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
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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
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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
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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.
From zero revenue to a billion-dollar market capitalization, Upland Software has exponentially grown its business through acquisitions. How did Upland Software do it?
In this episode of the M&A Science podcast, Austin Woody, Senior Vice President of M&A and Corporate Development at Upland Software, explains how to grow purely on acquisitions.
You will also learn:
- How Upland Software source deals
- Standing up an M&A function
- What their integration process looks like
- How they look at culture
- Biggest lessons learned
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
With so many companies out there, how do you know who to approach as a potential M&A target? Having a solid origination process helps teams save time and money by enabling them to target the right entities. In this episode of the M&A science podcast, Scott Hile, Senior Director, Corporate Strategy & Development at Enviva, talks about how to tie deal origination to strategy development.
Things you will learn in this episode:
- How to funnel a target list
- Importance of trust during outreach
- Tools that can help source deals
- How to do cold outreach
- Effective messaging during first interactions with a target company
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
An M&A transaction can be an expensive mistake, and you can waste a lot of time and money if you pursue a transaction without a solid M&A strategy.
On the other hand, a solid strategy allows you to pick the right targets and pursue them proactively.
In this episode of the M&A Science Podcast, Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare, who has 25 years of experience in Corp Dev, talks about how to build a great M&A strategy.
Things you will learn in this episode:
- The Importance of M&A strategy
- How to shape your M&A strategy
- The difference between M&A strategy and corporate strategy
- The integration’s role in strategy
- How relationships affect M&A deals
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
Roll-ups are one of the fastest ways to grow a business in a fragmented industry. But combining several entities with different cultures can be challenging and may lead to inefficiencies.
In this episode of the M&A Science Podcast, Daniel Burseth, Vice President at Eckhart, talks about the opportunities and challenges of rolling up small manufacturing companies.
Things you will learn in this episode:
- The great wealth transfer
- Challenges in buying a business
- How to grow technical leadership talent
- The significant trends of automation
- Change management challenge
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
In this episode of the M&A Science podcast, John Morada, COO at M&A Science, will be sharing how to pivot into an M&A integration career, and the essential skills needed for the role.
Things you will learn in this episode:
- How to transition to an M&A integration role
- Attributes of a good integration leader
- Primary role of an integration leader
- Future of M&A integration
- Importance and function of an IMO
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
It's no secret that M&A transactions require negotiations. But what most people don't realize is how you approach negotiations can determine the success of the overall transaction and your future relationship with the other party.
In this episode of the M&A Science Podcast, Larry Forman, Senior Manager at Deloitte, helps us understand how to approach M&A negotiations to increase deal success.
Things you will learn in this episode:
- The three pillars of negotiating
- How to negotiate an LOI
- Negotiating sensitive information during diligence
- How to handle limitations of liability
- Things to watch out for in non-compete clauses
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.
Naomi O'Brien, Head of M&A Integration at Honeywell (NASDAQ: HON)
Is your company's M&A process out of date? M&A has dramatically changed over the past few years, and practitioners have realized that there are better ways to go about acquisitions.
In this episode of the M&A Science Podcast, Naomi O'Brien, Head of M&A Integration at Honeywell, talks about modernizing a process-based company.
- Things you will learn in this episode:
- The biggest challenge in a process-based company
- How to train people for M&A
- Ensuring integration success
- Selecting integration leaders
- The effect of the great resignation to M&A
To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.