M&A Science

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...

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 persp...

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...

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 foc...

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...

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 Amwe...

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 eff...

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,...

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 Corp...

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.,...

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, C...

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 equit...

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 de...

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...

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 htt...

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...

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 d...

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 the...

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 Mo...

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 Co...

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 Deal...

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 proce...

Mark Legaspi , Director, Legal - Corporate at LinkedIn Hello M&A Friends, if you're looking to improve your in-house training, we have corporate training plans provided through M&A Science Academy . Give your team members access to the best in class courses, templates, and networking opportunities in the industry. Our academy was designed to lead practitioners with the outdo with the M&A practices...

David Hindley , VP of Corp Dev at Autodesk (NASDAQ: ADSK ) 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 the 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...

Staci van Schagen , Head of M&A Integration & Disentanglement at Philips This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals done. Leave the pay-per-page world behind by going to  https://firmroom.com/ Episode Timestamps 00:00 Intro 05:40 Running global Integrations 08:08 Adapting to different cultures 09:37 Fostering safety in IMO 11:31 Continuous Improvement 13...