Ever wondered what is the future of M&A? This is one of the topics we tackled in the M&A Virtual Summit that we had. In this session, Dr. Karl Michael Popp, Senior Director of Corporate Development at SAP, and CEO of DealRoom, Kison Patel had an amazing interview. This podcast is brought to you by DealRoom, an M&A lifecycle management software designed for collaboration and responsiveness. Learn more about M&A Science and join a network of leading practitioners sharing lessons learned over the y...
Sep 28, 2020•31 min•Ep. 70
This amazing interview is from the past virtual summit we held in June. It talks about one of the hardest things in M&A practice- Cultural Integration. Discussing this topic is Jonathan Shiery , Director at Guidehouse, and Valeria Strappa , Director and Healthcare Integration Leader at JP Morgan, Chase. This podcast is brought to you by DealRoom, an M&A lifecycle management software designed for collaboration and responsiveness. Learn more about M&A Science and join a network of leading practiti...
Sep 25, 2020•45 min•Ep. 69
Had a great interview last week with Isaac Lund , VP Corporate Development and M&A at National Express LLC. The topic is all about learning how to work with a private seller to get the best outcome. We cover topics such as whether to work with a private seller or an advisor, what happens to the leadership of the seller, and finding good deal representation. This podcast is brought to you by DealRoom , an M&A lifecycle management software designed for collaboration and responsiveness. Learn more ...
Sep 21, 2020•51 min•Ep. 68
This week’s featured interview is all about an HR practitioner’s guide to M&A due diligence, with Klint Kendrick, Chair of HR, M&A roundtable. Klint was a former director of M&A, HR at Oracle, and HR M&A leader at Boeing. He discusses topics such as bringing HR in early, the definition of due diligence, deal killers, and how to weigh risks.
Sep 14, 2020•56 min•Ep. 67
This is an interview that we had during our M&A virtual summit. Hosted by Jill Harrison, VP of Silverline venture, this interview is all about positive employee experience and how it impacts the success of M&A deals. Joining this discussion are our 3 speakers Cole Breidenbach- Head of M&A Integration at Okta, Josh Olson- Head of solution sales at the Americas at VMware, Amy Gannaway- Vice President, Global Compensation, Benefits and HRIS at VMware....
Sep 11, 2020•59 min•Ep. 66
This interview is a rewind from our M&A virtual summit, which was held in June. The topic of discussion is leading M&A with integration, featuring our guest speakers Carlos Cesta, Corporate Development/M&A at Presidio and Javid Moosaji, global head of partner channels, platform solutions and transformation at Travelex, hosted by Stacy Hendricks, senior director at Alvarez and Marsal.
Sep 04, 2020•52 min•Ep. 65
Had a great interview last week with Ajit Sane, Director IT M&A at Agilent Technologies. Ajit is an M&A professional with multiple years of experience in leading acquisitions, integrations and divestitures. Our topic of discussion is how to wind a business down with minimal customer and people disruption. Some topics we covered include the planning behind a wind down, challenges you can expect, and protecting your assets. Ajit reminds the audience your company's biggest assets are your employees...
Aug 31, 2020•50 min•Ep. 64
In this episode, we're sharing an interview we had in our M&A virtual conference that talks about how to modernize IMO, and building a synergy plan that actually delivers. This interview was hosted by Jonathan Shiery, Director at Guidehouse, with the guest panel Bill Clarkin, Head, M&A at BMO Financial Group. They discuss the seven principles you should follow in order to modernize IMO including flexibility, the importance of documentation, and setting a hard deadline. Learn from their extensive...
Aug 27, 2020•52 min•Ep. 63
Last week was a great interview with Neil McNamara, Co-founder of Virtas Partners, which is an advisory firm specializing in preparing companies financially and operationally for M&A. The topic of discussion is how to plan divestiture from an accounting perspective. First thing that you should do is set up your deal perimeter. Clearly define what you're selling so that you can create the structure of the financial data needed to get the deal done. The complexity of the financial data varies depe...
Aug 24, 2020•1 hr 1 min•Ep. 62
In case you didn’t know, in the middle of this pandemic, we were able to pull off a successful M&A Virtual Conference. One of the sessions that we had was hosted by Ben Sutton, senior manager of corporate development at NCR corporation. This session was all about Aligning Strategy with Your M&A Process, featuring our two guest speakers: Scott Kaeser, executive VP of corporate development, US security services at GardaWorld and Sean Corcoran, VP of corporate development and M&A at Neustar, inc. I...
Aug 21, 2020•54 min•Ep. 61
Last week’s interview was with Ivan Golubic, former VP Corporate Development at Goodyear. Prior to Goodyear, Ivan spent 10 years with Whirlpool, Deloitte and Ford in various finance and M&A roles. Our topic of discussion is how to make joint ventures more successful. To make joint ventures more successful, first you need to define what success means to you. Each party has their own rationale so you need to find your objectives. Hire a third party consultant to create a strict governance structur...
Aug 17, 2020•49 min•Ep. 60
On this recap from the M&A Science Virtual Summit, Kison moderates a panel featuring Devorah Bertucci, Director of Corporate Development at Microsoft, and Kim Jones, Senior HR M&A Manager at Microsoft. They discuss the topic of how to bridge the gap between corporate development and integration functions. Making an acquisition successful and creating value for both sides isn’t easy. There needs to be a partnership with corporate development and integration that drives negotiations to structure a...
Aug 14, 2020•55 min•Ep. 59
This is a session from our M&A Virtual Conference which was held on June 10 and 11. The topic of discussion is avoiding valuation surprises and accounting for M&A transactions, hosted by PJ Patel, co-CEO and Senior Managing Director at Valuation Research Corporation. Our guest for this interview is the Vice President of Corporate Strategy and M&A at Church and Dwight, Brian Buchert. Together, Brian and PJ discuss how to not overpay in deals, explain why valuing a company 10 years from now is a j...
Aug 12, 2020•52 min•Ep. 58
Last week’s interview was with Erik Levy, Group Head Corp Dev and M&A at DMGT PLC. Erik has completed over 150 acquisitions, minority and venture investments and strategic partnerships. The topic of discussion is how successful Diligence and Integration planning frames success of M&A and valuation. Kison and Erik cover topics such as different approaches to valuation, causes of failures, and the keys to success.
Aug 10, 2020•55 min•Ep. 57
In this recorded session from our M&A Science Virtual Summit, Laura Lane, Chief of Staff at VMware, Kimberly Baird, Corporate Development Integration Leader at Cisco, and Dawn White, Manager of M&A Integration at Corning discuss how to virtualize the people experience during integration. They cover topics such as maintaining enthusiasm, boosting morale, and what tech tools they use during this unprecedented time.
Aug 07, 2020•53 min•Ep. 56
On this episode, Kison interviews Jeff Desroches, VP of Corporate Development at Atlas Copco, about how to identify issues during diligence in M&A. Jeff is a high-impact Corporate Development executive adept at identifying, developing and executing strategic growth opportunities. He’s a resourceful problem solver with proven ability to manage large, cross-functional teams to drive complex commercial and technical programs with extensive experience in international dealmaking. Together, Jeff and ...
Aug 05, 2020•32 min•Ep. 55
In this interview, Kison discusses the topic of international transactions with Jeff Baker, EVP Mergers and Acquisitions at InComm. Jeff has extensive international experience and will be offering his advice on how to be sensitive towards other cultures and how to work with outside governments when completing a deal.
Aug 03, 2020•44 min•Ep. 54
Kison sits down with Sachin Kumar, Senior Director - M&A and Regional Lead for HR North America at Conduent, to discuss the topic of the not so famous process of Rebadging. Together they break down the process step by step and explain the use case. Some tips: Don’t forget to get the HR team involved quickly. Without having an HR plan, focused job descriptions, and performance standards, rebadging can quickly turn into a big headache. Also, problems arise if Corp Dev was not informed because the ...
Jul 31, 2020•54 min•Ep. 53
On this episode, Kison speaks with Kim Jones , Senior HR M&A Manager at Microsoft. She c onducts due diligence research and completes all HR-related integration activities as part of Microsoft's M&A programs. Together they discuss what company culture is, at what of the deal to consider it, and how to assess the company culture. Hear Kim’s advice on identifying the early signs of a bad fit, how to minimize fear, and how to accommodate the target company’s culture. She also gives insight as to wh...
Jul 29, 2020•1 hr 11 min•Ep. 52
In this episode, Kison interviews Dev Sirur , Director of M&A Integrations at Intel.n He has spent over 23 years at Intel and w orked on 40+ transactions over a 10 year period. Dev is a proven executive experienced in helping business leaders and executive management on M&A strategy and synergy drivers. Together they discuss p reserving a company’s value during integration and give advice on how not to annihilate the value creation during M&A. Learn how to retain value through M&A, how to adjust...
Jul 27, 2020•55 min•Ep. 51
In this episode, Kison discusses the impact COVID-19 is having on M&A with Toby Tester, a Senior Consultant and Project Manager at BTD, Kevin Robbins a General Partner at Blue Delta Capital Partners and Co-Founder of Wolf Den Associates, and Fred Thiel, Chairman and Chief Advisor of Thiel Advisors, Inc . For this discussion, Kison wanted to bring in industry professionals to talk about market shifts, the impact this pandemic is having on closing deals, and if we’re seeing any new deals arising b...
Jul 24, 2020•54 min•Ep. 50
On this episode, Kison and Ritch Schaafsma , VP of Corporate Development, Global Mergers and Acquisitions at General Motors, discuss the ins and outs of international joint ventures. Ritch is an accomplished and internationally seasoned Senior Corporate Development Executive, with over 15+ years of experience offering execution, valuation, strategy and restructuring expertise for driving multi-billion dollar growth transactions to C-level executives and Boards of Directors of Industry-leading ma...
Jul 15, 2020•53 min•Ep. 49
On this episode Kison speaks with Briana Elkington , Program Manager at VSP Global. Previously she was a Lead Project Manager at Oracle where she assembled a project management office responsible for the successful integration of acquired assets. She's led i ntegration efforts for roughly 10 acquisitions throughout her career. Together they discuss how to build an effective internal communication plan for M&A. Briana goes in depth on how to create a communication plan, how to effectively distrib...
Jul 01, 2020•46 min•Ep. 48
On this episode, Kison Patel speaks with Russ Hartz , VP of Corporate Development at ANSYS, Inc. / former VP of Corporate Development at SAP. He’s an experienced Corporate Development professional with specific expertise in M&A and investments and post-merger integration. His role at ANSYS involves M&A strategy and deal sourcing, as well as managing transaction execution. Together, Kison and Russ discuss best practices he’s learned at SAP, how he was able to bring those best practices over to AN...
Jun 17, 2020•1 hr 15 min•Ep. 47
Kison Patel gives a sneak-peek into a panel discussion of the highly anticipated M&A Science Virtual Summit, featuring over 40 industry-leading practitioners. This panel discussion features Christina Amiry, Head of M&A Strategic Operations and Integrations at Atlassian and Steve Elliott, Head of Jira Align at Atlassian. Together they discuss the ways in which Atlassian ensured the acquisition of Jira Align was successful from both sides of the deal.
Jun 04, 2020•22 min•Ep. 46
On this episode, Kison speaks with Kimberly Baird , Corporate Development Integration Lead at Cisco . She’s responsible for driving the successful integration of acquired organizations into Cisco by implementing best practice methodology rooted in M&A-specific project and change management developed over 200+ acquisitions. Today she shares tips on how to adjust your M&A practice to a virtual process....
May 27, 2020•49 min•Ep. 45
On this episode, Kison speaks with Ben Sutton, a senior manager of corporate development at NCR Corporation, about executing transactions and what a senior manager’s role looks like. Together they discuss how to measure the success of a transaction, the difference between revenue synergy and cost synergy, and how you can predict what a leader wants out of a transaction. Ben breaks down legal terms he’s come to be familiar with and discusses potential learning curves to expect when entering a sen...
May 13, 2020•55 min•Ep. 44
On this episode, Kison speaks with Sallie Cunningham about how to plan a divestiture from HR’s perspective. Together they discuss the process of moving employees, how to approach ringfencing, and what Transition Service Agreements (TSAs) are. Sallie also explains what the key materials HR must have when it comes to preparing for due diligence during a divestiture and which transition records are required for HR to gather.
Apr 29, 2020•57 min•Ep. 43
On this episode, Toby Tester interviews Kison Patel about his newly published book, Agile M&A , and how Agile can transform the traditional M&A deal process. They discuss topics such as how companies can apply Agile techniques to the antiquated M&A process and take a deep dive into how Agile is a unique project framework that increases efficiency and closes deals faster. The two also address the importance of accountability and leadership. Through this interview, Kison gives a step by step guide...
Apr 15, 2020•44 min•Ep. 42
On this episode, Kison Patel speaks with Stephanie Carty . Stephanie is a corporate communications professional with more than 15 years of experience at GE, KPMG and other companies. Her expertise is in executive communications and ensuring top leaders communicate with honesty, clarity, and credibility. Currently, Stephanie is a strategic advisor, specializing in employee communications. Learn components of communication plans, when to start planning, and behind the scenes activity that makes al...
Apr 01, 2020•58 min•Ep. 41
