episode 

Leading M&A with Integration

Javid Moosaji

Stacy Hendricks

Carlos Cesta

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.

Jeff Desroches
VP of Corporate Development at Atlas Copco
Ivan Golubic
Former VP Corporate Development at Goodyear
Erik Levy
Group Head Corp Dev and M&A at DMGT PLC
Kison Patel
CEO at DealRoom

Leading M&A with Integration

15 Jun
with 
Javid Moosaji
Stacy Hendricks
Carlos Cesta
Or Listen On:

Leading M&A with Integration

Leading M&A with Integration

Integration team should start very early

The Corporate Development team should bring the Integration team during the targeting stage. The Integration team should be able to understand and include integration criteria and components into the targeting and profiling of a particular client that you want to acquire. As you bring those integration criteria, it allows for a better valuation down the line. It also prevents more risks and pitfalls.

Integration lead 

An integration lead should be someone who has a lot of the background into the business and understands how things work. I can’t just be a project manager. It has to be a COO or a GM type of person. It has to be someone who has the right credibility, and they should be able to influence some of the thinking around how you bring two companies together.

Go-to-market planning 

You have to start the Go-to-market planning at the very beginning. You have to start with the customer and the products and the rest of your organization capabilities should align to that. 

The whole reason for acquiring a company is for growth. And if you don’t start by identifying your customers, then you won’t be able to know the systems required, the skill sets and processes that’s necessary. You will lose a lot of customers and subsequently value.

Finish line

Integration can last for months or even years. And it goes back to the original KPIs that you were settling at the beginning. Integration is over when you've hit your integration milestones, and you have transitioned into that “business as usual” stage. 


special 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

special 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

Hosted by

Kison Patel
episode 

Episode Transcript

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