Episodes

  • Davis Thacker, Chief of Staff and Head of Corporate Development at Carta

    The M&A process is notoriously tricky—everyone loves talking about getting the deal done, but few focus on the real work that comes after. Integration, valuation shifts, and cultural alignment often prove to be the biggest roadblocks to a successful acquisition. How do you avoid the common pitfalls that derail so many deals post-close?

    In this episode of the M&A Science Podcast, Davis Thacker, Chief of Staff and Head of Corporate Development at Carta, shares his expert strategies on executing successful M&A.

    Things you will learn:

    • Sourcing unbounded deals

    • Driving accountability for successful integration

    • Building consistency and early integration

    • Advice on building a collaborative relationship with your CEO

    • How to maintain a consistent people experience

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    This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.

    This episode is also sponsored by DealRoom AI.

    Join us for a 30-minute demo to see how you can transform your Due Diligence process with DealRoom AI Analysis. Designed to help you drastically speed up document analysis, reduce manual effort, and lower external and internal legal costs, DealRoom AI Analysis will boost your team's efficiency in due diligence.

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    Episode Bookmarks

    00:00 Intro

    07:38 Discovering unbounded deal opportunities

    09:00 Sourcing unbounded deals

    13:21 Deal execution lessons: Adapting M&A strategy based on business growth

    15:22 Driving accountability for successful integration

    17:34 Building consistency and early integration

    20:28 Working with the CEO

    22:08 Advice on building a collaborative relationship with your CEO

    24:01 Cultural challenges of international deals

    27:42 Creating a positive people experience in M&A

    31:04 How to maintain a consistent people experience

    35:22 Balancing cultural integration

    37:30 Mapping international growth in venture markets

    39:18 Key tips for transitioning from domestic to international M&A

    41:20 Navigating valuations and stakeholder interests in deal negotiations

    43:29 Aligning non-price factors in M&A - Come back to culture

    44:17 Craziest Thing in M&A

  • Todd Henrich, SVP Head of Corporate Development at Booking Holdings (NASDAQ: BKNG)

    Today's M&A market conditions are volatile, regulatory scrutiny is high, and the pressure to find value is greater than ever. The risks of entering a deal without a firm understanding of today’s market dynamics have never been more pronounced. How do you ensure your strategic acquisitions stay on course?

    In this episode of the M&A Science Podcast, we explore the best practices for executing strategic M&A in today's market with Todd Henrich, SVP Head of Corporate Development at Booking Holdings.

    Things you will learn:

    • The ripple effects of regulatory overreach on M&A and investment

    • Shaping strategy through M&A setbacks

    • Using M&A as a tool, not a strategy

    • How global regulatory collaboration is impacting M&A activity

    • Key targets and red flags when building an investment thesis

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    This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

    This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.


    Ready to streamline your M&A process? Visit dealroom.net today.

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    Episode Timestamps

    00:00 Intro

    05:02 The impact of changing regulations on M&A deals

    08:01 The ripple effects of regulatory overreach on M&A and investment

    11:40 Shaping strategy through M&A setbacks

    12:49 Using M&A as a tool, not a strategy

    15:59 How global regulatory collaboration is impacting M&A activity

    18:13 Adapting to regulatory rules

    19:21 Ensuring strategic alignment and long-term value in M&A

    22:49 Sourcing deals

    23:38 The Rocketmiles acquisition success story

    26:48 Key targets and red flags when building an investment thesis

    30:16 The AI hype

    31:38 Managing the hidden costs of M&A

    36:08 The importance of an integration team in M&A success

    37:39 Balancing valuation and integration costs in M&A

    39:19 Other reasons deals can go awry

    43:39 Key lessons in M&A: Doing deals that matter

    46:59 Handling surprises in M&A deals

    53:21 The importance of buyer-led M&A processes for long-term success

    55:09 Craziest Thing in M&A

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  • Charles Webb, Lead Antitrust Counsel at FedEx (NYSE: FDX)

    When it comes to mergers and acquisitions, everyone loves to talk about synergies, growth, and market share. However, these enticing prospects can quickly dim if regulatory compliance risks are overlooked. While not the most glamorous aspect of M&A, compliance forms the bedrock that ensures deals are legally sound and smoothly executed.

    In this episode of the M&A Science Podcast, Charles Webb, Lead Antitrust Counsel at FedEx, discusses how to manage regulatory compliance risks in M&A.

    Things you will learn:

    • Different types of regulatory compliance risks in M&A

    • Applicability of antitrust framework to companies

    • The evolution of antitrust laws

    • The importance of avoiding Gun Jumping

    • Increased aggressiveness of antitrust regulators

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    This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

    This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.


    Ready to streamline your M&A process? Visit dealroom.net today.

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    Episode Timestamps

    00:00 Intro

    06:40 Different types of regulatory compliance risks in M&A

    14:41 Applicability of antitrust framework to companies

    20:47 Impact of HSR filing on the deal timeline

    22:43 What does the HSR form look like?

    24:56 How to land the narrative in a merger

    28:25 The Origins of the Sherman Act

    29:47 The Magna Carta of Free Enterprise

    30:03 Fast forward 1914

    30:36 Amendments and the Hart-Scott-Rodino Act

    31:33 The evolution of antitrust laws

    33:47 Risks during the waiting period

    39:33 The importance of avoiding Gun Jumping

    42:22 Best practices for internal communication during a deal

    44:01 Understanding deal review risk in advance

    46:11 What happens if a deal is rejected?

    50:11 Increased aggressiveness of antitrust regulators

    51:41 Real consequences for gun jumping

    53:05 Balancing integration planning with gun jumping risks

    57:43 The key to preparing for regulatory compliance

    58:52 Craziest Thing in M&A

  • Henry Ward, CEO and Co-founder at Carta,

    M&A has become a critical tool for companies to stay competitive in today’s fast-changing market. But success in acquisitions now requires more than just speed—it demands a strategic approach that aligns with long-term goals and adapts to industry shifts.

    In this episode of the M&A Science Podcast, Henry Ward, CEO and Co-founder of Carta, shares his insights on how businesses can refine their M&A strategies to thrive in an evolving corporate landscape.

    Things you will learn:

    • Building the case for actionability

    • How to convince founders to sell

    • Valuing high-growth companies

    • Bounded vs. unbounded acquisitions

    • Balancing disciplined acquisitions with opportunistic ventures

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    This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

    This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.


    Ready to streamline your M&A process? Visit dealroom.net today.

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    Episode Timestamps

    00:00 Intro

    06:30 First failed acquisition story

    09:13 Lessons learned during early deals

    14:06 Building the case for actionability

    16:31 Convincing founders to sell

    26:06 Valuing high-growth companies

    28:26 Bridging valuation gaps

    31:48 Acquihires and product tuck-ins

    35:39 Bounded vs. unbounded acquisitions

    40:40 Lessons from unbounded M&A deals

    44:22 Strategic capital allocation

    46:33 Evaluating pipelines and allocating resources

    48:10 How to make successful Corp Dev team and CEO relationships

    50:25 Integration expectations from stakeholders

    53:31 Thoughts on international expansion

    56:02 Craziest thing in M&A

  • Camilo Franco, Director of M&A Integration and Operations and Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf (NASDAQ: JAMF)

    Too often in M&A, diligence and integration operate in separate lanes. Diligence focuses on uncovering risks, while integration is left scrambling to make everything fit once the ink is dry. It’s a classic case of working in silos, and it’s leaving value on the table. But there's a way to break down those barriers from the start.

    In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf, and Camilo Franco, Director of M&A Integration and Operations, show us how to transform these silos into synergy by aligning diligence and integration from day one.

    In this episode, you’ll learn:

    • Implementing a proactive buyer-led M&A strategy

    • Synchronizing diligence and integration planning

    • The importance of integration-led diligence

    • Building and refining the integration thesis

    • Collaborating with sellers to shape a seamless integration plan

    *******************

    This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

    This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.


    Ready to streamline your M&A process? Visit dealroom.net today.

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    Episode Timestamps

    00:00 Intro

    04:46 Implementing a proactive buyer-led M&A strategy

    06:21 Synchronizing diligence and integration planning

    09:12 The importance of integration-led diligence

    10:25 Early integration planning pre-LOI

    13:05 Building and refining the integration thesis

    15:58 Balancing due diligence and integration

    19:10 Building confidence in early integration planning

    21:53 Collaborating with sellers to shape a seamless integration plan

    24:48 Measuring success from diligence to integration

    27:44 Balancing aggressive integration goals with realistic expectations

    29:59 Balancing AI hype with core business strategy in M&A pipelines

    32:04 Best practices for evaluating intangible factors in an acquisition

    33:52 Craziest thing in M&A

  • Jann Lau, Senior Director, Corporate Development at PayPal (NASDAQ: PYPL)

    A well-crafted deal thesis is the cornerstone of any successful M&A transaction. It outlines the strategic rationale and anticipated value creation from the acquisition. However, a strong thesis alone isn't enough. To ensure the deal delivers on its promise, it's crucial to rigorously validate its assumptions and projections.

    In this episode of the M&A Science Podcast, Jann Lau, Senior Director of Corporate Development at PayPal, shares key strategies for validating the deal thesis and mitigating risks associated with M&A.

    Things you will learn:

    • The importance of validating the deal thesis

    • The risks of rushing M&A deals without proper alignment

    • How to effectively validate a deal thesis

    • Who takes the blame in corporate development for a bad deal?

    • Other ways to streamline the M&A process

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    This episode is sponsored by Spearhead Corp Dev, a leading buy-side advisory firm. Spearhead combines traditional deal origination and advisory with advanced AI to help corporations and mid-market PE firms find and close more off-market deals with certainty. Their approach supercharges proprietary deal flow, providing a greater choice of opportunities. Elevate your deal sourcing by visiting spearheadcorpdev.com.

    This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.


    Ready to streamline your M&A process? Visit dealroom.net today.

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    Episode Timestamps

    00:00 Intro

    04:36 The Yahoo! acquisition

    09:27 The importance of validating the deal thesis

    13:42 The risks of rushing M&A deals without proper alignment

    16:25 How to effectively validate a deal thesis

    20:55 Example on how to effectively validate a deal thesis

    26:29 Risks of not validating the deal thesis

    29:42 Crafting a deal thesis

    33:31 Pitching the deal thesis

    36:38 Integration as a deal driver

    39:47 Who takes the blame in corporate development for a bad deal?

    40:53 Key questions to nail down your deal thesis

    42:09 Balancing gut instinct and stakeholder buy-in in M&A decisions

    44:20 Lessons from deal surprises

    46:13 When to walk away from a deal

    48:16 Other ways to streamline the M&A process

    50:34 Craziest thing in M&A

  • Gregg Albert, Managing Partner - Corporate Strategy and Mergers & Acquisitions at Accenture (NYSE: ACN)

    Companies are facing immense pressure to stay agile, seize new opportunities, and maintain a competitive advantage in today's rapidly evolving business environment. One key strategy to achieve this is portfolio rebalancing, a critical initiative that helps businesses optimize their asset mix and drive sustainable growth.

    In this episode of the M&A Science Podcast, Gregg Albert, Managing Director of Corporate Strategy M&A at Accenture, discusses in-depth, what is portolio rebalancing and how it could help your company.

    Things you will learn:

    • The difference between an opinionated shareholder and an activist investor

    • Companies that attract activist investors

    • How to approach portfolio rebalancing

    • Addressing integration bottlenecks

    • The challenges of divestitures in portfolio rebalancing

    *******************

    This episode is sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.


    Ready to streamline your M&A process? Visit dealroom.net today.

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    Episode Timestamps

    00:00 Intro

    08:57 The importance of portfolio rebalancing

    11:56 The broader scope of portfolio rebalancing

    14:56 Evolving perspectives on portfolio rebalancing: activist investors

    16:56 The difference between an opinionated shareholder and an activist

    19:11 Companies that attract activist investors

    21:38 How to approach portfolio rebalancing

    26:24 Key stages in M&A transactions

    29:38 Addressing integration bottlenecks

    32:34 The challenges of divestitures in portfolio rebalancing

    35:21 Portfolio rebalancing example

    39:57 How influence works in the boardroom

    42:21 How to be an activist investor

    44:32 Defending against shareholder activism

    47:02 Audience Q&A

    47:43 Characteristics of companies with a strong M&A muscle

    49:31 Challenges faced by companies with a weaker M&A muscle

    51:09 The importance of prioritizing capital allocation in M&A

    54:40 Portfolio rebalancing in private equity-owned businesses

    58:14 Carve-outs in private equity portfolios

    1:00:15 Understanding wargaming in strategic planning

    1:04:15 Choosing the right advisor for your business needs

    1:07:35 Future trends in M&A and portfolio rebalancing

    1:09:31 Advice for companies on portfolio management

    1:11:46 Craziest thing in M&A

  • Anson Lau, Deputy General Counsel at LONGi Solar (SHA:601012)

    In M&A, it’s not just about the deal—it’s about who’s at the table. In-house and external counsel both play key roles in a deal, bringing unique expertise and advantages. Knowing how to strategically utilize both can help you manage risks, secure favorable terms, and ensure smooth post-deal integration.

    In this episode of the M&A Science Podcast, Anson Lau, Deputy General Counsel at LONGi Solar, shares how to play to the strengths of both sides to optimize your M&A approach.

    Things you will learn from this episode:

    • Balancing in-house and external legal roles

    • Mindset differences in in-house vs. external counsel

    • Tactical vs. strategic roles in legal counsel

    • Risk mitigation: external vs. internal counsel

    • Choosing the right external counsel for M&A deals

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    This episode is sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.


    Ready to streamline your M&A process? Visit dealroom.net today.

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    Episode Timestamps

    00:00 Intro

    06:15 Balancing in-house and external legal roles

    08:59 The intensity of external legal work

    10:06 Mindset differences in in-house vs. external counsel

    12:56 Tactical vs. strategic roles in legal counsel

    15:54 Understanding negotiation perspectives

    20:56 Risk mitigation: external vs. internal counsel

    23:47 Cross-functional collaboration in risk mitigation

    28:19 Assessing law firm culture

    29:34 Best and worst-case scenario of M&A deals

    36:15 Choosing the right external counsel for M&A deals

    39:36 Building relationships with legal counsel for future M&A deals

    42:57 Managing diligence: pre-term sheet vs. post-term sheet

    45:45 Identifying red flags before signing the LOI

    48:27 Collaborating with internal stakeholders pre-LOI vs post-LOI

    54:46 The Impact of AI on the legal profession

    58:29 Craziest thing in M&A

  • Kevin Lynch, CEO and Board Member at Optiv

    Beyond the boardroom battles and billion-dollar deals, mergers and acquisitions present a unique set of challenges and opportunities for CEOs. From strategic planning to post-merger integration, it takes essential skills and qualities for CEOs to excel in this high-stakes arena.

    In this episode of the M&A Science podcast, Kevin Lynch, CEO and Board Member at Optiv, shares his invaluable insights on the role of a CEO and what it takes to lead a company through successful M&A endeavors.

    Things you will learn from this episode:

    • Balancing market share and capability in M&A decisions

    • Crafting a strategic integration thesis

    • When to communicate your vision for the acquisition

    • The isolation of the CEO role

    • Driving speed and growth with battle rhythm and clear expectations

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    Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.

    This episode is sponsored by DealRoom.

    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://dealroom.net

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    Episode Timestamps

    00:00 Intro

    06:26 Defining the CEO’s role in M&A

    09:49 Shaping the M&A strategy

    14:26 Balancing market share and capability in M&A decisions

    16:13 Navigating imperfect M&A fits

    19:42 Crafting a strategic integration thesis

    22:18 When to communicate your vision for the acquisition

    28:01 The fundamentals of capital allocation

    33:59 Managing complexities in leadership

    36:47 Communicating the capital allocation approach

    40:41 The isolation of the CEO role

    43:10 Fostering cultural fit and addressing cultural concerns

    48:04 Evaluating culture during executive conversations

    51:39 Convincing companies to sell

    1:00:08 Driving speed and growth with battle rhythm and clear expectations

    1:03:43 Challenges and best practices in M&A

    1:11:28 Craziest Thing in M&A

  • Sanjay Poonen, CEO & President of Cohesity

    M&A isn't just about signing a deal and popping the champagne. Every CEO knows the entire process is a minefield of cultural clashes, integration headaches, and occasional unexpected challenges that could blow up your strategy. But while M&A can be a high-stakes game, it’s also one that can be mastered with the right playbook.

    In this episode of the M&A Science Podcast, we’re diving into key strategies CEOs should consider to ensure M&A success, featuring Sanjay Poonen, CEO & President of Cohesity.

    Things you will learn in this episode:

    • The CEO’s approach to M&A integration

    • Key considerations in sourcing deals

    • Best practices for managing large-scale acquisitions

    • The impact of market timing on acquisition strategy

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    Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.

    This episode is sponsored by DealRoom.

    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://dealroom.net

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    Episode Timestamps

    00:00 Intro

    04:06 Exploring high-impact M&A deals

    05:33 Shaping the M&A strategy

    07:16 Expanding and innovating through acquisitions

    11:18 The CEO’s approach to M&A integration

    20:08 Key considerations in sourcing deals

    25:25 Cultivating cultural alignment

    29:42 Convincing companies to do an M&A deal

    36:51 Maintaining key relationships

    38:36 Best practices for managing large-scale acquisitions

    40:38 Strategic considerations for a global expansion

    41:37 The right timing for announcing deals

    43:35 The impact of market timing on acquisition strategy

    44:53 Advice for CEOs on preparing for a successful IPO post-acquisition

    46:47 Craziest thing in M&A

  • Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners)

    Strategic focus is a prerequisite to strong corporate performance. Yet, without proactive efforts to maintain focus, companies can “drift” and become weighed down by misaligned business units.

    In this episode of the M&A Science Podcast, Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (a portfolio company of Insight Partners), shares his broad M&A experience and presents his approach to portfolio strategy and rebalancing through divestitures.

    Things you will learn in this episode:

    • Strategic focus on acquisitions, using Dotmatics’ approach.

    • Portfolio rebalancing and its challenges

    • Evaluating divestiture candidates

    • Building internal alignment for divestitures

    • Best practices for managing key risks

    *******************

    Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.

    This episode is sponsored by DealRoom.

    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://dealroom.net

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    Episode Timestamps

    00:00 Intro

    05:17 Approaching deals in a software-oriented environment

    10:11 Preserving brand integrity in M&A go-to-market strategies

    12:43 Approaching valuation

    15:16 Strategic pitch for acquisitions

    20:41 Portfolio rebalancing and its challenges

    25:25 When and how to rebalance a company’s portfolio

    27:29 Getting buy-in and alignment from the board and key stakeholders

    33:24 Key factors in considering divestitures

    36:26 Executing a divestiture for portfolio rebalancing

    39:09 Best practices in executing divestitures

    43:12 Divestiture success metrics

    46:29 Example of portfolio rebalancing and its challenges

    53:20 Craziest thing in M&A

  • Court Carruthers, President and CEO at TricorBraun

    Cultural integration is the often overlooked key to long-term M&A success. It's about creating a shared identity, values, and purpose that unites employees from different backgrounds. When done right, it can transform a merger from a transactional event into a strategic partnership.

    In this episode of the M&A Science Podcast, Court Carruthers, President and CEO at TricorBraun, shares his insights on how to successfully integrate two cultures and build a stronger, unified organization.

    Things you will learn in the episode:

    • The importance of cultural integration in M&A

    • The role of culture in M&A and business strategy

    • Approaching cultural diligence

    • Identifying culture fit in an auction

    • Best practices for M&A integration

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    This episode is sponsored by DealRoom.

    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://dealroom.net

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    Episode Timestamps

    00:00 Intro

    03:53 The importance of cultural integration in M&A

    05:18 Academic research on cultural integration in M&A

    07:32 The role of culture in M&A and business strategy

    09:04 A unique M&A strategy focused on family businesses

    10:23 Integration strategies for acquired businesses

    14:04 Building relationships and structuring deals for long-term success

    16:36 Approaching cultural diligence

    18:16 Identifying culture fit in an auction

    21:46 Assessing cultural fit in M&A

    24:20 Walking away from a deal due to cultural differences

    26:34 Red flags in cultural fit between LOI and closing

    33:05 Building an organization for successful acquisitions

    35:19 The importance of seamless handoffs

    38:13 Keeping stakeholders comfortable during transitions

    40:57 The biggest challenge in dealing with culture

    43:02 Best practices for M&A integration

    46:25 Working with private equity partners for long-term growth

    48:54 Good vs. bad partnerships with PE Firms

    50:34 Advice for corporate development practitioners

    54:48 Why culture in M&A is important

    55:32 Craziest thing in M&A

  • Thomas Le, Vice President, Corporate Development at Ziff Davis, Inc. (NASDAQ: ZD)

    The M&A landscape is constantly evolving, making it difficult to predict future trends and identify new opportunities. How can companies maintain a competitive advantage? In this episode of the M&A Science Podcast, Thomas Le, Vice President of Corporate Development at Ziff Davis, Inc., shares his VC-backed strategies for unlocking new M&A strategies.

    Things you will learn in this episode:

    • Strategic networking for building a pipeline

    • The Reverse Coverage method for building a pipeline

    • How to craft effective cold outreach emails

    • Integrating the Mosaic theory into M&A strategy

    *******************

    This episode of the M&A Science Podcast is brought to you by Insight.

    In today’s rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That’s where Insight comes in.

    Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate.

    With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities.

    Learn more at insight.com/leave-legacy.

    *******************

    This episode is also sponsored by DealRoom.

    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://dealroom.net

    *******************

    Episode Timestamps

    00:00 Intro

    05:40 Venture capital experience in M&A

    13:18 Strategic networking for building a pipeline

    18:31 Making an effective initial outreach

    19:21 How to craft effective cold outreach emails

    23:24 Assessing product market fit

    29:01 Strategic thinking and culture fit

    32:41 Unlocking new M&A strategies

    36:02 Leveraging bankers in M&A deals

    38:07 Applying the Mosaic theory to M&A due diligence

    47:31 Embedding M&A into corporate culture

    48:50 Transitioning from public equities and venture capital to M&A

    1:07:04 Craziest thing in M&A

  • Karen Williams, Vice President of Corporate Development at Progress

    Achieving exponential growth through M&A requires more than signing agreements. It’s about balancing cultures, systems, and people. In this episode of the M&A Science Podcast, Karen Williams, Vice President of Corporate Development at Progress, provides a roadmap for a balanced M&A integration.

    Things you will also learn from this episode:

    • Side effects of a forceful integration

    • Information crucial to Integration planning

    • Measuring integration success

    • Biggest challenges when executing an integration

    • What is vendor rationalization?

    ******************

    This episode of the M&A Science Podcast is brought to you by Insight.

    In today’s rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That’s where Insight comes in.

    Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate.

    With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities.

    Learn more at insight.com/leave-legacy.

    *******************

    This episode is also sponsored by DealRoom.

    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://dealroom.net

    ******************

    Episode Timestamps

    00:00 Intro

    08:07 Importance of balanced integration

    09:41 Side effects of a forceful integration

    13:16 When to involve the integration lead

    17:12 Information crucial to Integration planning

    20:06 Integration lead’s role during diligence

    21:35 Balancing integration execution

    26:27 Working with the seller

    29:22 Realization versus timeline

    32:42 What makes integration successful

    35:42 Tips for effective communication

    41:49 Creating and refining M&A Playbooks

    43:18 Ensuring a positive employee experience

    52:32 Measuring integration success

    55:26 Biggest challenges when executing an integration

    58:09 What is vendor rationalization

    1:01:21 Craziest thing in M&A

  • Successful M&A is more than just closing deals. To drive growth and achieve strategic goals, companies must have a deep understanding of the process and a clear strategy. Strategic acquisitions are key to unlocking growth, innovation, and market expansion.

    In this episode of the M&A Science Podcast, Fred Heller, VP of Nuance, Corporate Development and Integration at Microsoft, shares his experience on how to transform a company through strategic acquisitions.

    Things you will also learn from this episode:

    • Doing transformative deals as a public company

    • Saving money on deals

    • The hardest thing to negotiate in a strategic deal

    • Transformative AI acquisitions

    ******************

    This episode of the M&A Science Podcast is brought to you by Insight.

    In today’s rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That’s where Insight comes in.

    Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate.

    With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities.

    Learn more at insight.com/leave-legacy.

    *******************

    This episode is also sponsored by DealRoom.

    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://dealroom.net

    ******************

    Episode Timestamps

    00:00 Intro
    06:55 Business transformation through acquisition
    11:51 Strategy behind the transformation
    14:49 Doing transformative deals as a public company
    17:53 Changes in market position
    23:04 Divestitures
    25:46 M&A experience
    29:49 Knowledge vs Intuition
    31:29 Importance of relationships in M&A
    34:25 Saving money on deals
    37:20 The hardest thing to negotiate in a strategic deal
    44:02 Bad M&A story
    48:04 Microsoft deal
    52:59 Transformative AI acquisitions
    57:04 Challenges during transformation period
    58:13 Craziest Thing in M&A

  • Tom Hearn, VP, Architecture at Insight

    In the world of M&A, understanding and managing technical debt is crucial for seamless technology integration.

    In this episode of the M&A Science Podcast, we’ll explore the concept of technical debt, its impact on IT infrastructure, and strategies for better integration with Tom Hearn, VP, Architecture at Insight.

    Things you will learn in this episode:

    • Technology Integration

    • AI and machine learning

    • ERP migration

    • Synergy assumptions

    • Working with Insight

    ******************

    This episode of the M&A Science Podcast is brought to you by Insight.

    In today’s rapidly evolving business world, staying ahead means embracing change and leveraging technology to not just meet but exceed your strategic goals. That’s where Insight comes in.

    Insight is a comprehensive solutions integrator that helps organizations transform technology, operations, and service delivery to future-proof the business and innovate.

    With a client-focused approach to delivery, they combine the power of people and technology to turn the biggest challenges into opportunities.

    Learn more at insight.com/leave-legacy.

    *******************

    This episode is also sponsored by DealRoom.

    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://dealroom.net

    ******************

    Episode Timestamps

    00:00 Intro
    04:06 Approaching technical and security integration
    10:54 Technology Integration
    17:17 AI and machine learning
    21:00 ERP migration
    25:19 Synergy assumptions
    35:25 Working with Insight
    37:00 Due diligence
    40:05 Managing costs
    46:29 Return on investment
    49:18 Craziest Thing in M&A

  • Pablo von Siebenthal, Global Head of M&A at Swissport

    The global landscape offers exciting growth opportunities that make business expansion a strategic move. M&A can be a powerful tool for this, but global deals often come with cultural complexities and regulatory intricacies that require a strategic approach.

    In this episode of the M&A Science Podcast, Pablo von Siebenthal, Global Head of M&A at Swissport, talks about how to handle global M&A.

    Things you will also learn from this episode:

    • Challenges of executing global deals

    • Managing cultural differences in global M&A

    • Overcoming cultural misunderstandings

    • Playbook - Building cross-cultural relationships

    • How to manage coordination between work streams


    Join the M&A Science 2 Million Downloads Virtual Meet & Greet here: https://hubs.ly/Q02Gnk1d0

    Connect with Kison through email at [email protected]

    ******************

    This episode is sponsored by DealRoom.

    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://dealroom.net

    ******************

    Episode Timestamps

    00:00 Intro
    05:32 From M&A Advisory to Corporate Development
    07:04 Executing M&A in the public environment vs private
    08:47 Challenges of executing global M&A deals
    13:39 Managing cultural differences in global M&A deals
    17:58 Negotiation challenges in the Middle East
    20:17 Cultural nuances in Asian M&A deals
    26:53 Cultural differences in European M&A
    29:58 Handling internal cultural differences
    32:13 Negotiating cross-border M&A deals
    33:17 Overcoming cultural misunderstandings
    37:11 Building global relationships for pipeline
    45:59 Other tips for building cross-cultural relationships
    48:38 How to manage coordination between global work streams
    52:52 Keeping M&A teams aligned on priorities
    57:37 Crafting irresistible offers in M&A deals
    59:16 Craziest thing in M&A

  • Wolfgang Schenk, VP of M&A at Belden

    Opportunistic M&A can lead to bad acquisitions that don’t align with the company’s overall strategic goals. This creates a disjointed portfolio and integration challenges that could cause massive value leaks.

    In this episode of the M&A Science Podcast, Wolfgang Schenk, VP of M&A at Belden, discusses the art of executing programmatic M&A to increase chances of M&A success.

    Things you will learn in this episode:

    • Benefits of programmatic M&A

    • Required team for programmatic M&A

    • Collaborating with the M&A team

    • Transitioning to programmatic M&A

    • Achieving team alignment

    This episode is sponsored by DealRoom.

    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://dealroom.net

    ******************

    Episode Timestamps

    00:00 Intro
    05:57 Programmatic M&A
    10:32 Benefits of programmatic M&A
    12:39 Formulating the strategy
    15:32 Challenging the strategy
    16:24 Required team for programmatic M&A
    18:37 Collaborating with the M&A team
    24:02 Transitioning to programmatic M&A
    26:08 Achieving team alignment
    28:23 Success metrics in programmatic M&A
    31:32 Pitching deals to executive
    32:23 The hardest part of doing programmatic M&A
    33:18 AI in M&A
    40:45 Craziest thing in M&A

  • Tobias Gwisdalla, Head of Group M&A at GEA Group (G1A:FRA)

    Transformative M&A is becoming increasingly critical in today's business landscape, especially for industries facing significant regulatory and market pressures.

    In this episode of the M&A Science Podcast, we will discuss how to execute transformative M&A to change business models, featuring Tobias Gwisdalla, Head of Group M&A at GEA Group.

    Things you will learn in this episode:

    • Transformative M&A

    • Employee unions

    • Biggest challenges in transformative M&A

    • Success metrics

    • Transforming business models

    This episode is sponsored by the DealRoom.

    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://dealroom.net

    ******************

    Episode Timestamps

    00:00 Intro
    04:20 Transformative M&A
    05:00 Governance
    05:52 A story of a transformative deal
    11:38 Employee unions - germany per history
    17:36 Supervisory board
    20:35 Biggest challenges in transformative M&A
    25:59 Success metrics
    28:50 Internal rate of return
    35:05 Complexities of deals in Germany
    40:48 Transforming business models
    43:06 Promoting change as a shareholder
    45:01 Craziest thing in M&A

  • M&A processes can vary from country to country, making cross-border deals extremely challenging. Understanding the cultural differences is crucial for a smooth transaction.

    In this episode of the M&A Science Podcast, we focus on how to do M&A deals in Germany, featuring Frank Tepper-Sawicki, Partner, Corporate M&A, Private Equity, and Venture Capital at Dentons.


    Things you will learn:

    • How dealmaking is different in Germany

    • Structuring Deals in Germany

    • Letter of Intent in Germany

    • Prioritizations during deals in Germany

    • Regulatory issues in Germany

    This episode is sponsored by the DealRoom

    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://dealroom.net

    ******************

    Episode Timestamps

    00:00 Intro

    03:49 How dealmaking is different in Germany

    05:48 Private Equity Emerging in Germany

    07:47 Structuring Deals in Germany

    16:33 Letter of Intent in Germany

    22:11 Prioritizations during deals in Germany

    24:59 Transparency in Germany

    26:17 Regulatory issues in Germany

    28:17 Laying off people in Germany

    30:15 Biggest risk when doing deals in Germany

    32:43 M&A culture in Germany

    35:00 Dealing with people from Germany

    37:28 M&A process in Germany

    39:18 Craziest thing in M&A