Latest M&a integration Podcast Episodes

M&A STORIES - The Good, The Bad and The Ugly artwork

HIGH SPEED AI vs CUMBERSOME LEGAL, REGULATORY AND ETHICAL DEVELOPMENTS

M&A STORIES - The Good, The Bad and The Ugly - February 12, 2024 00:00 - 32 minutes
In recent weeks Rob and Toby have veered slightly off the M&A topic to explore the emerging world of AI and how it might shake up M&A as we know it.  In doing that we've arrived at the challenges of adopting adequate regulatory and ethical controls for AI and never mind the slow cumbersome legal...

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THE URGENCY FOR ETHICAL AND REGULATORY CONTROLS ON ARTIFICIAL INTELLIGENCE

M&A STORIES - The Good, The Bad and The Ugly - January 25, 2024 05:00 - 29 minutes
Robert and Toby have been clamping at the bit to start talking about the need for strong ethics, regulatory and legal instruments to manage and control the global adoption of AI. There's no doubt about it. AI has the equal potential to cause untold harm, and the scandal playing out with the UK ...

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WILL THERE BE AN AI DRIVEN M&A WAVE - SOONER OR LATER?

M&A STORIES - The Good, The Bad and The Ugly - January 18, 2024 01:00 - 31 minutes
This week, the Dynamic Duo of Robert and Toby ponder on whether AI will drive a new wave of AI-influenced M&A transactions - or not.   Certainly, 2023 has seen a 40% downturn in M&A volume globally so what evidence is there that AI will offer a stimulus and create a new wave of transactions? It...

M&A STORIES - The Good, The Bad and The Ugly artwork

WHAT ROLE SHOULD AI PLAY IN THE M&A PROCESS

M&A STORIES - The Good, The Bad and The Ugly - January 08, 2024 03:00 - 29 minutes
Robert and Toby continue to delve into the topic of AI and in this episode, we start to examine how AI is or will impact each of the typical M&A processes. As the duo walk through the process from Deal Sourcing to Due Diligence and then into Legal Contracts and Valuation it becomes clear that AI...

M&A STORIES - The Good, The Bad and The Ugly artwork

TRYING TO DEFINE AI IN ALL ITS GUISES - THREAT OR BENEFIT - OPTIMISM OR WORRY

M&A STORIES - The Good, The Bad and The Ugly - November 17, 2023 00:00 - 25 minutes
In the last episode, the dynamic duo (Rob and Toby) started to talk about the emergence of AI, and this week, we continued the conversation to try and put some definition to AI.  And we also tried (but failed) to stay grounded and not get dragged into the stratosphere around AI. Anyway, this we...

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M&A TOOLS - ARE WE ABOUT TO EXPERIENCE A MASSIVE LEAP FORWARD?

M&A STORIES - The Good, The Bad and The Ugly - November 07, 2023 04:00 - 25 minutes
Robert and Toby often get together like old men on a park bench, to discuss a variety of topics. Some of them become podcasts, others don't. And sometimes one topic sparks a discussion on something different. That was the case recently when the dynamic duo was trying to get their heads around AI...

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M&A PIRATES AND BURIED TREASURE

M&A STORIES - The Good, The Bad and The Ugly - November 01, 2023 09:00 - 25 minutes
There is one certainty in life and that is if you choose any metaphor, Toby Tester can link it to M&A, and he doesn't even blink. In today's podcast, Toby manages to draw a distinction between the behavioral characteristics of pirates of old and those of several modern-day corporate heavyweight...

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IN THE BEGINNING - WHERE DID M&A START?

M&A STORIES - The Good, The Bad and The Ugly - October 24, 2023 06:00 - 27 minutes
To start with a tongue in cheek disclaimer: If we've offended any Corporate Lawyers or Investment Bankers in the recording of this podcast, we did so with gusto and enjoyed having a dig at your expense :-)  But enough of that. When and where did the term M&A originate? We use the term M&A freel...

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They're Back! THE DEADLY DUE HAVE RETURNED FROM THEIR ENFORCED HIATUS

M&A STORIES - The Good, The Bad and The Ugly - October 15, 2023 01:00 - 16 minutes
Just when you thought it was safe. Just when enough time had elapsed that you thought the future was safe and secure - - - THEY'RE BACK! Yes, after a hiatus of 12 months, the deadly duo of Robert Heaton and Toby Tester have returned to their popular podcast with even more M&A Stories. Today's e...

M&A STORIES - The Good, The Bad and The Ugly artwork

THE TOP FIVE POST DEAL QUESTIONS FOR ANY CEO

M&A STORIES - The Good, The Bad and The Ugly - February 03, 2023 03:00 - 21 minutes
It's the first podcast for 2023 from your hosts Rob and Toby and in this episode, Toby focuses on the top 5 post-close questions a CEO needs to ask on any deal.  But before we start let's put the CEO's task into perspective.  He's just spent the best part of last year focused on the deal, the co...

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LOOKING BACK ON SOME OF THE MOST DISASTROUS M&A TRANSACTIONS

M&A STORIES - The Good, The Bad and The Ugly - January 02, 2023 07:00 - 25 minutes
Well, this podcast was recorded in late November 2022, but a quick hospital visit so Rob could undergo full knee replacement surgery meant that we didn't publish until early January 2023. Still, knee surgery was successful, so here goes.   And to help you navigate this episode, we refer to past ...

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MORE INSIGHTS FROM PTS CONSULTING. YOU HAVE TO BE A CONTRIBUTOR TO THE DEAL STRATEGY IF YOU WANT TO ADD VALUE

M&A STORIES - The Good, The Bad and The Ugly - November 22, 2022 23:00 - 38 minutes
In this 2nd episode with PTS Consulting, we pick up with Barry Lewington and Hugh Van Wijk where we left off. but take time to delve deeper into some of the critical success factors in managing technology transition or transformation during M&A. Seasoned M&A professionals won't be surprised the...

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A CONVERSATION WITH PTS CONSULTING FOCUSING ON TECHNOLOGY IN M&A

M&A STORIES - The Good, The Bad and The Ugly - November 18, 2022 20:00 - 35 minutes
In today's episode, I'm joined by Barry Lewington and Hugh Van Wijk from PTS Australia to talk about their experiences in managing the technology integration (or separation) aspects of M&A.   We will be recording more podcasts with PTS in the future but from today's episode, there are several ta...

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SHOULD YOU INTEGRATE OR INFUSE YOUR M&A DEAL? THERE ARE ARGUMENTS FOR BOTH

M&A STORIES - The Good, The Bad and The Ugly - November 15, 2022 03:00 - 28 minutes
In today's episode, Rob and Toby continue the conversation about 'infusion', the art of purposely planning the deal as a value-add exercise and being committed to adjusting your operating model to 'infuse' the best of both sides. Rob and Toby kick off by proposing that traditional integration ...

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THE ART OF ENGINEERED INFUSION

M&A STORIES - The Good, The Bad and The Ugly - October 23, 2022 04:00 - 28 minutes
Well, Toby's back from his quest to conquer Spain and Malta, and he's fresh with renewed enthusiasm. So much so that he has invoked Alice in Wonderland and Alice's conversation with the Cheshire Cat to demonstrate his thought processes. I'll let you, the listener find that delightful snippet. I...

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THE CULTURAL PROMISE IN M&A WITH GUEST ANIRVAN SEN

M&A STORIES - The Good, The Bad and The Ugly - October 06, 2022 00:00 - 37 minutes
With Toby on vacation in Europe, I've had the opportunity to bring in a guest to the podcast, and I'm delighted that fellow M&A professional Anirvan Sen has joined me to talk about his experiences managing cultural change in M&A environments. In today's podcast, we unpack our thoughts that cult...

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TOBY'S JOURNEY FROM MBA TO M&A - HIGHLIGHTS OF AN ENJOYABLE CAREER

M&A STORIES - The Good, The Bad and The Ugly - August 30, 2022 23:00 - 33 minutes
In the last episode, we delved into Rob's background and how he got started in M&A. The tables have been turned, and it's Toby's turn to wallow under the spotlight. We learn quickly that Toby's first M&A experience was after joining a Financial Services business and leveraging his project manag...

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BEING IN THE WRONG PLACE AT THE RIGHT TIME - HOW ROB GOT STARTED IN M&A

M&A STORIES - The Good, The Bad and The Ugly - August 22, 2022 06:00 - 29 minutes
The dynamic duo aka Rob and Toby have spent many episodes talking about their respective M&A experiences, but we've never talked about how it all started.  Rob is slightly embarrassed about opening the kimono, but as he explains in this episode, it started with his ability to regularly be in the...

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EXPLORING VALUE CREATION - INNOVATION VERSUS THE BLEEDING OBVIOUS

M&A STORIES - The Good, The Bad and The Ugly - August 01, 2022 02:00 - 31 minutes
So in today's episode, Robert and Toby continue their conversation around value creation in M&A, but this time taking a more philosophical approach to the factors that impact the desire to go after value that is beyond what Rob defines as the 'bleeding obvious' By 'bleeding obvious' Rob is allu...

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THREE PHASES OF VALUE IN M&A - PROTECTION - CREATION - INNOVATION

M&A STORIES - The Good, The Bad and The Ugly - July 12, 2022 07:00 - 30 minutes
You might recall in the last podcast, that Robert and Toby got on a roll in talking about value creation during post-M&A integration so you won't be surprised that this is the topic for today's podcast. The Dastardly Duo hold firm to their belief that insufficient attention is paid to real valu...

M&A STORIES - The Good, The Bad and The Ugly artwork

TOBY'S PHILOSOPHICAL RANT - DON'T JUST SPREADSHEET IT - ENGINEER IT

M&A STORIES - The Good, The Bad and The Ugly - June 07, 2022 04:00 - 31 minutes
Just occasionally, Rob and Toby get into the groove and thoroughly enjoy their chosen 'topic de jour' and today was one of those events. The dynamic duo decided it was time to explore the principle of creative value during M&A.  And what do we mean by that? Well, a lot of post-deal value creati...

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ROB AND TOBY GET EMOTIONAL

M&A STORIES - The Good, The Bad and The Ugly - May 26, 2022 05:00 - 30 minutes
In today's podcast, Rob and Toby start to discuss the impact that positive and negative emotions can have on the success of any M&A integration.  And to be clear, we are not talking about the bigger picture of 'culture' although that does have some bearing on the topic. What we are talking abou...

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ELON MUSK AND TWITTER - ARE WE ABOUT TO SEE A WIKI TWEET?

M&A STORIES - The Good, The Bad and The Ugly - May 18, 2022 04:00 - 26 minutes
In today's episode, Rob and Toby attempt to make sense of Elon Musk's $44Bn acquisition of Twitter. Attempt is the operative word here because only Elon musk knows why he's doing this so all Rob and Toby can do is offer some thoughts and speculation. What we do agree on is that this isn't just ...

M&A STORIES - The Good, The Bad and The Ugly artwork

DO YOU WANT A SPAC?

M&A STORIES - The Good, The Bad and The Ugly - May 03, 2022 03:00 - 22 minutes
When Toby first raised this as a podcast topic, I was immediately taken back to a phrase that my mother would use when I'd misbehaved, but it turns out Toby was talking about something completely different. What Toby was talking about was an alternative investment vehicle for targeted acquisiti...

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THE NOTION OF FRAUD AND ITS IMPACT IN EVERYDAY M&A DEALS

M&A STORIES - The Good, The Bad and The Ugly - April 17, 2022 04:00 - 28 minutes
In recent episodes, Rob and Toby have started to look at M&A fraud and certainly, the HP Autonomy deal was on a massive scale, as was Theranos. And here in Australia, we are just starting to unravel the Ponzi scheme of Melissa Craddick.  But those are all massive frauds that captured almost glob...

M&A STORIES - The Good, The Bad and The Ugly artwork

THERANOS - THE EMPEROR HAS NO CLOTHES

M&A STORIES - The Good, The Bad and The Ugly - March 23, 2022 21:00 - 23 minutes
If you listened to the press this past year you must have heard snippets about Elizabeth Holmes, the young, attractive and charismatic  CEO of Theranos, and how she fleeced rich and savvy people out of almost a billion dollars. It's a topic that Rob and Toby have been mulling over recently and p...

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REVISITING HP'S DISASTROUS ACQUISITION OF AUTONOMY

M&A STORIES - The Good, The Bad and The Ugly - March 01, 2022 07:00 - 22 minutes
You might remember in a previous podcast towards the end of 2021, that Robert and Toby discussed HP's disastrous acquisition of Autonomy and the huge accounting scandal that unfolded.  Well, the reality is that repercussions are still being felt more than 10 years later and there are criminal pr...

M&A STORIES - The Good, The Bad and The Ugly artwork

REVISITING HP'S DISASTROUS ACQUISITION OF AUTONOMY

M&A STORIES - The Good, The Bad and The Ugly - March 01, 2022 07:00 - 22 minutes
You might remember in a previous podcast towards the end of 2021, that Robert and Toby discussed HP's disastrous acquisition of Autonomy and the huge accounting scandal that unfolded.  Well, the reality is that repercussions are still being felt more than 10 years later and there are criminal pr...

M&A STORIES - The Good, The Bad and The Ugly artwork

THE STRANGE COMPLEXITIES OF AN M&A INTEGRATION MANAGER

M&A STORIES - The Good, The Bad and The Ugly - February 13, 2022 00:00 - 32 minutes
THE DASTARDLY DUO ARE BACK!!!!  Welcome to the first podcast of 2022 What do you get when you cross a project manager with a psychologist and a schizophrenic? The answer, is a very effective M&A Integration Manager, at least that's the view of the Dastardly Duo aka Robert Heaton and Toby Tester...

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BEST PRACTICES FOR LOWER AND MIDDLE MARKET M&A

CHRONICLES OF M&A INTEGRATION - January 04, 2022 02:00 - 31 minutes ★★★★★ - 1 rating
First of all, Happy New Year to all of our friends, colleagues, and clients around the world. Here's hoping 2022 is safe, healthy, prosperous and successful for everyone. This first of many podcasts for 2022 is based on a recent article authored by our North America Partner, Scott Whitaker and ...

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