Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus (NYSE: WPCA) On this episode of the M&A Science podcast, Kison interviews Brett Shawn , Senior Vice President, Assistant General Counsel at Warburg Pincus . They discussed how to execute M&A deals from a legal perspective. In this episode you'll learn: - The Biggest Surprise in Today’s Market - Thinking Outside the Box for Contractual Risk - Common Mistakes Non-Lawyers Make - PE firms vs SPAC This podcast is brought ...
Apr 19, 2021•45 min•Ep. 99
Michael Frankel, SVP and managing director at Deloitte Bruce Bowden, CFO at Bottomline Technologies (NASDAQ: EPAY) This is a previous interview that Kison had with Michael Frankel, SVP and managing director at Deloitte, and Bruce Bowden, CFO at Bottomline Technologies about cultivating relationships with deal targets. In this episode, you'll learn: How you can foster relationships with the right targets CEO to CEO relationship The 3 biggest mistakes when cultivating a relationship with a seller...
Apr 16, 2021•44 min•Ep. 100
Andrew Gratz, Associate General Counsel at LyondellBasell (NYSE: LYB) On this episode of M&A Science, Kison interviews Andrew Gratz, Associate General Counsel at LyondellBasell, about how a company's legal team should be involved in mergers and acquisitions. In this podcast, you will learn: - When to involve your legal team in M&A - The legal team's expectations from the corporate development team - How legal teams can be helpful during diligence This podcast is brought to you by DealRoom, an M&...
Apr 12, 2021•46 min•Ep. 98
Michael Frankel, Senior Vice President Managing Director at Deloitte New Venture Accelerator Justin Goldman, Senior Vice President, Strategic Finance and Corporate Development at MediaMath On this episode of M&A Science, Kison interviews Michael Frankel, Senior Vice President Managing Director at Deloitte New Venture Accelerator, and Justin Goldman, Senior Vice President, Strategic Finance and Corporate Development at MediaMath, to discuss how business leaders can build an M&A strategy. In this ...
Apr 05, 2021•47 min•Ep. 97
Clayton Stanley, Vice President, Head of Corporate Development at Amerivet Partners Management On this episode of M&A Science, Kison Patel interviews Clayton Stanley, Vice President, Head of Corporate Development at Amerivet Partners Management, to discuss the interesting model he uses regarding joint venture and how the company can scale the model. Here's what you will learn: - Joint venture consolidation strategies - How to create a JV model at scale - Challenges you may face when building a J...
Mar 29, 2021•40 min•Ep. 96
Matt Arsenault, Vice President of Corporate Development at Jamf ( NASDAQ: JAMF) On this episode of M&A Science, Kison interviews Matt Arsenault, Vice President of Corporate Development at Jamf, about navigating the many career paths of M&A. In this podcast, you will learn: - What roles can get you closer to a corporate development job - The importance of global M&A experience - How to network and utilize LinkedIn to move your career forward This podcast is brought to you by DealRoom, an M&A life...
Mar 22, 2021•48 min•Ep. 95
Kimberly Baird, Corporate Development Integration Lead at Cisco (NASDAQ: CSCO) Ashley Rice, Sr. Consultant HR M&A at Cisco (NASDAQ: CSCO) On this episode of M&A Science, we're featuring a session from our Holiday 2020 Summit. Kimberly Baird, Corporate Development Integration Lead at Cisco, and Ashley Rice, Sr. Consultant HR M&A at Cisco, discuss how to evolve Agile M&A at scale. In this podcast, you will learn: - How Cisco's M&A process is changing - What prompted the change - How to start an Ag...
Mar 15, 2021•46 min•Ep. 94
Javid Moosaji, M&A Sales Integration Strategy at Paypal (NASDAQ: PYPL) On this episode of M&A Science, Kison interviews Javid Moosaji, M&A Sales Integration Strategy at Paypal, about how to transform your M&A process to improve integration. In this podcast, you will learn: - How to identify bad processes in your organization - Why the integration lead should validate the investment thesis - How to uncover hidden talent through relationships This podcast is brought to you by DealRoom, an M&A life...
Mar 08, 2021•1 hr 5 min•Ep. 93
On this episode of M&A Science, Kison interviews Emma Barton, Director, Alliance and Integration Management at AstraZeneca, about the spectrum of deals that corporate development manages, approaching partnerships and alliances, and how those relationships may progress into future transactions. In this podcast you will learn: - How to measure the success of a global alliance - The process of sourcing alliances - How to establish governance in alliances - How to manage disputes within an alliance ...
Mar 01, 2021•43 min•Ep. 92
Carlos Cesta, Vice President of Corp Dev at Presidio On this episode of M&A Science, we're featuring a session from our December 2020 holiday summit. In this session, Carlos Cesta, Vice President of Corp Dev at Presidio discussed the best practices to capture value from initial deal prospecting to integration. You will learn: - How to price a deal with integration in mind - How to test your synergies during diligence - Why involving the deal sponsor is crucial This podcast is brought to you by D...
Feb 22, 2021•41 min•Ep. 91
John Orbe, Associate General Counsel of M&A at Emerson (NYSE: EMR) On this episode of M&A Science, Kison interviews John Orbe, Associate General Counsel of M&A at Emerson. They discuss corporate venture capital and how it differs from traditional venture capital. In this podcast you will learn about: - The deal structure of corporate VC - How to assemble your corporate VC team - The negotiation stage of corporate VC and how to excel at it This podcast is brought to you by DealRoom, an M&A lifecy...
Feb 15, 2021•44 min•Ep. 90
Carlos Cesta, Vice President of Corporate Development at Presidio Jeff Desroches, Vice President of Strategy and Corporate Development at VAT Group ( OTCMKTS: VACNY) This episode of M&A Science features Carlos Cesta, Vice President of Corporate Development at Presidio, and Jeff Desroches , Vice President of Strategy and Corporate Development at VAT Group. Carlos, Jeff. and Kison discuss why big companies often destroy small ones during M&A. In this podcast, you will learn: - Common reasons small...
Feb 08, 2021•38 min•Ep. 89
Chris Von Bogdandy, Practice Director at Slalom. On this episode of M&A Science, Kison interviews Chris von Bogdandy, Practice Director at Slalom, about how to create successful deal outcomes using innovation. In this podcast you will learn: - Why the decision making process is crucial to integration success - How to build an Agile governance - Why you should have a pre-mortem for every deal This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to l...
Feb 01, 2021•44 min•Ep. 88
Jerry Will, Vice President of Corporate Development at 3M (NYSE:MMM) On this episode of M&A Science, Kison has an insightful with Jerry Will, Vice President of Corporate Development at 3M, about how to manage a multi-vertical M&A strategy and what 3M's strategy looks like. In this podcast you will learn: - How leaders at 3M assess deals - How 3M manages deals during COVID - An in-depth guide to read team process This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go...
Jan 25, 2021•52 min•Ep. 87
On this episode of M&A Science, Kison interviews Elena Sidelnikova, a corporate development executive with 15 years of experience in M&A Finance. Together they discuss how to identify risks in software M&A. In this podcast you will learn about: - Technical due diligence - Risks in hiring foreign talent - Things to look out for in customer contracts This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To join our network of M&A practi...
Dec 28, 2020•42 min•Ep. 86
On this episode of M&A Science, Kison interview Mike Palumbo, Director of Corporate Development at Halo Branded Solutions. In this discussion, they talk about evolving your corporate development function. In this podcast you will learn: - How to add value to your business - The tools needed for success - The importance of internal communication This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To join our network of M&A practition...
Dec 21, 2020•49 min•Ep. 85
On this episode of M&A Science, Kison interviews Galina Wolinetz, Managing Director at Virtas Partners M&A Integration, and James Payne, Principal Consultant at Merger Integration Consulting, LLC, about why integration in M&A is so difficult. In this podcast, you will learn: - How to ensure success for integration - Various risks to look out for when preparing for integration - Why leadership can make or break the success of integration This podcast is brought to you by DealRoom, an M&A lifecycl...
Dec 11, 2020•57 min•Ep. 84
On this episode of M&A Science, Kison interviews Gina Sandon, D irector of Corporate Development, M&A, Synergy, and Integration at IBM, about how to evolve your M&A workflows using key Agile principles. In this episode, you will learn: - The evolution of IBM's integration process - What the Agile Acceleration Model is and how to implement it - How to drive change to the people This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To j...
Dec 07, 2020•45 min•Ep. 83
On this episode of M&A Science, we're re-visiting a session from our M&A Science Virtual Summit held in June. In this session, the topic discusses why everything you’ve been told about integration is wrong. Moderated by Zoe Bogan, Corporate Development executive at KPMG, with guest speakers David Boyd and Ben De Haldevang, founders of Agile Gorilla. In this session you will learn: - How to create the right environment for integration - How to be an empathetic leader - How to look at integration ...
Dec 04, 2020•46 min•Ep. 82
This is a rewind from the virtual summit that was held last June. In this session, the topic of discussion is about the intersection of leadership and culture in M&A, hosted by Dr. Klint Kendrick , Director of Strategic Workforce Initiatives at SC Johnson. Our guest panelists are: Sallie Cunningham , HR Executive and Integration Leader at Cytiva Dr. Keith Dunbar , Managing Partner at JKD Talent Solutions Keith Crosby , Global Leader for M&A Leadership and Change at IBM The group discusses the im...
Nov 27, 2020•48 min•Ep. 81
This M&A Science episode is a rewind from the virtual summit held last June. In this interview, Kison discusses post merger innovation. Joining him to talk about this topic is Toby Tester, Senior Consultant and Project Manager at BTD. In this episode you will learn about: - M&A as a means of transforming your business - The Holy Trinity of M&A success - How to make your M&A process more innovative This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.ne...
Nov 20, 2020•45 min•Ep. 80
In this episode of M&A Science, Kison interviews Sean Alford, SVP, Corporate Development at J2 Global, about how to build a partnership between the investment sponsor and the operating sponsor. You will learn: - The evolution of the relationship between the investment sponsor and the operating sponsor - The steps of building a corporate development program - How to avoid leaking value in M&A...
Nov 16, 2020•41 min•Ep. 79
On this episode of M&A Science, we're recapping a session from our virtual summit in June. G uest panelist Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian, and Steve Elliott, Head of Jira Align at Atlassian talk about how to make integration successful from both sides of the deal. In this podcast episode you'll learn: - How to drive a collaborative environment - How Atlassian makes integration a smooth process - Why Agile is perfect for integration This podcast is bro...
Nov 13, 2020•47 min•Ep. 78
On this episode of M&A Science, Kison speaks with Johanna Tseng, M&A Integration Leader at Coinbase. She's an M&A expert with a demonstrated history of leading acquisitions through integration and high growth environments. In this discussion, they talk about how proactive integration engagement can differentiate value and deals. In this episode you will learn: How to position yourself to optimize integration planning Steps in developing an M&A integration program Benefits of building integration...
Nov 09, 2020•46 min•Ep. 77
On this episode of M&A Science, we're recapping one of the sessions from our M&A Science Virtual Summit. We had four guest speakers who talked about lessons learned from large scale divestitures: Galina Wolinetz - Managing Director at Virtas Partners M&A Integration, Separations Joshua Beggs - Field CTO at Dell Technologies Jillian Kaebel-Sisk, Global HR M&A Mgr in Corporate Strategy and Business Development at Caterpillar Inc. Nitin Kumar - CEO of Appnomic Together they discuss key components o...
Nov 06, 2020•50 min•Ep. 76
For this episode of M&A Science, we're taking it back to our virtual summit we held in June. This conversation focuses on how to keep teams aligned during M&A integration. Featured speakers include Kash Ahuja, Senior Program Manager, M&A Integration at Google, James Harris, Principal Corporate Development Integration at Google, and Gwen Pope, Go-to-Market, M&A at Google. In this podcast episode you'll learn: The balance between legacy and new products How to handle an overeager sales team When t...
Oct 23, 2020•53 min•Ep. 75
On this episode of M&A Science, Kison interviews Philip Pratt, Director, Acquisition Integration at Corning Incorporated, about building an M&A center of excellence from scratch. Philip has been at Corning for over eleven years, working in every aspect of M&A from being Director of M&A integration and even as Director of Acquisition Integration of Corning Glass Technologies in Japan. In this episode, you will learn: The benefits of creating an M&A center of excellence The steps of building that ...
Oct 16, 2020•53 min•Ep. 74
On this episode of M&A Science, Kison talks with Jeremy Segal, Senior Vice President of Corporate Development at Progress, about building and aligning a corporate development team with multiple mandates. Jeremy’s a Corporate development executive with 20+ years of experience in the technology industry focused on M&A, Strategic Planning, Joint Ventures, Divestitures, International Expansion, and Strategic Partnerships. He has led all aspects of 35+ acquisitions, divestitures, and strategic invest...
Oct 12, 2020•41 min•Ep. 73
On this episode, Kison speaks with Carlos Cesta, Vice President of Corporate Development at Presidio, about aligning leadership for greater deal success. Together they discuss leveraging employees to ensure deal success, when to start thinking about integration, and developing a joint integration plan. Carlos i s an investment banking and private equity-trained executive with over 15 years of experience executing and leading strategic initiatives. His expertise is in mergers & acquisitions, join...
Oct 09, 2020•48 min•Ep. 72
On this episode of M&A Science, Kison interviews Christina Ungaro, Head of Corporate Development at JLL, about how to structure a talent focused acquisition. Christina breaks down what a talent focused acquisition truly is, how to make that kind of acquisition successful, and all the necessary components your team needs to consider when executing this specific transaction. This podcast is brought to you by DealRoom, an M&A lifecycle management software. Learn more about M&A Science and join a ne...
Oct 05, 2020•38 min•Ep. 71
