M&A Science

Russ Hartz, Vice President of Corporate Development at Ansys (NASDAQ: ANSS) Hiring a bank to facilitate a divestiture is an option, not a necessity. Kison Patel interviewed Russ Hartz , VP Corp Dev at Ansys, to talk about his vast experience of successfully executing divestitures without a bank. Here's what you'll learn: - The importance of constant business evaluation - How to create a competitiv...

Peter Linas, CPO and EVP Corporate Development at Bullhorn If you're an infrequent buyer, you might be thinking about how to maximize your existing resources. Kison Patel spoke to Peter Linas , CPO & EVP Corporate Development at Bullhorn . Peter talks about managing a corporate development team in an infrequent acquisition environment. Here's what you'll learn: - Staffing Up Internal Vs. External...

Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian (NASDAQ: TEAM) The Covid-19 pandemic has completely transformed how most people work, and M&A is no different. Atlassian is one of the first companies to make acquisitions fully remote. In this interview, Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian, discusses how to evolve your M&A integrati...

Adam Coffey, CEO at CoolSys, Refrigeration and HVAC Systems This week's episode of the M&A Science podcast is about how PE firms can ramp up the growth of their businesses using the buy and build strategy. Kison interviewed Adam Coffey , CEO at CoolSys, Refrigeration and HVAC Systems , and author of The Private Equity Playbook. Here's what you'll learn: - What is a buy and build strategy - When yo...

Jay Dettling, CEO of Ansira Everyone wants to preserve the value of the target company. This week on the podcast, let's learn from Jay Dettling, CEO of Ansira, about the best way to preserve value in M&A. He also shares his advice for CEOs who are getting acquired for the first time. Hear about: - How to communicate your Ethos to the buyer - Creating value during integration - Integration vs. valu...

Michael DeVita, Success Strategy Lead at Salesforce (NYSE: CRM) I ntegration is crucial to realizing deal value. In this interview with Michael DeVita, Success Strategy Lead at Salesforce, we talked about integration best practices, the importance of having dedicated resources, and why you should measure integration success. Here's what you'll learn in this episode: - Common challenges in assessin...

Darshan Mehta, President and CEO of Reliance Retail Limited (NSE: RELIANCE) Reliance Retail Limited is one of the fastest-growing retailers in the world. Learn how they manage multiple deal structures and form successful partnerships in India directly from their President and CEO, Darshan Mehta. In this episode, you'll hear about: - Deal structures used by Reliance Retail Limited - How to engage w...

Rhonda Rein, Director of Corporate Development at Thomson Reuters (NYSE: TRI) We've had discussions about buy-side divestitures, but we rarely talk about it from the seller's perspective. I recently spoke with Rhonda Rein , Director of Corporate Development at Thomson Reuters . She shared her vast experiences in executing divestitures and how to make them work. Here's what you'll learn: - The comp...

Ailene Holderness, Head of M&A at IAC (NASDAQ: IAC) How do you manage a multi-vertical M&A strategy? IAC (NASDAQ: IAC) is one of the world's leaders when it comes to building consumer internet companies such as Tinder, Expedia, and Vimeo. Ailene Holderness, IAC's Head of M&A shares their strategy and how they build a team to execute on that. In this episode you'll learn: -How to build a diverse M&...

Jeff Bender, CEO at Harris Computer Systems What does it take to manage M&A on a large scale? We're going to find out as Jeff Bender, CEO at Harris, shares what their entire process looks like and how they manage massive volumes of M&A investments in their organization. In this episode you'll learn about: - Platform vs. tuck in transactions - The centralized structure of services at Harris - Busin...

Jason Lippert, CEO of LCI Industries (NYSE: LCII) Understanding that not everyone can afford to have big M&A teams, I interviewed Jason Lippert, CEO of LCI Industries. He has only one dedicated M&A person, and he will be teaching us how LCI successfully executes deals with a small team. Here's what you'll learn: - How to structure a small team for maximum impact - The deal sourcing process - Advic...

Randy Tinsley, Vice President of Strategy & Corporate Development at Synopsys (NASDAQ: SNPS) Hello M&A friends! Do you know how to manage the internal dynamics of your team? In this interview, Randy Tinsley, Vice President of Strategy & Corporate Development at Synopsys, shares how he assembles and manages his internal M&A team. Here's what you'll learn: - How to set your team up for success - Res...

Jay Jester, Partner at Plexus Capital, LLC Explore the world of private equity and deal sourcing with me and Jay Jester, Partner at Plexus Capital, LLC. Here are some of my key takeaways: - Deal origination for PE vs corporate development - The one deal at a time system - Developing an origination process To join our network of M&A practitioners, sign up for our newsletter, and listen to more epis...

Mladen Kresic, Founder and CEO of K&R Negotiation Associates LLC Do you want to learn how to negotiate like a pro? I recently had a chat with Mladen Kresic, Founder and CEO of K&R Negotiation Associates LLC, and he shared a lot when it comes to negotiating effectively. Here's what you'll learn about: - Breaking Down Value-Based Negotiations - Macro and Micro Agenda of Negotiations - Tools to Becom...

Alexi Venneri, Founder and CEO of Digital Air Strike What's the secret sauce to executing M&A without a dedicated deal team? According to this week's guest, Alexi Venneri, Founder and CEO of Digital Air Strike, it's all about team alignment. Hear her perspective on: - Deal sourcing without a dedicated team - A CEO's role in confirmatory diligence - The four values to be successful This podcast is...

Bill Stone, CEO of SS&C Technologies ( NASDAQ: SSNC) This week's episode features Bill Stone, CEO of SS&C Technologies. We were lucky enough to hear some of Bill's top tips for conducting acquisitions such as: - Why Bill doesn't believe in paying nine times sales multiples - Being on his team's sales calls to ensure his team his performing their best at all times - In order to preserve value, you...

Dustin Intihar, Director, M&A, and Strategic Alliances at Lubrizol (NYSE: LZ) Finding the right deal is hard, but finding companies that don't want to be found is even harder. Dustin Intihar, Director, M&A, and Strategic Alliances at Lubrizol, joined Kison for an interview and shared his tips and experiences in hunting deals in M&A. Here are some things you'll hear about: - Seeking the right perso...

Philip Soar, Executive Chairman and CEO of CloserStill Group PLC Are you familiar with the trade show industry? It's very under-appreciated but is gaining a lot of traction now with PE firms. Learn how to prepare your company for a Private Equity acquisition with Philip Soar, Executive Chairman and CEO of CloserStill Group PLC. In this episode you'll hear about: - The history of trade shows - Why...

Darren Lampert, CEO at GrowGeneration Corporation (NASDAQ: GRWG) Ever wondered what it's like to go from a private company to a public company? Darren Lampert, CEO at GrowGeneration Corp, has lived through this transition and has shared his experience in our interview. Here are some highlights from the interview: - Life as a CEO - Why go public in the first place? - Acquiring versus building To jo...

Martin Richenhagen, former CEO of AGCO Corporation ( NYSE: AGCO) Have you ever wondered why international deals fail so often? Hear from AGCO Corporation's former CEO, Martin Richenhagen, about how leaders can prevent these types of deals from failing. In this episode you'll hear: - Stories of international deals Martin's worked on - The keys to a successful international deal - The importance of...

Scott Hile, Senior Director, Corporate Strategy & Development at Enviva (NYSE: EVA) Ever wondered what key qualities leadership should have to execute M&A? On this episode, Kison speaks with Scott Hile, Senior Director, Corporate Strategy & Development at Enviva, about specific traits leaders of M&A teams should develop. Learn about: - Developing trust and empathy - The importance of communication...

Allen Gilmer, Founder, Advisor, and former CEO/Chairman of Enverus (formerly Drillinginfo) On this episode of M&A Science, Kison interview Allen Gilmer, Founder, Advisor, and former CEO/Chairman of Enverus (formerly Drillinginfo) and CoFounder of Vecta Oil & Gas, Ltd., about the role of a board member in M&A. Learn h ow M&A evolves from founder led acquisitions to overseeing deals as a board membe...

Jeff Hennig, Sr. Director, Corporate Development at Xilinx ( NASDAQ: XLNX) On this week's episode of M&A Science, Kison speaks with Jeff Hennig , Sr. Director, Corporate Development at Xilinx , and talked about how to manage communication workstreams in M&A. Here are some key takeaways: - Importance Of a Dedicated Person for Communication - Considering Wall Street on Communication Plans - Consider...

Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus (NYSE: WPCA) On this episode of the M&A Science podcast, Kison interviews Brett Shawn , Senior Vice President, Assistant General Counsel at Warburg Pincus . They discussed how to execute M&A deals from a legal perspective. In this episode you'll learn: - The Biggest Surprise in Today's Market - Thinking Outside the Box...

Michael Frankel, SVP and managing director at Deloitte Bruce Bowden, CFO at Bottomline Technologies (NASDAQ: EPAY) This is a previous interview that Kison had with Michael Frankel, SVP and managing director at Deloitte, and Bruce Bowden, CFO at Bottomline Technologies about cultivating relationships with deal targets. In this episode, you'll learn: How you can foster relationships with the right t...