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An Introduction to Agile M&A

This course provides you with an introduction into the benefits of Agile M&A.

What you’ll learn

  • Common M&A Challenges
  • What is Agile M&A?
  • Benefits of stand ups, prioritization, parallel integration, and retrospectives
  • Pros/cons of playbooks

Course content

Introduction and Common M&A Challenges

What is Agile M&A and the Pros/Cons of Playbooks

Mindset and How to Correctly Use Plays

Prioritization and Stand Ups

Parallel Integration and Retrospectives

Agile M&A Flow

Who is this course for

Those looking to learn more about Agile M&A: the benefits, components. and tips on how to implement Agile into your own practices.


Kison Patel
Founder and CEO, DealRoom

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.


Upon completing this course, you will receive a badge for "An Introduction to Agile M&A".

Have any questions?

What is the M&A Science Academy?

The M&A Science Academy is an online-platform where you can access courses taught by M&A professionals. The courses cover a wide variety of M&A topics such as integration, divestitures, due diligence, management styles, and more.

The M&A Science Academy includes courses from M&A experts who are eager to share their stories, failures, and successes.

Our goal is to provide users with knowledge from industry practitioners that can be applied to their own practices.

Where can I watch the courses?

All courses are available 24/7 on the M&A Science Thinkific page.

Which courses are right for me?

The M&A Science Academy courses were created to cover a range of topics based upon common M&A challenges. We are going to be adding new content regularly so feel free to explore new areas!