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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.
Dan Caruso built Zayo from zero to a $14B sale. Here's how he sourced deals, integrated fast, and measured what actually mattered.
Rodrigo Dominguez Sotomayor of White & Case breaks down what actually drives deal success in Latin America — from regulatory traps to cultural dynamics most buyers miss.
Chrissy Cox of Booz Allen Hamilton on building proprietary deal pipeline through partnerships, testing culture before LOI, and why the best deals start years before the process does.
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.)
Mauro Sambati and Donato Romano of Gianni & Origoni break down Golden Power, Italian labor law, and the cultural dynamics that make or break cross-border deals in Italy.
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.
Learn board-level guardrails for high-volume acquisitions (and why roll-ups fail when teams under-estimate people + integration risk.)
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.
TIAA's Javier Enrile shares buyer-side M&A strategies, from intrinsic valuation methods to deal structuring tools that protect downside risk in financial services.
Xavier Gury, founding partner at Wind VC, shares lessons from his 3 exits including a performance-based earnout that grew his company from 100 to 250 people.
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