M&A Science

On this episode of M&A Science, Kison talks with Jeremy Segal, Senior Vice President of Corporate Development at Progress, about building and aligning a corporate development team with multiple mandates. Jeremy's a Corporate development executive with 20+ years of experience in the technology industry focused on M&A, Strategic Planning, Joint Ventures, Divestitures, International Expansion, and St...

On this episode, Kison speaks with Carlos Cesta, Vice President of Corporate Development at Presidio, about aligning leadership for greater deal success. Together they discuss leveraging employees to ensure deal success, when to start thinking about integration, and developing a joint integration plan. Carlos i s an investment banking and private equity-trained executive with over 15 years of expe...

On this episode of M&A Science, Kison interviews Christina Ungaro, Head of Corporate Development at JLL, about how to structure a talent focused acquisition. Christina breaks down what a talent focused acquisition truly is, how to make that kind of acquisition successful, and all the necessary components your team needs to consider when executing this specific transaction. This podcast is brought...

Ever wondered what is the future of M&A? This is one of the topics we tackled in the M&A Virtual Summit that we had. In this session, Dr. Karl Michael Popp, Senior Director of Corporate Development at SAP, and CEO of DealRoom, Kison Patel had an amazing interview.  This podcast is brought to you by DealRoom, an M&A lifecycle management software designed for collaboration and responsiveness. Learn...

This amazing interview is from the past virtual summit we held in June. It talks about one of the hardest things in M&A practice- Cultural Integration. Discussing this topic is Jonathan Shiery , Director at Guidehouse, and Valeria Strappa , Director and Healthcare Integration Leader at JP Morgan, Chase.  This podcast is brought to you by DealRoom, an M&A lifecycle management software designed for...

Had a great interview last week with Isaac Lund , VP Corporate Development and M&A at National Express LLC. The topic is all about learning how to work with a private seller to get the best outcome. We cover topics such as whether to work with a private seller or an advisor, what happens to the leadership of the seller, and finding good deal representation. This podcast is brought to you by DealRo...

This week's featured interview is all about an HR practitioner's guide to M&A due diligence, with Klint Kendrick, Chair of HR, M&A roundtable. Klint was a former director of M&A, HR at Oracle, and HR M&A leader at Boeing. He discusses topics such as bringing HR in early, the definition of due diligence, deal killers, and how to weigh risks. 

This is an interview that we had during our M&A virtual summit. Hosted by Jill Harrison, VP of Silverline venture, this interview is all about positive employee experience and how it impacts the success of M&A deals. Joining this discussion are our 3 speakers Cole Breidenbach- Head of M&A Integration at Okta, Josh Olson- Head of solution sales at the Americas at VMware, Amy Gannaway- Vice Presiden...

This interview is a rewind from our M&A virtual summit, which was held in June. The topic of discussion is leading M&A with integration, featuring our guest speakers Carlos Cesta, Corporate Development/M&A at Presidio and Javid Moosaji, global head of partner channels, platform solutions and transformation at Travelex, hosted by Stacy Hendricks, senior director at Alvarez and Marsal.

Had a great interview last week with Ajit Sane, Director IT M&A at Agilent Technologies. Ajit is an M&A professional with multiple years of experience in leading acquisitions, integrations and divestitures. Our topic of discussion is how to wind a business down with minimal customer and people disruption. Some topics we covered include the planning behind a wind down, challenges you can expect, an...

In this episode, we're sharing an interview we had in our M&A virtual conference that talks about how to modernize IMO, and building a synergy plan that actually delivers. This interview was hosted by Jonathan Shiery, Director at Guidehouse, with the guest panel Bill Clarkin, Head, M&A at BMO Financial Group. They discuss the seven principles you should follow in order to modernize IMO including f...

Last week was a great interview with Neil McNamara, Co-founder of Virtas Partners, which is an advisory firm specializing in preparing companies financially and operationally for M&A. The topic of discussion is how to plan divestiture from an accounting perspective. First thing that you should do is set up your deal perimeter. Clearly define what you're selling so that you can create the structure...

In case you didn't know, in the middle of this pandemic, we were able to pull off a successful M&A Virtual Conference. One of the sessions that we had was hosted by Ben Sutton, senior manager of corporate development at NCR corporation. This session was all about  Aligning Strategy with Your M&A Process, featuring our two guest speakers: Scott Kaeser, executive VP of corporate development, US secu...

Last week's interview was with Ivan Golubic, former VP Corporate Development at Goodyear. Prior to Goodyear, Ivan spent 10 years with Whirlpool, Deloitte and Ford in various finance and M&A roles. Our topic of discussion is how to make joint ventures more successful. To make joint ventures more successful, first you need to define what success means to you. Each party has their own rationale so yo...

On this recap from the M&A Science Virtual Summit, Kison moderates a panel featuring Devorah Bertucci, Director of Corporate Development at Microsoft, and Kim Jones, Senior HR M&A Manager at Microsoft. They discuss the topic of how to bridge the gap between corporate development and integration functions. Making an acquisition successful and creating value for both sides isn't easy. There needs to...

This is a session from our M&A Virtual Conference which was held on June 10 and 11. The topic of discussion is avoiding valuation surprises and accounting for M&A transactions, hosted by PJ Patel, co-CEO and Senior Managing Director at Valuation Research Corporation. Our guest for this interview is the Vice President of Corporate Strategy and M&A at Church and Dwight, Brian Buchert. Together, Bria...

Last week's interview was with Erik Levy, Group Head Corp Dev and M&A at DMGT PLC. Erik has completed over 150  acquisitions, minority and venture investments and strategic partnerships. The topic of discussion is how successful Diligence and Integration planning frames success of M&A and valuation. Kison and Erik cover topics such as different approaches to valuation, causes of failures, and the...

In this recorded session from our M&A Science Virtual Summit, Laura Lane, Chief of Staff at VMware, Kimberly Baird,  Corporate Development Integration Leader at Cisco, and Dawn White, Manager of M&A Integration at Corning discuss how to virtualize the people experience during integration. They cover topics such as maintaining enthusiasm, boosting morale, and what tech tools they use during this un...

On this episode, Kison interviews Jeff Desroches, VP of Corporate Development at Atlas Copco, about how to identify issues during diligence in M&A. Jeff is a high-impact Corporate Development executive adept at identifying, developing and executing strategic growth opportunities. He's a resourceful problem solver with proven ability to manage large, cross-functional teams to drive complex commerci...

In this interview, Kison discusses the topic of international transactions with Jeff Baker, EVP Mergers and Acquisitions at InComm. Jeff has extensive international experience and will be offering his advice on how to be sensitive towards other cultures and how to work with outside governments when completing a deal.  

Kison sits down with Sachin Kumar, Senior Director - M&A and Regional Lead for HR North America at Conduent, to discuss the topic of the not so famous process of Rebadging. Together they break down the process step by step and explain the use case. Some tips: Don't forget to get the HR team involved quickly.  Without having an HR plan, focused job descriptions, and performance standards, rebadging...

On this episode, Kison speaks with Kim Jones , Senior HR M&A Manager at Microsoft. She c onducts due diligence research and completes all HR-related integration activities as part of Microsoft's M&A programs.  Together they discuss what company culture is, at what of the deal to consider it, and how to assess the company culture. Hear Kim's advice on identifying the early signs of a bad fit, how t...

In this episode, Kison interviews Dev Sirur , Director of M&A Integrations at Intel.n He has spent over 23 years at Intel and w orked on 40+ transactions over a 10 year period. Dev is a proven executive experienced in helping business leaders and executive management on M&A strategy and synergy drivers. Together they discuss p reserving a company's value during integration and give advice on how n...

In this episode, Kison discusses the impact COVID-19 is having on M&A with Toby Tester, a Senior Consultant and Project Manager at BTD, Kevin Robbins a General Partner at Blue Delta Capital Partners and Co-Founder of Wolf Den Associates, and Fred Thiel, Chairman and Chief Advisor of Thiel Advisors, Inc .  For this discussion, Kison wanted to bring in industry professionals to talk about market shi...

On this episode, Kison and Ritch Schaafsma , VP of Corporate Development, Global Mergers and Acquisitions at General Motors, discuss the ins and outs of international joint ventures. Ritch is an accomplished and internationally seasoned Senior Corporate Development Executive, with over 15+ years of experience offering execution, valuation, strategy and restructuring expertise for driving multi-bil...