M&A Science
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NEW EPISODE

Do you need a team of dedicated M&A professionals to successfully execute M&A deals? Jason Lippert, CEO of LCI Industries (NYSE : LCII) shares how they were able to conduct M&A deals with a tiny team.

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26
Jul

Managing M&A on a High Scale

What does it take to manage M&A on a high scale? Jeff Bender, CEO at Harris, shares what their entire process looks like and how they are able to manage massive volumes on M&A deals in their organization

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Managing Internal Dynamics

Randy Tinsley, Vice President of Strategy and Corporate Development at Synopsys, talks about how to manage the internal dynamics of your organization. Learn how to assemble your team, steps to take to ensure internal alignment, and how Randy tracks deals 3 years out post-close.

Today's guests:
Randy Tinsley
Vice President of Strategy & Corporate Development at Synopsys (NASDAQ: SNPS)
12 Jul
live-podcasts

Deal Origination from a PE Investor's Perspective

Jay Jester, Partner at Plexus Capital, LLC, talks about the key differences between corporate development and private equity and how investment bankers source deals. Learn about how the perception of investment bankers is changing, the banker selection process, and how private equity employees source deals.

Today's guests:
Jay Jester
Partner at Plexus Capital, LLC
5 Jul
live-podcasts

How to Negotiate Like a Pro

Most of us are always negotiating in our everyday lives but do you want to learn how to negotiate like a pro? Mladen Kresic, Founder and CEO of K&R Negotiation Associates LLC, shared a lot when it comes to negotiating effectively in this episode.

Today's guests:
Mladen Kresic
CEO at K&R Negotiations LLC
28 Jun
live-podcasts

Conducting Effective M&A Without a Dedicated Team

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.

Today's guests:
Alexi Venneri
Co-Founder and CEO of Digital Air Strike
21 Jun
live-podcasts
strategy

How SS&C Conducts Acquisitions

William (Bill) Stone, Founder, Chairman, and CEO of SS&C Technologies, a global provider of software and investment/financial services. Bill shares how their strategies have changed and the key lessons he has learned from conducting over 50 acquisitions.

Today's guests:
William Stone
Founder, Chairman, and CEO of SS&C Technologies
14 Jun
live-podcasts

Hunting Deals in M&A

Kison talks to Dustin Intihar, Director of M&A and Strategic Alliances at The Lubrizol Corporation, about how to hunt for deals in M&A. Learn how to get a target to take your call, what that first conversation should look like, and how Dustin coaches business leaders on strategy development and target identification.

Today's guests:
Dustin Intihar
Director, M&A and Strategic Alliances at Lubrizol (NYSE: LZ, acquired by Berkshire Hathaway NYSE: BRK.A 409,989)
7 Jun
live-podcasts

How to Prepare a Business for Private Equity Acquisition

In this episode, Philip Soar shares his approach to sourcing opportunities, what does he look for in a company, and the different techniques to cultivate relationships with PE firms.

Today's guests:
Philip Soar
Chairman and CEO of CloserStill Group
31 May
live-podcasts

From Private to Public Company

Darren Lampert, CEO at GrowGeneration Corp, joined Kison for a discussion on how M&A transitions from a private to a public company. Learn about GrowGeneration's aggressive roll-up strategy, how Darren determines in which markets he wants to acquire versus open his own, and how his acquisition strategy is shifting.

Today's guests:
Darren Lampert
CEO at GrowGeneration Corp
24 May
live-podcasts

How To Prevent International Deals From Failing

Join this discussion as Kison and Martin talk about best practices when conducting international deals.

Today's guests:
Martin Richenhagen
Former CEO of AGCO Corporation (NYSE: AGCO)
17 May
live-podcasts

Developing Leadership in M&A

This episode with Scott Hile, Senior Director, Corporate Strategy and Development at Enviva will be discussing how to develop leadership in M&A, different types of important leadership skills, and how you can develop them.

Today's guests:
Scott Hile
Senior Director - Corporate Development at Enviva (NYSE: EVA)
10 May
live-podcasts
General

The Role of A Board Member in M&A

Kison speaks with Allen Gilmer, Founder of Enverus (formerly Drillinginfo) who has an interesting story of starting an M&A function from scratch and hiring a COO so he can step back but still retain control as a board member.

Today's guests:
Allen Gilmer
Founder, Advisor, and former CEO/Chairman of Enverus (formerly Drillinginfo) and CoFounder of Vecta Oil & Gas, Ltd
3 May
live-podcasts

Managing M&A Communication Workstream

Jeff Hennig, Senior Director of Corporate Development at Xilinx, shares about how to put an effective workflow in place to manage communication. Learn when to start planning your communication strategy, common challenges, and why having a communication strategy is so important.

Today's guests:
Jeff Hennig
Sr. Director, Corporate Development at Xilinx
21 Apr
live-podcasts

M&A Deals From a Legal Perspective

Kison will be talking to Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus LLC to discuss how M&A is executed from the legal perspective. They'll be covering minority deals, the different types of risks you are looking for in a deal-and how to mitigate them including COVID-19 related risks.

Today's guests:
Brett Shawn
Senior Vice President, Assistant General Counsel at Warburg Pincus LLC
14 Apr
live-podcasts
General

The Legal Team’s Role in M&A

In this episode, Andrew shares why the legal team's involvement early in the deal process is important and the different key milestones in a deal they are responsible for. He also talks about the dangers of deal fever, working with corporate development teams, and more.

Today's guests:
Andrew Gratz
Assoicate General Counsel
7 Apr
live-podcasts
General

Working with the Business Leader to Build an M&A Strategy

Keeping business leaders motivated and accountable for the deal post-close can be a difficult task. Ensure you have very realistic expectations around financial performance and operational goals so that they take the business case seriously. Hear from two industry experts on how you can incentivize business leaders to stay focused and retaining deal value.

Today's guests:
Justin Goldman
VP Finance at Place Exchange
Michael Frankel
SVP, Managing Director at Deloitte
5 Apr
live-podcasts
strategy

Joint Ventures at Scale

Clayton Stanley, Vice President and Head of Corporate Development at AmeriVet Veterinary Partners, talks about how to make the JV model work on scale and figuring out the right size of the M&A team. Learn about how you can create a joint venture model that is scalable and the prioritization of tasks.

Today's guests:
Clayton Stanley
Vice President and Head of Corporate Development at AmeriVet Veterinary Partners
18 Mar
live-podcasts
strategy

Evolving To Agile M&A at Scale

This episode of the M&A Science podcast features our friends over at Cisco. In this interview, we talked about evolving to Agile M&A at scale, with Ashley Rice, Sr. Consultant HR M&A at Cisco, and Kimberly Baird, Corporate Development Integration Lead at Cisco.

Today's guests:
Kimberly Baird
Corporate Development Integration Lead at Cisco
Ashley Rice
Sr. Consultant HR M&A / M&A Integration and Data Team Leader at Cisco
15 Mar
ma-summit
strategy

Career Paths in M&A

Kison interviews Matt Arsenault, Vice President of Corporate Development at Jamf, about the many career paths you can take in M&A. Learn how to shift career path gears, roles to look for when transitioning, and what the future of a corporate development role may look like.

Today's guests:
Matt Arsenault
VP of Corporate Development at Jamf
9 Mar
live-podcasts
strategy

Transforming M&A to Improve Integration

This week's episode of the M&A Science podcast is unique. We recorded it almost a year ago but it got lost in the production process. Javid Moosaji is in a new role at PayPal in M&A Sales Integration Strategy. It's too good not to share with the M&A community - listen to it and you'll know why.

Today's guests:
Javid Moosaji
M&A Sales Integration Strategy at PayPal
8 Mar
podcasts
integration

Conversations From The Frontlines

This episode is a session from our Holiday Summit last December with Emma Barton, Director, Alliance and Integration Management at AstraZeneca. We're talking about the spectrum of deals corporate development manages approaching partnerships and alliances and how those relationships may progress into M&A.

Today's guests:
Emma Barton
Director, Alliance and Integration Management at AstraZeneca
1 Mar
ma-summit
strategy

Agile Value Capture from Initial Deal Prospecting to Integration

This episode of M&A Science is a session from the M&A Science Holiday Summit last year. The interview featured Carlos Cesta, Vice President of Corp Dev at Presidio discussed the best practices to capture value from initial deal prospecting to integration.

Today's guests:
Carlos Cesta
Vice President Corporate Development at Presidio
22 Feb
live-podcasts
integration

Structuring Corporate Venture Capital Deals

Kison sits down with John Orbe, Associate General Counsel - M&A at Emerson to talk about corporate VC deals, what the process looks like, and how to navigate challenges you may encounter.

Today's guests:
John Orbe
Associate General Counsel - M&A at Emerson
10 Feb
live-podcasts
strategy

Managing a Multi-Vertical M&A Strategy

Join Kison on this interview with Jerry Will, Vice President of Corporate Development at 3M. We'll be learning about managing a multi-vertical M&A strategy through continuous improvement and leadership development.

Today's guests:
Jerry Will
Vice President, Corporate Development at 3M
22 Jan
live-podcasts
strategy

Identifying Risks in Software M&A

Join Kison and Elena Sidelnikova, former Head of Finance and Corporate Development/M&A, CFO at Always Compassionate Home Care, for an interview about how to identify risks in software M&A.

Today's guests:
Elena Sidelnikova
Alum at JP Morgan and Deutsche Bank and the former Head of Finance and Corporate Development/M&A, CFO at Always Compassionate Home Care
23 Dec
live-podcasts
strategy

Evolving Your Corporate Development Function

How do you start building your corp dev function from scratch? Where would you start when you are the very first person in your department?

Today's guests:
Michael Palumbo
Director of Corporate Development at Halo Branded Solutions
17 Dec
podcasts
strategy

How to Evolve Your M&A Workflow Using Agile Principles

Kison interviews Gina Sandon, Director, Corporate Development, Merger & Acquisitions Synergy & Integration at IBM, about how to evolve your M&A workflow using Agile principles.

Today's guests:
Gina Sandon
Director, Corporate Development, Merger & Acquisitions Synergy & Integration at IBM
4 Dec
live-podcasts
strategy

Building a Partnership Between the Investment Sponsor and Operating Sponsor

The partnership between the investment sponsor and the operating sponsor needs to be symbiotic to fully align both sides and help each other make the right decisions on deals. Learn how do these sponsors support each other through a transaction in this episode.

Today's guests:
Sean Alford
SVP, Corporate Development at J2 Global
11 Nov
live-podcasts

How Proactive Integration Engagement Can Differentiate Value in Deals

In this episode of M&A Science, Kison speaks with Johanna Tseng, M&A Integration Leader at Coinbase. Learn how early your integration team should get involved in a transaction and how you can optimize integration planning.

Today's guests:
Johanna Tseng
Corporate Development, M&A Integration at Coinbase
5 Nov
podcasts
integration

How to Build an M&A Center of Excellence from Scratch

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.

Today's guests:
Philip Pratt
Director, Acquisition Integration at Corning Incorporated
16 Oct
podcasts
General

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

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
Former HR M&A Leader at Oracle & Boeing and Chair of the HR M&A Roundtable
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
VP, Head of Data & Analytics at Fiserv
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

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
Owner / Head Of Corporate Development at First Choice Dental Lab
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
Executive director at Gamma Corporate Development
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 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.

Today's guests:
Michael Frankel
SVP, Managing Director at Deloitte
Bruce Bowden
CFO of Interactions LLC
11 Aug
podcasts
strategy

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 of M&A Center of Excellence - Corporate Development, Program Manager / Change Management Lead (Temporary Special Assignment) 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
Vice President, Strategy & Corporate Development at VAT GROUP
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 and SR. HR Manager XBOX 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
Executive director at Gamma Corporate Development
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
Sr. Manager, M&A Integration Management Office at Community Psychiatry
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 and SR. HR Manager XBOX 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, Director of Boyd + Associates
Zoe Bogan
Market Accelerator to Entrepreneurs at KPMG
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
Founder & CEO at FedLearn, Managing Partner at JKD Talent Solutions
Sallie J. Cunningham
Director, People M&A at Apple
Klint Kendrick
Former HR M&A Leader at Oracle & Boeing and Chair of the HR M&A Roundtable
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
Nitin Kumar
Former CEO of Appnomic, Board Member at FortifID, Inc, and SmartBeings Inc
Josh Beggs
Field CTO at Dell Technologies
Galina Wolinetz
Managing Director at Virtas Partners
15 Jun
ma-summit
Divestiture

21 Dimensions to Cultural Integration

This discussion 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
Head of M&A Integration, Corporate Development and Director, Business Value Consulting at Okta
Josh Olson
Head of Experience Solutions Sales - Americas at VMware
Jill Harrison
VP of Silverline Ventures, Director of Innovation Programs, Silverline Foundry
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 Strategy and Corporate Development 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
M&A Sales Integration Strategy at PayPal
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 of M&A Center of Excellence - Corporate Development, Program Manager / Change Management Lead (Temporary Special Assignment) 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 at Atlassian
Steve Elliott
Head of Jira Align at Atlassian
4 Jun
ma-summit
integration

Adapting the M&A Process to the New Virtual Norm

We are talking to Muhammad Azfar from Auctus Capital Partners 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, CEO and Founder Agile M&A, 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, CEO and Founder Agile M&A, 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
Director, People M&A at Apple
29 Apr
podcasts
Divestiture

Why Big Companies Destroy Small Ones

If you're a small company about to be acquired by a larger one, you may be wondering how you can protect yourself and your employees from being destroyed by the large acquirer. Hear from M&A pros about how to protect yourself during transactions and what red flags to look out for.

Today's guests:
Carlos Cesta
Vice President Corporate Development at Presidio
Jeff Desroches
Vice President, Strategy & Corporate Development at VAT GROUP
26 Apr
live-podcasts
strategy

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
Founder & CEO at FedLearn, 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, CEO at BackOffice Support Services, Inc.
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

How to Prepare a Company for an Acquisition

In this episode, Kison speaks with Jordan Lampos, a director in investment banking at Duff & Phelps, about how to best prepare a company for an acquisition and the ways in which project management can improve the complex process. 

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

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
Owner / Head Of Corporate Development at First Choice Dental Lab
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, Director of Innovation Programs, Silverline Foundry
Steve Siler
Director at Eldridge, CTO at Stonebriar Commercial Finance
28 Aug
podcasts
General

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

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

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 Solutions for Industry-Wide Challenges

Kison speaks with Paul Koenig, Founder and CEO of SRS Acquiom, a platform that manages escrows, payments, risks, and claims for complex M&A transactions.

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

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
Executive Vice President, North American Business Development
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 - Business Transformation at IPG - Intertape Polymer Group
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 , President of Mark Goulston, M.D., Inc.
26 Jun
podcasts
strategy
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