Brock Blake , Co-Founder and CEO at Lendio M&A is a never-ending web of complexities and challenges. While the potential for growth and transformation is promising, the chances of failure are extremely high. To increase chances of success, acquirers must learn how to be adaptable and work with the target company for alignment. In this episode of the M&A Science Podcast, Brock Blake, Co-Founder and CEO of Lendio, shares their approach on how not to bomb your first M&A deal. You will learn: • How ...
Jan 01, 2024•45 min•Transcript available on Metacast Aaron Whiting , Chief of Staff at Crownpeak Value creation in any acquisition relies heavily on how well the M&A integration goes. By focusing on integration, buyers can increase their chances of success in obtaining and realizing their intended synergies. But how well can it go if the company’s integration lead is a first-timer? In this episode of the M&A Science Podcast, Learn the basics of M&A integration execution, with Aaron Whiting, Chief of Staff at Crownpeak. You will learn: How to coach...
Dec 25, 2023•1 hr 14 min•Transcript available on Metacast ChatGPT Voice , powered by OpenAI . This past year, AI has revolutionized the way we do things, and ChatGPT has been a big part of that. Created by OpenAI, ChatGPT can understand and use language like a human, making it extremely useful in a lot of different areas. And now, we can actually talk to it. In this episode of the M&A Science Podcast, we are introducing our first-ever ChatGPT interview. We are going to learn its insights on AI’s impact on the world of M&A. You will learn more about: AI...
Dec 20, 2023•47 min•Transcript available on Metacast Dr. Karl-Michael Popp , Senior Director, Corporate Development at SAP (FRA: SAP) In today's digital era, the pervasive influence of technology is felt in every facet of business, and Mergers and Acquisitions (M&A) are no different. The arrival of innovation and automation will soon make their way to the industry, streamlining processes that could bolster productivity and facilitate smoother post-merger integration. In this episode of the M&A Science Podcast, Dr. Karl Michael Popp, Senior Directo...
Dec 18, 2023•44 min•Ep 267•Transcript available on Metacast Anthony Krueger , Associate at Morrison & Foerster LLP M&A comes in varying sizes. However, there’s a common misconception that smaller deals are easier to execute than larger ones. The truth is, that smaller deals come with their own unique set of challenges that could possibly make them even harder to do. In this episode of the M&A Science Podcast, Anthony Krueger, Associate at Morrison & Foerster LLP, debunks this myth and discusses how to execute smaller deals and negotiate key legal provisi...
Dec 11, 2023•48 min•Transcript available on Metacast Rajive Dhar , VP, Head of Corporate Development at NetApp (NASDAQ: NTAP) For first-time acquirers, M&A can be challenging, as it comes with strenuous processes with many complexities that can turn the dream into a nightmare. However, with proper guidance, acquirers can have a smooth transaction and an amicable negotiation. In this episode of the M&A Science Podcast. We discuss the intricacies of M&A from start to finish with Rajive Dhar, VP, Head of Corporate Development at NetApp, to help us na...
Dec 04, 2023•1 hr 5 min•Transcript available on Metacast Jim Ackerman , recent Vice President of Corporate Development at Flex ; Steve Coghlan , Semi-recent Vice President of Corporate Development at Flex . Every deal is different, which means each and everyone will present unique challenges that teams have to overcome. Especially when dealing with smaller companies. There is no such thing as a perfect deal. However, with the right mindset and approach, deals can still close and bring value to both parties involved. In this episode of the M&A Science ...
Nov 27, 2023•1 hr 5 min•Transcript available on Metacast Nicole Markowski , Manager and Corporate Development at Wipfli LLP More than the numbers, relationships can make or break a deal. Regardless of the deal rationale, strong, trusting connections between parties can lead to smoother negotiations, clearer communication, and a greater likelihood of mutual satisfaction in the end result. In this episode of the M&A Science Podcast, Nicole Markowski, Manager and Corporate Development at Wipfli LLP, delves into the importance of cultivating positive rela...
Nov 20, 2023•52 min•Ep 263•Transcript available on Metacast Samuel Wilson , Chief Executive Officer at 8x8 (NASDAQ: EGHT) In the grand scheme of things, every M&A must make financial sense. Whether it’s cutting cost, increasing revenue, or achieving operational efficiencies, it all boils down to the numbers. After all, every company’s main goal is to grow and increase profit for its shareholders. It is why the Chief Financial Officers play an integral role in M&A. In this episode of the M&A Science Podcast, we will explore M&A from a CFO’s perspective, f...
Nov 13, 2023•48 min•Transcript available on Metacast David Barnes , Chief Financial Officer at Trimble Inc . (NASDAQ:TRMB) Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of strategic ventures. Beyond their traditional financial responsibilities, these financial architects hold the key to unlocking the full potential of mergers and acquisitions. In this episode of the M&A Science Podcast, we explore M&A from a CFO’s perspective with David Barnes, Chief Financial Officer at Trimble Inc. ___________________________________...
Nov 06, 2023•46 min•Ep 261•Transcript available on Metacast Joe Metzger , Managing Director at 777 Partners Navigating a career shift can be a transformative experience, unlocking new opportunities and challenges. For Joe Metzger, Managing Director at 777 Partners, diving into the world of private equity was an exciting path to explore. It's a chance to grow expertise, collaborate with diverse entities, and embrace strategic growth. In this episode of the M&A Science Podcast, Joe shares his amazing journey shifting from corporate development to private e...
Oct 30, 2023•40 min•Transcript available on Metacast Chris Evans , Experienced M&A Leader | former Head of CorpDev Integration at Amazon and Scott Boyd , Deputy Director, Strategy Implementation at Bill & Melinda Gates Foundation | former Head of Integration for AWS . (NASDAQ: AMZN) Change management is one of the most crucial aspects of M&A. While integration involves multiple facets, from supply chains to customers, change management is solely focused on the employees. This can make or break a deal, as employee retention is one of the main ingre...
Oct 23, 2023•38 min•Transcript available on Metacast Chris Evans , Experienced M&A Leader | former head of CorpDev Integration at Amazon and Scott Boyd , Deputy Director, Strategy Implementation at Bill & Melinda Gates Foundation | former Head of Integration for AWS . (NASDAQ: AMZN) In the complex world of M&A, the difference between a successful deal and a failed one often hinges on integration. Proper integration, driven by a harmonious fusion of strategy and execution, ensures that the merging entities can effectively combine their strengths an...
Oct 16, 2023•52 min•Ep 258•Transcript available on Metacast Roy Schoenberg , President & Co-CEO at Amwell - American Well Corporation (NYSE:AMWL) The healthcare industry is a complex and rigid space where change is often rejected. Any evolution in this sector not only signifies business decisions but also influences the overall quality and accessibility of patient care. In this episode of the M&A Science Podcast, Roy Schoenberg, President & Co-CEO at Amwell, delves into the intricacies of navigating M&A in the healthcare industry. _______________________...
Oct 09, 2023•46 min•Transcript available on Metacast Mark Rayfield, CEO of Saint-Gobain North America (EPA: SGO) and CertainTeed Integration is not just about combining processes and systems. It is about bridging cultures and creating a shared identity. However, integrating two organizations can be complex, especially when it comes to managing major cultural differences. In this episode of the M&A Science Podcast, we explore key strategies for effectively balancing culture during an integration, featuring Mark Rayfield, CEO of Saint-Gobain North A...
Oct 02, 2023•46 min•Transcript available on Metacast Dr. Irit Yaniv , Founding Partner and CEO at Almeda Ventures (TLV: AMDA) While most investors have a passive role in their portfolio company, some investors are active in shaping and contributing to its success. For venture capitalists, one of the best scenarios is for the portfolio company to be acquired to maximize investment returns. In this episode of the M&A Science Podcast, Dr. Irit Yaniv, Founding Partner and CEO at Almada Ventures, discusses what investors can do when planning and execut...
Sep 25, 2023•46 min•Transcript available on Metacast Barak Routhenstein , Vice President of Corporate Development at Profile Products The collaboration between a Private Equity (PE) firm and a portfolio company during an acquisition is a powerful partnership. Together, they create a synergistic environment where growth and value thrive. In this episode of the M&A Science Podcast, we will explore insights from Barak Routhenstein, Vice President Corporate Development at Profile Products, on how PE firms can provide invaluable support to portfolio co...
Sep 18, 2023•47 min•Transcript available on Metacast Glenn Sanford , CEO eXp World Holdings, Inc. (NASDAQ: EXPI) For high-growth companies, M&A is almost inevitable. If done right, it could speed up growth and open new opportunities for the acquiring entity. However, it’s not without challenges, as it can also be destructive and destroy both companies involved. In this episode of the M&A Science Podcast, Glenn Sanford, CEO eXp World Holdings, Inc., discusses the art of M&A, and striking the right balance between integration and autonomy. _________...
Sep 11, 2023•42 min•Ep 253•Transcript available on Metacast Andrew Bilbao , current CFO of Noble Education Acquisition Corp. M&A is a massive undertaking that calls for collaboration among numerous individuals. Ensuring alignment with everyone involved is essential for the success of a deal. Yet, with a variety of opinions and personalities at play, achieving alignment can be quite a challenge. In this episode of the M&A Science Podcast, Andrew Bilbao, CFO of Noble Education Acquisition Corp, shares valuable insights on how to guarantee alignment for dea...
Sep 04, 2023•50 min•Transcript available on Metacast Greg Stein, Vice President, M&A and Strategy at Xerox (NASDAQ: XRX) For public equity analysts, M&A is nothing new. One of their main jobs is to conduct financial analyses of companies and other potential investments. However, M&A execution is another story. In this episode of the M&A Science Podcast, Greg Stein, Vice President of M&A and Ventures at Xerox, shares his experience as a public equity analyst and how his role evolved to executing M&A. ________________________________________________...
Aug 28, 2023•44 min•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 
