M&A Science

Windy Nicholson , Technology Leader | Mergers and Acquisitions at Salesforce (NYSE: CRM) Acquisitions present unique challenges, but deal lifecycle processes can still be optimized for efficiency. Timeliness is a crucial factor in M&A, and the quicker a deal closes and integration is completed, the faster deal synergies can be achieved.  In this episode of the M&A Science Podcast, Windy Nicholson...

Andy Wijaya , Senior Director, M&A at KLA (NASDAQ: KLAC) Managing a deal from start to finish requires a strategic approach and the ability to navigate the nuances of each phase.  In this 2-part episode of the M&A Science Podcast, Andy Wijaya , Senior Director, M&A at KLA,  talks about managing deals from strategy to closing, and dives deep into key stages of acquisition. "This episode is sponsore...

Andy Wijaya , Senior Director, M&A at KLA ( NASDAQ: KLAC) Managing the multi-faceted process of mergers and acquisitions (M&A) can be a daunting task, especially for those in charge of overseeing the entire process. In this episode of the M&A Science Podcast, Andy Wijaya , Senior Director of M&A at KLA, discusses how to manage deals from strategy to closing.  This episode is sponsored by our new p...

Yvanna Perez-Morel , Sr. Director of Corporate Development at Ulta Beauty (NASDAQ: ULTA) | Managing Director at Prisma Ventures Acquisitions are not the only way companies can achieve growth. Partnerships are a great way for organizations to grow their organic growth capabilities.  In this episode of the M&A Science Podcast, Yvanna Perez-Morel , Sr. Director of Corporate Development at Ulta Beauty...

Michael Frankel , Founder and Managing Partner of Trajectory Capital Establishing strong connections with a target company is essential in M&A. Securing deals can be challenging, but a strategic approach can result in mutually beneficial outcomes.  In this episode of the M&A Science Podcast, Michael Frankel , Founder and Managing Partner of Trajectory Capital , shares his approach to deal-making f...

Guy Fisher , Head of Corporate Development at Suncorp Group ( ASX: SUN) In order for an M&A process to be successful, there must be effective governance in place. Governance is used to manage risks, and ensure that key stakeholders are well-informed and able to provide appropriate oversight throughout a transaction.  In this episode of the M&A Science Podcast, Guy Fisher , Head of Corporate Develo...

Thomas Gorman , Strategy & Corporate Development at Pantheon Platform Mark Khavkin , CFO at Pantheon Platform Acquiring a company is complex and challenging, and in some instances, unnecessary. If buyers only need the people inside of a target company, they can do an acquihire instead of a traditional acquisition.  In this episode of the M&A Science Podcast, Thomas Gorman , Strategy & Corporate De...

Josh Holleman , Partner at Cooley LLP In recent years, there has been a surge in using reps & warranty insurance in M&A, especially in private deals. Buyers and sellers can save significant time and money using reps and warranties insurance. In this episode of the M&A Science podcast, Josh Holleman , Partner at Cooley LLP , discusses how to approach reps and warranties insurance. This episode is s...

Ken Bond , Head of Corporate Development at Cetera Financial Group Before buyers and sellers agree to an LOI, there are many informal conversations that happen in the background. Buyers must carefully approach any informal conversations to avoid turning a buyer off while still securing the deal.  In this episode of the M&A Science Podcast, Ken Bond , Head of Corporate Development at Cetera Financi...

Gitanjali Pundir , Vice President, Global Corporate Development and M&A at Visa (NYSE: V) Today, more than 20 reps and warranty insurance companies exist. And unlike before, they are now willing to cover the entire suite of reps and warranties to replace the indemnification provisions in a traditional purchase agreement. So are they worth it? Should buyers consider reps and warranty insurance on a...

Jeremy Segal , Executive Vice President Corporate Development at Progress ( NASDAQ: PRGS) Deal origination requires a well-planned strategy, and starts with informal conversations with a potential target. In this episode of the M&A Science Podcast, Jeremy Segal , Executive Vice President of Corporate Development at Progress , discusses what happens from first conversations to LOI. This episode is...

Veena Ramaswamy , Head of Corporate Development at Lemonade (NYSE: LMND)   Executing acquisitions without a dedicated function is highly inefficient and results in failed deals. Companies should not purely rely on inbound opportunities, and need strategic teams dedicated to sourcing deals.  In this episode of the M&A Science Podcast, Veena Ramaswamy , Head of Corporate Development at Lemonade , di...

Rohit Dave , Head of Corporate Development at Block (NYSE: SQ) M&A is an excellent tool for growing a company. Still, acquirers should consider a variety of strategies before committing to a transaction. Choosing the right growth approach also dictates any integration plans.  In this episode of the M&A Science Podcast, Rohit Dave , Head of Corporate Development at Block , discusses executing vario...

Cara Bibbiani , Senior Director, Corporate Development, M&A Integration at Hewlett Packard Enterprise (NYSE: HPE) The integration stage of the deal lifecycle is when teams can achieve a transaction's desired synergies. Even though integration starts post-close, integration planning should begin much earlier in the deal process.  In this interview, Cara Bibbiani , Senior Director Corporate Developm...

Kevin Barnes , Senior Vice President, Corporate Development at Premier ( NASDAQ: PINC) Standing up a corporate development function from scratch is a challenging, yet exciting task. And one of the pillars of a successful M&A function is a solid team who can effectively run deals.  In this episode of the M&A Science Podcast, Kevin Barnes , Senior Vice President, Corporate Development at Premier , d...

Kerry Perez , VP of Enterprise Strategy at AMN Healthcare (NYSE: AMN ) Corporate development and integration roles consist of different responsibilities. Yet, understanding both roles can help practitioners become more effective at deal execution. In this episode of the M&A Science Podcast, Kerry Perez , VP of Enterprise Strategy at AMN Healthcare , will discuss her fascinating journey to M&A, dur...

Caroline Jones , Senior Director - Acquisition Success at Cisco (NASDAQ: CSCO) Integrating an acquired company is always challenging. Acquirers must execute quickly and efficiently, navigate changes, and preserve the target company's value.  In this episode of the M&A Science Podcast, Caroline Jones , Senior Director - Acquisition Success at Cisco , discusses how to accelerate M&A integration. Lik...

Darrell Heaps , CEO at Q4 Inc . ( TSE: QFOR) A strong deal strategy doesn't guarantee success. Integration is where value is created and must be prioritized from the very beginning of a deal.  In this episode of the M&A Science podcast, Darrell Heaps , CEO at Q4 Inc . , discusses how to tie M&A strategy and integration together. This episode is sponsored by the M&A Science Academy. Check out corpo...

Don Yakulis , Global Head of M&A Integration, Light and Wonder , (NASDAQ: LNW) formerly Scientific Games Integrating an acquired company is one of the most daunting tasks in M&A. Integration never goes as planned, but there are things that teams can do to make it much easier for everyone involved.  In this episode of the M&A Science Podcast, Don Yakulis , Global Head of M&A Integration at Light an...

James Harris , Principal, Corporate Development Integration at Google (NASDAQ:GOOGL) Achieving revenue synergies should always be a transaction's top priority. By leveraging the combined customer base of both companies, and combining the marketing and sales efforts, companies can become a much more powerful force in the marketplace. In this two-part M&A Science Podcast episode, James Harris , Prin...

James Harris , Principal, Corporate Development Integration at Google (NASDAQ: GOOGL) When two businesses merge, the new company's success often depends on how well the go-to-market plan is executed. The combined company inherits the two businesses' customers, products, and respective sales and marketing channels. If not planned properly, the combined efforts can lead to customer confusion and los...

Larry Forman , Senior Manager and Head of the Ecosystem for Deloitte 's New Venture Accelerator There are different ways to create and grow a business: build up from scratch, acquire another company, or gain strategic alignment with other companies through partnerships. Through a parternship, a business can leverage someone else's technology for faster growth. In this episode of the M&A Science Po...

Kirti Gavri , Head of Corporate Development for Wizeline Auction processes in M&A are very challenging for strategic buyers and corporate development teams need more than a compelling offer to compete in an auction.  In this episode of the M&A Science Podcast, Kirti Gavri , Head of Corporate Development for Wizeline , discusses how to run an accelerated deal process.  Liked today's episode? Unlock...

Tim Wentworth , Retired CEO, Evernorth Selling a business can be challenging for a founder. Regardless of the reasons behind an exit, there are ways to ensure a company's continuity and success.  In this episode of the M&A Science Podcast, Tim Wentworth , Retired CEO of Cigna , formerly known as Express Scripts , discusses how to strategize and execute an exit for a team's greater good.  Liked tod...

Hannah Elsakr , Vice President, Corporate Development, M&A Integration at Adobe Creating value through M&A takes work. There are many steps to take during targeting, diligence, and integration in order to achieve a transaction's intended synergies. So. how can teams increase a deal's chances of success?  In this episode of the M&A Science Podcast, Hannah Elsakr , Vice President, Corporate Developm...