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 ...
Jun 13, 2022•1 hr 2 min•Ep. 160
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 u...
Jun 06, 2022•50 min•Ep. 159
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 i...
May 30, 2022•50 min•Ep. 158
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...
May 23, 2022•46 min•Ep. 157
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 fo...
May 16, 2022•38 min•Ep. 156
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 te...
May 09, 2022•42 min•Ep. 155
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 ,...
May 02, 2022•46 min•Ep. 154
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 ...
Apr 25, 2022•54 min•Ep. 153
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 ...
Apr 18, 2022•46 min•Ep. 152
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...
Apr 11, 2022•43 min•Ep. 151
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 i...
Apr 04, 2022•49 min•Ep. 150
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,...
Mar 28, 2022•45 min•Ep. 149
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 b...
Mar 21, 2022•40 min•Ep. 148
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 ...
Mar 14, 2022•44 min•Ep. 147
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 o...
Mar 07, 2022•55 min•Ep. 146
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 tr...
Feb 28, 2022•52 min•Ep. 145
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 integr...
Feb 21, 2022•47 min•Ep. 144
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 -Hi...
Feb 14, 2022•42 min•Ep. 143
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 integrati...
Feb 07, 2022•50 min•Ep. 142
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 mistak...
Jan 31, 2022•59 min•Ep. 141
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...
Jan 24, 2022•38 min•Ep. 140
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 ...
Jan 17, 2022•45 min•Ep. 139
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 retai...
Jan 10, 2022•48 min•Ep. 138
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 mascien...
Jan 03, 2022•47 min•Ep. 137
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 P...
Dec 27, 2021•38 min•Ep. 136
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...
Dec 20, 2021•48 min•Ep. 135
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 focu...
Dec 13, 2021•45 min•Ep. 134
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 le...
Dec 06, 2021•52 min•Ep. 133
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 manag...
Nov 29, 2021•1 hr•Ep. 132
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...
Nov 22, 2021•43 min•Ep. 131
