Shawn Rodricks closed 220 acquisitions across two orgs by building the operating system first. Get the playbook, team structure, and integration framework.
Jeremy Segal of Progress explains how to build a pre-LOI deal model precise enough to outbid PE on competitive acquisitions without overpaying or retrading.
Commvault’s Haseeb Jawad on how to build retention before close, so the people your deal thesis depends on actually stay.
Matt Arsenault of Jamf breaks down how to buy venture-backed companies priced at future value, closing the deal when the math doesn't add up.
Eight deal professionals share the M&A moments the CIM never shows -- from birthday cake mid-presentation to a buyer who died before close
Tomer Stavitsky, SVP Corp Dev at Omnicell, explains how partnerships can strengthen pre-acquisition strategy, covering PE dynamics, ROFR structures, and milestone design.
Chandradev Mehta of Hexion on using M&A to transform a commodity chemical business into a technology-enabled, chemistry-as-a-service model.
Matt James, EVP, CFO & Chief Acquisition Officer at Oakbridge Insurance, co-founded the platform in 2020 and has since closed 60+ acquisitions. In this episode, he breaks down how Oakbridge built integration into the deal process from day one, what he's seen go wrong at billion-dollar platforms that didn't, and how he structures deals, teams, and data systems to hold up under serious buyer scrutiny.
Nathan Rust reveals how Salas O'Brien screens 200+ opportunities a year — and why cultural fit, not EBITDA, is their real deal filter. 93% leadership retention. 30 mergers. Zero failures. (They call them mergers for a reason.)
In this episode of the M&A Science Podcast, Robert Lovegrove, President & CEO of The ChemQuest Group Inc. Previously, as VP of Corporate Strategy at Milliken & Company, shares how one of the company’s largest acquisitions was shaped by focus, discipline, and internal alignment.
Ciprian Stan of SALESIANER Gruppe explains why culture, trust, and execution must shape M&A strategy before a deal is signed.
Ciprian Stan, Integration Manager at SALESIANER Gruppe, tells us why seller-led M&A no longer works, and what top acquirers do differently after close.
Carlos Cesta (125+ deals) breaks down how experienced buyers structure deals for outcomes, not transactions. The deal spiral, earnouts, and integration.
Keith Crawford of State Street shares proven frameworks for navigating complex carve-out transactions, from proactive sourcing to integration execution.
Hilary Shirazi, Head of Corporate Development at Notion, shares how to build M&A strategy, the Four T's framework, and scaling deals without an IMO.
Jennifer Miller, Senior Director of Corporate Development at Oshkosh Corporation, brings over 24 years of M&A experience spanning investment banking, boutique advisory, and corporate development.
Nicole Markowski, former Director at Wipfli, reveals how integration-led diligence prevents value destruction and why the human element determines M&A success.
Byron Lichtenstein, Managing Director at Insight Partners, reveals how to execute strategic M&A at scale, supporting 500+ portfolio companies with buyer-led deals.
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