Divestiture
·  EPISODE
26
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.
"The bottom line is that being able to prioritize and being able to manage digitally, not just push an Excel back and forth, makes the process so much more efficient." - Jordan Lampos

Jordan covers how to tackle common sell-side challenges such as collecting and organizing due diligence materials, marketing the acquisition and keeping the target company’s executives from becoming overwhelmed. The episode also covers how investment banks are beginning to utilize project management methods and software to improve client experiences and close more successful deals. 


Jordan Lampos

TAKE THE NEXT STEP
Turn what you heard into a repeatable M&A practice.
Explore the Buyer-Led M&A Certification for practical frameworks, tools, and decision-making habits you can apply on your next deal.
Explore certification