Kison Patel is the Founder and CEO of DealRoom, a project management software for complex financial transactions. Kison has over a decade of experience as an M&A advisor and developed DealRoom after experiencing first-hand a number of deep-seated, industry-wide inefficiencies and challenges. Through developing technology, educational content and industry trainings, Kison aims to bring better process solutions to an industry with growing market pressures, transaction values and competition.
An integration lead must fit a specific type of profile/role that can only be found within an organization. Run this play to identify who is best suited, from your own organization, to lead integration efforts for a specific deal.
"Organize the highest priority tasks through diligence process. Focus on top tasks that keep the deal moving forward. Project management platform & solutions."
Concentrate important collaborative efforts on constantly changing priorities. Ease the process of reassessing priorities. Improve your team's effectivity.
Transfer essential business project knowledge and reduce risks. Allow transparency between departments. Resolve intra-team issues.
Determine a plan for future improvement. Identify ways to improve processes and strengthen team alignment. Extract important lessons from M&A deals to improve future outcomes.
Explore how to Ensure everyone on board of M&A and Due Diligence shares common knowledge of the project and roles. Learn how to explain the process in a simple manner.