M&A Science

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Naomi O'Brien , Head of M&A Integration at Honeywell (NASDAQ: HON) Is your company's M&A process out of date?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...

Gwen Pope, Head of Global Product M&A at eBay (NASDAQ: EBAY) Creating a go-to-market plan is one of the first things to do during an acquisition. In this interview, Gwen Pope , Head of Global Product M&A at eBay , will be sharing how to make M&A GTM successful.  Listen in and learn about: - The importance of getting your house in order - How to pressure test your deal rationale - Steps to building...

Kunal Jain , Director at William Blair, Health Care Investment Banking The M&A market is not what it used to be. Markets change all the time, and the M&A industry is no exception. Especially with COVID-19, the M&A market has been crazy the past couple of years. Helping us understand M&A market trends from a banker's perspective is Kunal Jain , Director at William Blair, Health Care Investment Bank...

Harry Kraemer Jr, Professor of Management and Strategy at Kellogg School of Management Change management is the tilting point of every M&A deal. Preserving the value that you just acquired is dependent on how you retain key employees. In this episode of the M&A science podcast, Harry Kraemer, Jr, Professor of Management and Strategy at Kellogg School of Management , talks about how effective leade...

Jim Buckley , Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) M&A deals are bound to get complicated. The key to success is keeping it as simple as possible, for as long as possible. In this continuation of last week's interview, Jim Buckley , Vice President, Mergers and Acquisitions Integration at VMware talks about how to update your M&A Management Approach. Listen in...

Jim Buckley , Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) Integration can be difficult but it's, without a doubt, the most important part of M&A. In this episode of the M&A Science podcast, Kison interviews Jim Buckley , Vice President, Mergers and Acquisitions Integration at VMware as he talks about how to create a successful integration plan. Here's what you'll lea...

Ken Bond , Head of Corporate Development at Cetera Financial Group Building M&A teams require different considerations based on your growth strategy. In this episode of the M&A Science podcast, Kison interviews Ken Bond , Head of Corporate Development at Cetera Financial Group on how he structures teams approaching diligence. Here's what you'll learn: - The three functions you need to build your M...

Mark Khavkin , CFO of Pantheon Platform NDAs are often overlooked as people tend to fall into the trap of thinking they can be templated. In this episode of the M&A Science podcast, Kison interviews Mark Khavkin , CFO of Pantheon Platform about NDAs, how to negotiate them, and their structures. Here's what you'll learn: Why NDAs are not routine legal documents The fundamentals of NDAs Negotiating...

Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical To buy or build, that is the question! In this interview with Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical , he shares how his team determines whether to buy or build a business. Here's what you'll learn: - How to approach targets - Considerations when buying or building a business - Resources...

Punit Micocha, Executive Vice President, Business and Corporate Development at Zscaler (NASDAQ: ZS) M&A deals are never easy and require rigorous planning. In this interview, Punit Micocha, Executive Vice President, Business and Corporate Development at Zscaler, shares how to execute successful deals by planning the end game. Learn about: - Creating the deal vision pre-LOI - Why planning for integ...

Pragnya Kashinath, M&A Consultant at Deloitte A go-to-market strategy is one of the most important things in an acquisition. In this week's podcast, we're featuring Kison's interview with Pragnya Kashinath.  At the time of this interview, she was the Director of M&A, Corporate Strategy at Cognizant. Now, she's an M&A Consultant at Deloitte . Pragnya shares how to create a successful GTM strategy f...

Sabeeh Khan, Director, Corporate Strategy & Development at Syniti Aaron Whiting, M&A Integration and Strategic Programs at ContinuumCloud Managing a deal can be complicated, especially on larger deals. You need experienced leaders from both ends of the spectrum. In this interview, we talk about how to manage sourcing, diligence, and integration from a project manager's perspective featuring Sabeeh...

Trish Mosconi, Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony (NYSE: SYF) Culture is one of the most controversial and hot topics in the world of M&A. On this episode of M&A Science, Trish Mosconi, Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony discusses how to stay true to culture during a deal. In the interview, she ta...

Karen Ashley, Vice President of Corporate Development Integration at Cisco (NASDAQ: CSCO) Cisco is one of the largest and most successful acquirers in the world. On this week's episode of the podcast, Kison spoke with Cisco's Vice President of Corporate Development Integration, Karen Ashley . We looked at their deal process and how they commit to integration from start to finish. Here's what you'l...

Duncan Painter, CEO of Ascential (LON: ASCL) In this week's episode of the M&A Science podcast, we're learning about transformative M&A. In Kison's recent interview with Duncan Painter, CEO of Ascential, we talk about what a "transformative deal" means to their organization and how they achieve deal success. Here's what you'll learn: - How to build a transformative M&A strategy - How divestitures...