How to Manage Sourcing Diligence and Integration in M&A

Sabeeh Khan, former Director, Corporate Strategy & Development at Syniti, and Aaron Whiting, former M&A Integration and Strategic Programs at ContinuumCloud

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"If you don't have a go-to-market strategy, you have no business closing the deal." - Sabeeh Khan

"Don't make assumptions that people already know the plan; there is power in repetition." - Aaron Whiting

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In this episode, Sabeeh Khan, Director, Corporate Strategy & Development at Syniti, and Aaron Whiting, Private Equity Operating Executive, talk about how to manage an entire M&A deal, from sourcing, diligence, and integration.

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Sabeeh and Aaron discuss best practices when it comes to deal sourcing, the importance of go-to-market, and how to effectively integrate business, including do's and don'ts, during day one.

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This episode is sponsored by S&P Global Market Intelligence. Access the most up-to-date and accurate data on private companies in a single web-based platform so you can get all the resources you need to create a winning pitch.

Aaron Whiting

Aaron Whiting is Founder of Kinetic PE and a private equity operating executive focused on helping portfolio companies build acquisition-ready operating systems. He has led acquisition integrations and business transformations since 2014, with experience across PE-backed software companies and portfolio environments connected to Vista Equity Partners, TA Associates, Battery Ventures, and K1. He has also appeared on M&A Science to discuss integration execution, first-time integration leads, sourcing, diligence, and managing integration from a project management lens.