M&A Science

Gene Hugh, Chief Financial Officer at Procure Analytics, and John Morada, COO at M&A Science + DealRoom. Day one is a monumental day for acquirers. All cuffs are off, and the target company has an official new owner. How well the acquired business is integrated will determine the transaction's success and the realized value. In this episode of the M&A Science Podcast, Gene Hugh, Chief Financial Officer at Procure Analytics, and John Morada, COO at M&A Science + DealRoom, will discuss how to execute an integration plan successfully. Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code "podcast" on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at [email protected]. This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals done. Leave the pay-per-page world behind by going to https://firmroom.com/

Michael DeVita, Business Value Advisor at Salesforce Change management is one of the most crucial parts of M&A. When you don't plan for it; value creation is in jeopardy.. In this episode of the M&A Science Podcast, Michael DeVita, Business Value Advisor at Salesforce, talks about the change management process in M&A. Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code "podcast" on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at [email protected]. This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals done. Leave the pay-per-page world behind by going to https://firmroom.com/

Andrew Gratz, Chief Privacy Officer and Associate General Counsel at LyondellBasell Divesting a business is never easy. And while corporate development plays a huge role in the preparation, the legal team also plays a crucial role. In this episode of the M&A Science Podcast, Andrew Gratz, Chief Privacy Officer, and Associate General Counsel at LyondellBasell, talks about what a divestiture looks like from a legal perspective. Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code "podcast" on the sign-up page for a 20% discount, available on either monthly or annual plans. www.mascience.com/academy Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at [email protected] episode is sponsored by DealRoom, the leading M&A lifecycle management platform. To see why the best in the industry use DealRoom, go to https://www.dealroom.net

Rishabh Mishra, Vice President and Head of Corporate Development at Infostretch. Traditionally, corporate development sources deals by looking for willing sellers. While that is an excellent way to find initiate M&A, there are alternative options. Companies that are looking for buyers have been dressed up for sale and are under-invested for profit maximization and growth. Buying growth companies in their raw state can end up being a more lucrative acquisition. In this episode of the M&A Science Podcast, Rishabh Mishra, Vice President and Head of Corporate Development at Infostretch, talks about how to source companies that are not for sale. Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code "podcast" on the sign-up page for a 20% discount, available on either monthly or annual plans. https://www.mascience.com/academy Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at [email protected]. This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals done. Leave the pay-per-page world behind by going to https://firmroom.com/

Sabeeh Khan, Director of Corporate Development at Infoblox NYSE (BLOX) Reactive M&A is a great way to become distracted, go after unproductive deals, and tie up internal resources. If you want to do effective M&A, you have to be proactive. M&A is a great tool to have and should be a part of your growth strategy. So, how do you find target companies? In this episode of the M&A Science Podcast, Sabeeh Khan, Director of Corporate Development at Infoblox, talks about how to effectively source deals through market mapping. Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code "podcast" on the sign-up page for a 20% discount, available on either monthly or annual plans. www.mascience.com/academy Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at [email protected]. This episode is sponsored by DealRoom, the leading M&A lifecycle management platform. To see why the best in the industry use DealRoom, go to https://www.dealroom.net

Adam Coffey, Founding Partner of CEO Advisory Guru LLC. Selling a business is an extremely significant event in a business owner's life. The decision to sell is life-changing for entrepreneurs, and not just financially. Owners need to be prepared and educated before putting their company up for sale. In this episode of the M&A Science podcast, Adam Coffey, Founding Partner of CEO Advisory Guru LLC, discusses the basics of sell-side M&A. Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code "podcast" on the sign-up page for a 20% discount, available on either monthly or annual plans. www.mascience.com/academy Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at [email protected]. This episode is sponsored by DealRoom, the leading M&A lifecycle management platform. To see why the best in the industry use DealRoom, go to https://www.dealroom.net

Jeremy Segal, Executive Vice President Corporate Development at Progress NASDAQ: PRGS Corporate development teams are tasked with finding potential M&A targets. And while that may sound fun and exciting, deals don't just fall out of the sky. Any serious acquirer knows that inbound deals are not always the best way to get leads. Proactively sourcing deals is the best way to approach M&A. In this episode of the M&A Science podcast, Jeremy Segal, EVP, Corporate Development at Progress, teaches us how to source deals and build a pipeline. Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining our M&A Science Academy. Use code "podcast" on the sign-up page for a 20% discount, available on either monthly or annual plans. www.mascience.com/academy Want to learn about upcoming interviews, events, and industry trends? Sign up for our weekly newsletter. https://www.mascience.com/newsletter-signup If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at [email protected]. This episode is sponsored by DealRoom, the leading M&A lifecycle management platform. To see why the best in the industry use DealRoom, go to https://www.dealroom.net

Tom Horton, Senior Vice President of Corporate Development & Strategy at Kaplan, Inc. Online education is not new. Back in 2010, Kaplan University already had 75,000 students in its online higher education program. It grew rapidly and was highly profitable since online schools have lower costs than face-to-face campus delivery-based education. But because of the pandemic, the entire educational sector was forced to shift in this direction, increasing competition. There has been a 40% increase in acquisitions since the pandemic, and interest in the education sector has exploded. In this episode of the M&A Science Podcast, Tom Horton, Senior Vice President of Corporate Development & Strategy at Kaplan, Inc., talks about how M&A strategy has evolved in education technology. Things you will learn in this episode: - The evolution of online education - How Kaplan allocates resources for growth - Five M&A criteria Kaplan requires for potential acquisitions - Team alignment and how it has evolved over the years - Biggest lessons learned from Tom's M&A experience Liked today's episode? Unlock over 50 courses taught by top-tier M&A practitioners by joining our M&A Science Academy. For a special 30% discount, use code "podcast" at our sign-up page for either monthly or annual plans. www.mascience.com/academy If you're head of corporate development and looking to build up a world-class M&A team, reach out to me at [email protected]

Kayla Davis, Vice President, Head of M&A at ABM Industries (NYSE: ABM) M&A is a fascinating career path, and traditionally there are a only few entry points. Banking roles are the most common entry point to M&A, but recently, we have seen an increase in practitioners coming from different backgrounds. In this episode of the M&A Science Podcast, Kayla Davis, Vice President, Head of M&A at ABM Industries, talks about how she transitioned from accounting to an M&A career. Things you will learn in this episode: - Kayla's journey to M&A - How she built her team and the function - Advice to new M&A practitioners - How to transition to internally sourcing deals - Maintaining accountability throughout the entirety of the deal To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Caleb Shafer, Corporate Development Associate at RS Group plc. (LON: RS1) Traditionally, corporate development professionals come from banking roles. And while nothing is wrong with that, it is always fascinating to hear other ways that professionals start their careers in M&A. In this episode of the M&A Science Podcast, M&A is Caleb Shafer, Corporate Development Associate at RS Group plc talks about his career development in M&A. You will also learn: - Where Caleb started - Skills required for a corporate development role - What senior leadership can do to unlock their junior-level talent - Gray-zone leadership Advice to aspiring practitioners To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Hannah Leung, Senior Manager, Global Distribution M&A at Salesforce (NYSE: CRM) Implementing a GTM strategy is one of the most crucial parts of integration. The GTM strategy is what makes achieving synergies and scaling post-close possible. In this episode of the M&A Science podcast, Hannah Leung, Senior Manager, M&A at Salesforce, talks about the challenges of implementing an actionable GTM strategy. In this episode you will learn about: - The relationship between corp dev and integration team - How integration teams do GTM planning - The challenges in implementing an actionable GTM strategy - How to ensure team alignment - How to track value from buying plans To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) It doesn't matter if you buy the best company in the world, if integration is not done properly, value will be lost. And while there are a handful of companies embracing the value of integration and bringing the integration team in during the diligence process, some take it even further. In this episode of the M&A Science Podcast, Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware, talks about how to run an integration-led confirmatory diligence process. Things you will learn in this episode: -The difference between a corporate development and integration team -Why you should involve the integration team pre LOI -How integration leaders draft diligence questions -The do's and don'ts of integration To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Matt Arsenault, VP of Corporate Development at Jamf Too many times, we've seen M&A used as a strategy to grow businesses. But in fact, M&A is not a strategy, it's a tool that organizations use to achieve their corporate strategy. But once you understand your true north, having an M&A strategy is just as important. In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development at Jamf, talks about how to formulate an M&A strategy. You will also learn: - The importance of an M&A strategy - How socializing your strategy can help you source deals - Creating your own M&A scorecard - Challenges in developing your M&A strategy - Lessons learned along the way To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Ian Burk, EVP of integration at Upland Software (NASDAQ: UPLD) The importance of integration has never been more prevalent. And standing up a dedicated function to oversee integration is becoming more of a necessity as a company grows more prominent. Having an integration management office (IMO) might be a good fit for your company. But how do you stand up to such a function? In this episode of the M&A Science podcast, Ian Burk, EVP of integration at Upland Software, talks about how to stand up an IMO. You will also learn: -What is the primary role of an integration management office -The actual steps in standing up an IMO -How to build playbooks -Best practices during integration -The importance of executive sponsorship To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Austin Woody, Senior Vice President of M&A and Corporate Development at Upland Software(NASDAQ: UPLD) From zero revenue to a billion-dollar market capitalization, Upland Software has exponentially grown its business through acquisitions. How did Upland Software do it? In this episode of the M&A Science podcast, Austin Woody, Senior Vice President of M&A and Corporate Development at Upland Software, explains how to grow purely on acquisitions. You will also learn: - How Upland Software source deals - Standing up an M&A function - What their integration process looks like - How they look at culture - Biggest lessons learned To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Scott Hile, Senior Director - Corporate Strategy & Development at Enviva (NYSE: EVA) With so many companies out there, how do you know who to approach as a potential M&A target? Having a solid origination process helps teams save time and money by enabling them to target the right entities. In this episode of the M&A science podcast, Scott Hile, Senior Director, Corporate Strategy & Development at Enviva, talks about how to tie deal origination to strategy development. Things you will learn in this episode: - How to funnel a target list - Importance of trust during outreach - Tools that can help source deals - How to do cold outreach - Effective messaging during first interactions with a target company To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare (HGS.NS) An M&A transaction can be an expensive mistake, and you can waste a lot of time and money if you pursue a transaction without a solid M&A strategy. On the other hand, a solid strategy allows you to pick the right targets and pursue them proactively. In this episode of the M&A Science Podcast, Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare, who has 25 years of experience in Corp Dev, talks about how to build a great M&A strategy. Things you will learn in this episode: - The Importance of M&A strategy - How to shape your M&A strategy - The difference between M&A strategy and corporate strategy - The integration's role in strategy - How relationships affect M&A deals To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Daniel Burseth, Vice President at Eckhart, Inc. Roll-ups are one of the fastest ways to grow a business in a fragmented industry. But combining several entities with different cultures can be challenging and may lead to inefficiencies. In this episode of the M&A Science Podcast, Daniel Burseth, Vice President at Eckhart, talks about the opportunities and challenges of rolling up small manufacturing companies. Things you will learn in this episode: - The great wealth transfer - Challenges in buying a business - How to grow technical leadership talent - The significant trends of automation - Change management challenge To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

John Morada, COO at M&A Science + DealRoom Are you looking to pivot into an M&A integration career? Over the past decade, the importance of integration has become more prevalent. Practitioners have realized that integration is where you make or break value. However, the role and skills needed for integration leaders remain the same. In this episode of the M&A Science podcast, John Morada, COO at M&A Science, will be sharing how to pivot into an M&A integration career, and the essential skills needed for the role. Things you will learn in this episode: - How to transition to an M&A integration role - Attributes of a good integration leader - Primary role of an integration leader - Future of M&A integration - Importance and function of an IMO To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Larry Forman, Senior Manager at Deloitte It's no secret that M&A transactions require negotiations. But what most people don't realize is how you approach negotiations can determine the success of the overall transaction and your future relationship with the other party. In this episode of the M&A Science Podcast, Larry Forman, Senior Manager at Deloitte, helps us understand how to approach M&A negotiations to increase deal success. Things you will learn in this episode: - The three pillars of negotiating - How to negotiate an LOI - Negotiating sensitive information during diligence - How to handle limitations of liability - Things to watch out for in non-compete clauses To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Naomi O'Brien, Head of M&A Integration at Honeywell (NASDAQ: HON) Is your company's M&A process out of date? M&A has dramatically changed over the past few years, and practitioners have realized that there are better ways to go about acquisitions. In this episode of the M&A Science Podcast, Naomi O'Brien, Head of M&A Integration at Honeywell, talks about modernizing a process-based company. - Things you will learn in this episode: - The biggest challenge in a process-based company - How to train people for M&A - Ensuring integration success - Selecting integration leaders - The effect of the great resignation to M&A To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare Corporate development typically involves their integration team a couple of weeks before closing a deal. And while this is good practice, we are here to take things further. In this episode of the M&A Science Podcast, Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare, talks about the benefits of involving integration earlier and how to stand up a diligence and integration management office. Things you will learn in this episode: -The difference between DIMO and IMO -How they pick the integration lead -What their diligence team looks like -Kerry's role in every deal -How to build a steering committee To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Henry Schuck, CEO & Founder at Zoominfo (NASDAQ: ZI) Acquiring capabilities is one of the most effective ways to do M&A. Not only will acquiring capabilities improve your existing offerings but it can also expand your market. In this episode of the M&A Science Podcast, Henry Schuck, co-founder and CEO of Zoominfo, shares his experience on how to acquire capabilities. Things you will learn in this episode: -What it means to acquire capabilities -Zoominfo's M&A process from start to finish -His role as CEO during acquisitions -How to effectively drive change management -Lessons learned on failed acquisitions To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Tomer Stavitsky, Corporate Development, Partnerships and M&A Lead, Digital & Data Business Unit at Intuitive Surgical. In this episode of the M&A Science podcast, Tomer Stavitsky, Corporate Development, M&A Lead at Intuitive Surgical, talks about creating the proper governance structure in M&A deals. Things you will learn in this episode: -How to solidify your corporate strategy -Creating the right deal team -Keeping your deal team aligned -How to lead an M&A deal from diligence to integration -Setting up your governance structure To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Tim Wentworth, CEO of Evernorth, a Cigna Corporation company (NYSE: CI) In this episode of the M&A Science Podcast, Tim Wentworth, CEO of Evernorth, (the CEO of Express Scripts at that time of sale), will share his experiences on the deal and how leadership and culture made this transaction successful. What you will learn in this episode: -Keys to successful acquisitions -How to focus on culture and values -The role of the CEO on M&A deals -Why focusing on customers is crucial -Common mistakes that people make regarding culture To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Noah Waisberg, Co-Founder & CEO - Zuva; Author of "AI for Lawyers" In this episode of the M&A Science Podcast, Noah Waisberg, Co-Founder & CEO - Zuva shares his experience and top learnings after he creatively decided to sell his own company, Kira to Litera in 2021. Things you will learn in this episode: -What made Noah sell his company even though he was reluctant at first -How empathy and creativity helped Noah create more value to shareholders -Why they opted out of an auction process -How easy the TSA was for both companies -Noah's biggest lessons learned from selling his company -Advice for founders looking for an exit To join our network of M&A practitioners and sign up for our newsletter go to mascience.com

Charles Breed, VP Corporate Development at Corel Corporation (NASDAQ: CREL) In this episode of the M&A Science Podcast, Charles Breed, VP of Corporate Development at Corel Corporation, talks about how to hire a corporate development team that fits into your M&A strategy. When you're building a corporate development function, the first thing you need to do is hire a head of corporate development, but hiring is not as simple as it sounds. The head of corporate development needs to fit into the overall strategy. Things you will learn in this episode: -What to look for in when hiring a head of corporate development -The role of the head of corporate development -Skills required for a corporate development leader To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Klint Kendrick, Chair of the HR M&A Round Table After over 100 podcast interviews, we have collected more than 40 lessons learned from top practitioners worldwide. In those lessons, we saw a recurring theme: creating a better people experience in M&A is key to a successful transaction. The biggest value leak after a deal closes is losing key employees and people. In this episode, HR expert Klint Kendrick, Chair of the HR M&A Round Table, is going to share with us best practices on how to retain key employees. Listen in and learn about: -The biggest shift in the M&A industry -Best practices for successful integration -The importance of empathy To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Gwen Pope, Head of Global Product M&A at eBay (NASDAQ: EBAY) Creating a go-to-market plan is one of the first things to do during an acquisition. In this interview, Gwen Pope, Head of Global Product M&A at eBay, will be sharing how to make M&A GTM successful. Listen in and learn about: - The importance of getting your house in order - How to pressure test your deal rationale - Steps to building your GTM plan To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Kunal Jain, Director at William Blair, Health Care Investment Banking The M&A market is not what it used to be. Markets change all the time, and the M&A industry is no exception. Especially with COVID-19, the M&A market has been crazy the past couple of years. Helping us understand M&A market trends from a banker's perspective is Kunal Jain, Director at William Blair, Health Care Investment Banking. Listen in and learn about: - The biggest changes in the M&A market - How strategic buyers and PE firms fair in this new environment - How bankers are thriving in this new landscape of M&A To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Harry Kraemer Jr, Professor of Management and Strategy at Kellogg School of Management Change management is the tilting point of every M&A deal. Preserving the value that you just acquired is dependent on how you retain key employees. In this episode of the M&A science podcast, Harry Kraemer, Jr, Professor of Management and Strategy at Kellogg School of Management, talks about how effective leadership helps overcome change management challenges. Listen in and learn about: - how leaders can help retention - the importance of feedback mechanisms - how to create an environment where your people can thrive To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) M&A deals are bound to get complicated. The key to success is keeping it as simple as possible, for as long as possible. In this continuation of last week's interview, Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware talks about how to update your M&A Management Approach. Listen in and learn all about: - the 5x5 framework that you can use to keep your process simple - what to focus on during change management - how to ensure team alignment To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) Integration can be difficult but it's, without a doubt, the most important part of M&A. In this episode of the M&A Science podcast, Kison interviews Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware as he talks about how to create a successful integration plan. Here's what you'll learn: - Why working backwards is best in integration planning - What makes a successful integration leader - How to measure success To join our network of M&A practitioners and sign up for our newsletter go to mascience.com

Ken Bond, Head of Corporate Development at Cetera Financial Group Building M&A teams require different considerations based on your growth strategy. In this episode of the M&A Science podcast, Kison interviews Ken Bond, Head of Corporate Development at Cetera Financial Group on how he structures teams approaching diligence. Here's what you'll learn: - The three functions you need to build your M&A team - How to determine the ideal M&A team size for your strategy - The role of the project manager in the M&A team To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Mark Khavkin, CFO of Pantheon Platform NDAs are often overlooked as people tend to fall into the trap of thinking they can be templated. In this episode of the M&A Science podcast, Kison interviews Mark Khavkin, CFO of Pantheon Platform about NDAs, how to negotiate them, and their structures. Here's what you'll learn: Why NDAs are not routine legal documents The fundamentals of NDAs Negotiating NDAs depending on the type of deal you have To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical To buy or build, that is the question! In this interview with Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical, he shares how his team determines whether to buy or build a business. Here's what you'll learn: - How to approach targets - Considerations when buying or building a business - Resources for deal origination To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Punit Micocha, Executive Vice President, Business and Corporate Development at Zscaler (NASDAQ: ZS) M&A deals are never easy and require rigorous planning. In this interview, Punit Micocha, Executive Vice President, Business and Corporate Development at Zscaler, shares how to execute successful deals by planning the end game. Learn about: - Creating the deal vision pre-LOI - Why planning for integration early is crucial - The 3 elements of negotiating with employees To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Pragnya Kashinath, M&A Consultant at Deloitte A go-to-market strategy is one of the most important things in an acquisition. In this week's podcast, we're featuring Kison's interview with Pragnya Kashinath. At the time of this interview, she was the Director of M&A, Corporate Strategy at Cognizant. Now, she's an M&A Consultant at Deloitte. Pragnya shares how to create a successful GTM strategy from the very beginning of a transaction and the challenges you need to watch out for. Learn about: - Pragnya's unique role on the business side versus on the corporate development team - How not to overestimate synergy models - Customizing the customer journey To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Sabeeh Khan, Director, Corporate Strategy & Development at Syniti Aaron Whiting, M&A Integration and Strategic Programs at ContinuumCloud Managing a deal can be complicated, especially on larger deals. You need experienced leaders from both ends of the spectrum. In this interview, we talk about how to manage sourcing, diligence, and integration from a project manager's perspective featuring Sabeeh Khan, Director, Corporate Strategy & Development at Syniti, and Aaron Whiting, M&A Integration and Strategic Programs at ContinuumCloud. Here's what you'll learn: - Why you should use pipeline management tools other than Excel - The importance of having a go to market strategy before closing the deal - How to gather intelligence aside from industry conferences 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.

Trish Mosconi, Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony (NYSE: SYF) Culture is one of the most controversial and hot topics in the world of M&A. On this episode of M&A Science, Trish Mosconi, Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony discusses how to stay true to culture during a deal. In the interview, she talks about how her team walked away from an almost perfect deal due to cultural differences. You'll hear about: - When to involve HR - How to approach integration to stay true to the target company - When to walk away from a deal 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.

Karen Ashley, Vice President of Corporate Development Integration at Cisco (NASDAQ: CSCO) Cisco is one of the largest and most successful acquirers in the world. On this week's episode of the podcast, Kison spoke with Cisco's Vice President of Corporate Development Integration, Karen Ashley. We looked at their deal process and how they commit to integration from start to finish. Here's what you'll learn: - The importance of strategy meetings - The 3 success metrics - Why their integration team leads operational diligence 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.

Duncan Painter, CEO of Ascential (LON: ASCL) In this week's episode of the M&A Science podcast, we're learning about transformative M&A. In Kison's recent interview with Duncan Painter, CEO of Ascential, we talk about what a "transformative deal" means to their organization and how they achieve deal success. Here's what you'll learn: - How to build a transformative M&A strategy - How divestitures can transform your business - Why you need to commit to the strategy 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.

Russ Hartz, Vice President of Corporate Development at Ansys (NASDAQ: ANSS) Hiring a bank to facilitate a divestiture is an option, not a necessity. Kison Patel interviewed Russ Hartz, VP Corp Dev at Ansys, to talk about his vast experience of successfully executing divestitures without a bank. Here's what you'll learn: - The importance of constant business evaluation - How to create a competitive buyers' pool - How to know which buyer is right for the company To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Peter Linas, CPO and EVP Corporate Development at Bullhorn If you're an infrequent buyer, you might be thinking about how to maximize your existing resources. Kison Patel spoke to Peter Linas, CPO & EVP Corporate Development at Bullhorn. Peter talks about managing a corporate development team in an infrequent acquisition environment. Here's what you'll learn: - Staffing Up Internal Vs. External Resources - Key Areas to Hire Advisors - Determining the Integration Lead To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian (NASDAQ: TEAM) The Covid-19 pandemic has completely transformed how most people work, and M&A is no different. Atlassian is one of the first companies to make acquisitions fully remote. In this interview, Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian, discusses how to evolve your M&A integration function in the digital era. You will hear about: - How Atlassian made the switch to completely virtual - The acquisition of Chartio - How to have a mindset of change To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Adam Coffey, CEO at CoolSys, Refrigeration and HVAC Systems This week's episode of the M&A Science podcast is about how PE firms can ramp up the growth of their businesses using the buy and build strategy. Kison interviewed Adam Coffey, CEO at CoolSys, Refrigeration and HVAC Systems, and author of The Private Equity Playbook. Here's what you'll learn: - What is a buy and build strategy - When you should consider this strategy - How to build a team to implement this strategy To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Jay Dettling, CEO of Ansira Everyone wants to preserve the value of the target company. This week on the podcast, let's learn from Jay Dettling, CEO of Ansira, about the best way to preserve value in M&A. He also shares his advice for CEOs who are getting acquired for the first time. Hear about: - How to communicate your Ethos to the buyer - Creating value during integration - Integration vs. value creation To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Michael DeVita, Success Strategy Lead at Salesforce (NYSE: CRM) Integration is crucial to realizing deal value. In this interview with Michael DeVita, Success Strategy Lead at Salesforce, we talked about integration best practices, the importance of having dedicated resources, and why you should measure integration success. Here's what you'll learn in this episode: - Common challenges in assessing value realization - Dealing with a confidential process - The lack of success metrics in M&A To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Darshan Mehta, President and CEO of Reliance Retail Limited (NSE: RELIANCE) Reliance Retail Limited is one of the fastest-growing retailers in the world. Learn how they manage multiple deal structures and form successful partnerships in India directly from their President and CEO, Darshan Mehta. In this episode, you'll hear about: - Deal structures used by Reliance Retail Limited - How to engage with brands - Advice for brands looking to enter the Indian market To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Rhonda Rein, Director of Corporate Development at Thomson Reuters (NYSE: TRI) We've had discussions about buy-side divestitures, but we rarely talk about it from the seller's perspective. I recently spoke with Rhonda Rein, Director of Corporate Development at Thomson Reuters. She shared her vast experiences in executing divestitures and how to make them work. Here's what you'll learn: - The complexities of divestitures - The steps of a divestiture - How early to start your TSA To join our network of M&A practitioners and sign up for our newsletter go to mascience.com