Proactive Deal Sourcing

Lisa Marchese, Head of Corporate Development at American Express  (NYSE: AXP)

‍

To be a successful acquirer, proactive deal sourcing is required. A company will not be successful if all it does is wait for inbound deals. Companies needs solid systems and processes that govern the entire organization when doing M&A. 

‍

In this episode of the M&A Science Podcast, Lisa Marchese, Head of Corporate Development at American Express, discusses their process of proactive deal sourcing.  

‍

Things you will learn in this episode:

‍

• Importance of alignment in the acquisition strategy 
• The bottom-up approach when approaching target companies 
• Best ways to assess cultural differences
• Preserving the target company’s culture
• Benefits of diversity and inclusion