Interviews with experts

Check out our exclusive interviews with M&A practitioners where they share their experiences, knowledge, and advice.

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Career Development in M&A

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. Sharing his career development in M&A is Caleb Shafer, Corporate Development Associate at RS Group plc.

Interview with:
Caleb Shafer
Corporate Development Associate at RS Group plc
May 13

Implementing an Actionable GTM Strategy

Implementing your GTM Strategy is one of the most crucial parts of integration. Learn all the challenges of implementation featuring Hannah Leung, Senior Manager, M&A at Salesforce.

Interview with:
Hannah Leung
Senior Manager, M&A at Salesforce
May 5
Strategy & Sourcing

How to Run an Integration Led Confirmatory Diligence Process

While some companies bring the integration team in the diligence process, some take it even further. In this article, Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware, talks about how to run an integration-led confirmatory diligence process.

Interview with:
Jim Buckley
Vice President, Mergers, Acquisitions Integration at VMware
May 3
Diligence

How to Formulate Your M&A Strategy

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 should use to achieve their corporate strategy. And once you understand your true north, having an M&A strategy is just as important. In this article, we will learn how to formulate an M&A strategy with Matt Arsenault, VP of Corporate Development at Jamf.

Interview with:
Matt Arsenault
VP of Corporate Development at Jamf
Apr 22
Strategy & Sourcing

How to Stand Up an IMO

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 idea for your company. But how do you stand up to such a function? Shedding light on this matter is Ian Burk, EVP of integration at Upland Software, as he talks about how to stand up an IMO.

Interview with:
Ian Burk
EVP of Integration at Upland Software
Apr 19
Strategy & Sourcing

How to Grow Purely on Acquisitions

From zero revenue to a billion-dollar market capitalization, Upland Software has been able to grow its business through M&A acquisitions exponentially. Learn from Austin Woody, Senior Vice President of M&A and Corporate Development at Upland Software.

Interview with:
Austin Woody
SVP | M&A and Corporate Development
Apr 11

How to Tie Deal Origination to Strategy Development

With so many companies out there, how do you know who to approach as your M&A targets? Helping us how to tie deal origination to strategy development is Scott Hile, Senior Director, Corporate Strategy & Development at Enviva.

Interview with:
Scott Hile
Senior Director - Corporate Development at Enviva (NYSE: EVA)
Apr 4
Strategy & Sourcing

How to Build a Great M&A Strategy

An M&A transaction can be an expensive mistake, but a solid strategy allows you to pick the right targets and pursue them proactively. Learn from Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare, on how to build a great M&A strategy.

Interview with:
Sreepathy Viswanathan
Chief Corporate Development Officer
Mar 28
Strategy & Sourcing

Automation Roll-ups & Growing Technical Leadership Talent

In a highly fragmented industry, roll-ups are one of the most effective ways to grow a business. Daniel Burseth, Vice President at Eckhart, Inc., has bought and integrated six companies in the last few years. In this article, he will be sharing how they roll-up small manufacturing companies.

Interview with:
Daniel Burseth
Vice President at Eckhart, Inc.
Mar 21
Strategy & Sourcing

Importance of An Earnout

During any M&A transaction, disagreements between the buyer and the seller are quite common, especially regarding the purchase price. The seller usually expects a higher price with their best interest in mind, and the buyer normally wants to pay a lower price.

Interview with:
No items found.
Mar 15

Agile Integration Planning

Integration is arguably the most important part of any acquisition. The ROI of your deal is purely based on how well you integrate the acquired company into your organization. And while that is true, integration is also the most challenging part. You need to combine two different companies and make it into one big company.

Interview with:
John Morada
CHIEF OPERATING OFFICER AT M&A SCIENCE
Mar 15
Integration

How to Pivot to an M&A Integration Career

Are you looking to pivot into an M&A integration career? Over the past decade, the importance of integration has become more prevalent. Practitioners have realized a well-planned integration is how value is achieved. However, the role and the skills needed for integration leaders remain the same. In this article, John Morada, COO at M&A Science, will be sharing how to begin an M&A integration career, and the essential skills needed for the role.

Interview with:
John Morada
CHIEF OPERATING OFFICER AT M&A SCIENCE
Mar 13

Negotiation Fundamentals

How you approach negotiations can determine the success of the overall transaction and your future relationship with the other party. In this article, Larry Forman, Senior Manager at Deloitte, helps us understand how to approach M&A negotiations to increase deal success.

Interview with:
Larry Forman
Senior Manager at Deloitte
Feb 28

Modernizing a Process-Based Company

Is your company’s M&A process out of date? Learn from Naomi O’Brien, Head of M&A Integration at Honeywell, as she talks about modernizing a process-based company.

Interview with:
Naomi O’Brien
Head of M&A Integration at Toast
Feb 28
Integration

Standing up a Diligence and Integration Management Office

The majority of Corporate Development involves their integration team a couple of weeks before closing the deal. And while this is good practice, it’s not the best. According to Kerry Perez, Head of M&A at AMN Healthcare, there is a real benefit in involving your integration team earlier than that.

Interview with:
Kerry Perez
Head of Diligence and Integration Management Office (M&A)
Feb 21

How to Acquire for Capabilities

Acquiring additional capabilities is one of the best ways to do M&A. You can improve your existing offers to your customers and gain access to new markets and demographics. Zoominfo is the go-to-market intelligence platform that helps organizations identify and connect with consumers. In this article, Zoominfo’s founder and CEO Henry Schuck, will help us learn how to acquire additional capabilities.

Interview with:
Henry Schuck
CEO & Founder
Feb 18

Creating the Right Governance Structure in an M&A Deal

In a typical M&A transaction, two different people are leading the deal team and the integration efforts. But what happens when one person is tasked to do end-to-end M&A? Tomer Stavitsky, Corporate Development, M&A Lead at Intuitive Surgical, leads diligence and integration in his organization. In this article, he discusses how he ensures his acquisitions are successful from start to finish with the right governance structure.

Interview with:
Tomer Stavitsky
Corporate Development, Partnerships and M&A Lead, Digital & Data Business Unit at Intuitive Surgical
Feb 18
Management

Successful Acquisitions Through Leadership and Culture

In December 2018, Cigna bought Express Script for $67 Billion, ranked as the 35th largest M&A deal of all time. So what made the deal so successful? Let's find out in this interview.

Interview with:
Tim Wentworth
CEO of Evernorth
Jan 31
Management

The Complexities of Sell-Side M&A

Selling your business is not always easy. The longer it has been a part of your life, the more attachment you have with it and the people. The decision to pull the trigger comes with a lot of complexities, especially for most entrepreneurs, as it could be the biggest transaction of their lives. Sharing his experience and the intricacies of sell-side M&A is Noah Waisberg, Co-Founder & CEO of Zuva, as Litera just acquired his company Kira Systems.

Interview with:
Noah Waisberg
Co-Founder & CEO - Zuva; Author of "AI for Lawyers"
Jan 24
Divestiture

Hiring Your Head of Corporate Development

More and more companies are starting to look at inorganic growth to ramp up their companies immediately. M&A is a tool to achieve your strategy and it starts with hiring your head of corporate development. With the help of Charles Breed, VP of Corporate Development at Corel Corporation, let's all learn how to hire your corporate development that fits into your M&A strategy.

Interview with:
Charles Breed
VP Corporate Development at Corel Corporation (NASDAQ: CREL)
Jan 18
Strategy & Sourcing

How to Create Better People Experience in M&A

After over 100 podcast interviews, we have collected over 40 lessons learned from top practitioners worldwide. And in those lessons, we saw a recurring theme , creating a better people experience in M&A is key to a successful transaction. So how do we do it? Let’s all learn from the HR expert, Klint Kendrick, Chair of the HR M&A Round Table.

Interview with:
Klint Kendrick
Former HR M&A Leader at Oracle & Boeing and Chair of the HR M&A Roundtable
Jan 12
Integration

Making M&A GTM Successful

Creating a go-to-market plan is one of the first things to do during an acquisition. When you don't have a clear GTM strategy before the deal is closed, you won't know what systems you need in place, and what people skills are required to make your combined product work. In this interview, Gwen Pope, Head of Global Product M&A at eBay, will help us understand how to make an M&A GTM successful.

Interview with:
Gwen Pope
Head of Global Product M&A, Strategic Partnerships at Ebay
Jan 5
Integration

M&A Market Trends from a Banker’s Perspective

The markets change all the time, and the M&A industry is no exception. Especially with COVID-19, changes in the market have been crazy these past years. Helping us understand the M&A market trends from a banker's perspective is Kunal Jain, Director, at William Blair Health Care Investment Banking.

Interview with:
Kunal Jain
Director, William Blair Health Care Investment Banking
Dec 26
Strategy & Sourcing

Overcoming Change Management With Great Leadership

With all the fear and uncertainties in an M&A deal, employees need a strong leader. Harry Kraemer, Jr, Professor of Management and Strategy at Kellogg school of management, believes that effective leadership can overcome change management challenges.

Interview with:
Harry Kraemer Jr.
Professor of Management and Strategy at Kellogg School of Management
Dec 26
Management

Keeping Integration Simple

M&A practitioners love to go into details. And while that could be beneficial, it doesn’t often help with team alignment. According to Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware, keeping integration simple is the real key to success.

Interview with:
Jim Buckley
Vice President, Mergers, Acquisitions Integration at VMware
Dec 13
Integration

How To Create A Successful Integration Plan

Integration is all about capturing value. In this episode, Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware, talks about creating a successful integration plan and measuring success post-close.

Interview with:
Jim Buckley
Vice President, Mergers, Acquisitions Integration at VMware
Dec 7
Integration

How to Structure Teams Approaching M&A Diligence

Every company that does M&A has varying team sizes and many attributing factors as to how their deal team is currently constructed.

Interview with:
Ken Bond
Head of Corporate Development at Cetera Financial Group
Dec 1
Diligence

How to Negotiate and Structure NDAs

An NDA is not a routine document in an M&A deal. It is vital in setting up the relationship of both parties as they move forward. Discussing in-depth how to negotiate and structure NDAs in an M&A deal is Mark Khavkin, CFO at Pantheon Platform.

Interview with:
Mark Khavkin
CFO at Pantheon Platform
Nov 23

Buy or Build Considerations in M&A

Before you start making any acquisition, buy or build considerations should always be a part of your decision. In this interview, Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical, shares how he determines if you should buy or build.

Interview with:
Cameron Weiner
Vice President of Strategic Development and Head of M&A at Shopko Optical
Nov 16
Strategy & Sourcing

Engineering Deals for Success

M&A deals are never easy and require rigorous planning. But despite its complexities. There is a way to increase your chances of success. According to Punit Micocha, EVP, Corporate Development at Zscaler, it's all about planning what the end state would look like right from the start.

Interview with:
Punit Minocha
Executive Vice President, Business and Corporate Development at Zscaler
Nov 11

How to Create a Successful GTM Strategy

A GTM strategy is one of the most critical parts of an integration plan. In this episode, Pragnya Kashinath, Director of M&A at Cognizant, talks about how to create a successful GTM strategy from the very beginning of the transaction and the challenges that go with it.

Interview with:
Pragnya Kashinath
Director of M&A at Cognizant
Nov 2

How to Manage Sourcing Diligence and Integration

Managing an entire acquisition is pretty daunting, especially if you are new to the process. This is probably why two people are leading the charge in any M&A deal; a deal lead and an integration lead. Each has its own roles and responsibilities but are equally important. Let's all learn how to manage sourcing, diligence, and integration from two of the industry's top minds: Sabeeh Khan, Director, Corporate Strategy & Development at Syniti, and Aaron Whiting, M&A Integration and Strategic Programs at ContinuumCloud.

Interview with:
Aaron Whiting
M&A and Strategic Programs at ContinuumCloud
Sabeeh Khan
Director, Corporate Strategy & Development at Syniti
Oct 26
Management

Staying True To Your Culture in M&A

Culture can kill a deal, and Trish Mosconi, Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony, proves it. They walked away from a deal due to massive cultural differences and could not see a way to integrate the business in their organization.

Interview with:
Trish Mosconi
Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony
Oct 18
Strategy & Sourcing

How to Commit to Integration from Start to Finish

Fully committing to integration starts with a deep partnership between corp dev and integration. Learn all about it, featuring Karen Ashley, Vice President of Corporate Development Integration at Cisco.

Interview with:
Karen Ashley
Vice President, Corporate Development Integration at Cisco
Oct 11
Integration

Transformative M&A

We all know that M&A can transform a business overnight if the deal is done correctly. However, not everyone knows how to make transformative M&A successful. In this article, Duncan Painter, CEO at Ascential Plc, talks about transformational deals for their company and how they make it successful.

Interview with:
Duncan Painter
Chief Executive at Ascential Plc
Oct 5
Strategy & Sourcing

Managing Infrequent Acquisitions

Peter Linas, CPO & EVP Corporate Development at Bullhorn, talks about how his corporate development team looks like in an infrequent acquisition environment and how they hire external consultants to make their deals successful.

Interview with:
No items found.
Sep 28
Management

Executing a Divestiture without a Bank

Regardless of popular belief, a company can execute divestitures without a bank with the right amount of dedication and resources. Having done it multiple times, Russ Hartz, VP Corp Dev at Ansys, will be helping us understand the process and some of the best practices during this transaction.

Interview with:
Russ Hartz
VP of Corporate Development at ANSYS, Inc.
Sep 28
Divestiture

Hunting Deals in M&A

Finding the right deals is hard, especially if you're looking for companies that don't want to be found. In this episode, Dustin Intihar, Director, M&A, and Strategic Alliances at Lubrizol, talks about how to hunt deals in M&A the right way.

Interview with:
Dustin Intihar
Director, M&A and Strategic Alliances at Lubrizol (NYSE: LZ, acquired by Berkshire Hathaway NYSE: BRK.A 409,989)
Sep 19
Strategy & Sourcing

How to Preserve Value in M&A Post-Acquisition

Value often gets destroyed in M&A. Jay Dettling, CEO of Ansira, has been on both sides of the deal. In this episode, we're talking about preserving value post-acquisition, and his advice to CEOs getting acquired for the first time.

Interview with:
Jay Dettling
Chief Executive Officer at Ansira
Sep 19
Integration

Buy and Build Strategy

PE firms have a very short term holding period and need to grow businesses fast. Adam Coffey, CEO at CoolSys, Refrigeration and HVAC Systems, is an expert on growing these companies using the buy and build strategy. In this article, he will share what it is and how to create sustainable success.

Interview with:
Adam Coffey
CEO at CoolSys - Refrigeration and HVAC Systems
Sep 19
Strategy & Sourcing

Evolving Your M&A Integration Function

Transitioning to fully remote M&A transactions is not easy but very doable. With the proper tools and proper techniques to manage your people across these technologies, your M&A process can run smoothly.

Interview with:
Christina Amiry
Head of M&A Strategic Operations at Atlassian
Sep 19
Integration

How to Realize Deal Value

Integration is where you realize deal value and you need to focus on it from the very start. In this episode, Michael Devita, Success Strategy Lead at Salesforce, is going to talk about lessons that he learned from executing successful integration and how to successfully realize deal value in M&A.

Interview with:
Michael DeVita
Success Strategy Lead at Salesforce
Aug 24
Integration

How to use Multiple Deal Structures to Make Partnerships Successful in India

Reliance Retail is one of the fastest-growing retailers in the world. Learn how they manage multiple deal structures to make their partnerships successful directly from their President and CEO, Darshan Mehta.

Interview with:
Darshan Mehta
President and CEO at Reliance Brands Limited
Aug 17
Strategy & Sourcing

Executing Divestitures

Divestiture is not the reverse of an acquisition, and it takes more work and preparation. In this episode, Rhonda Rein, Director, Corporate Development at Thomson Reuters, helps us understand where divestiture starts, how TSA work and what happens after close.

Interview with:
Rhonda Rein
Director of Corporate Development at Thomson Reuters (NYSE: TRI)
Aug 17
Strategy & Sourcing

The Truth About Change Management

Preserving the value of the acquired company should be the number one priority in any deal. Of course, any buyer would want to get what they paid for in the first place. But more often than not, value leaks post-close. Even though there are many reasons why this is happening, one could argue that it is mostly about people.

Interview with:
Christian von Bogdandy
Practice Director at Slalom
Aug 5
Integration

How to Manage Multi-Vertical Strategies

Managing a multi-vertical M&A strategy requires a high performing team, full of perpetual learners and with a strong appetite for risk taking. In this episode, Ailene Holderness, Head of M&A at IAC, talks about how they manage their multi-vertical strategy and how to build a high performing M&A team.

Interview with:
Ailene Holderness
Head of M&A at IAC (NASDAQ: IAC)
Aug 3
Strategy & Sourcing

Managing M&A on a High Scale

Managing M&A on a high scale takes good governance and clear strategy. In this episode, Jeff Bender, CEO at Harris, explains their entire M&A process on how they are able to do massive volumes of deals every year.

Interview with:
Jeff Bender
CEO at Harris Computer Systems (TSX: CNSFW)
Jul 27
Management

How To Successfully Execute Deals With a Small Team

You don't need a huge M&A team to do deals successfully. With the right strategy in a specialized industry, you can make your process more efficient. In this episode, Jason Lippert, CEO of LCI Industries, shares how they successfully execute deals with a small team.

Interview with:
Jason Lippert
CEO of LCI Industries (NYSE: LCII)
Jul 20
Management

Managing Internal Dynamics

One of the most critical roles as head of corporate development is managing your internal team and dynamics. In this episode, Randy Tinsley, Vice President of Strategy & Corporate Development at Synopsys, breaks down how to get internal alignment, build your team, and set them up for success.

Interview with:
Randy Tinsley
Vice President of Strategy & Corporate Development at Synopsys (NASDAQ: SNPS)
Jul 13

Why You Need To Ask Less During Diligence

When conducting due diligence, you want to be as thorough as possible. But it can also take a lot of time, money and resources to complete. James Harris, Principal of Corporate Development Integration at Google shares why we need to take a different approach to due diligence and how it can help your company in the long run.

Interview with:
James Harris
Principal, Corporate Development Integration at Google
Jul 9