How to Choose an M&A Advisor
M&A Science
English - September 15, 2017 22:14 - 55 minutes - 76.1 MB - ★★★★★ - 108 ratingsInvesting Business News Business News acquisitions business corporatedevelopment finance mergers privateequity Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
As former VP at Huron Capital, Mark Miller is very familiar with the start-to-finish private equity process. He’s responsible for transaction teams involved in all aspects of deal sourcing, execution, and portfolio management. Mark has a wealth of experience executing deals on the buy side – managing due diligence, negotiating legal documents, setting the ultimate capital structure, and lining up financial documentation.
0:00 – 2:18 Summary of Mark’s background
2:19 – 5:18 Worse thing that could happen during a deal
5:19 – 7:24 Steps to first start planning for an exit
7:25 – 11:14 Setting up strategic initiatives from Day 1
11:15 – 18:49 Selecting advisors for the deal
18:50 – 25:24 Sanity checking valuations
25:25 – 28:02 Where advisors differentiate themselves / customizing their process & outreach
28:03 – 32:45 The important of valuations and certainty to close
32:46 – 35:33 Buyer engagement and deal rooms
35:34 – 37:07 Post-closing transactual obligations
37:08 – 39:43 Biggest challenges of process
39:44 – 42:25 Unburdening management team
42:26 - 46:50 Most important lessons learned
46:51 - 51:43 Tackling deal hiccups, touch decisions, and sell vs. hold scenarios
51:44 – 52:56 Considerations for future process improvements
M&A Science by Kison Patel ([email protected])
DealRoom: Data Science and AI for M&A (www.dealroom.net)