M&a Science

David Hindley, VP of Corp Dev at Autodesk (NASDAQ: ADSK) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net. FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com Episode Timestamps 00:00 Intro 05:00 The Evolution of M&A Functions 06:48 Deal experience as a Banker vs. Corp Dev 15:04 Leading an evolving M&A function 16:13 How the strategy evolved  18:07 Scoring opportunities 19:28 Speeding up the evolution for efficiency 21:31 Working with functional leads 22:29 Aligning the functions 24:10 Business Units 25:08 Corporate Development structure 27:57 Accountability 29:11

Staci van Schagen, Head of M&A Integration & Disentanglement at Philips 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/ Episode Timestamps 00:00 Intro 05:40 Running global Integrations 08:08 Adapting to different cultures 09:37 Fostering safety in IMO 11:31 Continuous Improvement 13:57 Delivering integration outcomes 18:16 Dealing with uncertainties during integration planning 20:52 Threshold for mistakes during integration 24:56 Using reflections to run integration 28:57 Deal sizes affecting preparations 31:51 Upskilling scenario planning 32:53 Craziest thing in M&A  

Jeff Wald, Co-founder of Bento Engine This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy.  Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net   FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com  Episode Timestamps 00:00 Intro 03:44 Best practices during exits 04:41 Thinking about an exit 09:54 Engaging with investors 14:13 The path to being acquired 18:24 Tips for Outreach 19:49 First conversation 25:11 Key people when executing deals 29:00 Negotiating Law firm prices 30:16 Negotiating LOI 34:37 Confirmatory due diligence 37:06 Communicating with employees 39:13 Announce day 44:55 Integration 47:46 Craziest thing in M&A

Brent Campbell,  Vice President of Corporate Development and Strategy at Alight Solutions (NYSE: ALIT) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net. FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com Episode Timestamps 00:00 Intro 05:46 Importance of Integration 07:38 Gaining integration perspective 10:12 Negative consequences of neglecting integration 12:53 How corporate development can focus on integration 15:38 Challenges in integration 18:22 Challenges in aligning stakeholders 21:04 HSR restrictions 22:27 Integration structure 24:19 Building the integration muscle

Klint Kendrick, HR and M&A Leader | Keynote Speaker | Author of the HR Practitioners Guides to Mergers & Acquisitions This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net. FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com. EPISODE TIMESTAMPS: 00:00 Intro 05:30 The role of HR in M&A 09:55 Importance of identifying a potential culture clash 12:40 Cultural due diligence 17:27 Pre-LOI cultural diligence 22:09 Finding culture fit 24:48 Five Areas of culture clash 49:39 Deal-specific considerations 59:48 Taking findings that impact the deal terms 1:02:55 Assessing the

PJ Patel, Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net  FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com EPISODE TIMESTAMPS: 00:00 Intro 08:37 Market Trends 11:15 Maximizing your company’s valuation 12:24 Growth vs Cash flow 13:35 The effect of Storytelling on valuations 14:27 Investor’s Influence on Valuation 17:14 Things to avoid as an operator 19:14 Common Mistakes in Valuation 20:53 Impairment 23:42 Implications of impairment 25:49 Purchase price allocation 29:05 Earnout structures 32:3

Sam Youssef,  Founder and CEO at Valsoft Corporation This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com EPISODE TIMESTAMPS: 00:00 Intro 05:44 Looking at business through a different lens 09:19 Distinguishing good acquirers 11:17 Identifying the right segment and deal size 15:07 Platform play acquisition 19:57 Approaching target companies 23:16 Financial structure 26:09 Challenges in building an M&A muscle 29:42 Driving value from synergies 30:56 Getting the right people 32:49 Sharing learnings 38:39 Craziest thing in M&a

Kevin Griffin, Executive Director, Corporate Development at JLL (NYSE: JLL) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Don’t forget to use code “podcast” at checkout. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net . FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com  EPISODE TIMESTAMPS: 00:00 Intro 04:15 Focusing on smaller deals 06:48 Sourcing deals 08:10 Pros and cons of a competitive auction process 15:47 Cons of doing a proprietary deal 18:35 Benefits of doing a proprietary deal 22:15 Relationship problems 23:24 Proprietary deals vs auctions 25:32 Educating founders on the deal process 26:13 Working with law

Marilyne H. O'Hara, Global Head of M&A Integration at Block (NYSE: SQ) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Don’t forget to use code “podcast” at checkout.  Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net .  FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com  If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com. EPISODE TIMESTAMPS: 00:00 Intro 05:20 What is People-Focused Integration 06:02 Ideal Integration Process 08:46 Strong Partnerships With Deal Leads 12:25 Consequences of Late Integration 14:53 Building the Integration

Nadia Gil, Chief of Strategic Planning and Corporate Development at Brady (NYSE:BRC) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Don’t forget to use code “podcast” at checkout.  Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net .  FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com  EPISODE TIMESTAMPS: 00:00 Intro 04:01 Why large companies are focusing on acquiring startups 10:36 Why startups don't thrive in a larger company 13:15 Factors to consider when acquiring a startup 17:28 Factors that make startups unacquirable 21:35 Preserving startups in the larger company 24:41 Joint planning approach 26:35 Keys to a stro

Michael Farlekas is the CEO at E2open Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science? Reach out to Kison at kison@mascience.com   EPISODE TIMESTAMPS: 00:00 Introduction 02:24 Background 04:58 14 transactions without a dedicated Corp Dev team 08:47 Networking and scoring the deals 14:34 The hunting part 20:45 Restructuring the business for faster integration 22:04 Approach to due diligence 24:10 Key things to look at pre and post-LOI 25:15 Considering the culture and the people aspect 27:34 Integration 30:20 Budgeting Integration cost 32:19 Go-to-Market Integration 34:14 Acquiring away from the core 36:13 Keys to success 37:38 Go-To-Market Framework 39:54 Advice for first-time acquirers 44:33 Craziest thing in M&A  

Chris Evans is the former Head of Corporate Development Integration at Amazon (NASDAQ: AMZN) Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science? Reach out to Kison at kison@mascience.com

Sarah Thuo, Chief Operating Officer of IBM Sustainability Services As the business world shifts towards a more environmentally and socially conscious approach, the significance of sustainability in M&A has become increasingly prominent. In light of this, companies are now considering the environmental, social, and governance (ESG) initiatives of their target companies before making any acquisitions. In this article, we explore the importance of sustainability in M&A and how to perform sustainability diligence, with insights from Sarah Thuo, Chief Operating Officer of IBM Sustainability Services. This episode is sponsored by our new publication: How to Stand Up an M&A Function.Topics include the order of hiring, establishing your operating model, developing your organization's integration muscle, and more. Find it on Amazon: shorturl.at/jBCW1

Michael Nov, Head of Corporate Development & Chief of Staff to the CTO at OwnBackup M&A is a game-changing tool that can propel a company's growth several years ahead of schedule. However, for hyper-growth companies, M&A can also be a double-edged sword that leads to attrition and detracts from the core business objectives.  In this episode of the M&A Science Podcast, Michael Nov, Head of Corporate Development & Chief of Staff to the CTO at OwnBackup, discusses how to set up M&A for hyper-growth companies.  This episode is sponsored by the M&A Science Academy. Check out corporate training plans to connect your team with M&A knowledge straight from the best in the industry. They'll also gain access to the entire M&A Science community. For information on group plans, visit https://ma-science.webflow.io/podcast-commercial  

Pat Belotti, VP of Corporate Development Integration at Zendesk. The go-to-market (GTM) integration strategy has a large impact on revenue generation and overall deal success. Integration can be very disruptive to the customers, but if done right, it can enhance the customer experience and acquisition results. In this episode of the M&A Science podcast, Pat Belotti, VP of Corporate Development Integration at Zendesk, delves into the intricacies of GTM integration and offers valuable insights on how to approach it. This episode is sponsored by our new publication: How to Stand Up an M&A Function. Topics include the order of hiring, establishing your operating model, developing your organization's integration muscle, and more. Find it on Amazon: shorturl.at/jBCW1

Pat Belotti, VP of Corporate Development Integration at Zendesk M&A integration in tech has changed quite a bit over the last twenty years. Integration has evolved from integration volunteers, to large teams with detailed tracking, to dedicated teams and Agile approaches.  In this episode of the M&A Science Podcast, Pat Belotti, VP of Corporate Development Integration at Zendesk, delves into the evolution of integration.  This episode is sponsored by our new publication: How to Stand Up an M&A Function. Topics include the order of hiring, establishing your operating model, developing your organization's integration muscle, and more. Find it on Amazon: shorturl.at/jBCW1  

Windy Nicholson, Technology Leader | Mergers and Acquisitions at Salesforce (NYSE: CRM) Acquisitions present unique challenges, but deal lifecycle processes can still be optimized for efficiency. Timeliness is a crucial factor in M&A, and the quicker a deal closes and integration is completed, the faster deal synergies can be achieved.  In this episode of the M&A Science Podcast, Windy Nicholson, the Technology Leader for Mergers and Acquisitions at Salesforce, discusses how to improve an IMO for efficiency.  This episode is sponsored by our new publication: How to Stand Up an M&A Function.Topics include the order of hiring, establishing your operating model, developing your organization's integration muscle, and more. Find it on Amazon: shorturl.at/jBCW1  

Andy Wijaya, Senior Director, M&A at KLA (NASDAQ: KLAC) Managing a deal from start to finish requires a strategic approach and the ability to navigate the nuances of each phase.  In this 2-part episode of the M&A Science Podcast, Andy Wijaya, Senior Director, M&A at KLA,  talks about managing deals from strategy to closing, and dives deep into key stages of acquisition. "This episode is sponsored by the M&A Science Academy. Check out corporate training plans to connect your team with M&A knowledge straight from the best in the industry. They'll also gain access to the entire M&A Science community. For information on group plans, visit https://ma-science.webflow.io/podcast-commercial  

Andy Wijaya, Senior Director, M&A at KLA (NASDAQ: KLAC) Managing the multi-faceted process of mergers and acquisitions (M&A) can be a daunting task, especially for those in charge of overseeing the entire process. In this episode of the M&A Science Podcast, Andy Wijaya, Senior Director of M&A at KLA, discusses how to manage deals from strategy to closing.  This episode is sponsored by our new publication: How to Stand Up an M&A Function. Topics include the order of hiring, establishing your operating model, developing your organization's integration muscle, and more. Find it on Amazon: shorturl.at/jBCW1

Yvanna Perez-Morel, Sr. Director of Corporate Development at Ulta Beauty (NASDAQ: ULTA) | Managing Director at Prisma Ventures Acquisitions are not the only way companies can achieve growth. Partnerships are a great way for organizations to grow their organic growth capabilities.  In this episode of the M&A Science Podcast, Yvanna Perez-Morel, Sr. Director of Corporate Development at Ulta Beauty | Managing Director at Prisma Ventures, discusses alternative strategies to accelerate growth. This episode is sponsored by our new publication: How to Stand Up an M&A Function. Topics include the order of hiring, establishing your operating model, developing your organization's integration muscle, and more. Find it on Amazon: shorturl.at/jBCW1