M&A Science

On this episode Kison speaks with Briana Elkington , Program Manager at VSP Global. Previously she was a Lead Project Manager at Oracle where she assembled a project management office responsible for the successful integration of acquired assets. She's led i ntegration efforts for roughly 10 acquisitions throughout her career.  Together they discuss how to build an effective internal communication...

On this episode, Kison Patel speaks with Russ Hartz , VP of Corporate Development at ANSYS, Inc. / former VP of Corporate Development at SAP. He's an experienced Corporate Development professional with specific expertise in M&A and investments and post-merger integration. His role at ANSYS involves M&A strategy and deal sourcing, as well as managing transaction execution. Together, Kison and Russ...

Kison Patel gives a sneak-peek into a panel discussion of the highly anticipated M&A Science Virtual Summit, featuring over 40 industry-leading practitioners. This panel discussion features Christina Amiry, Head of M&A Strategic Operations and Integrations at Atlassian and Steve Elliott, Head of Jira Align at Atlassian. Together they discuss the ways in which Atlassian ensured the acquisition of J...

On this episode, Kison speaks with Kimberly Baird , Corporate Development Integration Lead at Cisco . She's responsible for driving the successful integration of acquired organizations into Cisco by implementing best practice methodology rooted in M&A-specific project and change management developed over 200+ acquisitions. Today she shares tips on how to adjust your M&A practice to a virtual proce...

On this episode, Kison speaks with Ben Sutton, a senior manager of corporate development at NCR Corporation, about executing transactions and what a senior manager's role looks like. Together they discuss how to measure the success of a transaction, the difference between revenue synergy and cost synergy, and how you can predict what a leader wants out of a transaction. Ben breaks down legal terms...

On this episode, Kison speaks with Sallie Cunningham about how to plan a divestiture from HR's perspective. Together they discuss the process of moving employees, how to approach ringfencing, and what Transition Service Agreements (TSAs) are. Sallie also explains what the key materials HR must have when it comes to preparing for due diligence during a divestiture and which transition records are r...

On this episode, Toby Tester interviews Kison Patel about his newly published book, Agile M&A ,  and how Agile can transform the traditional M&A deal process. They discuss topics such as how companies can apply Agile techniques to the antiquated M&A process and take a deep dive into how Agile is a unique project framework that increases efficiency and closes deals faster. The two also address the...

On this episode, Kison Patel speaks with Stephanie Carty . Stephanie is a corporate communications professional with more than 15 years of experience at GE, KPMG and other companies. Her expertise is in executive communications and ensuring top leaders communicate with honesty, clarity, and credibility. Currently, Stephanie is a strategic advisor, specializing in employee communications. Learn com...

On this episode, Kison speaks with Karen Isely of Isely Associates International regarding the impact people experience has on the outcome of M&A deals. Karen is an M&A specialist and the founder of Isely Associates International, an Australian-based global consulting business providing M&A advisory services to organizations growing by merger, acquisition or other similar business transactions. Sh...

On this episode, Kison talks with PJ Patel , Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC) . VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Kison and PJ discuss how to navigate intangible asset valuation in today's market, how the current M&A climate is affecting valuation, and how...

In this episode, Kison Patel discusses the groundbreaking research done by Dr. Keith Dunbar . As a Managing Partner at JKD Talent Solutions , his team delivers actionable leadership intelligence. With this intelligence, we enhance clients' long-term profitability and growth by providing a unique, holistic view of leadership capabilities.   Keith gives insight into how leadership has more of an imp...

Kison speaks with Nichelle Maynard-Elliot , a corporate M&A Executive, public company board member, and corporate dealmaker with over 20 years of financial and legal experience in M&A business development and strategic partnerships at Fortune 300 multinational corporations and top-ranked international/boutique law firms. She's a highly experienced corporate attorney lawyer, focusing on mergers and...

Kison speaks with Richard Harmon, a Managing Director at CSG Partners, a firm that helps owners of private, middle market companies achieve equity monetization while addressing personal goals. In this podcast, they discuss how ESOPs can harvest equity, enhance liquidity, and create tax advantages.  

Kison speaks with Anirvan Sen , the Founder and Managing Director of Fifth Chrome, a professional advisory firm that specializes in M&A integration and operational growth. In this podcast, they discuss creating deal value by focusing more on growth capabilities and revenue synergies than cost synergies.

Kison speaks with  Jillian Kaebel-Sisk , an HR Global Mergers, Acquisitions, and Divestitures Manager at Caterpillar. This podcast covers how HR practitioners plan for and executive divestitures. They also discuss carve-out and divestiture challenges, as well as TSA agreements, asset vs. stock sale, due diligence, and more.

Kison speaks with  Toby Tester , an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. This podcast covers how you can deliver maximum value from divestitures. We will discuss how divestitures, like acquisitions, can become a positive and transformational process. 

Kison speaks with Toby Tester , an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. This podcast follows Toby's article,  Driving Transformation Through M&A , in which he discusses how M&A transactions are becoming necessary transformational strategies for companies in the modern marketplace. 

Kison speaks with Jordan Lampos , a director specializing in healthcare M&A at Duff & Phelps, about how to best prepare a company for an acquisition and the role project management plays in improving this process. 

Kison speaks with  Scott Kaeser , the Executive VP of Corporate Development for United American Security, a GardaWorld company, on sourcing strategies for successful deals.   

Kison speaks with Jill Harrison and Steve Siler about which technology trends are addressing some of the M&A industry's largest challenges. Jill is the Vice President of Ventures at Silverline and Steve is the CTO of Stonebriar Commercial Finance. 

Kison speaks with Kelly Haggerty, who founded her own advisory firm, Nearco Transaction Advisors, after 15 years of leading integrations and divestitures for top consulting firms and Fortune 500 companies.  On this episode, Kison talks with Kelly about her experience as an M&A advisor and the lessons she's learned regarding what makes a strong, efficient, and successful deal.  For more information...

Kison speaks with Paul Koenig , Founder and CEO of SRS Acquiom , a platform that manages escrows, payments, risks, and claims for complex M&A transactions.

During this episode, Kison and Jai discuss the best strategies for identifying, extracting and protecting value drivers during the due diligence process and most importantly while conducting integration post-close.

Kison speaks with Dr. Mark Goulston on the benefits of practicing empathy for more successful M&A, specifically to improve value creation and productivity post-close.

On this episode, Kison speaks with Dawn White, an M&A Integration Manager at Corning. Dawn explains the importance of conducting cultural assessments during M&A transactions and explores how these assessments can lead to stronger deal outcomes, increased value creation and an overall happier and more productive workforce.