M&A Science

Swapnil Shinde, CEO at Zeni   Selling your business is never easy. Aside from the emotional stress that it provides, it can also be detrimental to the business if it's sold to the wrong company. Oftentimes, during the process, it can also serve as a massive distraction to the operations, harming the business in the process.  In this episode of the M&A Science Podcast, we will discuss how to create...

Chris Von Bogdandy , Global Lead M&A Solutions at Slalom Revenue synergies are why you're doing the deal in the first place. But unlike cost synergies that happen instantly, revenue synergies are more difficult to achieve and often go unrealized. One of the biggest problems in M&A is that when a company pursues a deal, different departments have varying perspectives on what's essential. So how do...

Casey Nault , Senior Vice President, General Counsel and Chief ESG Officer at Coeur Mining, Inc. (NYSE: CDE ) ESG in M&A is very real. And while it is a fairly new term, it represents a range of critical issues and priorities that companies have long considered. In many ways, ESG has always been important and is essential for risk management and maintaining company value, even for for-profit organ...

Brock Blake , Co-Founder and CEO at Lendio M&A is a never-ending web of complexities and challenges. While the potential for growth and transformation is promising, the chances of failure are extremely high. To increase chances of success, acquirers must learn how to be adaptable and work with the target company for alignment.  In this episode of the M&A Science Podcast, Brock Blake, Co-Founder an...

Aaron Whiting , Chief of Staff at Crownpeak Value creation in any acquisition relies heavily on how well the M&A integration goes. By focusing on integration, buyers can increase their chances of success in obtaining and realizing their intended synergies. But how well can it go if the company's integration lead is a first-timer?  In this episode of the M&A Science Podcast, Learn the basics of M&A...

ChatGPT Voice , powered by OpenAI .  This past year, AI has revolutionized the way we do things, and ChatGPT has been a big part of that. Created by OpenAI, ChatGPT can understand and use language like a human, making it extremely useful in a lot of different areas. And now, we can actually talk to it.  In this episode of the M&A Science Podcast, we are introducing our first-ever ChatGPT interview...

Dr. Karl-Michael Popp , Senior Director, Corporate Development at SAP (FRA: SAP) In today's digital era, the pervasive influence of technology is felt in every facet of business, and Mergers and Acquisitions (M&A) are no different. The arrival of innovation and automation will soon make their way to the industry, streamlining processes that could bolster productivity and facilitate smoother post-m...

Anthony Krueger , Associate at Morrison & Foerster LLP M&A comes in varying sizes. However, there's a common misconception that smaller deals are easier to execute than larger ones. The truth is, that smaller deals come with their own unique set of challenges that could possibly make them even harder to do.  In this episode of the M&A Science Podcast, Anthony Krueger, Associate at Morrison & Foers...

Rajive Dhar , VP, Head of Corporate Development at NetApp (NASDAQ: NTAP) For first-time acquirers, M&A can be challenging, as it comes with strenuous processes with many complexities that can turn the dream into a nightmare. However, with proper guidance, acquirers can have a smooth transaction and an amicable negotiation.  In this episode of the M&A Science Podcast. We discuss the intricacies of...

Jim Ackerman , recent Vice President of Corporate Development at Flex ; Steve Coghlan , Semi-recent Vice President of Corporate Development at Flex . Every deal is different, which means each and everyone will present unique challenges that teams have to overcome. Especially when dealing with smaller companies. There is no such thing as a perfect deal. However, with the right mindset and approach,...

Nicole Markowski , Manager and Corporate Development at Wipfli LLP More than the numbers, relationships can make or break a deal. Regardless of the deal rationale, strong, trusting connections between parties can lead to smoother negotiations, clearer communication, and a greater likelihood of mutual satisfaction in the end result.  In this episode of the M&A Science Podcast, Nicole Markowski, Man...

Samuel Wilson , Chief Executive Officer at 8x8 (NASDAQ: EGHT) In the grand scheme of things, every M&A must make financial sense. Whether it's cutting cost, increasing revenue, or achieving operational efficiencies, it all boils down to the numbers. After all, every company's main goal is to grow and increase profit for its shareholders. It is why the Chief Financial Officers play an integral role...

David Barnes , Chief Financial Officer at Trimble Inc . (NASDAQ:TRMB) Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of strategic ventures. Beyond their traditional financial responsibilities, these financial architects hold the key to unlocking the full potential of mergers and acquisitions.  In this episode of the M&A Science Podcast, we explore M&A from a CFO's persp...

Joe Metzger , Managing Director at 777 Partners Navigating a career shift can be a transformative experience, unlocking new opportunities and challenges. For Joe Metzger, Managing Director at 777 Partners, diving into the world of private equity was an exciting path to explore. It's a chance to grow expertise, collaborate with diverse entities, and embrace strategic growth. In this episode of the...

Chris Evans , Experienced M&A Leader | former Head of CorpDev Integration at Amazon and Scott Boyd , Deputy Director, Strategy Implementation at Bill & Melinda Gates Foundation | former Head of Integration for AWS . (NASDAQ: AMZN) Change management is one of the most crucial aspects of M&A. While integration involves multiple facets, from supply chains to customers, change management is solely foc...

Chris Evans , Experienced M&A Leader | former head of CorpDev Integration at Amazon and Scott Boyd , Deputy Director, Strategy Implementation at Bill & Melinda Gates Foundation | former Head of Integration for AWS . (NASDAQ: AMZN) In the complex world of M&A, the difference between a successful deal and a failed one often hinges on integration. Proper integration, driven by a harmonious fusion of...

Roy Schoenberg , President & Co-CEO at Amwell - American Well Corporation (NYSE:AMWL) The healthcare industry is a complex and rigid space where change is often rejected. Any evolution in this sector not only signifies business decisions but also influences the overall quality and accessibility of patient care.  In this episode of the M&A Science Podcast, Roy Schoenberg, President & Co-CEO at Amwe...

Mark Rayfield, CEO of Saint-Gobain North America (EPA: SGO) and CertainTeed Integration is not just about combining processes and systems. It is about bridging cultures and creating a shared identity. However, integrating two organizations can be complex, especially when it comes to managing major cultural differences.  In this episode of the M&A Science Podcast, we explore key strategies  for eff...

Dr. Irit Yaniv , Founding Partner and CEO at Almeda Ventures (TLV: AMDA) While most investors have a passive role in their portfolio company, some investors are active in shaping and contributing to its success. For venture capitalists, one of the best scenarios is for the portfolio company to be acquired to maximize investment returns.  In this episode of the M&A Science Podcast, Dr. Irit Yaniv,...

Barak Routhenstein , Vice President of Corporate Development at Profile Products The collaboration between a Private Equity (PE) firm and a portfolio company during an acquisition is a powerful partnership. Together, they create a synergistic environment where growth and value thrive.  In this episode of the M&A Science Podcast, we will explore insights from Barak Routhenstein, Vice President Corp...

Glenn Sanford , CEO eXp World Holdings, Inc. (NASDAQ: EXPI) For high-growth companies, M&A is almost inevitable. If done right, it could speed up growth and open new opportunities for the acquiring entity. However, it's not without challenges, as it can also be destructive and destroy both companies involved.  In this episode of the M&A Science Podcast, Glenn Sanford, CEO eXp World Holdings, Inc.,...

Andrew Bilbao , current CFO of Noble Education Acquisition Corp.  M&A is a massive undertaking that calls for collaboration among numerous individuals. Ensuring alignment with everyone involved is essential for the success of a deal. Yet, with a variety of opinions and personalities at play, achieving alignment can be quite a challenge.  In this episode of the M&A Science Podcast, Andrew Bilbao, C...

Greg Stein, Vice President, M&A and Strategy at Xerox (NASDAQ: XRX) For public equity analysts, M&A is nothing new. One of their main jobs is to conduct financial analyses of companies and other potential investments. However, M&A execution is another story.  In this episode of the M&A Science Podcast, Greg Stein, Vice President of M&A and Ventures at Xerox, shares his experience as a public equit...

Clifford Felig , Partner at Meitar | Law Offices . International business transactions often present unique challenges that are vastly different from local ones. The complexity increases exponentially when these transactions involve mergers and acquisitions (M&A).  In this episode of the M&A Science Podcast, Clifford Felig, Partner at Meitar Law Offices, discusses the challenges of cross-border de...

Lesley Adamo , Vice Chair of the Tax Group at Lowenstein Sandler LLP , The intricacies of tax considerations in a merger or acquisition (M&A) transaction cannot be overstated. These considerations play a crucial role in shaping the overall economics and structure of the deal and can significantly impact the outcome for all parties involved. With expert tax planning and structuring, it is possible...