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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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 kison@mascience.com 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•Transcript available on Metacast 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 kison@mascience.com 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast Yvanna Perez-Morel , Sr. Director of Corporate Development at Ulta Beauty (NASDAQ: ULTA) | Managing Director at Prisma Ventures Acquisitions are not the only way companies can achieve growth. Partnerships are a great way for organizations to grow their organic growth capabilities. In this episode of the M&A Science Podcast, Yvanna Perez-Morel , Sr. Director of Corporate Development at Ulta Beauty | Managing Director at Prisma Ventures , discusses alternative strategies to accelerate growth. This...
Feb 02, 2023•42 min•Ep 220•Transcript available on Metacast Michael Frankel , Founder and Managing Partner of Trajectory Capital Establishing strong connections with a target company is essential in M&A. Securing deals can be challenging, but a strategic approach can result in mutually beneficial outcomes. In this episode of the M&A Science Podcast, Michael Frankel , Founder and Managing Partner of Trajectory Capital , shares his approach to deal-making from first conversations to LOI. We want to feature our listeners over the coming months on social med...
Jan 30, 2023•49 min•Transcript available on Metacast Guy Fisher , Head of Corporate Development at Suncorp Group ( ASX: SUN) In order for an M&A process to be successful, there must be effective governance in place. Governance is used to manage risks, and ensure that key stakeholders are well-informed and able to provide appropriate oversight throughout a transaction. In this episode of the M&A Science Podcast, Guy Fisher , Head of Corporate Development at Suncorp Group , shares his expertise in setting M&A governance up for efficiency. "Speed and...
Jan 26, 2023•46 min•Ep 218•Transcript available on Metacast Thomas Gorman , Strategy & Corporate Development at Pantheon Platform Mark Khavkin , CFO at Pantheon Platform Acquiring a company is complex and challenging, and in some instances, unnecessary. If buyers only need the people inside of a target company, they can do an acquihire instead of a traditional acquisition. In this episode of the M&A Science Podcast, Thomas Gorman , Strategy & Corporate Development at Pantheon Platform , and Mark Khavkin , CFO at Pantheon Platform , discusses executing ac...
Jan 23, 2023•36 min•Transcript available on Metacast Josh Holleman , Partner at Cooley LLP In recent years, there has been a surge in using reps & warranty insurance in M&A, especially in private deals. Buyers and sellers can save significant time and money using reps and warranties insurance. In this episode of the M&A Science podcast, Josh Holleman , Partner at Cooley LLP , discusses how to approach reps and warranties insurance. This episode is sponsored by FirmRoom , the fastest virtual data room used to get deals done. Leave the pay-per-page ...
Jan 19, 2023•49 min•Ep 216•Transcript available on Metacast Ken Bond , Head of Corporate Development at Cetera Financial Group Before buyers and sellers agree to an LOI, there are many informal conversations that happen in the background. Buyers must carefully approach any informal conversations to avoid turning a buyer off while still securing the deal. In this episode of the M&A Science Podcast, Ken Bond , Head of Corporate Development at Cetera Financial Group , discusses the key things to consider during pre-LOI conversations. We want to feature our ...
Jan 16, 2023•43 min•Transcript available on Metacast Gitanjali Pundir , Vice President, Global Corporate Development and M&A at Visa (NYSE: V) Today, more than 20 reps and warranty insurance companies exist. And unlike before, they are now willing to cover the entire suite of reps and warranties to replace the indemnification provisions in a traditional purchase agreement. So are they worth it? Should buyers consider reps and warranty insurance on all their deals? In this episode of the M&A Science Podcast, Gitanjali Pundir , Vice President, Globa...
Jan 12, 2023•44 min•Transcript available on Metacast Jeremy Segal , Executive Vice President Corporate Development at Progress ( NASDAQ: PRGS) Deal origination requires a well-planned strategy, and starts with informal conversations with a potential target. In this episode of the M&A Science Podcast, Jeremy Segal , Executive Vice President of Corporate Development at Progress , discusses what happens from first conversations to LOI. This episode is sponsored by the M&A Science Academy. Check out corporate training plans to connect your team with M...
Jan 09, 2023•44 min•Ep 213•Transcript available on Metacast Veena Ramaswamy , Head of Corporate Development at Lemonade (NYSE: LMND) Executing acquisitions without a dedicated function is highly inefficient and results in failed deals. Companies should not purely rely on inbound opportunities, and need strategic teams dedicated to sourcing deals. In this episode of the M&A Science Podcast, Veena Ramaswamy , Head of Corporate Development at Lemonade , discusses how to create a corporate development function. Want to learn about upcoming interviews, events...
Jan 05, 2023•49 min•Transcript available on Metacast Rohit Dave , Head of Corporate Development at Block (NYSE: SQ) M&A is an excellent tool for growing a company. Still, acquirers should consider a variety of strategies before committing to a transaction. Choosing the right growth approach also dictates any integration plans. In this episode of the M&A Science Podcast, Rohit Dave , Head of Corporate Development at Block , discusses executing various M&A strategies and how to get the CEO on board. Want to learn about upcoming interviews, events, a...
Jan 02, 2023•50 min•Transcript available on Metacast 
