Communication

Effective Deal Sourcing Through Market Mapping

In order for M&A to be effective, you have to be proactive. It is a great tool and should be a part of your growth strategy. Sabeeh Khan, Director of Corporate Development at Infoblox, talks about effective deal sourcing through market mapping in this article.

Interview with:
Sabeeh Khan
Director, Corporate Development at Infoblox
Jun 20
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Effective Deal Sourcing Through Market Mapping
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The Basics of Sell-Side M&A

Selling your business is the most significant transaction of your life, and it is vital that you know what you're doing before you put your company up for sale. Proper preparation is key to selling a business. In this article, Adam Coffey, Founding Partner of CEO Advisory Guru LLC, discusses the basics of sell-side M&A.

Interview with:
Adam Coffey
Founding Partner CEO Advisory Guru LLC
Jun 13
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The Basics of Sell-Side M&A
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How to Source Deals and Build Your Pipeline

M&A deals don’t just fall from the sky. Proactively sourcing deals is the best way to approach M&A, and in this article, Jeremy Segal, EVP, Corporate Development at Progress, teaches us how to source deals and build your pipeline.

Interview with:
Jeremy Segal
Senior Vice President Corporate Development at Progress
Jun 6
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How to Source Deals and Build Your Pipeline
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How M&A Strategy Evolves in Education Technology

Online education is not new. But because of the pandemic, the entire educational sector was forced to shift in this direction, increasing competition. In this article, Tom Horton, SVP of Corporate Development at Kaplan, Inc., will talk about how M&A strategy evolves in education technology.

Interview with:
Tom Horton
Senior Vice President of Corporate Development & Strategy at Kaplan, Inc.
May 30
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How M&A Strategy Evolves in Education Technology
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From Accounting to an M&A Career

M&A is a fascinating industry with no clear blueprint on how to get in. Kayla Davis, Vice President, Head of M&A at ABM Industries, came from accounting to an M&A Career, and in this article, she will share her journey and key lessons learned along the way.

Interview with:
Kayla Davis
Vice President, Head of M&A at ABM Industries
May 23
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From Accounting to an M&A Career
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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 16
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Career Development in M&A
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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 9
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Implementing an Actionable GTM Strategy
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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
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How to Run an Integration Led Confirmatory Diligence Process
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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 25
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How to Formulate Your M&A Strategy
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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
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How to Stand Up an IMO
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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 at Upland Software
Apr 11
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How to Grow Purely on Acquisitions
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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 5
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How to Tie Deal Origination to Strategy Development
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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 at HGS Healthcare
Mar 29
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How to Build a Great M&A Strategy
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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 22
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Automation Roll-ups & Growing Technical Leadership Talent
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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:
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Aug 4
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Importance of An Earnout
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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
Apr 7
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Agile Integration Planning
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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 14
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How to Pivot to an M&A Integration Career
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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
Mar 7
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Negotiation Fundamentals
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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
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Modernizing a Process-Based Company
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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 Enterprise Strategy at AMN Healthcare
Feb 21
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Standing up a Diligence and Integration Management Office
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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 at ZoomInfo
Feb 14
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How to Acquire for Capabilities
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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 7
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Creating the Right Governance Structure in an M&A Deal
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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
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Successful Acquisitions Through Leadership and Culture
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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
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The Complexities of Sell-Side M&A
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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 17
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Hiring Your Head of Corporate Development
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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 10
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How to Create Better People Experience in M&A
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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 3
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Making M&A GTM Successful
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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 27
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M&A Market Trends from a Banker’s Perspective
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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 20
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Overcoming Change Management With Great Leadership
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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
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Keeping Integration Simple
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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 6
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How To Create A Successful Integration Plan
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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
Nov 29
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How to Structure Teams Approaching M&A Diligence
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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 22
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How to Negotiate and Structure NDAs
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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 15
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Buy or Build Considerations in M&A
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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 8
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Engineering Deals for Success
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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 1
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How to Create a Successful GTM Strategy
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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 Development at Infoblox
Oct 25
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How to Manage Sourcing Diligence and Integration
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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
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Staying True To Your Culture in M&A
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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
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How to Commit to Integration from Start to Finish
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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 4
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Transformative M&A
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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 20
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Managing Infrequent Acquisitions
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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 27
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Executing a Divestiture without a Bank
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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)
Jun 7
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Hunting Deals in M&A
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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
Aug 30
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How to Preserve Value in M&A Post-Acquisition
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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
Founding Partner CEO Advisory Guru LLC
Sep 6
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Buy and Build Strategy
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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 13
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Evolving Your M&A Integration Function
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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 23
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How to Realize Deal Value
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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 16
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How to use Multiple Deal Structures to Make Partnerships Successful in India
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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 9
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Executing Divestitures
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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 6
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The Truth About Change Management
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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 2
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How to Manage Multi-Vertical Strategies
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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 26
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Managing M&A on a High Scale
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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 19
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How To Successfully Execute Deals With a Small Team
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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 12
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Managing Internal Dynamics
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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
May 18
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Why You Need To Ask Less During Diligence
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Why You Should Execute A Divestiture Without A Bank?

Most companies hire banks to help them prepare for the sale, but it's not a requirement. Russ Hartz, VP of Corporate Development at Ansys talks about the pros and cons here.

Interview with:
Russ Hartz
VP of Corporate Development at ANSYS, Inc.
Apr 19
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Why You Should Execute A Divestiture Without A Bank?
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Deal Origination From a PE investors Perspective

PE firms source deals differently from strategic buyers. Jay Jester, Partner at Plexus Capital, LLC, breaks it down into three categories; Brand Building Exercise, Customer Focus, and Setting up a System.

Interview with:
Jay Jester
Partner at Plexus Capital, LLC
Jul 5
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Deal Origination From a PE investors Perspective
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How to Approach Diligence

Due Diligence is a crucial process that sets the tone for an acquisition. But how do you perform due diligence? Before we can understand how diligence gets done, we have to understand the goals associated with due diligence. 

Interview with:
Ben Sutton
Senior Manager - Corporate Development at NCR Corporation
Jul 7
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How to Approach Diligence
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How To Negotiate Like a Pro

Negotiating is part of our daily lives. In this episode, we will be discussing how to effectively negotiate like a pro by determining how much leverage we have with the other party. Also, what skills are required for you to improve your negotiation skills.

Interview with:
Mladen Kresic
CEO at K&R Negotiations LLC
Jun 28
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How To Negotiate Like a Pro
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Conducting M&A without a Dedicated Team

Contrary to popular belief, you don’t need a dedicated M&A team to execute successful transactions. With proper team alignment and motivation, getting deals done is very much possible. In this episode, Alexi Venneri, founder and CEO of Digital Air Strike, shares her process as to why she thinks not having a dedicated team is actually better.

Interview with:
Alexi Venneri
Co-Founder and CEO of Digital Air Strike
Jun 21
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Conducting M&A without a Dedicated Team
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How SS&C Conducts Acquisitions

Every acquirer has different strategies for their acquisitions. In this episode, we look at SS&C's system on how they look at deals, how they approach integration, and how they preserve the target company's value.

Interview with:
William Stone
Founder, Chairman, and CEO of SS&C Technologies
Jun 14
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How SS&C Conducts Acquisitions
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Behind the Scenes: Effective Deal Sourcing and Closing

Building out a brand new corporate development function can be challenging, especially if you don't know where to start.

Interview with:
Scott Kaeser
Owner / Head Of Corporate Development at First Choice Dental Lab
Sep 11
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Behind the Scenes: Effective Deal Sourcing and Closing
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How Empathy Makes Mergers and Acquisitions Successful

Why is it that some acquisitions are successful and some are not? Acquisitions can fail for reasons of strategy or execution. While no one can predict the future regarding market changes, an acquiring company can control how they execute on integrating the acquired company.

Interview with:
John DeRusso
Director of Acquisition Integration at Cisco
Jun 20
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How Empathy Makes Mergers and Acquisitions Successful
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Conversations From the Frontlines

A strategic alliance can be a powerful tool that can help companies achieve specific goals. But what exactly is an alliance? And why do companies do it? To help us understand more about alliances, we've asked the expert Emma Barton, Director, Alliance and Integration Management at AstraZeneca, to help us in this discussion.

Interview with:
Emma Barton
Director, Alliance and Integration Management at AstraZeneca
Mar 1
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Conversations From the Frontlines
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Joint Ventures at Scale

Joint ventures are typically more complicated than traditional M&A because there are more parties involved, and everyone has to agree on many items. But with the right approach and model, a joint venture can run smoothly.

Interview with:
Clayton Stanley
Vice President and Head of Corporate Development at AmeriVet Veterinary Partners
Mar 29
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Joint Ventures at Scale
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How to Prepare a Business for Private Equity Acquisition

Trade shows is an industry that is often underlooked. However, it is gaining more and more attention now from PE firms. Learn how to prepare your business for a private equity acquisition, featuring Philip Soar, Executive Chairman, and CEO of CloserStill Group PLC.

Interview with:
Philip Soar
Chairman and CEO of CloserStill Group
Jun 1
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How to Prepare a Business for Private Equity Acquisition
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From Private to Public Company

Going from private company to public is a huge transition, especially from a CEO's perspective. It adds more responsibility and more reporting to more people. In this episode, Darren Lampert, CEO at GrowGeneration Corp, shares his good and bad experiences in this transition. He also talks about how this change affects their approach to M&A.

Interview with:
Darren Lampert
CEO at GrowGeneration Corp
May 24
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From Private to Public Company
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How To Prevent International Deals From Failing

Have you ever wondered why international deals fail so often? Hear from AGCO Corporation's former CEO, Martin Richenhagen, about how leaders can prevent these types of deals from failing.

Interview with:
Martin Richenhagen
Former CEO of AGCO Corporation (NYSE: AGCO)
May 17
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How To Prevent International Deals From Failing
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How to Build a Collaborative M&A Process Across the Deal Life Cycle

In this webinar, I discuss the common challenges that M&A practitioners face within their deals, and how project management software can solve these challenges and improve your overall process.

Interview with:
Kison Patel
CEO and Founder of DealRoom, CEO and Founder Agile M&A, Executive Producer of M&A Science
Apr 22
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How to Build a Collaborative M&A Process Across the Deal Life Cycle
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Why Is M&A Integration So Hard?

If you ask any M&A practitioner, most will tell you the integration phase is the hardest. Learn why this is the case and how you can get through integration with ease.

Interview with:
James Payne
Principal Consultant at Merger Integration Consulting LLC
Galina Wolinetz
Managing Director at Virtas Partners
Dec 11
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Why Is M&A Integration So Hard?
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Positive Employee Experience is Key to Successful M&A

When critical employees leave the company after the deal closes, the overall value of the deal can be destroyed. A positive employee experience will help a lot with employee retention and significantly increase the likelihood of achieving success for the deal.

Interview with:
Cole Breidenbach
Head of M&A Integration, Corporate Development and Director, Business Value Consulting at Okta
Josh Olson
Head of Experience Solutions Sales - Americas at VMware
Amy Gannaway
Vice President, Global Compensation, Benefits and HRIS at VMware
Sep 11
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Positive Employee Experience is Key to Successful M&A
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Effective M&A Deal Sourcing

An effective deal sourcing is all about relationships. This discussion talks about how to approach your target and get past gatekeepers.

Interview with:
Scott Kaeser
Owner / Head Of Corporate Development at First Choice Dental Lab
Sep 11
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Effective M&A Deal Sourcing
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Importance of Quality of Earnings

Quality of earnings is a crucial part of any company sale. It allows you to get a picture of the company's real value being sold and an overview of what it would look like on another ownership. Preparing a QofE analysis will help you negotiate better whether you are a buyer or a seller.

Interview with:
Andrew Jordan
Director at Cohen & Company
Feb 1
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Importance of Quality of Earnings
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How Diligence and Integration Planning Can Frame a Successful Valuation

Contrary to popular belief, Diligence and Integration actually frames the success of valuation. Valuation needs to be adjusted all the time as you discover more things in the process. The diligence and integration planning are the inputs and the valuation is the output.

Interview with:
Erik Levy
DMGT Group Head Corporate Development and M&A
Aug 10
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How Diligence and Integration Planning Can Frame a Successful Valuation
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What Successful Integration Looks Like

Why is it that some acquisitions are successful and some are not? Acquisitions can fail for reasons of strategy or execution. While no one can predict the future regarding market changes, an acquiring company can control how they execute on integrating the acquired company.

Interview with:
John DeRusso
Director of Acquisition Integration at Cisco
Jun 20
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What Successful Integration Looks Like
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How to Build an M&A Center of Excellence from Scratch

These are the steps into building an M&A center of excellence from scratch. It's not going to be easy, but it will be a great tool for your company.

Interview with:
Philip Pratt
Director, Acquisition Integration at Corning Incorporated
Oct 16
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How to Build an M&A Center of Excellence from Scratch
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Aligning People For a Better Integration

The deal sponsor and the entrepreneur need to have a good relationship and alignment of the entire deal to succeed. Both parties need to understand and agree as to what will happen to the company post-close.

Interview with:
Carlos Cesta
Vice President Corporate Development at Presidio
Oct 9
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Aligning People For a Better Integration
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Conversations From the Frontlines

A strategic alliance can be a powerful tool that can help companies achieve specific goals. But what exactly is an alliance? And why do companies do it?

Interview with:
Emma Barton
Director, Alliance and Integration Management at AstraZeneca
Mar 1
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Conversations From the Frontlines
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Career Paths in M&A

What role you come from is not as important as the skills and expertise that you offer. Different companies have different views of why M&A is valuable to them. In this discussion, Matt shares how you can navigate the different career paths in M&A.

Interview with:
Matt Arsenault
VP of Corporate Development at Jamf
Mar 22
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Career Paths in M&A
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Executing M&A from a Legal Perspective

Deals have become more complicated in the last 18 months from a legal perspective. But pandemic or not, you need to be aware of certain risks that can stop the entire deal altogether. Knowing how to mitigate them will help you close the deal faster and more efficiently.

Interview with:
Brett Shawn
Senior Vice President, Assistant General Counsel at Warburg Pincus LLC
Apr 19
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Executing M&A from a Legal Perspective
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Managing Communication Workstream

There are a lot of things that you should consider when building a communication strategy. Knowing how to manage your communication workstream is crucial in keeping the value of the business.

Interview with:
Jeff Hennig
Sr. Director, Corporate Development at Xilinx
Apr 26
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Managing Communication Workstream
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M&A From Founder to A Board Member’s Perspective

M&A is very different through the lens of a CEO and a board member. While a CEO is in charge of the company's day-to-day operational tasks, a board member must ensure profitability.

Interview with:
Allen Gilmer
Founder, Advisor, and former CEO/Chairman of Enverus (formerly Drillinginfo) and CoFounder of Vecta Oil & Gas, Ltd
May 3
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M&A From Founder to A Board Member’s Perspective
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Developing Leadership in M&A

A successful deal is largely attributed to leadership, much as it is when the deal fails. In this discussion, Scott shares share how to develop leadership in M&A, the different types of important leadership skills, and how you can develop them.

Interview with:
Scott Hile
Senior Director - Corporate Development at Enviva (NYSE: EVA)
May 10
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Developing Leadership in M&A
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Human Capital Management in M&A

AI and data has come a long way and is now an effective way to gauge people's competency and behavior.

Interview with:
Tracy Levine
Chairman, CEO, Keynote Speaker, Corporate Culture Due Diligence, Executive Coach at Advantage Talent Inc.
Nov 2
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Human Capital Management in M&A
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Navigating International Deals

Navigating International deals is hard, but with the right mindset, and a good knowledge of what to look for, you can make the deal as smooth as possible.

Interview with:
Jeff Baker
EVP Mergers & Acquisitions, at Incomm
Aug 3
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Navigating International Deals
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How to Cultivate Relationships with Deal Targets

Relationships with deal targets are extremely important as they can help shape the entire deal process. Learn how you can form those relationships and avoid common pitfalls along the way to increase your chances of getting the deal done.

Interview with:
Michael Frankel
SVP, Managing Director at Deloitte
Bruce Bowden
CFO of Interactions LLC
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How to Cultivate Relationships with Deal Targets
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The Legal Team’s Role in M&A

The legal team has a crucial role in an M&A transaction. They need to understand the deal's overall strategy, and they need to be involved in the beginning. Some strategies have inherent legal risks, and it is the legal team's job to understand the regulatory, legal, and jurisdictional issues and obstacles that may be present in the transaction.

Interview with:
Andrew Gratz
Assoicate General Counsel
Apr 12
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The Legal Team’s Role in M&A
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Planning a Divestiture from an HR's perspective

Human Resources plays a huge part in any M&A transaction, especially in a divestiture. Separating employees from the parent company certainly has many challenges and complexities that you need to prepare for. If this is your first time doing a divestiture, then you're in luck.

Interview with:
Sallie J. Cunningham
Director, People M&A at Apple
Apr 29
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Planning a Divestiture from an HR's perspective
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Working with the Business Leader to Build an M&A Strategy

One of the biggest challenges in a corporate development role is setting expectations with business leaders to develop a strategy behind the deal. Most business leaders think they can do M&A but every acquisition must have a strategy behind it.

Interview with:
Michael Frankel
SVP, Managing Director at Deloitte
Justin Goldman
VP Finance at Place Exchange
Apr 6
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Working with the Business Leader to Build an M&A Strategy
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Managing Surprises in Diligence

While other people feel the need to eliminate surprises, Joseph Feldman thinks otherwise. He says we should be prepared for surprises, not eliminate them.

Interview with:
Joseph Feldman
Executive Vice President, North American Business Development
Jul 19
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Managing Surprises in Diligence
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Evolving to Agile M&A at Scale

Larger companies have started adopting Agile in their process. In this article, we will be talking about evolving to Agile M&A at scale with the help of Ashley Rice, Sr. Consultant HR M&A at Cisco, and Kimberly Baird, Corporate Development Integration Lead at Cisco.

Interview with:
Ashley Rice
Sr. Consultant HR M&A / M&A Integration and Data Team Leader at Cisco
Kimberly Baird
Corporate Development Integration Lead at Cisco
Jan 6
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Evolving to Agile M&A at Scale
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The One-Person Corporate Development Team

Interview with:
Brian Hamilton
Managing Director, Business Development at Blue Sky Vision
Scott Kaeser
Owner / Head Of Corporate Development at First Choice Dental Lab
Barak Routhenstein
Vice President of Corporate Development at BioIVT
Brian Buchert
Vice President, Corporate Strategy and M&A at Church & Dwight
Dec 23
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The One-Person Corporate Development Team
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How Microsoft Negotiate Deal Terms

Negotiating deal terms is a massive part of an M&A process. Every negotiator brings something different to the table, but one thing is for sure- both parties need to be happy, or else the deal won't get done.

Interview with:
Devorah Bertucci
Director Corporate Development at Microsoft
Dec 23
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How Microsoft Negotiate Deal Terms
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‍How to Maximize the Value of Your Business Prior to Sale

Everyone wants to sell their business at a high price. But in order to negotiate in your favor, you have to have leverage. Otherwise, you’re just hoping to get lucky that someone will be willing to pay for what you are asking for.

Interview with:
Michael Frankel
SVP, Managing Director at Deloitte
Dec 9
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‍How to Maximize the Value of Your Business Prior to Sale
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Joint Ventures Consolidation

Joint ventures are typically more complicated than traditional M&A because there are more parties involved, and everyone has to agree on many items. But with the right approach and model, a joint venture can run smoothly.

Interview with:
Clayton Stanley
Vice President and Head of Corporate Development at AmeriVet Veterinary Partners
Mar 29
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Joint Ventures Consolidation
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Best Ways to Approach Diligence

Approaching diligence efficiently sets the stage for better integration and the overall process. Learn buy-side diligence, red flags to look out for and integration planning with Judah Karkowsky, SVP Corporate & Business Development at Cengage.

Interview with:
Judah Karkowsky
SVP Corporate & Business Development at Cengage
Jul 12
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Best Ways to Approach Diligence
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Implementing Agile into M&A

James Harris, Principal, Corporate Development Integration at Google shares how they implement the Agile methodology in their deals.

Interview with:
James Harris
Principal, Corporate Development Integration at Google
Apr 3
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Implementing Agile into M&A
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Complete Guide to Cultural Assessment

Dawn White describes how to best conduct and approach cultural assessments as well as common missteps she’s seen in the process and how to overcome them.

Interview with:
Dawn White
Manager of M&A Center of Excellence - Corporate Development, Program Manager / Change Management Lead (Temporary Special Assignment) at Corning Incorporated
Jun 12
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Complete Guide to Cultural Assessment
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Divestiture Planning to Execution

In this article, we will discuss how to plan a divestiture effectively to make it more valuable and successful with Larry Forman, Senior Manager at Deloitte, and Michael Frankel, SVP, Managing Director at Deliotte.

Interview with:
Larry Forman
Senior Manager at Deloitte
Michael Frankel
SVP, Managing Director at Deloitte
Dec 9
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Divestiture Planning to Execution
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How Atlassian Negotiates a Term Sheet

With the help of Chris Hecht, Head of Corporate Development at Atlassian, we will discuss how Atlassian negotiates a term sheet and why did they open source their recent term sheet.

Interview with:
Chris Hecht
Head of Corporate Development at Atlassian
Dec 9
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How Atlassian Negotiates a Term Sheet
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