M&A Science
639 episodes - English - Latest episode: 21 days ago - ★★★★★ - 108 ratingsM&A Science is an educational podcast exploring the intricate world of M&A with industry leaders and practitioners.
This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions.
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Episodes
Buy Side and Sell Side M&A Strategies
May 23, 2018 15:21 - 41 minutes - 58.5 MBIn this episode, Kison interviews International Strategy and Business Optimization Specialist Abhik Jain. Together they talk through the differences between M&A, PE and investment banking, proprietary and auction deals, and Jain’s personal advice on handling negotiations and transactions both from the sell side and the buy side.
13. Buy Side and Sell Side M&A Strategies
May 23, 2018 15:21 - 41 minutes - 58.5 MBIn this episode, Kison interviews International Strategy and Business Optimization Specialist Abhik Jain. Together they talk through the differences between M&A, PE and investment banking, proprietary and auction deals, and Jain’s personal advice on handling negotiations and transactions both from the sell side and the buy side.
Nitin Kumar, Senior Managing Director at FTI Consulting (S2E2)
February 16, 2018 17:24 - 46 minutes - 44.8 MBThis special episode of M&A Science is an audiobook written by Nitin Kumar, a Senior Managing Director at FTI Consulting, on the strategy of wargaming. In an era of disruption and uncertainty, developing and executing successful M&A transactions require new strategic approaches. Business wargaming is one such approach, significantly increasing overall M&A effectiveness by providing valuable foresight, stress-testing strategy and maximizing the potential for successful integration. Auth...
Preparing for M&A Integration
February 16, 2018 17:24 - 46 minutes - 46.3 MBThis special episode of M&A Science is an audiobook written by Nitin Kumar, a Senior Managing Director at FTI Consulting, on the strategy of wargaming. In an era of disruption and uncertainty, developing and executing successful M&A transactions require new strategic approaches. Business wargaming is one such approach, significantly increasing overall M&A effectiveness by providing valuable foresight, stress-testing strategy and maximizing the potential for successful integration. Auth...
Wargaming for M&A Integration Leaders
February 16, 2018 17:24 - 46 minutes - 46.3 MBThis special episode of M&A Science is an audiobook written by Nitin Kumar, a Senior Managing Director at FTI Consulting, on the strategy of wargaming. In an era of disruption and uncertainty, developing and executing successful M&A transactions require new strategic approaches. Business wargaming is one such approach, significantly increasing overall M&A effectiveness by providing valuable foresight, stress-testing strategy and maximizing the potential for successful integration. Auth...
12. Wargaming for M&A Integration Leaders
February 16, 2018 17:24 - 46 minutes - 46.3 MBThis special episode of M&A Science is an audiobook written by Nitin Kumar, a Senior Managing Director at FTI Consulting, on the strategy of wargaming. In an era of disruption and uncertainty, developing and executing successful M&A transactions require new strategic approaches. Business wargaming is one such approach, significantly increasing overall M&A effectiveness by providing valuable foresight, stress-testing strategy and maximizing the potential for successful integration. Auth...
11. Balancing Legal and Business Concerns in M&A Transactions
December 11, 2017 22:00 - 42 minutes - 58.3 MB“Are you doing things that could be perceived negatively that would create a higher bar for that next acquisition? Those things can come back and haunt you” Scott Hile is an M&A professional with two decades of experience. He also teaches Entrepreneurial Law and Global Business Transactions in Clemson University’s MBA Program. 0:00 - 5:05 Prioritizing investment and legal concerns during due diligence 5:00 - 8:40 Focusing on value drivers 8:40 - 10:50 Presenting risks to sellers ...
Scott Hile, Principal at The Stamm Collaborative (S2E1)
December 11, 2017 22:00 - 42 minutes - 58 MB“Are you doing things that could be perceived negatively that would create a higher bar for that next acquisition? Those things can come back and haunt you” Scott Hile is an M&A professional with two decades of experience. He also teaches Entrepreneurial Law and Global Business Transactions in Clemson University’s MBA Program. 0:00 - 5:05 Prioritizing investment and legal concerns during due diligence 5:00 - 8:40 Focusing on value drivers 8:40 - 10:50 Presenting risks to sellers ...
Balancing Legal and Business Concerns in M&A Transactions
December 11, 2017 22:00 - 42 minutes - 58.3 MB“Are you doing things that could be perceived negatively that would create a higher bar for that next acquisition? Those things can come back and haunt you” Scott Hile is an M&A professional with two decades of experience. He also teaches Entrepreneurial Law and Global Business Transactions in Clemson University’s MBA Program. 0:00 - 5:05 Prioritizing investment and legal concerns during due diligence 5:00 - 8:40 Focusing on value drivers 8:40 - 10:50 Presenting risks to sellers ...
5. How Empathy Makes Mergers and Acquisitions Successful
September 15, 2017 22:15 - 56 minutes - 77.4 MB“This is the first time I’ve been acquired by a company that felt like it had a soul.” That’s what John Derusso was told after leading an integration. John is the Director of Corporate Development Integration with Cisco Systems and has been for the past four years. 0:00-0:10 John’s background with Cisco and supply chain 0:13-2:12 Successful acquisitions 2:12-6:42 Retaining people 6:42-9:36 Big picture view of integration 9:36-13:30 Excitement and adrenaline in integration (step-by-...
John DeRusso, Director, Corporate Development Integration at Cisco (S1E10)
September 15, 2017 22:15 - 56 minutes - 77.2 MB“This is the first time I’ve been acquired by a company that felt like it had a soul.” That’s what John Derusso was told after leading an integration. John is the Director of Corporate Development Integration with Cisco Systems and has been for the past four years. 0:00-0:10 John’s background with Cisco and supply chain 0:13-2:12 Successful acquisitions 2:12-6:42 Retaining people 6:42-9:36 Big picture view of integration 9:36-13:30 Excitement and adrenaline in integration (step-by-...
How Empathy Makes Mergers and Acquisitions Successful
September 15, 2017 22:15 - 56 minutes - 77.4 MB“This is the first time I’ve been acquired by a company that felt like it had a soul.” That’s what John Derusso was told after leading an integration. John is the Director of Corporate Development Integration with Cisco Systems and has been for the past four years. 0:00-0:10 John’s background with Cisco and supply chain 0:13-2:12 Successful acquisitions 2:12-6:42 Retaining people 6:42-9:36 Big picture view of integration 9:36-13:30 Excitement and adrenaline in integration (step-by-...
10. How You Survive an Unprofitable Business
September 15, 2017 22:15 - 29 minutes - 40.2 MBSean Peace has a captivating story to tell about selling and exiting an unprofitable business in a unique niche: a fintech startup dealing with entertainment in the Southeast. In 2013, he founded Royalty Exchange, an auction marketplace selling music royalty streams as memorabilia to the highest bidding fans. After two years and $100K in revenue, the company landed $2 million in venture capital financing to accelerate their growth – or so they thought. 0:20 – 2:22 Background on SongVes...
How You Survive an Unprofitable Business
September 15, 2017 22:15 - 29 minutes - 40.2 MBSean Peace has a captivating story to tell about selling and exiting an unprofitable business in a unique niche: a fintech startup dealing with entertainment in the Southeast. In 2013, he founded Royalty Exchange, an auction marketplace selling music royalty streams as memorabilia to the highest bidding fans. After two years and $100K in revenue, the company landed $2 million in venture capital financing to accelerate their growth – or so they thought. 0:20 – 2:22 Background on SongVes...
Sean Peace, President and Founder at SongVest (S1E9)
September 15, 2017 22:15 - 29 minutes - 40 MBSean Peace has a captivating story to tell about selling and exiting an unprofitable business in a unique niche: a fintech startup dealing with entertainment in the Southeast. In 2013, he founded Royalty Exchange, an auction marketplace selling music royalty streams as memorabilia to the highest bidding fans. After two years and $100K in revenue, the company landed $2 million in venture capital financing to accelerate their growth – or so they thought. 0:20 – 2:22 Background on SongVes...
How to Choose an M&A Advisor
September 15, 2017 22:14 - 55 minutes - 76.1 MBAs 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 thin...
Mark Miller, former VP at Huron Capital Partners (S1E8)
September 15, 2017 22:14 - 55 minutes - 75.9 MBAs 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 thin...
9. How to Choose an M&A Advisor
September 15, 2017 22:14 - 55 minutes - 76.1 MBAs 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 thin...
8. How Synergies Differ in M&A
September 15, 2017 22:14 - 46 minutes - 64.6 MBAs a professional with 29 years’ experience in M&A corporate development, financial operations, and management, Paul Tennola, CFO of Paynet, is an expert when it comes to M&A. In addition to his experience with Paynet, Paul has worked with TransUnion, Wolters Kluwer, and SunGard. He has looked at over 1000 companies, successfully leading and closing more than 50 transactions. He believes M&A is a great way to augment growth. 0:00-1:10 Paul’s experience with Paynet, TransUnion, Wolters Kluw...
Paul Tennola, CFO at Paynet (S1E7)
September 15, 2017 22:14 - 46 minutes - 64.4 MBAs a professional with 29 years’ experience in M&A corporate development, financial operations, and management, Paul Tennola, CFO of Paynet, is an expert when it comes to M&A. In addition to his experience with Paynet, Paul has worked with TransUnion, Wolters Kluwer, and SunGard. He has looked at over 1000 companies, successfully leading and closing more than 50 transactions. He believes M&A is a great way to augment growth. 0:00-1:10 Paul’s experience with Paynet, TransUnion, Wolters Kluw...
How Synergies Differ in M&A
September 15, 2017 22:14 - 46 minutes - 64.6 MBAs a professional with 29 years’ experience in M&A corporate development, financial operations, and management, Paul Tennola, CFO of Paynet, is an expert when it comes to M&A. In addition to his experience with Paynet, Paul has worked with TransUnion, Wolters Kluwer, and SunGard. He has looked at over 1000 companies, successfully leading and closing more than 50 transactions. He believes M&A is a great way to augment growth. 0:00-1:10 Paul’s experience with Paynet, TransUnion, Wolters Kluw...
7. Sell Side M&A Advice
September 15, 2017 22:13 - 25 minutes - 35.9 MBIn 2005, Vamsi started his own company focused on data compliance for the pharmaceutical industry. His company provided technology to support clinical trials to the FDA. “I like to build companies, but I also like change. [After five years], I thought about selling the company and rolling it up into a publicly listed company.” He sold it in 2010 and moved to India to pursue new opportunities. While the sale was smooth, there were numerous post-sale challenges. “They basically ran down the co...
Vamsi Maddipatla, Chairman at Clinovo (S1E6)
September 15, 2017 22:13 - 25 minutes - 35.6 MBIn 2005, Vamsi started his own company focused on data compliance for the pharmaceutical industry. His company provided technology to support clinical trials to the FDA. “I like to build companies, but I also like change. [After five years], I thought about selling the company and rolling it up into a publicly listed company.” He sold it in 2010 and moved to India to pursue new opportunities. While the sale was smooth, there were numerous post-sale challenges. “They basically ran down the co...
Sell Side M&A Advice
September 15, 2017 22:13 - 25 minutes - 35.9 MBIn 2005, Vamsi started his own company focused on data compliance for the pharmaceutical industry. His company provided technology to support clinical trials to the FDA. “I like to build companies, but I also like change. [After five years], I thought about selling the company and rolling it up into a publicly listed company.” He sold it in 2010 and moved to India to pursue new opportunities. While the sale was smooth, there were numerous post-sale challenges. “They basically ran down the co...
Key Private Equity Criteria for Prosperous M&A
September 15, 2017 22:13 - 39 minutes - 54 MBGreg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as Director of Corporate Development at KPMG. When combined with 16 years in corporate development, corporate strategy, new venture creation, and alliance roles at Accenture, Greg has valuable M&A insight to share. 0:48 – 1:43 Greg’s background in corporate development 1:44 – 4:08 Differences in perspective between corp dev and private equity 3:21 – 6...
Greg DellaFranco, Corporate Development at Deloitte (S1E5)
September 15, 2017 22:13 - 39 minutes - 53.8 MBGreg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as Director of Corporate Development at KPMG. When combined with 16 years in corporate development, corporate strategy, new venture creation, and alliance roles at Accenture, Greg has valuable M&A insight to share. 0:48 – 1:43 Greg’s background in corporate development 1:44 – 4:08 Differences in perspective between corp dev and private equity 3:21 – 6...
6. Key Private Equity Criteria for Prosperous M&A
September 15, 2017 22:13 - 39 minutes - 54 MBGreg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as Director of Corporate Development at KPMG. When combined with 16 years in corporate development, corporate strategy, new venture creation, and alliance roles at Accenture, Greg has valuable M&A insight to share. 0:48 – 1:43 Greg’s background in corporate development 1:44 – 4:08 Differences in perspective between corp dev and private equity 3:21 – 6...
4. Why Decisive Communication is Vital for a Successful Integration
March 23, 2017 12:07 - 56 minutes - 77.8 MBJeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A. 0:00 – 2:12 Jeremie’s background in SaaS and investment banking 2:13 – 5:52 The value of focusing on giving in M&A transactions 5:53 – 11:40 Importance of...
Jeremie Bacon, CEO at Synap (S1E4)
March 23, 2017 12:07 - 56 minutes - 77.5 MBJeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A. 0:00 – 2:12 Jeremie’s background in SaaS and investment banking 2:13 – 5:52 The value of focusing on giving in M&A transactions 5:53 – 11:40 Importance of...
Why Decisive Communication is Vital for a Successful Integration
March 23, 2017 12:07 - 56 minutes - 77.8 MBJeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A. 0:00 – 2:12 Jeremie’s background in SaaS and investment banking 2:13 – 5:52 The value of focusing on giving in M&A transactions 5:53 – 11:40 Importance of...
How to Sell A Bank: The True Story of Ups and Downs of M&A Banking
March 14, 2017 12:58 - 41 minutes - 57.5 MBMatt Gambs is very familiar with the community banking realm – he’s been in it for more than 23 years and has worked every angle of the business, starting as a teller and working his way up to President and CEO of two different community banks in the Chicago metro area: BB&T Bancorp and Diamond Bank. He led both banks through successful acquisitions before landing at his current role with Wintrust Financial. 0:00 – 0:53 Summary of Matt Gambs 23+ year career progression in community bankin...
Matt Gambs, SVP at Wintrust Financial (S1E3)
March 14, 2017 12:58 - 41 minutes - 57.2 MBMatt Gambs is very familiar with the community banking realm – he’s been in it for more than 23 years and has worked every angle of the business, starting as a teller and working his way up to President and CEO of two different community banks in the Chicago metro area: BB&T Bancorp and Diamond Bank. He led both banks through successful acquisitions before landing at his current role with Wintrust Financial. 0:00 – 0:53 Summary of Matt Gambs 23+ year career progression in community bankin...
3. How to Sell A Bank: The True Story of Ups and Downs of M&A Banking
March 14, 2017 12:58 - 41 minutes - 57.5 MBMatt Gambs is very familiar with the community banking realm – he’s been in it for more than 23 years and has worked every angle of the business, starting as a teller and working his way up to President and CEO of two different community banks in the Chicago metro area: BB&T Bancorp and Diamond Bank. He led both banks through successful acquisitions before landing at his current role with Wintrust Financial. 0:00 – 0:53 Summary of Matt Gambs 23+ year career progression in community bankin...
Scott Kaeser, VP Corporate Development at United American Security (S1E2)
February 07, 2017 17:52 - 37 minutes - 51.5 MBIn this interview, we touch on a range of topics from how Scott handles hurdles to post-closing surprises, deal disasters to integration management, and ultimately, the keys to running a successful process. 00:00 - 00:40 Intro 00:40 - 04:25 Scott’s corporate development background 04:25 - 06:36 Small vs large transactions 06:36 - 12:25 Diligence lessons learned 12:25 - 17:55 Walking away from deals 17:55 - 19:53 Post closing surprises 19:53 - 25:08 Bad deals 25:08 - 32:08 Pos...
How Strong Relationships Lead to Successful M&A
February 07, 2017 17:52 - 37 minutes - 51.8 MBIn this interview, we touch on a range of topics from how Scott handles hurdles to post-closing surprises, deal disasters to integration management, and ultimately, the keys to running a successful process. 00:00 - 00:40 Intro 00:40 - 04:25 Scott’s corporate development background 04:25 - 06:36 Small vs large transactions 06:36 - 12:25 Diligence lessons learned 12:25 - 17:55 Walking away from deals 17:55 - 19:53 Post closing surprises 19:53 - 25:08 Bad deals 25:08 - 32:08 Pos...
2. How Strong Relationships Lead to Successful M&A
February 07, 2017 17:52 - 37 minutes - 51.8 MBIn this interview, we touch on a range of topics from how Scott handles hurdles to post-closing surprises, deal disasters to integration management, and ultimately, the keys to running a successful process. 00:00 - 00:40 Intro 00:40 - 04:25 Scott’s corporate development background 04:25 - 06:36 Small vs large transactions 06:36 - 12:25 Diligence lessons learned 12:25 - 17:55 Walking away from deals 17:55 - 19:53 Post closing surprises 19:53 - 25:08 Bad deals 25:08 - 32:08 Pos...
Andy Jordan, Principal at Riveron Consulting (S1E1)
February 01, 2017 14:23 - 33 minutes - 45.4 MBAndrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. Show Notes: 0:00 – 0:47 Summary of Andrew’s background 0:48 – 5:44 Advantages to sellers doing Quality of Earnings (Q of E) analysis 5:45 – 6:51 When to get buyers involved in process 6:52 – 9:51 Biggest challenge from financial accou...
1. The Importance of Conducting a Quality of Earnings in M&A
February 01, 2017 14:23 - 33 minutes - 46.2 MBAndrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. Show Notes: 0:00 – 0:47 Summary of Andrew’s background 0:48 – 5:44 Advantages to sellers doing Quality of Earnings (Q of E) analysis 5:45 – 6:51 When to get buyers involved in process 6:52 – 9:51 Biggest challenge from financial accountin...
The Importance of Conducting a Quality of Earnings in M&A
February 01, 2017 14:23 - 33 minutes - 46.2 MBAndrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. Show Notes: 0:00 – 0:47 Summary of Andrew’s background 0:48 – 5:44 Advantages to sellers doing Quality of Earnings (Q of E) analysis 5:45 – 6:51 When to get buyers involved in process 6:52 – 9:51 Biggest challenge from financial accountin...