M&A Science podcast

130. Managing Sourcing, Diligence, and Integration

0:00
40:51
Manda indietro di 15 secondi
Manda avanti di 15 secondi

Managing a deal can be complicated, especially on larger deals. You need experienced leaders from both ends of the spectrum. In this interview, we talk about how to manage sourcing, diligence, and integration from a project manager's perspective featuring Sabeeh Khan, Director, Corporate Strategy & Development at Syniti, and Aaron Whiting, M&A Integration and Strategic Programs at ContinuumCloud. Here's what you'll learn:

 

- Why you should use pipeline management tools other than Excel

- The importance of having a go to market strategy before closing the deal

- How to gather intelligence aside from industry conferences

 

This episode is sponsored by S&P Global Market Intelligence. Access the most up-to-date and accurate data on private companies in a single web-based platform so you can get all the resources you need to create a winning pitch.

Altri episodi di "M&A Science"

  • M&A Science podcast

    134. How To Negotiate And Structure NDAs

    42:36

    NDAs are often overlooked as people tend to fall into the trap of thinking they can be templated. In this episode of the M&A Science podcast, Kison interviews Mark Khavkin, CFO of Pantheon Platform about NDAs, how to negotiate them, and their structures. Here’s what you’ll learn: Why NDAs are not routine legal documents The fundamentals of NDAs Negotiating NDAs depending on the type of deal you have To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.  
  • M&A Science podcast

    133. Buy or Build Considerations

    43:21

    To buy or build, that is the question! In this interview with Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical, he shares how his team determines whether to buy or build a business. Here's what you'll learn:   - How to approach targets - Considerations when buying or building a business - Resources for deal origination   To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.
  • M&A Science podcast

    Non perdere nemmeno un episodio di M&A Science. Iscriviti all'app gratuita GetPodcast.

    iOS buttonAndroid button
  • M&A Science podcast

    132. Engineering Deals for Success

    40:54

    M&A deals are never easy and require rigorous planning. In this interview, Punit Micocha, Executive Vice President, Business and Corporate Development at Zscaler, shares how to execute successful deals by planning the end game. Learn about:   - Creating the deal vision pre-LOI - Why planning for integration early is crucial - The 3 elements of negotiating with employees   To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.
  • M&A Science podcast

    131. Making Go to Market Successful

    47:27

    A go-to-market strategy is one of the most important things in an acquisition. In this week's podcast, we're featuring Kison's interview with Pragnya Kashinath, At the time of this interview, she was the Director of M&A, Corporate Strategy at Cognizant. Now, she's an M&A Consultant at Deloitte. Pragnya shares how to create a successful GTM strategy from the very beginning of a transaction and the challenges you need to watch out for. Learn about:   - Pragnya's unique role on the business side versus on the corporate development team - How not to overestimate synergy models - Customizing the customer journey   To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.
  • M&A Science podcast

    130. Managing Sourcing, Diligence, and Integration

    40:51

    Managing a deal can be complicated, especially on larger deals. You need experienced leaders from both ends of the spectrum. In this interview, we talk about how to manage sourcing, diligence, and integration from a project manager's perspective featuring Sabeeh Khan, Director, Corporate Strategy & Development at Syniti, and Aaron Whiting, M&A Integration and Strategic Programs at ContinuumCloud. Here's what you'll learn:   - Why you should use pipeline management tools other than Excel - The importance of having a go to market strategy before closing the deal - How to gather intelligence aside from industry conferences   This episode is sponsored by S&P Global Market Intelligence. Access the most up-to-date and accurate data on private companies in a single web-based platform so you can get all the resources you need to create a winning pitch.
  • M&A Science podcast

    129. Staying True to Culture in M&A

    42:59

    Culture is one of the most controversial and hot topics in the world of M&A. On this episode of M&A Science, Trish Mosconi, Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony discusses how to stay true to culture during a deal. In the interview, she talks about how her team walked away from an almost perfect deal due to cultural differences. You'll hear about:   - When to involve HR - How to approach integration to stay true to the target company - When to walk away from a deal   This episode is sponsored by S&P Global Market Intelligence. Access the most up-to-date and accurate data on private companies in a single web-based platform so you can get all the resources you need to create a winning pitch.
  • M&A Science podcast

    128. How to Commit to Integration Start to Finish

    49:48

    Cisco is one of the largest and most successful acquirers in the world. On this week's episode of the podcast, Kison spoke with Cisco's Vice President of Corporate Development Integration, Karen Ashley. We looked at their deal process and how they commit to integration from start to finish. Here's what you'll learn:   - The importance of strategy meetings - The 3 success metrics - Why their integration team leads operational diligence   This episode is sponsored by S&P Global Market Intelligence. Access the most up-to-date and accurate data on private companies in a single web-based platform so you can get all the resources you need to create a winning pitch.
  • M&A Science podcast

    127. Transformative M&A

    51:30

    In this week's episode of the M&A Science podcast, we're learning about transformative M&A. In Kison's recent interview with Duncan Painter, CEO of Ascential, we talk about what a “transformative deal” means to their organization and how they achieve deal success. Here's what you'll learn: - How to build a transformative M&A strategy - How divestitures can transform your business - Why you need to commit to the strategy This episode is sponsored by S&P Global Market Intelligence. Access the most up-to-date and accurate data on private companies in a single web-based platform so you can get all the resources you need to create a winning pitch. 
  • M&A Science podcast

    126. Executing a Divestiture Without a Bank

    48:47

    Hiring a bank to facilitate a divestiture is an option, not a necessity. Kison Patel interviewed Russ Hartz, VP Corp Dev at Ansys, to talk about his vast experience of successfully executing divestitures without a bank. Here's what you'll learn:   - The importance of constant business evaluation - How to create a competitive buyers' pool - How to know which buyer is right for the company   To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.
  • M&A Science podcast

    125. Managing Infrequent Acquisitions

    46:59

    If you’re an infrequent buyer, you might be thinking about how to maximize your existing resources. Kison Patel spoke to Peter Linas, CPO & EVP Corporate Development at Bullhorn. Peter talks about managing a corporate development team in an infrequent acquisition environment. Here's what you'll learn: - Staffing Up Internal Vs. External Resources - Key Areas to Hire Advisors - Determining the Integration Lead To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Accedi a tutto il mondo dei podcast con l’app gratuita GetPodcast.

Iscriviti ai tuoi podcast preferiti, ascolta gli episodi offline e ricevi fantastici consigli.

iOS buttonAndroid button