All

How to Make AI Practical in M&A

Artificial Intelligence has taken the world by storm, and there seems to be no way of stopping it. Every industry in the world has adopted AI, and M&A is no different. The integration of AI is revolutionizing how deals are sourced, evaluated, and executed. In short, AI is becoming an indispensable tool for M&A professionals. In this article, we discuss how to make AI practical in M&A featuring two AI specialists; Michael Bachman, Head of Research, Architecture, and AI Strategy at Boomi, Chris Cappetta, Principal Solutions Architect, at Boomi.

Interview with:
Michael Bachman
Michael Bachman, Head of Research, Architecture, and AI Strategy at Boomi
Chris Cappetta
Principal Solutions Architect at Boomi
Jun 17
This is some text inside of a div block.
How to Make AI Practical in M&A
This is some text inside of a div block.
This is some text inside of a div block.

M&A Deal Sourcing in the Tech Space

The technology industry is currently experiencing significant growth, particularly with the emergence of artificial intelligence. This trend has not only attracted significant investments but has also intensified the competition among tech companies striving to lead the market. This has made the tech space a prime area for M&A. Boomi is one of those companies who have recently made a significant move via acquisitions. In this article, we will discuss how to source deals in the tech space with Steve Lucas, CEO of Boomi.

Interview with:
Steve Lucas
CEO of Boomi
Jun 10
This is some text inside of a div block.
M&A Deal Sourcing in the Tech Space
This is some text inside of a div block.
This is some text inside of a div block.

Top 10 Things That Make M&A Successful

Here at M&A Science, our goal is to bring the best and most effective techniques to M&A practitioners and improve their practice. In light of our 300th podcast episode, we have compiled the top 10 things that make M&A successful, together with Michael Frankel, Founder and Managing Partner of Trajectory Capital.

Interview with:
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Jun 3
This is some text inside of a div block.
Top 10 Things That Make M&A Successful
This is some text inside of a div block.
This is some text inside of a div block.

How to Close Deals in 30 Days

When it comes to M&A, time is of the essence. As a buyer, it’s best to identify whether to pursue the deal or not as soon as possible, to avoid wasting money and time. Also, if the seller is a good target company, procrastinating could lead to more competition. In this article, Jeremy Segal, Executive Vice President Corporate Development at Progress, shares their strategy on how to close deals in 30 days.

Interview with:
Jeremy Segal
Senior Vice President Corporate Development at Progress
May 27
This is some text inside of a div block.
How to Close Deals in 30 Days
This is some text inside of a div block.
This is some text inside of a div block.

Executing the Roll Up Strategy in the Tech Industry

In a highly fragmented industry, roll ups are a great strategy for growth. But integrating multiple entities can be difficult, especially if you don’t have a proven framework. Ntiva has been successful in their M&A strategy, and has completed 15 acquisitions as of today. In this article, Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc., share their strategy on how to execute the roll up strategy in the tech industry

Interview with:
Steven Freidkin
CEO and Founder of Ntiva, Inc.
Christopher Vollmond-Carstens
Chief M&A Officer at Ntiva, Inc.
May 20
This is some text inside of a div block.
Executing the Roll Up Strategy in the Tech Industry
This is some text inside of a div block.
This is some text inside of a div block.

Building Corporate Development Muscle

Creating a dedicated M&A function can be daunting for non-acquisitive companies. It’s a big commitment that could take away valuable time and resources from top level management. However, when done right, corporate development muscle can be built slowly, and organically. In this article, Kyle Price, Chief of Staff & Corporate Development at Roblox, shares his experience on how to start an M&A function slowly and successfully from scratch.

Interview with:
Kyle Price
Chief of Staff & Head of Corporate Development at Roblox
May 13
This is some text inside of a div block.
Building Corporate Development Muscle
This is some text inside of a div block.
This is some text inside of a div block.

How to Start Executing the Roll Up Strategy in M&A

Roll ups are a great strategy for highly fragmented industries. It allows the platform company to increase its size, capabilities, and market presence through the acquisition and integration of other businesses. However, it can be challenging without a proper framework. In this article, Ivan Golubic, CFO, Corporate Development M&A at FastLap Group, shares his experience on how to start executing roll up strategy in M&A from scratch.

Interview with:
Ivan Golubic
CFO, FastLap
May 6
This is some text inside of a div block.
How to Start Executing the Roll Up Strategy in M&A
This is some text inside of a div block.
This is some text inside of a div block.

How to Create an Executable Integration Plan During Due Diligence

Integration planning is one of the most important aspects of M&A pre-close. Planning after the fact will cause massive delays and value leaks for the entire deal. It is why the integration team must be involved during the due diligence phase. In this article, we will talk about how to create an executable integration plan during the diligence, featuring Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware.

Interview with:
Jim Buckley
Vice President, Mergers, Acquisitions Integration at VMware
Apr 29
This is some text inside of a div block.
How to Create an Executable Integration Plan During Due Diligence
This is some text inside of a div block.
This is some text inside of a div block.

Uncovering Capital Allocation Strategies

Every company must have a strong capital allocation strategy to maximize its potential. Without it, the company may end up missing opportunities and spending money on things that won't help it grow or become more profitable. In this article, Keith Levy, Operating Partner at Sonoma Brands, shares his experience on successful and unsuccessful capital allocation strategies.

Interview with:
Keith Levy
Operating Partner at Sonoma Brands
Apr 22
This is some text inside of a div block.
Uncovering Capital Allocation Strategies
This is some text inside of a div block.
This is some text inside of a div block.

Roll Up Strategy in Private Equity

Private equity firms are established for the sole purpose of generating substantial financial returns for its investors. And one of the most effective ways of maximizing investment returns is the roll up strategy. This involves buying small-sized businesses in a highly fragmented industry and combining them into a larger platform. The goal is to improve efficiency and be sold later for a higher price. In this article, we will discuss roll up strategy in private equity with Gerry Williams, Partner at DLA Piper US LLP.

Interview with:
Gerry Williams
Partner at DLA Piper LLP (US)
This is some text inside of a div block.
Roll Up Strategy in Private Equity
This is some text inside of a div block.
This is some text inside of a div block.

Corporate Diversification Through M&A

In a world where change is the only constant, businesses are continually seeking innovative ways to stay ahead of the curve. One such method that has gained prominence is the corporate diversification strategy, a multifaceted approach that can lead to new growth avenues and enhanced resilience. In this article, Tyler Rodewald, VP, M&A at EIS Holdings, discusses Corporate diversification through M&A.

Interview with:
Tyler Rodewald
CPA - VP, Mergers and Acquisitions, EIS Holdings
Apr 8
This is some text inside of a div block.
Corporate Diversification Through M&A
This is some text inside of a div block.
This is some text inside of a div block.

Performing Strategic Due Diligence in M&A

Before doing M&A, it is crucial for acquirers to target the right business, in the right market. Otherwise, it could potentially be a costly mistake that would waste the company’s time and money. To prevent this, Andrey Galiuk, Vice President of Corporate Development and Investor Relations, shares his expertise on how to perform strategic due diligence in M&A.

Interview with:
Andrey Galiuk
Vice President of Corporate Development and Investor Relations
Apr 1
This is some text inside of a div block.
Performing Strategic Due Diligence in M&A
This is some text inside of a div block.
This is some text inside of a div block.

How to Stand Up a Venture Capital Arm

In the ever-evolving business world, staying ahead isn't just about what a company does today, but how it prepares for tomorrow. This is where a venture capital arm comes into play. It is a specialized division within a larger company that focuses on investing in emerging startups and innovative projects. In this article, George Kellerman, VP, Head of Investments & Acquisitions at Woven by Toyota, and Alexander Baum, Corporate Development Lead at Woven by Toyota, share their experience on how to stand up a venture capital arm.

Interview with:
George Kellerman
VP, Head of Investments & Acquisitions at Woven by Toyota
Alexander Baum
Corporate Development Lead at Woven by Toyota
Mar 25
This is some text inside of a div block.
How to Stand Up a Venture Capital Arm
This is some text inside of a div block.
This is some text inside of a div block.

How to Achieve Strategic Alignment From Top to Bottom

There is an intimate tie between M&A strategy and corporate strategy. To be truly effective, acquisitions must directly support the overarching goal of the company. But beyond that, there needs to be a strategic alignment with everyone involved. In this article, Camilo Franco, Director, M&A Integration and Operations at Jamf, shares their secrets on how to achieve strategic alignment from top to bottom.

Interview with:
Camilo Franco
Director, M&A Integration and Operations at Jamf
Mar 18
This is some text inside of a div block.
How to Achieve Strategic Alignment From Top to Bottom
This is some text inside of a div block.
This is some text inside of a div block.

Performing Cultural Due Diligence to Better Understand the Target Company

Most of the biggest M&A failures of all time are caused by culture clashes. Both companies cannot simply co-exist with each other, and instead of creating more value, they destroyed both of their businesses. This is why cultural due diligence is crucial in M&A. In this article, Ken Bond, Head of Corporate Development at Cetera Financial Group, shares his expertise on how to perform cultural due diligence to better understand the target company.

Interview with:
Ken Bond
Head of Corporate Development at Cetera Financial Group
Mar 13
This is some text inside of a div block.
Performing Cultural Due Diligence to Better Understand the Target Company
This is some text inside of a div block.
This is some text inside of a div block.

Strategic Alignment Between M&A and Corporate Strategy

Engaging in M&A activities just for the sake of doing them is one of the biggest reasons for failed deals. Without a well-defined purpose, these transactions can distract the business and waste massive amounts of resources. In this article, Baljit Singh, Corporate Development Leader, discusses the importance of strategic alignment between M&A and corporate strategy.

Interview with:
Baljit Singh
Corporate Development Leader
Mar 11
This is some text inside of a div block.
Strategic Alignment Between M&A and Corporate Strategy
This is some text inside of a div block.
This is some text inside of a div block.

Overcoming M&A Challenges

Problems don’t usually surface at the early stages because it's the honeymoon phase. Both the buyer and the seller would like to see the deal happen, so they work together to build momentum. And often that means postponing dealing with some of the more difficult and contentious issues. However, these M&A challenges are inevitable and will arise as the deal progresses. In this article, Douglas Barnard, former Executive Vice President, Corporate Development and Legal Advisor at CF Industries, discusses effective strategies to overcome M&A challenges.

Interview with:
Douglas Barnard
Former Executive Vice President, Corporate Development and Legal Advisor at CF Industries
Mar 6
This is some text inside of a div block.
Overcoming M&A Challenges
This is some text inside of a div block.
This is some text inside of a div block.

How Business Cycles Affect M&A Valuation

M&A valuation isn’t just about looking at the numbers. There are a lot of different factors that affect and contribute to the volatility of the M&A market. In this article, Allan Marks, Global Project, Energy & Infrastructure Partner at Milbank, discusses how business cycles affect M&A valuation.

Interview with:
Allan Marks
Global Project, Energy & Infrastructure Partner at Milbank
Mar 5
This is some text inside of a div block.
How Business Cycles Affect M&A Valuation
This is some text inside of a div block.
This is some text inside of a div block.

Validating the Acquisition Plan

When executing M&A, having a structured approach to validating the acquisition plan is crucial. The worst thing any acquirer can do is to buy a business that doesn’t bring value to the parent company. Adam Harris, CEO of Cloudbeds, shared his insights on the M&A Science Podcast, outlining a meticulous 6-step process his company uses. Here’s a breakdown of these steps to help professionals streamline their M&A strategy.

Interview with:
Adam Harris
CEO of Cloudbeds
Feb 28
This is some text inside of a div block.
Validating the Acquisition Plan
This is some text inside of a div block.
This is some text inside of a div block.

Mastering M&A Integrations

A lot of times, M&A integration is considered only after closing the deal. It is often treated as an afterthought, and this approach is where many deal failures stem from. If we want to improve our M&A process and get better results from deals, we have to start updating our practices to the most efficient way of doing things. In this article, Seema Nimmagadda, Head of M&A Integration for North America at Woven by Toyota, discusses how to master M&A integration.

Interview with:
Seema Nimmagadda
Head of M&A Integration for North America at Woven by Toyota
Feb 26
This is some text inside of a div block.
Mastering M&A Integrations
This is some text inside of a div block.
This is some text inside of a div block.

Using M&A Best Practices to Get Better Deals

In a highly competitive market, speed is crucial for companies wanting to do M&A. Especially with all the economic and market changes that’s happening, professionals must use M&A best practices to get better deals. In this article, Brent Baxter, Chief Executive Officer at Association for Corporate Growth, and Jeff Giles, VP, Corporate Development at Core & Main, share their strategies and experiences when executing successful M&A.

Interview with:
Brent Baxter
Chief Executive Officer at Association for Corporate Growth (ACG)
Jeff Giles
VP, Corporate Development at Core & Main
Feb 21
This is some text inside of a div block.
Using M&A Best Practices to Get Better Deals
This is some text inside of a div block.
This is some text inside of a div block.

Connecting Diligence and Integration in M&A

It's common to see due diligence and integration as separate stages in M&A, but combining them can make the M&A process much smoother and more effective. But how exactly can we weave these two critical phases together effectively? In this article, Amy M Weck, VP, M&A and integrations at The Liberty Company Insurance Brokers, offers practical strategies in connecting diligence and integration in M&A for optimal outcomes.

Interview with:
Amy M. Weck
VP, M&A and Integrations, The Liberty Company Insurance Brokers
Feb 19
This is some text inside of a div block.
Connecting Diligence and Integration in M&A
This is some text inside of a div block.
This is some text inside of a div block.

How to Bridge Valuation Gaps in M&A

In M&A, it’s very common for buyers and sellers to disagree on the value of the business. If both parties cannot agree on the price, the deal could fall apart. However there are certain strategies and tools that both parties can use to compromise and be happy during closing. In this article, John Blair, Partner M&A Attorney at K&L Gates, shares best practices on how to bridge valuation gaps in M&A.

Interview with:
John Blair
Partner M&A Attorney at K&L Gates
Feb 14
This is some text inside of a div block.
How to Bridge Valuation Gaps in M&A
This is some text inside of a div block.
This is some text inside of a div block.

Transforming Existing Staff into M&A Experts

In the dynamic world of mergers and acquisitions (M&A), creating an effective team is crucial for success. This process can be complex and demanding, but also immensely rewarding. After all, having an internal team means having the capability of acquiring companies in the future, rather than treating M&A as one-time events. In this article, Birgitta Elfversson, Non-Executive Director at Netlight, shares her experience in transforming existing staff into M&A experts.

Interview with:
Birgitta Elfversson
Non-Executive Director at Netlight
Feb 12
This is some text inside of a div block.
Transforming Existing Staff into M&A Experts
This is some text inside of a div block.
This is some text inside of a div block.

Negotiating Cross Border M&A

Navigating cross border M&A is one of the most challenging tasks for deal makers. There are a lot of intricacies involved that are unique to each country, and must be handled delicately. In this article, Jake Lin, Head of Corporate Development at Xendit, shares his best practices when executing cross border M&A, particularly in South East Asia.

Interview with:
Jake Lin
Head of Corporate Development at Xendit
Feb 7
This is some text inside of a div block.
Negotiating Cross Border M&A
This is some text inside of a div block.
This is some text inside of a div block.

Achieving Business Growth Through Strategic M&A

In today’s competitive global market, organizations need to leverage every tool in their arsenal to stay ahead of the curve. One of the best ways to do this is strategic M&A. With the right approach, M&A can drive significant growth, unlock fresh opportunities, and expedite the achievement of strategic business goals. In this article, Yoav Zeif, CEO at Stratasys, shares his experience on achieving business growth through strategic M&A.

Interview with:
Yoav Zeif
CEO at Stratasys
Feb 5
This is some text inside of a div block.
Achieving Business Growth Through Strategic M&A
This is some text inside of a div block.
This is some text inside of a div block.

The Challenges of Sell-side M&A

Every owner loves their business. This makes selling their company even harder than it already is. But aside from the emotional turmoil that founders go through every exit, there are also a lot of intricacies included in the process. In this article, Russ Heddleston, Co-founder & former CEO of DocSend, discusses the challenges of sell-side M&A and how to navigate them.

Interview with:
Russ Heddleston
Co-founder & former CEO, DocSend
Jan 31
This is some text inside of a div block.
The Challenges of Sell-side M&A
This is some text inside of a div block.
This is some text inside of a div block.

Pros and Cons for a Growth Company to Take PE Capital

Partnering with PE firms is a great way to exponentially grow a business and reach new heights. However, there are considerations that must be taken into account, before taking PE capital. Fully understanding them will increase chances of success, in the attempt to unlock the full potential of the business. In this article, Jason Mironov, Managing Director at TA Associates, discusses the pros and cons of taking PE capital.

Interview with:
Jason Mironov
Managing Director at TA Associates
Jan 29
This is some text inside of a div block.
Pros and Cons for a Growth Company to Take PE Capital
This is some text inside of a div block.
This is some text inside of a div block.

How to Sell a Small Business Without a Broker

When times are good, big companies tend to ignore their smaller business units, as they operate smoothly on their own. It is only when the economy gets tough that these little businesses get more attention, and often seen as off-strategy or a distraction. That's when the company's leaders decide it's time to sell them, which is not ideal, as the business is no longer in their prime, making it harder to sell. But despite all these, Michael Frankel, Founder and Managing Partner of Trajectory Capital, joins us to share his best practices of selling a small business unit.

Interview with:
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Jan 24
This is some text inside of a div block.
How to Sell a Small Business Without a Broker
This is some text inside of a div block.
This is some text inside of a div block.

How to Create a Positive Sell Side M&A Experience

Selling your business is never easy. Aside from the emotional stress that it provides, it can also be detrimental to the business if it's sold to the wrong company. Oftentimes, during the process, it can also serve as a massive distraction to the operations, harming the business in the process. In this article, we will discuss how to create a positive sell side M&A experience with Swapnil Shinde, CEO at Zeni.

Interview with:
Swapnil Shinde
CEO & Co-founder at Zeni
Jan 22
This is some text inside of a div block.
How to Create a Positive Sell Side M&A Experience
This is some text inside of a div block.
This is some text inside of a div block.

Realizing Revenue Synergies in M&A

Revenue synergies are often the reason for companies doing acquisitions. However, unlike cost synergies that happen instantly, they are more difficult to achieve and often go unrealized. One of the biggest problems in M&A is that when a company pursues a deal, different departments have varying perspectives on what's essential. This results in massive value leaks in the deal rationale. In this article, Chris Von Bogdandy, Global Lead M&A Solutions at Slalom, discusses his framework for realizing revenue synergies in M&A.

Interview with:
Christian von Bogdandy
Global Lead M&A - Managing Director, Slalom
Jan 15
This is some text inside of a div block.
Realizing Revenue Synergies in M&A
This is some text inside of a div block.
This is some text inside of a div block.

Focusing on ESG in M&A

While ESG (Environmental, Social, and Governance) is a fairly new term, it represents a range of critical issues and priorities that companies have long considered. And despite common beliefs, it doesn’t just apply to non-profit organizations. ESG elements are essential for risk management and maintaining company value even for for-profit organizations. In this article, we will discuss focusing on ESG in M&A, featuring Casey Nault, SVP, General Counsel, and Chief ESG Officer at Coeur Mining, Inc.

Interview with:
Casey Nault
Senior Vice President, General Counsel and Chief ESG Officer at Coeur Mining, Inc.
Jan 8
This is some text inside of a div block.
Focusing on ESG in M&A
This is some text inside of a div block.
This is some text inside of a div block.

M&A Best Practices

M&A is a never-ending web of complexities and challenges. While the potential for growth and transformation is promising, the chances of failure are extremely high. To increase chances of success, acquirers must learn how to be adaptable and work with the target company for alignment. In this article, Brock Blake, Co-Founder and CEO of Lendio, shares his techniques on M&A best practices.

Interview with:
Brock Blake
Co-Founder & CEO at Lendio
Jan 1
This is some text inside of a div block.
M&A Best Practices
This is some text inside of a div block.
This is some text inside of a div block.

The Basics of M&A Integration Execution

Value creation in any acquisition relies heavily on how well the integration goes. By focusing on integration, buyers can increase their chances of success in obtaining and realizing their intended synergies. But how well can it go if the company’s integration lead is a first-timer? Learn the basics of M&A integration execution, as Aaron Whiting, Chief of Staff at Crownpeak, explains how to train a first-time M&A integration lead.

Interview with:
Aaron Whiting
Chief of Staff and Transformation at Crownoeak
Dec 25
This is some text inside of a div block.
The Basics of M&A Integration Execution
This is some text inside of a div block.
This is some text inside of a div block.

ChatGPT Interview: AI's Impact on M&A

This past year, AI has revolutionized the way we do things, and ChatGPT has been a big part of that. Created by OpenAI, ChatGPT can understand and use language like a human, making it extremely useful in a lot of different areas. And now, we can actually talk to it. This article is based on our first-ever ChatGPT interview. We are going to learn its insights on AI’s impact on the world of M&A.

Interview with:
ChatGPT Voice, powered by OpenAI
Dec 20
This is some text inside of a div block.
ChatGPT Interview: AI's Impact on M&A
This is some text inside of a div block.
This is some text inside of a div block.

Automation in M&A

In today's digital era, the pervasive influence of technology is felt in every facet of business, and Mergers and Acquisitions (M&A) are no different. The arrival of innovation and automation will soon make their way to the industry, streamlining processes that could bolster productivity and facilitate smoother post-merger integration. In this article, Dr. Karl Michael Popp, Senior Director, Corporate Development at SAP, discusses automation in M&A.

Interview with:
Dr. Karl-Michael Popp
Senior Director Corporate Strategy and Corporate Development at SAP
Dec 18
This is some text inside of a div block.
Automation in M&A
This is some text inside of a div block.
This is some text inside of a div block.

Executing Smaller Deals and Negotiating Key Legal Provisions

M&A comes in varying sizes. However, there’s a common misconception that smaller deals are easier to execute than larger ones. The truth is, that smaller deals come with their own unique set of challenges that could possibly make them even harder to do. In this article, Anthony Krueger, Associate at Morrison & Foerster LLP, debunks this myth and discusses how to execute smaller deals and negotiate key legal provisions.

Interview with:
Anthony Krueger
Associate at Morrison & Foerster LLP
Dec 11
This is some text inside of a div block.
Executing Smaller Deals and Negotiating Key Legal Provisions
This is some text inside of a div block.
This is some text inside of a div block.

The Intricacies of M&A from Start to Finish

For first-time acquirers, M&A can be challenging, as it comes with strenuous processes with many complexities that can turn the dream into a nightmare. However, with proper guidance, acquirers can have a smooth transaction and an amicable negotiation. To help us navigate our first deal, Rajive Dhar, VP and Head of Corporate Development at NetApp, discusses the intricacies of M&A from start to finish.

Interview with:
Rajive Dhar
VP, Head of Corporate Development at NetApp
Dec 4
This is some text inside of a div block.
The Intricacies of M&A from Start to Finish
This is some text inside of a div block.
This is some text inside of a div block.

M&A Surprises and Horror Stories

Every deal is different, which means each and every one will present unique challenges that teams have to overcome. Especially when dealing with smaller companies. There is no such thing as a perfect deal. However, with the right mindset and approach, deals can still close and bring value to both parties involved. In this article, Jim Ackerman, recent Vice President, Corporate Development at Flex, and Steve Coghlan, Semi-recent Vice President of corporate development at Flex, discuss their experiences on M&A surprises and horror stories.

Interview with:
Jim Ackerman
Recent VP of Corporate Development at Flex
Steve Coghlan
Semi-recent Vice President of Corporate Development at Flex
Nov 27
This is some text inside of a div block.
M&A Surprises and Horror Stories
This is some text inside of a div block.
This is some text inside of a div block.

How Positive Relationships Can Drive Success in M&A

More than the numbers, relationships can make or break a deal. Regardless of the deal rationale, strong, trusting connections between parties can lead to smoother negotiations, clearer communication, and a greater likelihood of mutual satisfaction in the end result. In this article, Nicole Markowski, Manager and Corporate Development at Wipfli LLP, delves into the importance of cultivating positive relationships to drive M&A success.

Interview with:
Nicole Markowski
Manager and Corporate Development at Wipfli LLP
Nov 20
This is some text inside of a div block.
How Positive Relationships Can Drive Success in M&A
This is some text inside of a div block.
This is some text inside of a div block.

M&A from a CFO’s Perspective Session 2

In the grand scheme of things, every M&A must make financial sense. Whether it’s cutting cost, increasing revenue, or achieving operational efficiencies, it all boils down to the numbers. After all, every company’s main goal is to grow and increase profit for its shareholders. It is why the Chief Financial Officers play an integral role in M&A. In this article, we will explore M&A from a CFO’s perspective, featuring Samuel Wilson, Chief Executive Officer at 8x8.

Interview with:
Samuel Wilson
Chief Executive Officer at 8x8
This is some text inside of a div block.
M&A from a CFO’s Perspective Session 2
This is some text inside of a div block.
This is some text inside of a div block.

M&A from a CFO Perspective Session 1

Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of strategic ventures. Beyond their traditional financial responsibilities, these financial architects hold the key to unlocking the full potential of mergers and acquisitions. In this article, we will explore M&A from a CFO’s perspective with David Barnes, Chief Financial Officer at Trimble Inc.

Interview with:
David Barnes
Chief Financial Officer at Trimble Inc.
Nov 6
This is some text inside of a div block.
M&A from a CFO Perspective Session 1
This is some text inside of a div block.
This is some text inside of a div block.

The Big Shift from Corporate Development to Private Equity 

Too often, corporate development practitioners want to change their scenery and end up switching to private equity. It’s a place where they can use their existing skills, and enjoy what they do, without certain restrictions present in a corporate setting. But what are the differences between the two industries? In this article, Joe Metzger, Managing Director at 777 Partners, shares his amazing journey shifting from corporate development to private equity.

Interview with:
Joe Metzger
Managing Director at 777 Partners
Oct 30
This is some text inside of a div block.
The Big Shift from Corporate Development to Private Equity 
This is some text inside of a div block.
This is some text inside of a div block.

Integration Strategies in M&A part 2

Change management is one of the most crucial aspects of M&A. While integration involves multiple facets, from supply chains to customers, change management is solely focused on the employees. This can make or break a deal, as employee retention is one of the main ingredients to achieving synergies in a timely manner. In this article, Chris Evans, ex-Head of CorpDev Integration at Amazon, and Scott Boyd, former Head of Integration for AWS, discuss integration strategies, particularly the nuisances of change management.

Interview with:
Chris Evans
Experienced M&A Leader | ex-Head of CorpDev Integration at Amazon
Scott Boyd
Deputy Director, Strategy Implementation at Bill & Melinda Gates Foundation | former Head of Integration for AWS
Oct 23
This is some text inside of a div block.
Integration Strategies in M&A part 2
This is some text inside of a div block.
This is some text inside of a div block.

Integration Strategies in M&A Part 1

In the complex world of M&A, the difference between a successful deal and a failed one often hinges on integration. Proper integration, driven by a harmonious fusion of strategy and execution, ensures that the merging entities can effectively combine their strengths and navigate potential pitfalls. In this article, we dive deep into the heart of integration strategies and underscore the pivotal role of the integration team during the due diligence process, featuring Chris Evans, ex-Head of CorpDev Integration at Amazon, and Scott Boyd, former Head of Integration for AWS.

Interview with:
Chris Evans
Experienced M&A Leader | ex-Head of CorpDev Integration at Amazon
Scott Boyd
Deputy Director, Strategy Implementation at Bill & Melinda Gates Foundation | former Head of Integration for AWS
Oct 16
This is some text inside of a div block.
Integration Strategies in M&A Part 1
This is some text inside of a div block.
This is some text inside of a div block.

Executing M&A in Healthcare

The healthcare industry is a complex and rigid space where change is often rejected. Any evolution in this sector not only signifies business decisions but also influences the overall quality and accessibility of patient care. In this article, Roy Schoenberg, President & Co-CEO at Amwell, delves into the intricacies of navigating M&A in the healthcare industry.

Interview with:
Roy Schoenberg
President & Co-CEO at Amwell - American Well Corporation
Oct 9
This is some text inside of a div block.
Executing M&A in Healthcare
This is some text inside of a div block.
This is some text inside of a div block.

How to Balance Culture During an Integration

Integration is not just about combining processes and systems. It is also about bridging the cultures of the companies and creating a shared identity. However, integrating two organizations can be complex, especially when it comes to managing major cultural differences. In this article, we explore key strategies for effectively balancing culture during an integration, featuring Mark Rayfield, CEO of Saint-Gobain North America, and CertainTeed.

Interview with:
Mark Rayfield
CEO of Saint-Gobain North America and CertainTeed
Oct 2
This is some text inside of a div block.
How to Balance Culture During an Integration
This is some text inside of a div block.
This is some text inside of a div block.

Planning and Executing Your Exit as an Investor

While most investors have a passive role in their portfolio company, some investors are active in shaping and contributing to its success. For venture capitalists, one of the best scenarios is for the portfolio company to be acquired to maximize investment returns. In this article, Dr. Irit Yaniv, Founding Partner and CEO at Almeda Ventures discusses what investors can do when planning and executing the exit.

Interview with:
Dr. Irit Yaniv
Founding Partner and CEO at Almeda Ventures
Sep 25
This is some text inside of a div block.
Planning and Executing Your Exit as an Investor
This is some text inside of a div block.
This is some text inside of a div block.

How PE Should Support Portfolio Company Acquisitions

The collaboration between a Private Equity (PE) firm and a portfolio company during an acquisition is a powerful partnership. Together, they create a synergistic environment where growth and value thrive. In this article, we will explore insights from Barak Routhenstein, Vice President of Corporate Development at Profile Products, on how PE firms can provide invaluable support to portfolio companies during the acquisition process, setting the stage for success and maximizing value creation.

Interview with:
No items found.
Sep 18
This is some text inside of a div block.
How PE Should Support Portfolio Company Acquisitions
This is some text inside of a div block.
This is some text inside of a div block.

The Art of M&A: Striking the Right Balance Between Integration and Autonomy

For high-growth companies, M&A is almost inevitable. If done right, it could speed up growth and open new opportunities for the acquiring entity. However, it’s not without challenges, as it can also be destructive and destroy both companies involved. In this article, Glenn Sanford, CEO of eXp World Holdings, Inc., discusses the art of M&A, and striking the right balance between integration and autonomy.

Interview with:
Glenn Sanford
CEO of eXp World Holdings, Inc.
Sep 11
This is some text inside of a div block.
The Art of M&A: Striking the Right Balance Between Integration and Autonomy
This is some text inside of a div block.
This is some text inside of a div block.

Ensuring Alignment for Deal Success

M&A is a massive undertaking that calls for collaboration among numerous individuals. Ensuring alignment with everyone involved is essential for the success of a deal. Yet, with a variety of opinions and personalities at play, achieving alignment can be quite a challenge. In this article, Andrew Bilbao, CFO of Noble Education Acquisition Corp, shares valuable insights on how to guarantee alignment for deal success, paving the way for a smooth and fruitful M&A process.

Interview with:
Andrew Bilbao
Current CFO of Noble Education Acquisition Corp.
Sep 4
This is some text inside of a div block.
Ensuring Alignment for Deal Success
This is some text inside of a div block.
This is some text inside of a div block.

How a Public Equity Analyst Evolves to Executing M&A

For public equity analysts, M&A is nothing new. One of their main jobs is to conduct financial analyses of companies and other potential investments. However, M&A execution is another story. Let’s explore how a public equity analyst evolves to executing M&A, featuring Greg Stein, Vice President of M&A and Ventures at Xerox, as he shares his experiences.

Interview with:
Greg Stein
Greg Stein, Vice President, M&A and Strategy at Xerox
Aug 28
This is some text inside of a div block.
How a Public Equity Analyst Evolves to Executing M&A
This is some text inside of a div block.
This is some text inside of a div block.

The Challenges of Cross-Border Deals

International business transactions often present unique challenges that are vastly different from local ones. The complexity increases exponentially when these transactions involve mergers and acquisitions (M&A). In this article, Clifford Felig, Partner at Meitar Law Offices, will discuss the challenges of cross-border deals, particularly in Israel, where he had most of his experiences.

Interview with:
Clifford Felig
Partner at Meitar | Law Offices
Aug 21
This is some text inside of a div block.
The Challenges of Cross-Border Deals
This is some text inside of a div block.
This is some text inside of a div block.

Tax Considerations in M&A

The intricacies of tax considerations in a merger or acquisition (M&A) transaction cannot be overstated. These considerations play a crucial role in shaping the overall economics and structure of the deal, and can significantly impact the outcome for all parties involved. With expert tax planning and structuring, it is possible to mitigate the tax burden and maximize the benefits of the transaction. In this exclusive interview, Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP, delves into the importance of tax considerations in M&A and provides valuable insights on navigating this complex landscape.

Interview with:
Lesley Adamo
Vice Chair, Tax Group at Lowenstein Sandler LLP
Aug 14
This is some text inside of a div block.
Tax Considerations in M&A
This is some text inside of a div block.
This is some text inside of a div block.

How to do Deals in Latin America

International deals are one of the most challenging transactions to execute. Aside from the complexities of M&A, there are additional hurdles that acquirers must overcome to successfully acquire companies overseas. In this article, we will focus on how to do deals in Latin America and all the challenges that come along with it, featuring Juan Guillermo Castaneda, Senior Advisor to SKG CEO.

Interview with:
Juan Guillermo Castaneda
Former Senior Advisor to SKG CEO
Aug 7
This is some text inside of a div block.
How to do Deals in Latin America
This is some text inside of a div block.
This is some text inside of a div block.

The Path to Successful Equal Mergers

Too often, M&A involves a larger entity acquiring a smaller business. Only a few believe that a merger of equal can be possible, especially considering the power struggle between the two companies. However, a merger of equals can be a powerful strategy that could unlock tremendous value and opportunities for growth if done right. This article explores the path to successful equal mergers featuring Scott Crofton, Partner at Sullivan & Cromwell LLP.

Interview with:
Scott Crofton
Partner at Sullivan & Cromwell LLP
Jul 31
This is some text inside of a div block.
The Path to Successful Equal Mergers
This is some text inside of a div block.
This is some text inside of a div block.

How To Create a Value Chain Ecosystem

In today's highly competitive business landscape, companies are constantly looking for ways to enhance their capabilities and maintain their edge. With so many competitors in the market, how can a company stand out and reduce customer churn? In this article, Brian Matthews, CEO at ITEL, discusses his value chain ecosystem approach that can drive business stability and growth.

Interview with:
Brian Matthews
CEO at ITEL
Jul 24
This is some text inside of a div block.
How To Create a Value Chain Ecosystem
This is some text inside of a div block.
This is some text inside of a div block.

Buying Carve-outs for Future Exits

In big companies, some business units may not perform well and might be overlooked. It can be helpful for the company to find a more suitable owner for these units. At the same time, buyers can take advantage of these opportunities to improve their businesses and maximize their potential. In this article, we will explore the experiences of Josh Covey, a successful CEO, acquirer, and investor, and Matthew Davidge, co-owner of NBC Affiliate WVNC, as they buy and develop these businesses with the goal of exiting in the future.

Interview with:
Joe Covey
Advisor at Bluestream Health
Matthew Davidge
Co-Owner of the NBC Affiliate WVNC (Watertown, NY)
Jul 17
This is some text inside of a div block.
Buying Carve-outs for Future Exits
This is some text inside of a div block.
This is some text inside of a div block.

How to Execute Product-Based Acquisitions

There are many different reasons why companies buy other entities. Traditionally, acquirers have focused more on the financial aspect of the target company. However, experience has shown that not all acquisitions are the same, and must be executed properly against their strategy. In this article, we discuss how to execute product-based acquisitions featuring Andrew Morbitzer, VP/Head of Corporate Development at Typeform.

Interview with:
Andrew Morbitzer
VP/Head of Corporate Development at Typeform
Jul 10
This is some text inside of a div block.
How to Execute Product-Based Acquisitions
This is some text inside of a div block.
This is some text inside of a div block.

Building your M&A Muscle

In this article, Nate Lemmerman, Senior Vice President of Corporate Development at Cast & Crew, shares his experience and tips on how to build your M&A muscle.

Interview with:
Nate Lemmerman
Senior Vice President, Corporate Development at Cast & Crew
Jul 3
This is some text inside of a div block.
Building your M&A Muscle
This is some text inside of a div block.
This is some text inside of a div block.

How to Overcome M&A Hurdles

Mergers and acquisitions (M&A) is a long and tedious process filled with challenges and surprises that could harm the acquiring company or destroy the deal altogether. To ensure a successful transaction, it's crucial to identify and overcome these hurdles. In this article, we'll discuss the most common M&A challenges and the best approach to overcome them, featuring Ritika Butani, Head of Corporate Development at Toast.

Interview with:
Ritika Butani
Corporate Development Leader
Jun 26
This is some text inside of a div block.
How to Overcome M&A Hurdles
This is some text inside of a div block.
This is some text inside of a div block.

Build-to-Buy Option Structure

M&A is inherently risky, but the rewards of a successful deal can exponentially grow a company overnight. There are many things to consider before closing a transaction, and big companies are finding new deal structures to minimize risks when doing acquisitions. In this article, Finn Haley, SVP of Corporate Development at Edwards Lifesciences, discusses the build-to-buy option structure they use in the healthcare industry.

Interview with:
Finn Haley
SVP, Corporate Development at Edwards Lifesciences
Jun 19
This is some text inside of a div block.
Build-to-Buy Option Structure
This is some text inside of a div block.
This is some text inside of a div block.

Key Regulatory Considerations for M&A in the Current Market

M&A activity has definitely slowed down. Due to economic uncertainty and high-interest rates, companies are hesitant to expand during these times. In addition, executing deals has also become more difficult due to regulatory changes, especially in the tech industry. In this article, Mark Legaspi, Director, Legal - Corporate at LinkedIn, discusses key regulatory considerations for M&A in the current market.

Interview with:
Mark Legaspi
Director, Legal - Corporate at LinkedIn
Jun 12
This is some text inside of a div block.
Key Regulatory Considerations for M&A in the Current Market
This is some text inside of a div block.
This is some text inside of a div block.

The Evolution of M&A Functions

Acquiring companies can be extremely rewarding if done right. To be proficient in M&A, a dedicated function must be established for continuous improvement. As the M&A function evolves, it increases the chances of deal success and value creation. In this article, David Hindley, VP of Corporate Development at Autodesk, shares his journey on how he evolved an M&A function from scratch.

Interview with:
David Hindley
VP of Corporate Development at Autodesk
Jun 5
This is some text inside of a div block.
The Evolution of M&A Functions
This is some text inside of a div block.
This is some text inside of a div block.

Thriving in Times of Change With Flexibility in Your Integration Planning

M&A integration is usually made up of checklists that outline the step-by-step agendas and milestones to successfully integrate the acquired company. But during integration, things don’t always go as planned, and teams must be able to pivot and adapt to the ever-changing needs of the project. In this article, Staci van Schagen, Head of M&A Integration & Disentanglement at Philips, shares her ways on how to thrive in times of change with flexibility in integration planning.

Interview with:
Staci van Schagen
Head of M&A Integration & Disentanglement at Philips
May 29
This is some text inside of a div block.
Thriving in Times of Change With Flexibility in Your Integration Planning
This is some text inside of a div block.
This is some text inside of a div block.

Best Practices When Selling a Business

Selling a business can be a complex and daunting process. The key to a successful exit lies in implementing best practices that have been proven effective by industry experts. In this article, we'll outline some valuable insights from Jeff Wald, Co-founder of Bento Engine, on how to maximize the potential of a business during the exit process, engage investors effectively, and conduct confirmatory due diligence. By following these guidelines, entrepreneurs and business owners can be better prepared to navigate the challenges of selling a business.

Interview with:
Jeff Wald
Co-founder of Bento Engine
May 22
This is some text inside of a div block.
Best Practices When Selling a Business
This is some text inside of a div block.
This is some text inside of a div block.

How to Focus on Integration as a Corporate Development Professional

In this article, Brent Campbell, Vice President of Corporate Development and Strategy at Alight Solutions, discusses how to focus on integration as a corporate development professional.

Interview with:
Brent Campbell
Vice President of Corporate Development and Strategy at Alight Solutions
May 15
This is some text inside of a div block.
How to Focus on Integration as a Corporate Development Professional
This is some text inside of a div block.
This is some text inside of a div block.

The HR Practitioner’s Guide to Cultural Integration in Mergers and Acquisitions

Cultural fit has become increasingly, as more companies are embracing diversity and inclusion, and acquirers must mitigate cultural differences early on during post-close integration. When two companies fit together, people are more likely to be productive and satisfied with their work. In this article, Klint Kendrick, HR and M&A Leader, gives us a view on the HR practitioner’s guide to cultural integration in M&A.

Interview with:
Klint Kendrick
Chair of the HR M&A Roundtable and Former HR M&A Leader at Oracle & Boeing
May 8
This is some text inside of a div block.
The HR Practitioner’s Guide to Cultural Integration in Mergers and Acquisitions
This is some text inside of a div block.
This is some text inside of a div block.

Valuation Trends / Principles and Working with Earnouts

Deals and even negotiations can’t be done without a proper company valuation. Valuation is a fundamental process that helps determine the true worth of a company, providing a solid foundation for negotiations between parties. But valuations are not always objective, and there are a lot of factors that can impact them. In this article, PJ Patel, Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC), discusses current valuation trends and working with earnouts.

Interview with:
PJ Patel
Co-CEO, Valuation Research Corporation (VRC)
May 1
This is some text inside of a div block.
Valuation Trends / Principles and Working with Earnouts
This is some text inside of a div block.
This is some text inside of a div block.

Growing through Multiple Roll-ups

A roll-up is a powerful deal type that involves acquiring multiple smaller companies to combine them into a large entity. When properly carried out, these strategic actions can significantly increase shareholder value and set up companies for record-breaking development. In this article, we have the privilege of hearing from Sam Youssef, Founder and CEO at Valsoft Corporation, a company that has experienced explosive growth through multiple roll-ups.

Interview with:
Sam Youssef
Founder and CEO at Valsoft Corporation
Apr 24
This is some text inside of a div block.
Growing through Multiple Roll-ups
This is some text inside of a div block.
This is some text inside of a div block.

The Complexities of Smaller Deals

In today's ever-evolving business landscape, companies need to stay ahead of the curve by constantly innovating. One way they can achieve this is through acquiring smaller companies, which can provide access to game-changing technology, bridge knowledge gaps, and accelerate growth. However, acquiring smaller companies comes with its own set of challenges. In this article, we explore the intricacies of smaller deals with Kevin Griffin, Executive Director of Corporate Development at JLL.

Interview with:
Kevin Griffin
Executive Director, Corporate Development at JLL
Apr 17
This is some text inside of a div block.
The Complexities of Smaller Deals
This is some text inside of a div block.
This is some text inside of a div block.

People-Focused Integration

Losing key people is one of the most significant value leaks in M&A. Acquirers must focus on the employee experience to retain as many employees as possible. This article will discuss how to execute a people-focused integration featuring Marilyne H. O'Hara, Global Head of M&A Integration at Block.

Interview with:
Marilyne H. O'Hara
Global Head of M&A Integration at Block
Apr 10
This is some text inside of a div block.
People-Focused Integration
This is some text inside of a div block.
This is some text inside of a div block.

Preserving Startups During Acquisitions

Acquiring startups is a common strategy employed by large companies to drive growth and innovation. However, preserving the unique qualities and strengths of startups within the framework of a larger corporation can prove challenging. In this article, Nadia Gil, Chief of Strategic Planning and Corporate Development at Brady Corporation, offers insight into how to effectively preserve startups during the acquisition process.

Interview with:
Nadia Gil
Chief of Strategic Planning and Corporate Development at Brady
Apr 3
This is some text inside of a div block.
Preserving Startups During Acquisitions
This is some text inside of a div block.
This is some text inside of a div block.

Executing M&A without Corporate Development

Companies can execute successful mergers and acquisitions without corporate development. In this article, we explore insights provided by Michael Farlekas, the CEO at E2open, who has executed 14 deals without a dedicated corporate development team.

Interview with:
Michael Farlekas
CEO at E2open
Mar 27
This is some text inside of a div block.
Executing M&A without Corporate Development
This is some text inside of a div block.
This is some text inside of a div block.

Setting up M&A Integration Day One for Success

Day one in M&A is a critical juncture for both the acquiring company and the target company. This is the day when the deal is officially closed and the two companies become one entity. Day one involves a lot of planning and coordination between the two companies to ensure a smooth transition. In this article, Chris Evans, former Head of CorpDev Integration at Amazon, discusses setting up M&A integration day one for success.

Interview with:
Chris Evans
Experienced M&A Leader | ex-Head of CorpDev Integration at Amazon
Mar 20
This is some text inside of a div block.
Setting up M&A Integration Day One for Success
This is some text inside of a div block.
This is some text inside of a div block.

How to Perform M&A Due Diligence on Sustainability

As the business world shifts towards a more environmentally and socially conscious approach, the significance of sustainability in M&A has become increasingly prominent. In light of this, companies are now considering the environmental, social, and governance (ESG) initiatives of their target companies before making any acquisitions. In this article, we explore how to perform M&A due diligence on sustainability, with insights from Sarah Thuo, Chief Operating Officer of IBM Sustainability Services.

Interview with:
Sarah Thuo
Chief Operating Officer of IBM Sustainability Services
Mar 13
This is some text inside of a div block.
How to Perform M&A Due Diligence on Sustainability
This is some text inside of a div block.
This is some text inside of a div block.

Setting Up M&A for Hyper-Growth Companies

M&A is a game-changing tool that can propel a company's growth several years ahead of schedule. However, for hyper-growth companies, M&A can also be a double-edged sword that leads to attrition and detracts from the core business objectives. In this article, Michael Nov, the Head of Corporate Development & Chief of Staff to the CTO at OwnBackup, shares valuable insights on setting up M&A for hyper-growth companies.

Interview with:
Michael Nov
Head of Corporate Development & Chief of Staff to the CTO at OwnBackup
Mar 6
This is some text inside of a div block.
Setting Up M&A for Hyper-Growth Companies
This is some text inside of a div block.
This is some text inside of a div block.

The Evolution of M&A Integration Part 2: GTM Integration

The go-to-market (GTM) integration strategy has a large impact on revenue generation and overall deal success. Integration can be very disruptive to the customers, but if done right, it can enhance the customer experience and acquisition results. In this 2 part article, Pat Belotti, VP Corporate Development Integration at Zendesk, continues to discuss the evolution of M&A integration and delves into the intricacies of GTM integration and offers valuable insights on how to approach it.

Interview with:
Pat Belotti
M&A Integration Expert, previously at: Cisco, Microsoft, Zendesk
Feb 27
This is some text inside of a div block.
The Evolution of M&A Integration Part 2: GTM Integration
This is some text inside of a div block.
This is some text inside of a div block.

The Evolution of M&A Integration Part 1

M&A integration in tech has changed quite a bit over the last twenty years. Integration has evolved from integration volunteers, to large teams with detailed tracking, to dedicated teams and Agile approaches. In this article, Pat Belotti, VP of Corporate Development Integration at Zendesk, delves into the evolution of M&A integration.

Interview with:
Pat Belotti
M&A Integration Expert, previously at: Cisco, Microsoft, Zendesk
Feb 20
This is some text inside of a div block.
The Evolution of M&A Integration Part 1
This is some text inside of a div block.
This is some text inside of a div block.

Improving IMO For Efficiency

Integration needs to be thought out, but executed quickly. In this interview, Windy Nicholson, Technology Leader for Mergers and Acquisitions at Salesforce, discusses how to improve IMO for efficiency. In addition to having a competent team, there are additional strategies that can be implemented to improve an IMO for efficiency. This article will explore some of these strategies, with insights from Windy Nicholson, the Technology Leader for Mergers and Acquisitions at Salesforce.

Interview with:
Windy Nicholson
VP Technology and Product, Mergers and Acquisitions Integration at Salesforce
Feb 13
This is some text inside of a div block.
Improving IMO For Efficiency
This is some text inside of a div block.
This is some text inside of a div block.

Managing the Entire M&A Process from Start to Finish Part 2

Managing a deal from start to finish requires a strategic approach and the ability to navigate the nuances of each phase. In this second part of our series on how to manage the entire M&A process from start to finish, Andy Wijaya, Senior Director of M&A at KLA, delves deeper into the specific steps and considerations involved in the process.

Interview with:
Andy Wijaya
Senior Director, M&A at KLA
Feb 9
This is some text inside of a div block.
Managing the Entire M&A Process from Start to Finish Part 2
This is some text inside of a div block.
This is some text inside of a div block.

Managing the Entire M&A Process from Start to Finish Part 1

Managing the multi-faceted process of mergers and acquisitions (M&A) can be a daunting task, especially for those in charge of overseeing the entire process. In this episode of the M&A Science Podcast, Andy Wijaya, Senior Director of M&A at KLA, discusses how to effectively manage the entire M&A process from start to finish.

Interview with:
Andy Wijaya
Senior Director, M&A at KLA
Feb 6
This is some text inside of a div block.
Managing the Entire M&A Process from Start to Finish Part 1
This is some text inside of a div block.
This is some text inside of a div block.

Strategic Alternatives to M&A

Acquisitions are not the only way companies can achieve growth. Partnerships are a great way for organizations to grow their organic growth capabilities. This article will discuss alternative strategies to accelerate growth featuring Yvanna Perez-Morel, Sr. Director of Corporate Development at Ulta Beauty | Managing Director at Prisma Ventures.

Interview with:
Yvanna Perez-Morel
Yvanna Perez-Morel, Sr. Director of Corporate Development at Ulta Beauty | Managing Director at Prisma Ventures
Feb 2
This is some text inside of a div block.
Strategic Alternatives to M&A
This is some text inside of a div block.
This is some text inside of a div block.

First Convo to LOI Session 3

Establishing strong connections with a target company is essential in M&A. Securing deals can be challenging, but a strategic approach can result in mutually beneficial outcomes. Join us for the third session of our 'Conversations to LOI' series, featuring Michael Frankel, Founder and Managing Partner of Trajectory Capital, as he shares his approach to deal-making.

Interview with:
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Jan 30
This is some text inside of a div block.
First Convo to LOI Session 3
This is some text inside of a div block.
This is some text inside of a div block.

Setting Up M&A Governance for Efficiency

In order for an M&A process to be successful, there must be effective governance in place. Governance is used to manage risks, and ensure that key stakeholders are well-informed and able to provide appropriate oversight throughout a transaction. In this episode of the M&A Science Podcast, Guy Fisher, Head of Corporate Development at Suncorp Group, shares his expertise in setting M&A governance up for efficiency.

Interview with:
Guy Fisher
Head Of Corporate Development at Suncorp Group
Jan 26
This is some text inside of a div block.
Setting Up M&A Governance for Efficiency
This is some text inside of a div block.
This is some text inside of a div block.

Executing Acquihires

Acquiring a company is complex and challenging, and in some instances, unnecessary. If buyers only need the people inside of a target company, they can do an acquihire instead of a traditional acquisition. To explore this strategy deeper, this article will discuss executing acquihires, featuring Thomas Gorman, Strategy & Corporate Development at Pantheon, and Mark Khavkin, CFO at Pantheon.

Interview with:
Thomas Gorman
Strategy & Corporate Development at Pantheon Platform
Mark Khavkin
CFO at Pantheon Platform
Jan 23
This is some text inside of a div block.
Executing Acquihires
This is some text inside of a div block.
This is some text inside of a div block.

First Convo to LOI in M&A Session 2

Before buyers and sellers agree to an LOI, there are many informal conversations that happen in the background. Buyers must carefully approach any informal conversations to avoid turning a buyer off while still securing the deal. In this article, Ken Bond, Head of Corporate Development at Cetera Financial Group, discusses the key things to consider from first conversations to LOI in M&A.

Interview with:
Ken Bond
Head of Corporate Development at Cetera Financial Group
Jan 16
This is some text inside of a div block.
First Convo to LOI in M&A Session 2
This is some text inside of a div block.
This is some text inside of a div block.

Reps and Warranties Insurance from a Business Perspective

Today, there are more than 20 reps and warranty insurance companies. And unlike before, they are now willing to cover the entire suite of reps and warranties to replace the indemnification provisions in a traditional purchase agreement. So are they worth it? Should buyers consider reps and warranty insurance on all their deals? In this article, Gitanjali Pundir, Vice President, Global Corporate Development and M&A at Visa, discusses reps and warranties insurance from a business perspective.

Interview with:
Gitanjali Pundir
Vice President at Visa
Jan 12
This is some text inside of a div block.
Reps and Warranties Insurance from a Business Perspective
This is some text inside of a div block.
This is some text inside of a div block.

How to Approach Reps and Warranties Insurance

In recent years, there has been a surge in using reps & warranty insurance in M&A, especially in private deals. Buyers and sellers can save significant time and money using reps and warranties insurance. This article will discuss how to approach reps and warranties insurance, featuring Josh Holleman, Partner at Cooley LLP.

Interview with:
Josh Holleman
Partner at Cooley LLP
Jan 19
This is some text inside of a div block.
How to Approach Reps and Warranties Insurance
This is some text inside of a div block.
This is some text inside of a div block.

First Convo to LOI in M&A Session 1

Deal origination requires a well-planned strategy, and starts with informal conversations with a potential target. In this article, Jeremy Segal, Executive Vice President of Corporate Development at Progress, discusses what happens behind the scenes between the first conversation to LOI in M&A.

Interview with:
Jeremy Segal
Senior Vice President Corporate Development at Progress
Jan 9
This is some text inside of a div block.
First Convo to LOI in M&A Session 1
This is some text inside of a div block.
This is some text inside of a div block.

Starting Up Your Corporate Development Function

Executing acquisitions without a dedicated function is highly inefficient and results in failed deals. Companies should not purely rely on inbound opportunities, and need strategic teams dedicated to sourcing deals. This blog will discuss how to start up a corporate development function featuring Veena Ramaswamy, Head of Corporate Development at Lemonade.

Interview with:
Veena Ramaswamy
Veena Ramaswamy, Head of Corporate Development at Lemonade
Jan 5
This is some text inside of a div block.
Starting Up Your Corporate Development Function
This is some text inside of a div block.
This is some text inside of a div block.

Executing Various M&A Strategies and How to Get Buy in From Leadership

M&A is an excellent tool for growing a company. Still, acquirers should consider a variety of strategies before committing to a transaction. Choosing the right growth approach also dictates any integration plans. This article will talk about executing various M&A strategies and how to get buy-in from leadership, featuring Rohit Dave, Head of Corporate Development at Block.

Interview with:
Rohit Dave
Head of Corporate Development at Block
Jan 2
This is some text inside of a div block.
Executing Various M&A Strategies and How to Get Buy in From Leadership
This is some text inside of a div block.
This is some text inside of a div block.

How to Perform Better M&A Integration

The integration stage of the deal lifecycle is when teams can achieve a transaction's desired synergies. Even though integration starts post-close, integration planning should begin much earlier in the deal process. In this article, Cara Bibbiani, Senior Director, Corporate Development, M&A Integration at Hewlett Packard Enterprise, discusses how to efficiently execute M&A Integration.

Interview with:
Cara Bibbiani
Senior Director, Corporate Development, M&A Integration at Hewlett Packard Enterprise
Dec 29
This is some text inside of a div block.
How to Perform Better M&A Integration
This is some text inside of a div block.
This is some text inside of a div block.

Creating Your M&A Team Structure

Standing up a corporate development function from scratch is a challenging, yet exciting task. And one of the pillars of a successful M&A function is a solid team who can effectively run deals. In this article, Kevin Barnes, Senior Vice President, Corporate Development at Premier, will discuss how to create your M&A team structure.

Interview with:
Kevin Barnes
Senior Vice President Corporate Development at Premier Inc.
Dec 26
This is some text inside of a div block.
Creating Your M&A Team Structure
This is some text inside of a div block.
This is some text inside of a div block.

M&A Career Path: Transitioning Roles in M&A

Ever wonder how to transition roles in M&A? In this episode of the M&A Science Podcast, Kerry Perez, Vice President, Enterprise Strategy at AMN Healthcare, will discuss her fascinating journey to M&A, during which she experienced a variety of roles. In this article, she will discuss how to transition roles in M&A.

Interview with:
Kerry Perez
Vice President, Enterprise Strategy at AMN Healthcare
Dec 22
This is some text inside of a div block.
M&A Career Path: Transitioning Roles in M&A
This is some text inside of a div block.
This is some text inside of a div block.

Tying up M&A Strategy and Integration

A strong deal strategy doesn't guarantee success. Integration is where value is created and must be prioritized immediately. Darrell Heaps, CEO at Q4 Inc., discusses how to tie M&A strategy and integration together.

Interview with:
Darrell Heaps
CEO at Q4 Inc.
Dec 15
This is some text inside of a div block.
Tying up M&A Strategy and Integration
This is some text inside of a div block.
This is some text inside of a div block.

Accelerating M&A Integration

For Cisco, integrating as soon as possible after acquiring a company is a must. This is not an easy task, as acquirers must execute quickly and efficiently, navigate changes, and preserve the target company's value. In this article, Caroline Jones, Senior Director - Acquisition Success at Cisco, shares their processes on how to accelerate M&A integration.

Interview with:
Caroline Jones
Senior Director - Acquisition Success at Cisco
Dec 19
This is some text inside of a div block.
Accelerating M&A Integration
This is some text inside of a div block.
This is some text inside of a div block.

How to Get Strategic Alignment During M&A Integration

Integrating an acquired company is one of the most daunting tasks in M&A. Integration never goes as planned, but there are things that teams can do to make it much easier for everyone involved. In this article, Don Yakulis, Global Head of M&A Integration at Light and Wonder, discusses the importance of achieving strategic alignment from both teams during M&A integration.

Interview with:
Don Yakulis
Global Head of M&A Integration at Light and Wonder
Dec 12
This is some text inside of a div block.
How to Get Strategic Alignment During M&A Integration
This is some text inside of a div block.
This is some text inside of a div block.

GTM Integration Planning Part 2

Achieving revenue synergies should always be a transaction’s top priority. By leveraging the combined customer base of both companies, and combining the marketing and sales efforts, companies can become a much more powerful force in the marketplace. In this two-part M&A Science Podcast episode, James Harris, Principal, Corporate Development Integration at Google, discusses GTM integration planning.

Interview with:
James Harris
Principal, Corporate Development Integration at Google
Dec 8
This is some text inside of a div block.
GTM Integration Planning Part 2
This is some text inside of a div block.
This is some text inside of a div block.

GTM Integration Planning Part 1

When two businesses merge, the new company's success often depends on how well the go-to-market plan is executed. The combined company inherits the two businesses’ customers, products, and respective sales and marketing channels. If not planned properly, the combined efforts can lead to customer confusion and lost sales. This article goes over GTM integration planning, featuring James Harris, Principal, Corporate Development Integration at Google.

Interview with:
James Harris
Principal, Corporate Development Integration at Google
Dec 5
This is some text inside of a div block.
GTM Integration Planning Part 1
This is some text inside of a div block.
This is some text inside of a div block.