M&A Science

Rishabh Mishra , Vice President and Head of Corporate Development at Infostretch . Traditionally, corporate development sources deals by looking for willing sellers. While that is an excellent way to find initiate M&A, there are alternative options.  Companies that are looking for buyers have been dressed up for sale and are under-invested for profit maximization and growth. Buying growth companie...

Sabeeh Khan , Director of Corporate Development at Infoblox NYSE (BLOX) Reactive M&A is a great way to become distracted, go after unproductive deals, and tie up internal resources.  If you want to do effective M&A, you have to be proactive. M&A is a great tool to have and should be a part of your growth strategy.  So, how do you find target companies?  In this episode of the M&A Science Podcast,...

Adam Coffey, Founding Partner of CEO Advisory Guru LLC . Selling a business is an extremely significant event in a business owner's life.  The decision to sell is life-changing for entrepreneurs, and not just financially. Owners need to be prepared and educated before putting their company up for sale. In this episode of the M&A Science podcast, Adam Coffey , Founding Partner of CEO Advisory Guru...

Jeremy Segal , Executive Vice President Corporate Development at Progress NASDAQ: PRGS Corporate development teams are tasked with finding potential M&A targets.  And while that may sound fun and exciting, deals don't just fall out of the sky. Any serious acquirer knows that inbound deals are not always the best way to get leads. Proactively sourcing deals is the best way to approach M&A. In this...

Tom Horton , Senior Vice President of Corporate Development & Strategy at Kaplan, Inc. Online education is not new. Back in 2010, Kaplan University already had 75,000 students in its online higher education program. It grew rapidly and was highly profitable since online schools have lower costs than face-to-face campus delivery-based education.  But because of the pandemic, the entire educational...

Kayla Davis , Vice President, Head of M&A at ABM Industries ( NYSE: ABM ) M&A is a fascinating career path, and traditionally there are a only few entry points.  Banking roles are the most common entry point to M&A, but recently, we have seen an increase in practitioners coming from different backgrounds.  In this episode of the M&A Science Podcast, Kayla Davis , Vice President, Head of M&A at ABM...

Caleb Shafer , Corporate Development Associate at RS Group plc. (LON: RS1) Traditionally, corporate development professionals come from banking roles.  And while nothing is wrong with that, it is always fascinating to hear other ways that professionals start their careers in M&A.  In this episode of the M&A Science Podcast, M&A is Caleb Shafer , Corporate Development Associate at RS Group plc talk...

Hannah Leung , Senior Manager, Global Distribution M&A at Salesforce (NYSE: CRM) Implementing a GTM strategy is one of the most crucial parts of integration. The GTM strategy is what makes achieving synergies and scaling post-close possible.  In this episode of the M&A Science podcast, Hannah Leung , Senior Manager, M&A at Salesforce , talks about the challenges of implementing an actionable GTM s...

Jim Buckley , Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) It doesn't matter if you buy the best company in the world, if integration is not done properly, value will be lost. And while there are a handful of companies embracing the value of integration and bringing the integration team in during the diligence process, some take it even further.  In this episode of th...

Matt Arsenault , VP of Corporate Development at Jamf Too many times, we've seen M&A used as a strategy to grow businesses. But in fact, M&A is not a strategy, it's a tool that organizations use to achieve their corporate strategy.  But once you understand your true north, having an M&A strategy is just as important.  In this episode of the M&A Science Podcast, Matt Arsenault , VP of Corporate Deve...

Ian Burk , EVP of integration at Upland Software (NASDAQ: UPLD) The importance of integration has never been more prevalent. And standing up a dedicated function to oversee integration is becoming more of a necessity as a company grows more prominent.  Having an integration management office (IMO) might be a good fit for your company. But how do you stand up to such a function?  In this episode of...

Austin Woody , Senior Vice President of M&A and Corporate Development at Upland Software (NASDAQ: UPLD)   From zero revenue to a billion-dollar market capitalization, Upland Software has exponentially grown its business through acquisitions.  How did Upland Software do it?  In this episode of the M&A Science podcast, Austin Woody , Senior Vice President of M&A and Corporate Development at Upland S...

Scott Hile , Senior Director - Corporate Strategy & Development at Enviva (NYSE: EVA) With so many companies out there, how do you know who to approach as a potential M&A target? Having a solid origination process helps teams save time and money by enabling them to target the right entities.  In this episode of the M&A science podcast, Scott Hile , Senior Director, Corporate Strategy & Development...

Sreepathy Viswanathan , Chief Corporate Development Officer, HGS Healthcare  (HGS.NS) An M&A transaction can be an expensive mistake, and you can waste a lot of time and money if you pursue a transaction without a solid M&A strategy.  On the other hand, a solid strategy allows you to pick the right targets and pursue them proactively.  In this episode of the M&A Science Podcast, Sreepathy Viswanat...

Daniel Burseth , Vice President at Eckhart, Inc. Roll-ups are one of the fastest ways to grow a business in a fragmented industry. But combining several entities with different cultures can be challenging and may lead to inefficiencies.  In this episode of the M&A Science Podcast, Daniel Burseth , Vice President at Eckhart , talks about the opportunities and challenges of rolling up small manufact...

John Morada, COO at M&A Science + DealRoom Are you looking to pivot into an M&A integration career? Over the past decade, the importance of integration has become more prevalent. Practitioners have realized that integration is where you make or break value.  However, the role and skills needed for integration leaders remain the same. In this episode of the M&A Science podcast, John Morada , COO at...

Larry Forman , Senior Manager at Deloitte It's no secret that M&A transactions require negotiations. But what most people don't realize is how you approach negotiations can determine the success of the overall transaction and your future relationship with the other party.  In this episode of the M&A Science Podcast, Larry Forman , Senior Manager at Deloitte , helps us understand how to approach M&...

Naomi O'Brien , Head of M&A Integration at Honeywell (NASDAQ: HON) Is your company's M&A process out of date? M&A has dramatically changed over the past few years, and practitioners have realized that there are better ways to go about acquisitions.  In this episode of the M&A Science Podcast, Naomi O'Brien , Head of M&A Integration at Honeywell , talks about modernizing a process-based company. -...

Kerry Perez , Head of Diligence and Integration Management Office (M&A) at AMN Healthcare Corporate development typically involves their integration team a couple of weeks before closing a deal. And while this is good practice, we are here to take things further. In this episode of the M&A Science Podcast, Kerry Perez , Head of Diligence and Integration Management Office (M&A) at AMN Healthcare ,...

Henry Schuck , CEO & Founder at Zoominfo ( NASDAQ: ZI) Acquiring capabilities is one of the most effective ways to do M&A. Not only will acquiring capabilities improve your existing offerings but it can also expand your market.  In this episode of the M&A Science Podcast, Henry Schuck , co-founder and CEO of Zoominfo , shares his experience on how to acquire capabilities.  Things you will learn in...

Tomer Stavitsky , Corporate Development, Partnerships and M&A Lead, Digital & Data Business Unit at Intuitive Surgical . In this episode of the M&A Science podcast,  Tomer Stavitsky , Corporate Development, M&A Lead at Intuitive Surgical , talks about creating the proper governance structure in M&A deals.  Things you will learn in this episode: -How to solidify your corporate strategy -Creating th...

Tim Wentworth , CEO of Evernorth , a Cigna Corporation company (NYSE: CI) In this episode of the M&A Science Podcast, Tim Wentworth , CEO of Evernorth , (the CEO of Express Scripts at that time of sale), will share his experiences on the deal and how leadership and culture made this transaction successful. What you will learn in this episode: -Keys to successful acquisitions -How to focus on cultu...

Noah Waisberg , Co-Founder & CEO - Zuva ; Author of "AI for Lawyers" In this episode of the M&A Science Podcast, Noah Waisberg , Co-Founder & CEO - Zuva shares his experience and top learnings after he creatively decided to sell his own company, Kira to Litera in 2021. Things you will learn in this episode: -What made Noah sell his company even though he was reluctant at first -How empathy and cre...

Charles Breed , VP Corporate Development at Corel Corporation (NASDAQ: CREL)  In this episode of the M&A Science Podcast, Charles Breed , VP of Corporate Development at Corel Corporation , talks about how to hire a corporate development team that fits into your M&A strategy. When you're building a corporate development function, the first thing you need to do is hire a head of corporate developmen...

Klint Kendrick, Chair of the HR M&A Round Table After over 100 podcast interviews, we have collected more than 40 lessons learned from top practitioners worldwide. In those lessons, we saw a recurring theme: creating a better people experience in M&A is key to a successful transaction.  The biggest value leak after a deal closes is losing key employees and people. In this episode, HR expert Klint...