M&A Science

Kison Patel
M&A Science

M&A Science, hosted by Kison Patel (Founder & CEO of DealRoom), is your go-to podcast for mastering the art of mergers and acquisitions. Each week, Kison and his expert guests from leading brands like Xerox, FastLap, and Cisco dig deep into real-world M&A strategies, offering actionable insights to optimize your M&A practice. Whether you're an experienced practitioner or new to the field, M&A Science provides practical advice on key topics like sourcing, due diligence, integration, divestitures, and more. With over 300 episodes, this podcast is the premier thought leadership resource designed to streamline your deal-making process. Start listening today and visit mascience.com/podcast to access over 300 episodes. Brought to you by DealRoom, the leading M&A optimization platform used by the best M&A teams around the world

  1. 16. JOULUK.

    Expert Insights into Building an Empire through Strategic M&A (Part 2)

    Adam Coffey, Founding Partner of The Chairman Group   Many M&A deals fail to deliver their promised value due to gaps in deal sourcing, diligence, and integration. Without a clear strategy and the right tools, even the best opportunities can turn into liabilities.    In this episode of the M&A Science Podcast, hear all the expert insights from Adam Coffey, Founding Partner at The Chairman Group, on how to source the right targets, structure deals for sustainability, and integrate acquisitions seamlessly. Get your blueprint for building an empire through strategic M&A. Things you will learn:   • How to find and close proprietary deals for business growth • Building relationships and effective outreach strategies • Structuring deals with financial levers for sustainable growth • Mastering integration and building M&A expertise through experience • Strategic exit points and the value of partnering for growth ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   DealRoom AI also sponsors this episode. DealRoom AI accelerates the due diligence process by automating the extraction and analysis of key information from M&A documents, reducing contract analysis time by up to 80%. Trusted by leading M&A practitioners, this tool streamlines reviews, minimizes risk, and saves legal costs significantly. For more details, visit the DealRoom AI page today.   ******************* Episode Timestamps: 00:00 Intro 04:13 How to find and close proprietary deals for business growth 10:28 Building relationships and effective outreach strategies 23:14 Structuring deals with financial levers for sustainable growth 28:34 Mastering integration and building M&A expertise through experience 35:01 Strategic exit points and the value of partnering for growth 45:20 How to perform diligence on private equity buyers as a seller 48:23 Craziest thing in M&A

    52 min

  2. 9. JOULUK.

    Expert Insights into Building an Empire through Strategic M&A (Part 1)

    Adam Coffey, Founding Partner of The Chairman Group Scaling a business from good to great often feels like an uphill battle. Organic growth alone can be painfully slow, leaving you far from achieving your dream of building an empire. But how do you supercharge growth without losing control or falling into costly traps? Building an empire takes more than just passion—it requires a clear, strategic playbook.   In this episode of the M&A Science Podcast, Adam Coffey, Founding Partner of The Chairman Group, shares his proven framework for transforming businesses into empires, from meticulous buyer-led diligence to flawless integration strategies.    Things you will learn:   • The framework for building a resilient and profitable business empire • The strategic role of software in scaling M&A operations • The power of buy and build for exponential business growth • Building relationships and effective outreach strategies • Structuring deals with financial levers for sustainable growth   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom's BI Reporting tool.  DealRoom's BI Reporting tool revolutionizes M&A reporting with real-time, interactive data management. Utilize Looker BI to customize, automate, and export detailed M&A lifecycle reports, enhancing strategic decision-making. For more details, check out the DealRoom BI Reporting page.   ******************* Episode Timestamps 00:00 Intro 08:09 Simplifying business growth and private equity for everyone 11:48 The framework for building a resilient and profitable business empire 19:11 The strategic role of software in scaling M&A operations 24:11 Building a scalable business through smart acquisitions 30:00 The power of buy and build for exponential business growth 39:23 Strategically structuring growth and valuation for maximum exit potential

    49 min

  3. 2. JOULUK.

    How a Tech Founder Transformed into a CEO Championing M&A Growth

    Art Papas, CEO at Bullhorn   Growth through M&A is about strategy, timing, and bold leadership. The stakes are high, but the rewards are transformative for those who get it right. In this episode, Art Papas, CEO of Bullhorn, shares his journey from tech founder to M&A leader, and how he turned acquisitions into engines of growth.    Things you will learn:   • The role evolution from tech lead to CEO • The case for buyer-led M&A • Leveraging customer insights to identify strategic opportunities • Balancing control and growth with private equity sponsorship • Building M&A strategies and handling private equity transitions   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 06:29 The role evolution from tech lead to CEO 10:21 Lessons in Discipline and Growth 16:27 The case for buyer-led M&A - We were buyer-led 20:30 Leveraging customer insights to identify strategic opportunities 25:27 Balancing control and growth with private equity sponsorship 31:30 Building M&A strategies and handling private equity transitions 32:31 The right way to integrate acquired businesses 40:22 Ensuring smooth M&A integration through detailed planning 43:48 Integration and risk planning post-LOI 46:07 Best practices for handling overlapping products in M&A 49:53 First M&A deal with Vista 54:14 Evaluating deal timing and product-market fit early 55:32 Staying close to core competencies in M&A 58:55 Expanding internationally with organic growth and M&A 1:00:43 Building relationships in early M&A conversations 1:02:14 Craziest thing in M&A

    1 t 7 min

  4. 27. MARRASK.

    What Elite Investment Bankers Do Differently in M&A

    Avinash Patel, Partner at PJT Partners (NYSE: PJT) ‍ Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table.  ‍ In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider’s view on what investment bankers really do in M&A, from guiding strategic vision to wielding influence in complex transactions.   Things you will learn: ‍ • Why investment bankers face a reputation challenge • Building influence and shaping strategy through relationship investment • Working with public vs. private companies as an investment banker • Evaluating the right private equity partner • Finding the right advisory partnership   ******************* This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you’re looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 08:37 Why investment bankers face a reputation challenge 13:29 The role of investment bankers 17:21 Building influence and shaping strategy through relationship investment 21:36 Tailor advice and introductions for big-company impact 23:31 Example of companies turning strategic advice into growth 30:08 Working with public vs. private companies 32:21 Role play: Scaling through organic growth and strategic acquisitions 44:19 Leveraging investment bankers to identify strategic carve-out opportunities 48:29 Building selective PE relationships for carve-out deals 50:54 Evaluating the right private equity partner - willing to answer 55:47 The importance of buyer-led M&A integration planning 1:06:29 Finding the right advisory partnership 1:08:18 Craziest thing in M&A

    1 t 15 min

  5. 18. MARRASK.

    Mastering M&A Success with Transparent Leadership and Strategic Agility

    Yogesh Gupta, President and CEO at Progress Software   In M&A, closing the deal is just the beginning. The true measure of success comes from effective execution post-close. Mastering this phase demands transparent leadership and strategic agility—qualities that can significantly influence whether an acquisition thrives or flounders.   In this episode of the M&A Science Podcast, Yogesh Gupta, President and CEO of Progress Software, explores how clear leadership and adaptable strategies are pivotal for M&A success. He shares insights into building a strong foundation and ensuring seamless integration, even before the deal is inked.    Things you will learn:   • Crafting a clear and actionable M&A strategy • Establishing leadership and building a foundation before pursuing M&A • Strategic AI integration • Ensuring fit and managing integration risk at the LOI stage • Balancing objectivity and cultural fit in M&A decision-making   *Bonus Mini Interview: The Evolving Landscape of M&A Data with Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence.   Today, data is everything, and the M&A industry is no different. Professionals must learn to harness and utilize the power of technology and data to increase efficiency.   In this mini interview, Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence, discusses the evolving landscape of M&A data and how it impacts M&A professionals.   Things you will learn:   • Embracing AI for Enhanced Efficiency • Leveraging Alternative Data Sources • Utilizing Capital IQ Pro • Accessing Private Company Data • Workflow Efficiency through Technology   ******************* This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you’re looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Bookmarks 00:00 Intro 07:52 The reality of being a CEO in a publicly-traded company 12:29 Crafting a clear and actionable M&A strategy 15:21 Conducting diligence and understanding the business in the first 90 days 18:22 Establishing leadership and building a foundation before pursuing M&A 24:05 How the strategy evolved 25:05 Strategic AI integration 28:27 Executing successful M&A deals 30:51 Ensuring fit and managing integration risk at the LOI stage 34:26 Balancing objectivity and cultural fit in M&A decision-making 38:42 Building trust through transparency in M&A relationships 40:25 Influencing a sale by building long-term relationships 43:10 Maintaining valuation discipline in acquisition negotiations 45:31 Managing transparent employee communication 51:12 Staying agile to overcome integration challenges in M&A 54:33 Craziest thing in M&A 55:58  Bonus Interview with Jack Blazebrook: The Evolving Landscape of M&A Data

    1 t 5 min

  6. 11. MARRASK.

    Navigating Investor Relations and Capital Raising for Sustainable Growth

    Dr. Tianyi Jiang, CEO at AvePoint   Raising capital is only half the battle. The real challenge is fostering strong relationships with investors while ensuring your business continues to grow. It’s easy to focus on securing funds, but investors look for more than just short-term returns. Without that clarity, it’s harder to build lasting trust and keep things moving forward.   In this episode of the M&A Science Podcast, Dr. Tianyi Jiang, CEO at AvePoint, explains how to navigate investor relations and capital raising for sustainable growth.   Things you will learn: • Engineering discipline in M&A • Lessons in driving growth through organic and inorganic strategies  • Building a strong distribution network • Balancing primary and secondary capital • Capital advantages of going public   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Bookmarks 00:00 Intro 04:53 Engineering discipline in M&A 07:08 Lessons in driving growth through organic and inorganic strategies 11:37 Building a strong distribution network 13:36 The importance of strategic capital raising for long-term growth 17:41 How to recapitalize and scale without losing control 20:30 Structuring a recap 22:11 Balancing primary and secondary capital 24:32 Maintaining control and avoiding founder dilution 28:42 Maximizing returns while retaining control 30:14 How going public challenges companies to maintain discipline and long-term focus 34:20 Capital advantages of going public 36:46 Structuring acquisitions and aligning acquirer and founder interests 40:20 Strategic capital allocation to drive growth 42:29 Key advice for growing, raising capital, and allocating resources 45:30 Craziest thing in M&A

    49 min

  7. 4. MARRASK.

    Execution Insights in M&A

    Davis Thacker, Chief of Staff and Head of Corporate Development at Carta   The M&A process is notoriously tricky—everyone loves talking about getting the deal done, but few focus on the real work that comes after. Integration, valuation shifts, and cultural alignment often prove to be the biggest roadblocks to a successful acquisition. How do you avoid the common pitfalls that derail so many deals post-close?   In this episode of the M&A Science Podcast, Davis Thacker, Chief of Staff and Head of Corporate Development at Carta,  shares his expert strategies on executing successful M&A.   Things you will learn: • Sourcing unbounded deals • Driving accountability for successful integration • Building consistency and early integration • Advice on building a collaborative relationship with your CEO • How to maintain a consistent people experience   ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Bookmarks 00:00 Intro 07:38 Discovering unbounded deal opportunities 09:00 Sourcing unbounded deals  13:21 Deal execution lessons: Adapting M&A strategy based on business growth 15:22 Driving accountability for successful integration 17:34 Building consistency and early integration 20:28 Working with the CEO 22:08 Advice on building a collaborative relationship with your CEO 24:01 Cultural challenges of international deals 27:42 Creating a positive people experience in M&A 31:04 How to maintain a consistent people experience 35:22 Balancing cultural integration 37:30 Mapping international growth in venture markets 39:18 Key tips for transitioning from domestic to international M&A 41:20 Navigating valuations and stakeholder interests in deal negotiations 43:29 Aligning non-price factors in M&A - Come back to culture 44:17 Craziest Thing in M&A

    47 min

  8. 28. LOKAK.

    Executing Strategic M&A in Today's Market

    Todd Henrich, SVP Head of Corporate Development at Booking Holdings (NASDAQ: BKNG)   Today's M&A market conditions are volatile, regulatory scrutiny is high, and the pressure to find value is greater than ever. The risks of entering a deal without a firm understanding of today’s market dynamics have never been more pronounced. How do you ensure your strategic acquisitions stay on course? In this episode of the M&A Science Podcast, we explore the best practices for executing strategic M&A in today's market with Todd Henrich, SVP Head of Corporate Development at Booking Holdings.   Things you will learn: • The ripple effects of regulatory overreach on M&A and investment • Shaping strategy through M&A setbacks • Using M&A as a tool, not a strategy • How global regulatory collaboration is impacting M&A activity • Key targets and red flags when building an investment thesis   ******************* This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* Episode Timestamps 00:00 Intro 05:02 The impact of changing regulations on M&A deals 08:01 The ripple effects of regulatory overreach on M&A and investment 11:40 Shaping strategy through M&A setbacks 12:49 Using M&A as a tool, not a strategy 15:59 How global regulatory collaboration is impacting M&A activity 18:13 Adapting to regulatory rules 19:21 Ensuring strategic alignment and long-term value in M&A 22:49 Sourcing deals 23:38 The Rocketmiles acquisition success story 26:48 Key targets and red flags when building an investment thesis 30:16 The AI hype 31:38 Managing the hidden costs of M&A 36:08 The importance of an integration team in M&A success 37:39 Balancing valuation and integration costs in M&A 39:19 Other reasons deals can go awry 43:39 Key lessons in M&A: Doing deals that matter 46:59 Handling surprises in M&A deals 53:21 The importance of buyer-led M&A processes for long-term success 55:09 Craziest Thing in M&A

    58 min
Näytä kaikki (328)

Tietoja

M&A Science, hosted by Kison Patel (Founder & CEO of DealRoom), is your go-to podcast for mastering the art of mergers and acquisitions. Each week, Kison and his expert guests from leading brands like Xerox, FastLap, and Cisco dig deep into real-world M&A strategies, offering actionable insights to optimize your M&A practice. Whether you're an experienced practitioner or new to the field, M&A Science provides practical advice on key topics like sourcing, due diligence, integration, divestitures, and more. With over 300 episodes, this podcast is the premier thought leadership resource designed to streamline your deal-making process. Start listening today and visit mascience.com/podcast to access over 300 episodes. Brought to you by DealRoom, the leading M&A optimization platform used by the best M&A teams around the world

Tiedot

  • Tekijä
    Kison Patel
  • Julkaisuvuodet
    2017 - 2024
  • Jaksot
    328
  • Luokitus
    Lapsille sopiva
  • Ohjelman sivusto
    M&A Science

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