Gratz, Chief Privacy Officer and Associate General Counsel at LyondellBasell
Divesting a business is never easy. And while corporate development plays a huge role in the preparation, the legal team also plays a crucial role.
In this episode of the M&A Science Podcast, Andrew Gratz, Chief Privacy Officer, and Associate General Counsel at LyondellBasell, talks about what a divestiture looks like from a legal perspective.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.This episode is sponsored by DealRoom, the leading M&A lifecycle management platform. To see why the best in the industry use DealRoom, go to https://www.dealroom.net
Rishabh Mishra, Vice President and Head of Corporate Development at Infostretch.
Traditionally, corporate development sources deals by looking for willing sellers. While that is an excellent way to find initiate M&A, there are alternative options.
Companies that are looking for buyers have been dressed up for sale and are under-invested for profit maximization and growth. Buying growth companies in their raw state can end up being a more lucrative acquisition.
In this episode of the M&A Science Podcast, Rishabh Mishra, Vice President and Head of Corporate Development at Infostretch, talks about how to source companies that are not for sale.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
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/
Sabeeh Khan, Director of Corporate Development at Infoblox NYSE (BLOX)
Reactive M&A is a great way to become distracted, go after unproductive deals, and tie up internal resources.
If you want to do effective M&A, you have to be proactive. M&A is a great tool to have and should be a part of your growth strategy.
So, how do you find target companies?
In this episode of the M&A Science Podcast, Sabeeh Khan, Director of Corporate Development at Infoblox, talks about how to effectively source deals through market mapping.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
This episode is sponsored by DealRoom, the leading M&A lifecycle management platform. To see why the best in the industry use DealRoom, go to https://www.dealroom.net
Adam Coffey, Founding Partner of CEO Advisory Guru LLC.
Selling a business is an extremely significant event in a business owner’s life.
The decision to sell is life-changing for entrepreneurs, and not just financially. Owners need to be prepared and educated before putting their company up for sale.
In this episode of the M&A Science podcast, Adam Coffey, Founding Partner of CEO Advisory Guru LLC, discusses the basics of sell-side M&A.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
This episode is sponsored by DealRoom, the leading M&A lifecycle management platform. To see why the best in the industry use DealRoom, go to https://www.dealroom.net
Jeremy Segal, Executive Vice President Corporate Development at Progress NASDAQ: PRGS
Corporate development teams are tasked with finding potential M&A targets.
And while that may sound fun and exciting, deals don’t just fall out of the sky. Any serious acquirer knows that inbound deals are not always the best way to get leads. Proactively sourcing deals is the best way to approach M&A.
In this episode of the M&A Science podcast, Jeremy Segal, EVP, Corporate Development at Progress, teaches us how to source deals and build a pipeline.
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining our M&A Science Academy. Use code “podcast” on the sign-up page for a 20% discount, available on either monthly or annual plans. www.mascience.com/academy
Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.
This episode is sponsored by DealRoom, the leading M&A lifecycle management platform. To see why the best in the industry use DealRoom, go to https://www.dealroom.net
Online education is not new. Back in 2010, Kaplan University already had 75,000 students in its online higher education program. It grew rapidly and was highly profitable since online schools have lower costs than face-to-face campus delivery-based education.
But because of the pandemic, the entire educational sector was forced to shift in this direction, increasing competition. There has been a 40% increase in acquisitions since the pandemic, and interest in the education sector has exploded.
In this episode of the M&A Science Podcast, Tom Horton, Senior Vice President of Corporate Development & Strategy at Kaplan, Inc., talks about how M&A strategy has evolved in education technology.
Things you will learn in this episode:
- The evolution of online education
- How Kaplan allocates resources for growth
- Five M&A criteria Kaplan requires for potential acquisitions
- Team alignment and how it has evolved over the years
- Biggest lessons learned from Tom’s M&A experience
Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining our M&A Science Academy.
For a special 30% discount, use code “podcast” at our sign-up page for either monthly or annual plans. www.mascience.com/academy
If you’re head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com
In this episode of the M&A Science Podcast, Kayla Davis, Vice President, Head of M&A at ABM Industries, talks about how she transitioned from accounting to an M&A career.
Things you will learn in this episode:
- Kayla's journey to M&A
- How she built her team and the function
- Advice to new M&A practitioners
- How to transition to internally sourcing deals
- Maintaining accountability throughout the entirety of the deal
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
Traditionally, corporate development professionals come from banking roles.
And while nothing is wrong with that, it is always fascinating to hear other ways that professionals start their careers in M&A.
In this episode of the M&A Science Podcast, M&A is Caleb Shafer, Corporate Development Associate at RS Group plc talks about his career development in M&A.
You will also learn:
- Where Caleb started
- Skills required for a corporate development role
- What senior leadership can do to unlock their junior-level talent
- Gray-zone leadership Advice to aspiring practitioners
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
Implementing a GTM strategy is one of the most crucial parts of integration. The GTM strategy is what makes achieving synergies and scaling post-close possible.
In this episode of the M&A Science podcast, Hannah Leung, Senior Manager, M&A at Salesforce, talks about the challenges of implementing an actionable GTM strategy.
In this episode you will learn about:
- The relationship between corp dev and integration team
- How integration teams do GTM planning
- The challenges in implementing an actionable GTM strategy
- How to ensure team alignment
- How to track value from buying plans
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
It doesn’t matter if you buy the best company in the world, if integration is not done properly, value will be lost. And while there are a handful of companies embracing the value of integration and bringing the integration team in during the diligence process, some take it even further.
In this episode of the M&A Science Podcast, Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware, talks about how to run an integration-led confirmatory diligence process.
Things you will learn in this episode:
-The difference between a corporate development and integration team
-Why you should involve the integration team pre LOI
-How integration leaders draft diligence questions
-The do's and don'ts of integration
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
Too many times, we've seen M&A used as a strategy to grow businesses. But in fact, M&A is not a strategy, it's a tool that organizations use to achieve their corporate strategy.
But once you understand your true north, having an M&A strategy is just as important.
In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development at Jamf, talks about how to formulate an M&A strategy.
You will also learn:
- The importance of an M&A strategy
- How socializing your strategy can help you source deals
- Creating your own M&A scorecard
- Challenges in developing your M&A strategy
- Lessons learned along the way
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
The importance of integration has never been more prevalent. And standing up a dedicated function to oversee integration is becoming more of a necessity as a company grows more prominent.
Having an integration management office (IMO) might be a good fit for your company. But how do you stand up to such a function?
In this episode of the M&A Science podcast, Ian Burk, EVP of integration at Upland Software, talks about how to stand up an IMO.
You will also learn:
-What is the primary role of an integration management office
-The actual steps in standing up an IMO
-How to build playbooks
-Best practices during integration
-The importance of executive sponsorship
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.