Clifford Felig , Partner at Meitar | Law Offices . International business transactions often present unique challenges that are vastly different from local ones. The complexity increases exponentially when these transactions involve mergers and acquisitions (M&A). In this episode of the M&A Science Podcast, Clifford Felig, Partner at Meitar Law Offices, discusses the challenges of cross-border deals, particularly in Isreal, where he had most of his experiences. __________________________________...
Aug 21, 2023•1 hr 3 min•Ep. 250
Lesley Adamo , Vice Chair of the Tax Group at Lowenstein Sandler LLP , The intricacies of tax considerations in a merger or acquisition (M&A) transaction cannot be overstated. These considerations play a crucial role in shaping the overall economics and structure of the deal and can significantly impact the outcome for all parties involved. With expert tax planning and structuring, it is possible to mitigate the tax burden and maximize the benefits of the transaction. In this episode of the M&A ...
Aug 14, 2023•56 min•Ep. 249
Juan Guillermo Castaneda , former Senior Advisor to SKG CEO (LSEG: SKG) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growing online community of M&A practitioners, visit 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 ...
Aug 07, 2023•41 min•Ep. 248
Scott Crofton , Partner at Sullivan & Cromwell LLP Too often, M&A involves a larger entity acquiring a smaller business. Only a few believe that a merger of equal can be possible, especially considering the power struggle between the two companies. However, a merger of equals can be a powerful strategy that could unlock tremendous value and opportunities for growth if done right. In this episode of the M&A Science Podcast, Scott Crofton, Partner at Sullivan & Cromwell LLP, discusses the path to ...
Jul 31, 2023•41 min•Ep. 247
Brian Matthews , CEO at ITEL In today's highly competitive business landscape, companies are constantly looking for ways to enhance their capabilities and maintain their edge. With so many competitors in the market, how can a company stand out and reduce customer churn? In this episode of the M&A Science Podcast, Brian Matthews, CEO at ITEL, discusses his value chain ecosystem approach that can drive stability and growth to businesses. ____________________________________________________________...
Jul 24, 2023•46 min•Ep. 246
Joe Covey , a serial CEO and acquirer, and investor since 1992. Matthew Davidge , the co-owner of the NBC Affiliate WVNC (Watertown, NY) and several other stations around the country. In big companies, some business units may not perform well and might be overlooked. It can be helpful for the company to find a more suitable owner for these units. At the same time, buyers can take advantage of these opportunities to improve the businesses and maximize their potential. In this episode of the M&A S...
Jul 17, 2023•55 min•Ep. 245
Andrew Morbitzer , VP/Head of Corporate Development at Typeform There are many different reasons why companies buy other entities. Traditionally, acquirers have focused more on the financial aspect of the target company. However, experience have shown that not all acquisitions are the same, and must be executed properly against their strategy. In this episode of the M&A Science Podcast, Andrew Morbitzer, VP/Head of Corporate Development at Typeform, discusses how to execute product-based acquisi...
Jul 10, 2023•49 min•Ep. 244
Nate Lemmerman , Senior Vice President, Corporate Development at Cast & Crew To perform M&A at the highest level, an ever-evolving M&A function is necessary. Organizations must focus on refining their strategies, processes, and team dynamics to ensure they can effectively navigate the complexities of each deal. In this episode of the M&A Science Podcast, Nate Lemmerman, Senior Vice President of Corporate Development at Cast & Crew, shares his experience and tips on how to build your M&A muscle. ...
Jul 03, 2023•41 min•Ep. 243
Ritika Butani , Head of Corporate Development at Toast 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 V...
Jun 26, 2023•47 min•Ep. 242
Finn Haley , SVP, Corporate Development at Edwards Lifesciences (NYSE:EW) 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% c...
Jun 19, 2023•48 min•Ep. 241
Mark Legaspi , Director, Legal - Corporate at LinkedIn Hello M&A Friends, if you're looking to improve your in-house training, we have corporate training plans provided through M&A Science Academy . Give your team members access to the best in class courses, templates, and networking opportunities in the industry. Our academy was designed to lead practitioners with the outdo with the M&A practices. If you're interested in learning more about individual or team plans, go to www.mascience.com/acad...
Jun 12, 2023•50 min•Ep. 240
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. Don’t forget to use the 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 savin...
Jun 05, 2023•45 min•Ep. 239
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 20:5...
May 29, 2023•37 min•Ep. 238
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 . 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...
May 22, 2023•50 min•Ep. 237
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. Don’t forget to use the 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.dea...
May 15, 2023•41 min•Ep. 236
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 . 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 ht...
May 08, 2023•1 hr 17 min•Ep. 235
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. 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 pro...
May 01, 2023•45 min•Ep. 234
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. 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...
Apr 24, 2023•43 min•Ep. 233
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...
Apr 17, 2023•49 min•Ep. 232
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% cos...
Apr 10, 2023•45 min•Ep. 231
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 p...
Apr 03, 2023•53 min•Ep. 230
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 [email protected] 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 ...
Mar 27, 2023•48 min•Ep. 229
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 [email protected] EPISODE TIMESTAMPS: 0:00 Introduction 5:32 How Important is Day One 10:40 What happens on Day One 14:59 Integration North Star 16:25 What Success on Day One looks like 21:00 Introducing the Integration Manager 25:43 Engaging the managers 31:08 Keeping ...
Mar 20, 2023•47 min•Ep. 228
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 sustainab...
Mar 13, 2023•45 min•Ep. 227
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-grow...
Mar 06, 2023•50 min•Ep. 226
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...
Feb 27, 2023•52 min•Ep. 225
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 ...
Feb 20, 2023•51 min•Ep. 224
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 ...
Feb 13, 2023•41 min•Ep. 223
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 knowled...
Feb 09, 2023•35 min•Ep. 222
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 op...
Feb 06, 2023•33 min•Ep. 221
