M&A Science
Podcast

Subscribe & Listen Everywhere:
NEW EPISODE

Building an M&A center of excellence comes with both challenges and benefits. Hear from an industry professional at Corning what steps you should take to build one, challenges you may encounter, and how to gain buy-in from leadership.

NEW
No items found.

All Episodes

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
teams aligned
Oops! Something went wrong while submitting the form.

Aligning People in M&A for a Better Outcome

In this episode, Kison speaks with Carlos Cesta, Vice President of Corporate Development at Presidio, about aligning leadership for greater deal success. Together they discuss leveraging employees to ensure deal success, when to start thinking about integration, and developing a joint integration plan.

Today's guests:
Carlos Cesta
Vice President Corporate Development at Presidio
13 Oct
podcasts
integration

Building a Corporate Development Team with Contingencies

Building a corporate development team is hard. Building one to include joint ventures and strategic partnerships is even harder. Learn from an industry professional how you can align your team with multiple mandates to ensure success.

Today's guests:
Jeremy Segal
Senior Vice President Corporate Development at Progress
12 Oct
podcasts
strategy

Structuring Talent Focused Acquisitions

On this episode of M&A Science, Kison interviews Christina Ungaro, Head of Corporate Development at JLL. Together they discuss how companies should structure talent focused acquisitions, breaking down exactly what that kind of transaction requires and entails, the necessary diligence, and how to make these deals successful.

Today's guests:
Christina Ungaro
Head of Corporate Development, JLL Americas
5 Oct
podcasts
diligence

Working with Private Sellers

On this episode on M&A Science, Kison speaks with Isaac Lund, VP Corporate Development and M&A at National Express LLC. The topic is all about learning how to work with a private seller to get the best outcome.

Today's guests:
Isaac Lund
VP Corporate Development and M&A at National Express LLC
21 Sep
live-podcasts
Divestiture

Standing Up with Corporate Development Function

During this webinar, you will learn how to communicate specific techniques in each role, address a reluctance to change, define and manage the success of a corp dev team, and more.

Today's guests:
Dan Menge
Sr Director/Head of M&A Integration at Xilinx
Russ Hartz
VP of Corporate Development at ANSYS, Inc.
18 Sep
ma-summit
strategy

The HR Practitioner’s Guide to M&A Due Diligence

On this episode of M&A Science, Kison Patel speaks with Dr. Klint Kendrick, Chair of HR, M&A roundtable. Together they discuss the HR practitioner's guide to M&A and due diligence, covering topics such as when to bring HR in, major HR risks, and how to weigh risks.

Today's guests:
Klint Kendrick
Director Strategic Talent Initiatives at SC Johnson
15 Sep
podcasts
diligence

What You Need to Wind Down Your Business

This episode of M&A Science is an interview with Ajit Sane, Director IT M&A at Agilent Technologies. The topic of discussion is how to wind a business down with minimal customer and people disruption.

Today's guests:
Ajit Sane
Director IT M&A at Agilent Technologies
31 Aug
podcasts
Divestiture

How to Modernize IMO / Building a Synergy Plan that Actually Delivers

Teams are trying to figure out how to modernize IMO, and how to build a synergy plan that actually delivers. In this session, Jonathan and Bill discuss bench strength, creating the right IMO team, tips for modernizing, and more.

Today's guests:
Jonathan Shiery
Director at Guidehouse
Bill Clarkin
Head, Mergers & Acquisitions at BMO Financial Group
27 Aug
ma-summit
integration

How To Plan a Divestiture From an Accounting Perspective

Joining Kison in this interview is Neal McNamara, Co-founder of Virtas Partners, an advisory firm specializing in preparing companies financially and operationally for M&A.

Today's guests:
Neal McNamara
Co-Founder, Virtas Partners
25 Aug
podcasts
Divestiture

How to Build a Divestiture from HR's Perspective

Together they discuss the process of moving employees, how to approach ringfencing, and what Transition Service Agreements (TSAs) are. Sallie also explains what the key materials HR must-have when it comes to preparing for due diligence during a divestiture and which transition records are required for HR to gather.

Today's guests:
Sallie J. Cunningham
HR Executive, Integration Leader at Cytiva (formerly GE Life Sciences)
23 Aug
podcasts
Divestiture
diligence

Aligning Strategy with Your M&A Process

M&A is not a strategy, rather a tool that can achieve a company's objectives. Learn how to differentiate between using M&A as a tool rather than a strategy, and upon doing that, how to create an appropriate strategy for your process.

Today's guests:
Scott Kaeser
Executive VP Corporate Development - US Security Services @GardaWorld
Sean Corcoran
SVP of Corporate Development & M&A at Neustar, Inc.
Ben Sutton
Senior Manager - Corporate Development at NCR Corporation
21 Aug
ma-summit
strategy

Making Joint Ventures Successful - Top Secrets Revealed

This interview was with Ivan Golubic, former VP Corporate Development at Goodyear. The topic of discussion is how to make joint ventures more successful. Kison and Ivan discuss the three reasons JVs fail and the keys to making them more successful.

Today's guests:
Ivan Golubic
Vice President Finance - Corporate Business Development (M&A) at The Goodyear Tire and Rubber Company
18 Aug
podcasts
strategy

Avoiding Valuation Surprises and Accounting for M&A Transactions

Not every company uses the same method for valuation. In this session, Brian Buchert gives some insight to his team's valuation "secret sauce".

Today's guests:
Brian Buchert
Vice President, Corporate Strategy and M&A at Church & Dwight
PJ Patel
Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC)
12 Aug
ma-summit
valuation

How Successful Diligence and Integration Planning Frames Successful M&A and Valuation

Kison Patel sits down with Erik Levy, to discuss how the approach to valuation sets the precedent for integration and diligence. He has completed over 150 acquisitions, minority and venture investments and strategic partnerships.

Today's guests:
Erik Levy
DMGT Group Head Corporate Development and M&A
10 Aug
live-podcasts
diligence
valuation

Virtualizing the People Experience During Integration

In this webinar, you will learn how to update the integration process by taking a people-first approach, even during a time of remote working. Learn vital lessons on how to adapt to a virtual work environment by utilizing tech and other communication tools available.

Today's guests:
Dawn White
Manager, M&A Integration - Corporate Development at Corning Incorporated
Kimberly Baird
Corporate Development Integration Lead at Cisco
7 Aug
ma-summit
integration

How to Identify and Deal with Issues During Diligence in M&A

Together, Jeff and Kison discuss approaches to take for deal negotiations, how to present an offer and prepare yourself for any responses you may get, and what the main priorities of diligence are.

Today's guests:
Jeff Desroches
Recent Vice President, Corporate Development at Atlas Copco
5 Aug
podcasts
diligence

Navigating International Deals

Kison speaks with Jeff Baker, EVP, Mergers, and Acquisitions at InComm to discuss the complex world of international deals. Jeff talks about how to handle culture clash, why asking questions goes a long way, making sure you watch out for illegal activities, and more.

Today's guests:
Jeff Baker
EVP Mergers & Acquisitions, at Incomm
3 Aug
podcasts
strategy

Preserving a Company's Value During Integration

Kison speaks with Dev Sirur, Director of M&A Integration at Intel Capital. Their topic of discussion is how to preserve a company's value during integration, or should we say, How NOT TO annihilate the value creation during M&A.

Today's guests:
Dev Sirur
Director, M&A Integration, Mergers and Acquisitions at Intel
1 Aug
live-podcasts
integration

Assimilating Unique Cultures in M&A

Kison speaks with Kim Jones, Senior HR M&A Manager at Microsoft. Together they discuss what company culture is, at what of the deal to consider it, and how to assess the company culture.

Today's guests:
Kim Jones
Sr HR M&A Manager at Microsoft
29 Jul
podcasts
integration

How to Develop International Joint Ventures Successfully

On this episode, Kison and Ritch Schaafsma, VP of Corporate Development, Global Mergers and Acquisitions at General Motors, discuss the ins and outs of international joint ventures.

Today's guests:
Ritch Schaafsma
Vice President of Corporate Development, Global Mergers and Acquisitions at General Motors China
24 Jul
podcasts
General

COVID-19's Impact on M&A

COVID-19 has made a significant impact on M&A. What are the actual views and responses from executives, dealmakers and board members?

Today's guests:
Toby Tester
Senior Consultant & Project Manager at BTD
Kevin Robbins
Serial entrepreneur and federal market SME
24 Jul
live-podcasts
strategy

What the rebadging process looks like and how to do it well

This interview features Sachin Kumar, Senior Director - M&A and Regional Lead for HR North America at Conduent. Our topic of discussion is the not so famous process of Rebadging.

Today's guests:
Sachin Kumar
Senior Director - Mergers & Acquisitions, People Practices (Global) at Conduent
10 Jul
live-podcasts
strategy

Building a guide to project manage M&A

This is an open forum style roundtable discussion with Kison Patel and Carlos Cesta of Presidio, Kelly Haggerty, Founder of Nearco Transaction Advisors and Ivan Golubic of Goodyear leading.

Today's guests:
Ivan Golubic
Vice President Finance - Corporate Business Development (M&A) at The Goodyear Tire and Rubber Company
Carlos Cesta
Vice President Corporate Development at Presidio
Kelly Haggerty
Founder of Nearco Transaction Advisors, LLC
9 Jul
live-podcasts
strategy
General

Creating Successful Deal Outcomes Using Innovation

In this webinar, Kison speaks with Christian Von Bogdandy, Practice Director at Slalom. You will learn about how decision making affects a deal outcome, how to use the agility model to improve practices, what maks a deal 'successful' and more.

Today's guests:
Christian von Bogdandy
Practice Director at Slalom
7 Jul
live-podcasts
General

Buy and Sell-Side in a Corporate World & Strategies on Both Sides

In this episode, Abhik Jain, Vice President of International Strategy and Business Optimization at Hill-Rom, shares his knowledge of buy-side and sell-side M&A deals, as well as personal advice on handling negotiations and transactions.

Today's guests:
Abhik Jain
Vice President, Corporate/Business Development at IDEX Corporation
3 Jul
podcasts
diligence
strategy

Building an Effective Internal Communication Plan for M&A

On this episode, Kison speaks with Briana Elkington, Program Manager at VSP Global. Previously she was a Lead Project Manager at Oracle where she assembled a project management office responsible for the successful integration of acquired assets.

Today's guests:
Briana Elkington
Program Manager at VSP Global
1 Jul
podcasts
integration

How to Build a Highly Efficient Due Diligence Process

The current approach for managing due diligence processes during M&A can be greatly improved and needs to be as deal continue to increase in quantity and size. Julia Rollins, Customer Success Manager at DealRoom shares how you can utilize technology to build a highly efficient due diligence process.

Today's guests:
Julia Rollins
Customer Success Manager at DealRoom
25 Jun
live-podcasts
diligence

Cultivating Relationships with Deal Targets

Kison will be discussing how to foster and maintain good relationships with deal targets.

Today's guests:
Bruce Bowden
CFO of Interactions LLC
Michael Frankel
SVP, Managing Director at Deloitte
19 Jun
live-podcasts
strategy
diligence

Building a Corporate Development Function from Scratch

In this episode, Kison Patel speaks with Russ discusses the best practices he’s learned at SAP, how he was able to bring those best practices over to ANSYS, guiding principles he focuses on during a transaction, and how to begin building an integration process at a company that doesn’t have one.

Today's guests:
Russ Hartz
VP of Corporate Development at ANSYS, Inc.
17 Jun
podcasts
strategy

Summit Recap: Bridging the Gap Between Corporate Development and Integration

Kim Jones and Devorah Bertucci discuss the importance of corporate development and integration teams collaborating with each other. When teams aren't aligned, deals don't get done. This is why it's so important for the corporate development and integrations to collaborate with each other. Hear from Devorah Bertucci and Kim Jones on how to make sure both sides are aligned and what the common concerns from each side are.

Today's guests:
Devorah Bertucci
Director Corporate Development at Microsoft
Kim Jones
Sr HR M&A Manager at Microsoft
15 Jun
ma-summit
strategy
diligence
integration

Why Everything You've Been Told About Integration is Wrong

When integration practices and past integrations are not closely examined and learned from, it can be easy to revert back to old ways and/or rely on standardized playbooks in the midst of the chaos of a deal. Integration is a delicate art that must value people and culture, and more and more practitioners are realizing this, yet still making mistakes and falling victim to common, incorrect assumptions. Today, we examine six incorrect approaches to integration and attempt to learn from them.

Today's guests:
Ben de Haldevang
Partner at The Agile Gorilla
David Boyd
Partner at The Agile Gorilla
15 Jun
ma-summit
integration

Tone at the Top - Intersection of Leadership and Culture in M&A

70% of serial acquirers feel they do not do a good job of assessing leaders and culture - a staggering stat to say the least given that culture and poor leadership are often cited as the top two reasons deals fail to meet their thesis. Consequently, it is quite obvious if practitioners (especially on the buy-side) do not fully investigate culture and leadership during a deal’s lifecycle, they cannot build a plan to address potential differences and problem areas, which will ultimately have a negative impact on business.

Today's guests:
Keith Dunbar
Managing Partner at JKD Talent Solutions
Sallie J. Cunningham
HR Executive, Integration Leader at Cytiva (formerly GE Life Sciences)
15 Jun
ma-summit
integration

Post Merger Innovation - don't just Integrate, Innovate!

In this webinar, learn the importance of innovation in M&A, specifically during integration. Toby Tester shares tactics and strategies you can apply to your own practice and breaks down how to adjust plays to fit the specific needs of each deal.

Today's guests:
Toby Tester
Senior Consultant & Project Manager at BTD
15 Jun
ma-summit
integration

Lessons Learned from Large Scale Divestitures

Divestiture, often seen as far less exciting and glamorous than traditional acquisition, has many nuances that make it complicated, but it is a powerful tool in gaining value. Here we pull advice from practitioners with 1,000 deals behind them so you know specifically what to do and what not to do when it comes to divesting. 

Today's guests:
Jillian Kaebel-Sisk
HR - Global Mergers, Acquisitions and Divestitures Manager at Caterpillar Inc
Josh Olson
Head of Experience Solutions Sales - Americas at VMware
Nitin Kumar
Chief Executive Officer at Appnomic
Josh Beggs
Field CTO at Dell Technologies
15 Jun
ma-summit
Divestiture

21 Dimensions to Cultural Integration

This amazing interview is from the past virtual summit we held in June. It talks about one of the hardest things in M&A practice- Cultural Integration. Discussing this topic is Jonathan Shiery, Director at Guidehouse, and Valeria Strappa, Director and Healthcare Integration Leader at JP Morgan, Chase.

Today's guests:
Jonathan Shiery
Director at Guidehouse
Valeria Strappa
Managing Director - Healthcare Integration Leader at JPMorgan Chase & Co.
15 Jun
ma-summit
integration

Positive Employee Experience is Key to Successful M&A

During this webinar, you will learn about employee support, how to leverage the acquired company leaders in communication, what mechanisms/processes to use to avoid potential disconnects, and more.

Today's guests:
Amy Gannaway
Vice President, Global Compensation, Benefits and HRIS at VMware
Cole Breidenbach
Pre and Post-Sales GTM and M&A Integration at Okta
Josh Olson
Head of Experience Solutions Sales - Americas at VMware
Jill Harrison
VP of Silverline Ventures
15 Jun
ma-summit
integration

The Future of M&A

During this webinar, you will learn how M&A could be automated, specifically with machine learning in data rooms, the future of tech development, and about the importance of transparency in which tools already have advanced automation

Today's guests:
Dr. Karl-Michael Popp
Senior Director Corporate Business Development and Ecosystem at SAP
15 Jun
ma-summit
strategy

Leading M&A with Integration

This interview is a rewind from our M&A virtual summit, which was held in June. The topic of discussion is leading M&A with integration, featuring our guest speakers Carlos Cesta, Corporate Development/M&A at Presidio and Javid Moosaji, global head of partner channels, platform solutions and transformation at Travelex, hosted by Stacy Hendricks, senior director at Alvarez and Marsal. In this webinar, you will hear a breakdown of the integration process and learn what to look for in an integration leader. Topics discussed range from when to go to market post close to how to hit synergy numbers.

Today's guests:
Javid Moosaji
Global Head of Partner Channels | Partner Solutions & Platform Transformation @Travelex
Stacy Hendricks
Senior Director at Alvarez & Marsal
Carlos Cesta
Vice President Corporate Development at Presidio
15 Jun
ma-summit
integration

The State of M&A in 2020 (Comedy Show)

In this comedy show, Anish Mitra presents a lighthearted look at the world of M&A. Filled with insightful nuances that poke fun at the industry, this show is designed to make M&A professionals take a step back from the seriousness of the industry and let them laugh at themselves.

Today's guests:
Anish K. Mitra
Vice President at Goldman Sachs
15 Jun
ma-summit
General
valuation
strategy

The Importance of Conducting Cultural Assessments

Dawn explains the importance of conducting cultural assessments during M&A transactions and explores how these assessments can lead to stronger deal outcomes, increased value creation and an overall happier and more productive workforce.

Today's guests:
Dawn White
Manager, M&A Integration - Corporate Development at Corning Incorporated
12 Jun
podcasts
valuation

Making Integration Successful from Both Sides of the Deal

In this webinar, you will learn how to make sure both sides are happy at the end of a deal. Hear lessons learned from Atlassian team members and what practices they applied to integration that created an extremely successful outcome.

Today's guests:
Christina Amiry
Head of M&A Strategic Operations, Integration at Atlassian
Steve Elliott
Head of Jira Align at Atlassian
4 Jun
ma-summit
integration

Aligning M&A strategy with Sustainability Initiatives

Join us for a topical discussion on how sustainability and corporate initiatives can intersect in order to better the world.

Today's guests:
William Sarni
Founder and CEO of Water Foundry
Rima Franklin
Silicon Valley CEO
4 Jun
live-podcasts
strategy

Adapting the M&A Process to the New Virtual Norm

We are talking to Muhammad Azfar from Auctus Group on how he changed his process and the positive effects it's led to today.

Today's guests:
Muhammad Azfar
Managing Partner at Auctus Capital Partners
28 May
live-podcasts
strategy

The Virtualization of M&A

On this episode, Kison speaks with Kimberly Baird, Corporate Development Integration Lead at Cisco. This discussion encompasses everything from tools to utilize when going virtual, how onboarding events shift during social distancing practices, to creating adjacent value drivers.

Today's guests:
Kimberly Baird
Corporate Development Integration Lead at Cisco
27 May
podcasts
diligence
integration

Tale of Two CEO Founders Solving M&A Biggest Problems

Join two CEO founders, Ablorde Ashigbi and Kison Patel, as they discuss building solutions for M&A's biggest challenges.

Today's guests:
Ablorde Ashigbi
Founder / CEO at 4Degrees
27 May
live-podcasts
General

Kison's Top 10 M&A Tips and Practices

Kison discusses his top ten best practices for completing more successful M&A transactions that he's discovered during his career as an M&A advisor and the Founder/CEO of DealRoom.

Today's guests:
Kison Patel
CEO and Founder of DealRoom, Executive Producer of M&A Science
26 May
live-podcasts
diligence
integration

Why is M&A Integration so Hard?

M&A deals are notorious for going belly up, particularly during the integration phase. Why is it that this phase of the process is the most difficult? Kison sits down with Galina Wolinetz from Virtas Partners and James Payne from Merger Integration Consulting to discuss.

Today's guests:
James Payne
Principal Consultant at Merger Integration Consulting LLC
Galina Wolinetz
Managing Director at Virtas Partners
21 May
live-podcasts
integration

Fostering Employee Motivation

Learn about human capital management in M&A culture vs. engagement, how to use data and AI to hire, the biggest impacts of employee motivation, and more.

Today's guests:
Kison Patel
CEO and Founder of DealRoom, Executive Producer of M&A Science
Tracy Levine
Chairman, CEO, Keynote Speaker, Corporate Culture Due Diligence, Executive Coach at Advantage Talent Inc.
13 May
live-podcasts
integration

How to Best Protect a Business Case in an Acquisition

In this episode, Kison speaks with Ben Sutton, a senior manager of corporate development at NCR Corporation, about executing transactions and what a senior manager’s role looks like. Together they discuss how to measure the success of a transaction, the difference between revenue synergy and cost synergy, and how you can predict what a leader wants out of a transaction.

Today's guests:
Ben Sutton
Senior Manager - Corporate Development at NCR Corporation
12 May
podcasts
strategy

How to Plan a Divestiture from HR’s Perspective

On this episode, Kison speaks with Sallie Cunningham about how to plan a divestiture from HR’s perspective. Together they discuss the process of moving employees, how to approach ringfencing, and what Transition Service Agreements (TSAs) are.

Today's guests:
Sallie J. Cunningham
HR Executive, Integration Leader at Cytiva (formerly GE Life Sciences)
29 Apr
podcasts
Divestiture

Why Big Companies Destroy Small Ones

Why do big companies destroy small ones? We see it happen all the time in a variety of strategies and industries.

Today's guests:
Carlos Cesta
Vice President Corporate Development at Presidio
Jeff Desroches
Recent Vice President, Corporate Development at Atlas Copco
26 Apr
live-podcasts
strategy

How to Hire Talent for Today's M&A

Join us for a controversial discussion on why finding good talent in the M&A industry is so difficult.

Today's guests:
Nitin Kumar
Chief Executive Officer at Appnomic
Rima Franklin
Silicon Valley CEO
23 Apr
live-podcasts
strategy
diligence

Bringing M&A and Business Agility Together

On this episode, Toby Tester interviews Kison Patel about his newly published book, Agile M&A, and how Agile can transform the traditional M&A deal process. They discuss topics such as how companies can apply Agile techniques to the antiquated M&A process and take a deep dive into how Agile is a unique project framework that increases efficiency and closes deals faster.

Today's guests:
Toby Tester
Senior Consultant & Project Manager at BTD
15 Apr
podcasts
diligence
integration

Building a Communications Plan from Scratch

In this episode, Kison Patel speaks with Stephanie Carty, a corporate communications professional with more than 15 years of experience at GE, KPMG. Her expertise is in executive communications and ensuring top leaders communicate with honesty, clarity, and credibility. Currently, Stephanie is a strategic advisor, specializing in employee communications.

Today's guests:
Stephanie Carty
Communications Consultant
1 Apr
podcasts
integration

The Impact of Leadership on Deal Outcomes

On this episode, Kison speaks with Karen Isely of Isely Associates International regarding the impact people experience has on the outcome of M&A deals.

Today's guests:
Karen Isely
Merger & Acquisition Expert I M&A Leadership and Culture Integration Advisor I Researcher I Author I Speaker
18 Mar
podcasts
diligence
integration

Navigating Intangible Asset Valuation

On this episode, Kison talks with PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC). VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling.

Today's guests:
PJ Patel
Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC)
4 Mar
podcasts
valuation

The Role and Impact of Leadership in M&A

In this podcast, Kison Patel discusses the groundbreaking research done by Dr. Keith Dunbar. As a Managing Partner at JKD Talent Solutions, his team delivers actionable leadership intelligence.

Today's guests:
Keith Dunbar
Managing Partner at JKD Talent Solutions
21 Feb
podcasts
diligence
integration

How to Successfully Build a Corporate Development Function

In this podcast, Kison and Nichelle Maynard-Elliot discuss how to build a corporate development function start to finish. Nichelle gives advice based on her decades of experience on what to expect when creating such a function.

Today's guests:
Nichelle Maynard-Elliott
Corporate M&A Executive, Board Member at Element Solutions Inc.
5 Feb
podcasts
strategy

Demystifying the Employee Stock Ownership Plan (ESOP)

In this podcast, Kison and Richard discuss how Employee Stock Ownership Plans (ESOPs) can harvest equity, enhance liquidity, and create tax advantages. They also discuss the future landscape for ESOPs.

Today's guests:
Richard Harmon
Managing Director at CSG Partners
8 Jan
podcasts
integration

Focusing Less on Cost Synergies to Increase Value Creation

Kison speaks with Anirvan Sen, the Founder and Managing Director of Fifth Chrome, a professional advisory firm that specializes in M&A integration and operational growth. In this podcast, they discuss creating deal value by focusing more on growth capabilities and revenue synergies than cost synergies.

Today's guests:
Anirvan Sen
CEO of FifthChrome
18 Dec
podcasts
valuation

How to Plan a Divestiture from HR's Perspective

Kison speaks with Jillian Kaebel-Sisk, an HR Global Mergers, Acquisitions, and Divestitures Manager at Caterpillar. This podcast covers how HR practitioners plan for and executive divestitures.

Today's guests:
Jillian Kaebel-Sisk
HR - Global Mergers, Acquisitions and Divestitures Manager at Caterpillar Inc
4 Dec
podcasts
Divestiture

How to Deliver Maximum Value from Divestitures

An M&A Science Interview with Toby Tester about how to deliver maximum value from a divestiture, as well as how divestitures, like acquisitions, can become a positive and transformational process.

Today's guests:
Toby Tester
Senior Consultant & Project Manager at BTD
20 Nov
podcasts
Divestiture

How to Drive Transformational Change Through M&A

On this episode Kison speaks with Toby Tester, an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. Toby discusses how organizations are increasingly turning to M&A in order to transform their business and remain competitive in the modern, digital marketplace. 

Today's guests:
Toby Tester
Senior Consultant & Project Manager at BTD
6 Nov
podcasts
strategy

Investment Banking: How to Best Prepare a Company for an Acquisition

Kison speaks with Jordan Lampos, a director in investment banking at Duff & Phelps, on how he prepares companies for acquisitions and how his team utilizes project management for stronger outcomes and processes.

Today's guests:
Jordan Lampos
Director specializing in healthcare M&A at Duff & Phelps
23 Oct
podcasts
Divestiture

Behind the Scenes: Effective Deal Sourcing and Closing

Scott Kaeser, an Executive VP of Corporate Development at GardaWorld, discusses the tips and strategies for sourcing, negotiating, and closing successful deals.

Today's guests:
Scott Kaeser
Executive VP Corporate Development - US Security Services @GardaWorld
11 Sep
podcasts
strategy

Evolving Technology in Mergers and Acquisitions

In this episode, Kison speaks with Jill Harrison and Steve Siler about which growing technology trends are addressing some of the largest challenges facing the M&A industry.

Today's guests:
Jill Harrison
VP of Silverline Ventures
Steve Siler
CTO at Stonebriar Commercial Finance
28 Aug
podcasts
General

Common Divestiture Challenges and How to Overcome Them

Kison speaks with Kelly Haggerty, who has over 15 years of experience managing acquisitions and divestitures. They talk about Kelly's experience as an M&A advisor and the lessons she’s learned regarding what makes a strong, efficient, and successful deal and how consultants can better prepare their clients for long-term success.

Today's guests:
Kelly Haggerty
Founder of Nearco Transaction Advisors, LLC
13 Aug
podcasts
Divestiture

Perspectives on Modern M&A Consultancy and Divestitures

Kison speaks with Kelly Haggerty, who founded her own advisory firm, Nearco Transaction Advisors, after 15 years of leading integrations and divestitures for top consulting firms and Fortune 500 companies. In this episode, Kison talks with Kelly about her experience as an M&A advisor and the lessons she's learned regarding what makes a strong, efficient, and successful deal.

Today's guests:
Kelly Haggerty
Founder of Nearco Transaction Advisors, LLC
13 Aug
podcasts
Divestiture

The Role of M&A Lawyers [Real Stories from an M&A Attorney]

Paul Koenig, Founder and CEO of SRS Acquiom, discusses developing meaningful solutions for the challenges faced by M&A attorneys and shareholder representatives.

Today's guests:
Paul Koenig
CEO and Co-Founder of SRS Acquiom
31 Jul
podcasts
diligence

Creating Corporate Development Acquisition Strategies

In this episode, Kison speaks with Joseph Feldman, a corporate development, acquisitions, and growth strategies consultant. Joseph discusses acquisition strategies, diligence checklists, company inconsistencies, and post-close surprises.

Today's guests:
Joseph Feldman
Acquisition and growth consultant. Board member of Kennedy Forum Illinois
19 Jul
podcasts
diligence

The Art of Protecting Value Drivers

Jai Sundararaman, the Vice President of Business Transformation at IPG, the best strategies for identifying, extracting and protecting value drivers during the due diligence process and most importantly, while conducting integration post-close.

Today's guests:
Jai Sundararaman
Vice President at Business Transformation
10 Jul
podcasts
diligence

The Power of Empathy in M&A

Kison speaks with Dr. Mark Goulston on the benefits of practicing empathy for more successful M&A, specifically to improve value creation and productivity post-close.

Today's guests:
Mark Goulston
Theory Y Aspirational Executive Coaching
26 Jun
podcasts
strategy

How to Plan Successful a Cultural Assessment in M&A

Kison speaks with Dawn White, an M&A Integration Manager at Corning. She 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.

Today's guests:
Dawn White
Manager, M&A Integration - Corporate Development at Corning Incorporated
12 Jun
podcasts
strategy
diligence

How to Enable and Maintain High-Performance Deal Teams

On this episode Harvard instructor, author, and speaker, Richard Kasperowski, discusses how to build and maintain high-performing teams in any industry.

Today's guests:
Richard Kasperowski
Author | Keynote Speaker | Teacher | Certified Agile Team Building™
29 May
podcasts
diligence
integration

Disrupting and Rethinking the Stagnant Approaches to Deal Management

Ben de Haldevang and David Boyd, Founding Partners of Agile Gorilla, discuss their modern, agile approach to deal and integration management. Through agile principles, such as backlogs and iterative learning cycles, Ben and David enable industry practitioners to conduct more successful, sustainable and equitable mergers and acquisitions.

Today's guests:
Ben de Haldevang
Partner at The Agile Gorilla
David Boyd
Partner at The Agile Gorilla
16 May
podcasts
integration
diligence

Integration Strategies Suited for Modern Business Landscapes

Nitin Kumar, a seasoned C-level operating executive and management consultant in the technology, media and telecom (TMT) sector, discusses how to create integration strategies better suited to modern business environments.

Today's guests:
Nitin Kumar
Chief Executive Officer at Appnomic
1 May
podcasts
integration

A Guide to Planning Successful Divestitures by M&A Advisor

Al Ansari, a veteran divestiture and integration advisor currently assisting Cisco with the development of their divestiture methodology, discusses the strategies, decisions and planning behind divestitures.

Today's guests:
Al Ansari
M&A Integration and Divestiture Advisory
18 Apr
podcasts
Divestiture

How to Implement an Agile Approach into M&A

In this podcast, James Harris explores the ways in which deal practitioners can implement a more Agile approach to each step of M&A, from due diligence to integration.

Today's guests:
James Harris
Principal, Corporate Development Integration at Google
3 Apr
podcasts
strategy

How You Survive an Unprofitable Business

On this episode Sean Peace, the founder of an auction marketplace for music royalty streams called Royalty Exchange, tells a captivating story about selling and exiting an unprofitable business in a unique niche.

Today's guests:
Sean Peace
CEO GoAmenity
15 Sep
podcasts
Divestiture

M&A from a Business Consultant's Point of View

Kison interviews business consultant Joseph Feldman, who works with middle-companies on acquisitions. In this podcast, Feldman discusses acquisition strategies, diligence checklists, company inconsistencies, and post-close surprises.

Today's guests:
Joseph Feldman
Acquisition and growth consultant. Board member of Kennedy Forum Illinois
19 Jul
podcasts
strategy
diligence

Best Ways to Approach Cultural Integration

In this episode, Kison interviews Judah Karkowsky. They discuss the best ways to approach cultural integration, handling ownership issues, the surprises you can find during preliminary due diligence, international entities’ approach on diligence, being transparent with employees during integration, and confidential data protection.

Today's guests:
Judah Karkowsky
SVP Corporate & Business Development at Cengage
12 Jul
podcasts
diligence

M&A In the Technology Industry

In this episode, Kison asks Paul Weiskopf, a professional who has worked over 25 years with companies in the technology industry such as Hewlett Packard, Adobe Systems and smaller companies, about his professional experience on M&A. Weiskopf shares his knowledge about strategy common errors that lead companies to failure and about the best ways to build integration plans for acquisition teams.

Today's guests:
Paul Weiskopf
Corporate development executive, strategic business advisor and Board member
25 Jun
podcasts
integration

M&A, Due Diligence, and Integration from an Attorney's Point of View

Luke Fedlam, a mergers and acquisitions attorney, shares his knowledge on working with outside counsel, seller representation, LOIs, financial planning, and identifying showstoppers.‍‍

Today's guests:
Luke Fedlam
Partner at Porter Wright Morris & Arthur LLP
12 Jun
podcasts
diligence
integration

How Cisco Manages M&A Integration: Strategy & Process Explained

In this episode, John DeRusso, director of corporate development integration at Cisco, explains that it is vitally important for the employees of an acquired company to feel understood and comfortable.

Today's guests:
John DeRusso
Senior Director, Corporate Development Integration
9 Jun
podcasts
strategy
integration

The Importance of Communication, Due Diligence and Post-Closing Integration

In this episode, Armando Biondi, Co-founder, and COO of AdEspresso shares the communication and negotiation involved during Hootsuite's acquisition of AdEspresso.

Today's guests:
Armando Biondi
Co-founder, and COO of AdEspresso
5 Jun
podcasts
diligence
integration

How to Set Clear M&A Objectives: M&A Advice from a Former Marine

In this episode, Ken Marlin, author of The Marine Corps Way to Win on Wall Street and managing partner of the investment bank Marlin & Associates, ‍discusses advising buyers, business strategies, and setting clear business objectives. 

Today's guests:
Ken Marlin
Founder/Managing Partner at Marlin & Associates and Author of The Marine Corps Way to Win on Wall Street
31 May
podcasts
strategy

Wargaming for M&A Integration Leaders

This special episode of M&A Science is an audiobook written by Nitin Kumar, a Senior Managing Director at FTI Consulting, on the strategy of wargaming. In an era of disruption and uncertainty, developing and executing successful M&A transactions require new strategic approaches.

Today's guests:
Nitin Kumar
Chief Executive Officer at Appnomic
16 Feb
podcasts
integration

Balancing Legal and Business Concerns in M&A Transactions

Kison speaks with Scott Hile, an experienced M&A professional as he shares his experiences from both sides of M&A, including common transaction concerns and challenges.

Today's guests:
Scott Hile
Senior Director - Corporate Development at Enviva
11 Dec
podcasts
strategy
diligence

Key Private Equity Criteria for Prosperous M&A

Greg DellaFranco, a Senior Manager of Corporate Development at Deloitte Consulting, shares his knowledge on M&A in the private equity realm.

Today's guests:
Greg DellaFranco
Senior Manager of Corporate Development at Deloitte Consulting
15 Sep
podcasts
strategy
diligence

Important Sell Side M&A Process Lessons

Vamsi Maddipatla, the founder and president of LAXAI discusses his sell-side experience, how to wisely choose investments and post-deal integration.

Today's guests:
Vamsi Maddipatla
Global leader with operational expertise from a range of industries to build exciting and successful companies.
15 Sep
podcasts
strategy
diligence

Bolt-on Acquisitions from Expert Point of View

Paul Tennola, CFO of Paynet and M&A corporate development professional of 29 years, shares his knowledge on bolt-on transactions as compared to new platforms.

Today's guests:
Paul Tennola
CFO of Paynet
15 Sep
podcasts
strategy

Advice on Hiring Advisors

Mark Miller, a former Vice President at the private equity firm Huron Capital, shares his knowledge on selecting the best advisor for your deal. In this podcast, he answers the question: what should you look for when you pick an advisor for your deal team?

Today's guests:
Mark Miller
Vice President at Huron Capital
15 Sep
podcasts
strategy
diligence

Why Decisive Communication is Vital for a Successful Integration

On this episode, Jeremie Bacon, CEO, and co-founder of Chicago-based Synap Software Labs, discusses the importance of truly considering cultural synergy when conducting M&A deals.

Today's guests:
Jeremie Bacon
CEO, and co-founder of Chicago-based Synap Software Labs
23 Mar
podcasts
integration

How to Sell A Bank: The True Story of Ups and Downs of M&A Banking

In this episode, Matt Gambs, ‎a Senior Vice President at Wintrust Financial, is very familiar with the community banking realm. In this podcast, Gambs gives advice on picking advisors and investments, and how to learn from failures in your career.

Today's guests:
Matt Gambs
Senior Vice President at Wintrust Financial
14 Mar
podcasts
diligence
integration

How Strong Relationships Lead to Successful M&A

Scott Kaeser, Vice President at United American Security, shares his experience regarding deal hurdles, disasters, and managing successful processes. In this podcast, Kaesar discusses the importance of interpersonal relationships for deal success, post-close surprises, how to learn from a deal gone wrong, and when to just walk away.

Today's guests:
Scott Kaeser
Executive VP Corporate Development - US Security Services @GardaWorld
7 Feb
podcasts
strategy
integration

The Importance of Conducting a Quality of Earnings in M&A

On this episode Andrew Jordan, a Director at Cohen & Company, shares his knowledge on M&A and quality of earnings, and specifically, how they correlate with each other.

Today's guests:
Andrew Jordan
Director at Cohen & Company
1 Feb
podcasts
diligence

How to Set Up an Agile Process with DealRoom

M&A has many common pain points including M&A pain points including prioritization, inefficient information distribution, and integration planning. Learn how Agile M&A can help.

Today's guests:
Kison Patel
CEO and Founder of DealRoom, Executive Producer of M&A Science
live-podcasts
diligence
integration

Leadership During a Downturn

Downturns bring a variety of challenges for leaders: Changing strategy, negotiating with vendors/landlords, taking care of your people, handling lay-offs.

Today's guests:
Gireesh Sonnad
CEO at Silverline
Jeremie Bacon
CEO, and co-founder of Chicago-based Synap Software Labs
Eero Pikat
President & CTO at Barchart
Zhu-Song Mei
Founder & CEO at BigMarker.com
live-podcasts
General

Managing Teams M&A Investment Banking Teams Remotely

Many investment banks that have shifted to working remotely have lost on productivity. In this free training, you will learn how to manage M&A efficiently and completely remote.

Today's guests:
Julia Rollins
Customer Success Manager at DealRoom
live-podcasts
Divestiture
General

Navigating M&A in the Federal Space

Navigating deals in the Federal space is unique and comes with its own world of challenges.

Today's guests:
Peter Clyne
Senior VP of Corp Dev (retired)
Kevin Robbins
Serial entrepreneur and federal market SME
Jeff MacLauchlan
Senior Vice President of Corporate Development at Rockwell Collins
live-podcasts
strategy
Next
1 / 2

Join us on every major platform

Join our M&A community
Get weekly updates about our upcoming podcasts, webinars and events!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.