On this episode, Kison speaks with Karen Isely of Isely Associates International regarding the impact people experience has on the outcome of M&A deals. Karen is an M&A specialist and the founder of Isely Associates International, an Australian-based global consulting business providing M&A advisory services to organizations growing by merger, acquisition or other similar business transactions. She brings experience as an HR professional, business leader and management consultant to every engage...
Mar 18, 2020•47 min•Ep. 40
On this episode, Kison talks with PJ Patel , Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC) . VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Kison and PJ discuss how to navigate intangible asset valuation in today’s market, how the current M&A climate is affecting valuation, and how to avoid the most common mistakes when conducting a valuation....
Mar 04, 2020•47 min•Ep. 39
In this episode, Kison Patel discusses the groundbreaking research done by Dr. Keith Dunbar . As a Managing Partner at JKD Talent Solutions , his team delivers actionable leadership intelligence. With this intelligence, we enhance clients’ long-term profitability and growth by providing a unique, holistic view of leadership capabilities. Keith gives insight into how leadership has more of an impact than culture, which is contrary to popular belief, and who actually has a bigger impact on deal su...
Feb 21, 2020•48 min•Ep. 38
Kison speaks with Nichelle Maynard-Elliot , a corporate M&A Executive, public company board member, and corporate dealmaker with over 20 years of financial and legal experience in M&A business development and strategic partnerships at Fortune 300 multinational corporations and top-ranked international/boutique law firms. She’s a highly experienced corporate attorney lawyer, focusing on mergers and acquisitions....
Feb 05, 2020•25 min•Ep. 37
Kison speaks with Richard Harmon, a Managing Director at CSG Partners, a firm that helps owners of private, middle market companies achieve equity monetization while addressing personal goals. In this podcast, they discuss how ESOPs can harvest equity, enhance liquidity, and create tax advantages.
Jan 08, 2020•35 min•Ep. 36
Kison speaks with Anirvan Sen , the Founder and Managing Director of Fifth Chrome, a professional advisory firm that specializes in M&A integration and operational growth. In this podcast, they discuss creating deal value by focusing more on growth capabilities and revenue synergies than cost synergies.
Dec 18, 2019•57 min•Ep. 35
Kison speaks with Jillian Kaebel-Sisk , an HR Global Mergers, Acquisitions, and Divestitures Manager at Caterpillar. This podcast covers how HR practitioners plan for and executive divestitures. They also discuss carve-out and divestiture challenges, as well as TSA agreements, asset vs. stock sale, due diligence, and more.
Dec 04, 2019•34 min•Ep. 34
Kison speaks with Toby Tester , an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. This podcast covers how you can deliver maximum value from divestitures. We will discuss how divestitures, like acquisitions, can become a positive and transformational process.
Nov 20, 2019•35 min•Ep. 33
Kison speaks with Toby Tester , an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. This podcast follows Toby's article, Driving Transformation Through M&A , in which he discusses how M&A transactions are becoming necessary transformational strategies for companies in the modern marketplace....
Nov 06, 2019•24 min•Ep. 32
Kison speaks with Jordan Lampos , a director specializing in healthcare M&A at Duff & Phelps, about how to best prepare a company for an acquisition and the role project management plays in improving this process.
Oct 23, 2019•29 min•Ep. 31
Kison speaks with Scott Kaeser , the Executive VP of Corporate Development for United American Security, a GardaWorld company, on sourcing strategies for successful deals.
Sep 11, 2019•1 hr 5 min•Ep. 30
Kison speaks with Jill Harrison and Steve Siler about which technology trends are addressing some of the M&A industry's largest challenges. Jill is the Vice President of Ventures at Silverline and Steve is the CTO of Stonebriar Commercial Finance.
Aug 28, 2019•45 min•Ep. 29
Kison speaks with Kelly Haggerty, who founded her own advisory firm, Nearco Transaction Advisors, after 15 years of leading integrations and divestitures for top consulting firms and Fortune 500 companies. On this episode, Kison talks with Kelly about her experience as an M&A advisor and the lessons she's learned regarding what makes a strong, efficient, and successful deal. For more information on Kelly and Nearco Transaction Advisors please visit: https://www.nearcoadvisors.com/...
Aug 13, 2019•45 min•Ep. 28
Kison speaks with Paul Koenig , Founder and CEO of SRS Acquiom , a platform that manages escrows, payments, risks, and claims for complex M&A transactions.
Jul 31, 2019•39 min•Ep. 27
During this episode, Kison and Jai discuss the best strategies for identifying, extracting and protecting value drivers during the due diligence process and most importantly while conducting integration post-close.
Jul 10, 2019•34 min•Ep. 26
Kison speaks with Dr. Mark Goulston on the benefits of practicing empathy for more successful M&A, specifically to improve value creation and productivity post-close.
Jun 26, 2019•34 min•Ep. 25
On this episode, Kison speaks with Dawn White, an M&A Integration Manager at Corning. Dawn explains the importance of conducting cultural assessments during M&A transactions and explores how these assessments can lead to stronger deal outcomes, increased value creation and an overall happier and more productive workforce.
Jun 12, 2019•38 min•Ep. 24
Harvard instructor, author and speaker, Richard Kasperowski , discusses how to build and maintain high-performing teams in any industry.
May 29, 2019•41 min•Ep. 23
The Founding Partners of the M&A advisory firm, Agile Gorilla, discuss their agile, modern approach to deal and integration management.
May 16, 2019•46 min•Ep. 22
Nitin Kumar, a seasoned C-level operating executive and management consultant in the technology, media and telecom (TMT) sector, discusses how to create integration strategies better suited to modern business environments.
May 01, 2019•44 min•Ep. 21
Al Ansari, a veteran divestiture and integration advisor currently assisting Cisco with the development of their divestiture methodology, discusses the strategies, decisions and planning behind divestitures.
Apr 18, 2019•36 min•Ep. 20
In this podcast, Kison interviews James Harris, Principal of Corporate Development Integration at Google. They explore the ways in which deal practitioners can implement a more Agile approach to each step of M&A, from due diligence to integration.
Apr 03, 2019•44 min•Ep. 19
In this episode, Kison speaks with Joseph Feldman, a corporate development, acquisitions and growth strategies consultant. Joseph discusses acquisition strategies, diligence checklists, company inconsistencies, and post-close surprises.
Jul 19, 2018•33 min•Ep. 18
In this episode, Kison interviews corporate and business development consultant Judah Karkowsky. They discuss the best ways to approach cultural integration, handling ownership issues, the surprises you can find during preliminary due diligence, international entities’ approach on diligence, being transparent with employees during an integration, and confidential data protection.
Jul 12, 2018•52 min•Ep. 17
In this episode, Kison asks Paul Weiskopf, a professional who has worked over 25 years with companies in the technology industry such as Hewlett Packard, Adobe Systems and smaller companies, about his professional experience on M&A. Weiskopf shares his knowledge about strategy common errors that lead companies to failure and about the best ways to build integration plans for acquisition teams.
Jun 25, 2018•53 min•Ep. 16
In this episode, Kison interviews mergers and acquisitions attorney Luke Fedlam, who shares his knowledge on working with and outside counsel, representing the seller, sending letters of intent, setting up a financial plan, and how to transaction showstoppers beforehand. 00.00 / 05.00 / help from the outside council 05.00 / due diligence and letters of intent, bankers 10.00 / 15.000 timeline and risks, showstoppers 15.00 / 20.00 renegotiating terms 20.00 / 25.00 renegotiation purchase price 25.0...
Jun 12, 2018•49 min•Ep. 15
In this episode, Kison interviews Armando Biondi, Co-founder and COO for AdEspresso. Biondi shares his personal experience on the AdEspresso and Hootsuite merger. They discuss selling, communication during the integration process, and negotiating.
Jun 05, 2018•29 min•Ep. 14
In this episode, Kison interviews Ken Marlin, author of The Marine Corps Way to Win on Wall Street. Marlin has a very diverse background going from corporate development to CEO of a company to running an investment bank. They discuss advising buyers, business strategies, and setting clear business objectives.
May 31, 2018•57 min•Ep. 13
In this episode, Kison interviews International Strategy and Business Optimization Specialist Abhik Jain. Together they talk through the differences between M&A, PE and investment banking, proprietary and auction deals, and Jain’s personal advice on handling negotiations and transactions both from the sell side and the buy side.
May 23, 2018•42 min•Ep. 12
This special episode of M&A Science is an audiobook written by Nitin Kumar, a Senior Managing Director at FTI Consulting, on the strategy of wargaming. In an era of disruption and uncertainty, developing and executing successful M&A transactions require new strategic approaches. Business wargaming is one such approach, significantly increasing overall M&A effectiveness by providing valuable foresight, stress-testing strategy and maximizing the potential for successful integration. Authored by: N...
Feb 16, 2018•47 min•Ep. 11
