101 episodes

M&A Science is an educational podcast exploring the intricate world of M&A with industry leaders and practitioners.

This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions. 

M&A Science Kison Patel

    • Business
    • 5.0 • 66 Ratings

M&A Science is an educational podcast exploring the intricate world of M&A with industry leaders and practitioners.

This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions. 

    159. From Accounting to an M&A Career

    159. From Accounting to an M&A Career

    Kayla Davis, Vice President, Head of M&A at ABM Industries (NYSE: ABM) M&A is a fascinating career path, and traditionally there are a only few entry points. 
    Banking roles are the most common entry point to M&A, but recently, we have seen an increase in practitioners coming from different backgrounds. 
    In this episode of the M&A Science Podcast, Kayla Davis, Vice President, Head of M&A at ABM Industries, talks about how she transitioned from accounting to an M&A career.
    Things you will learn in this episode:
    - Kayla's journey to M&A
    - How she built her team and the function
    - Advice to new M&A practitioners 
    - How to transition to internally sourcing deals
    - Maintaining accountability throughout the entirety of the deal
    To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

    • 45 min
    158. Career Development in M&A

    158. Career Development in M&A

    Caleb Shafer, Corporate Development Associate at RS Group plc. (LON: RS1)
    Traditionally, corporate development professionals come from banking roles. 
    And while nothing is wrong with that, it is always fascinating to hear other ways that professionals start their careers in M&A. 
    In this episode of the M&A Science Podcast, M&A is Caleb Shafer, Corporate Development Associate at RS Group plc talks about his career development in M&A. 
    You will also learn:
    - Where Caleb started 
    - Skills required for a corporate development role 
    - What senior leadership can do to unlock their junior-level talent 
    - Gray-zone leadership Advice to aspiring practitioners 
    To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

    • 38 min
    157. Implementing an Actionable GTM Strategy

    157. Implementing an Actionable GTM Strategy

    Hannah Leung, Senior Manager, Global Distribution M&A at Salesforce (NYSE: CRM)
    Implementing a GTM strategy is one of the most crucial parts of integration. The GTM strategy is what makes achieving synergies and scaling post-close possible. 
    In this episode of the M&A Science podcast, Hannah Leung, Senior Manager, M&A at Salesforce, talks about the challenges of implementing an actionable GTM strategy.
    In this episode you will learn about:
    - The relationship between corp dev and integration team
    - How integration teams do GTM planning
    - The challenges in implementing an actionable GTM strategy
    - How to ensure team alignment
    - How to track value from buying plans
    To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

    • 41 min
    156. How to Run an Integration Led Confirmatory Diligence Process

    156. How to Run an Integration Led Confirmatory Diligence Process

    Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW)
    It doesn’t matter if you buy the best company in the world, if integration is not done properly, value will be lost. And while there are a handful of companies embracing the value of integration and bringing the integration team in during the diligence process, some take it even further. 
    In this episode of the M&A Science Podcast, Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware, talks about how to run an integration-led confirmatory diligence process. 
    Things you will learn in this episode:
    -The difference between a corporate development and integration team
    -Why you should involve the integration team pre LOI
    -How integration leaders draft diligence questions
    -The do's and don'ts of integration
    To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

    • 45 min
    155. How to Formulate Your M&A Strategy

    155. How to Formulate Your M&A Strategy

    Matt Arsenault, VP of Corporate Development at Jamf
    Too many times, we've seen M&A used as a strategy to grow businesses. But in fact, M&A is not a strategy, it's a tool that organizations use to achieve their corporate strategy. 
    But once you understand your true north, having an M&A strategy is just as important. 
    In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development at Jamf, talks about how to formulate an M&A strategy.
    You will also learn:
    - The importance of an M&A strategy 
    - How socializing your strategy can help you source deals
    - Creating your own M&A scorecard
    - Challenges in developing your M&A strategy
    - Lessons learned along the way
    To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

    • 54 min
    154. How to Stand Up an IMO

    154. How to Stand Up an IMO

    Ian Burk, EVP of integration at Upland Software (NASDAQ: UPLD)
    The importance of integration has never been more prevalent. And standing up a dedicated function to oversee integration is becoming more of a necessity as a company grows more prominent. 
    Having an integration management office (IMO) might be a good fit for your company. But how do you stand up to such a function? 
    In this episode of the M&A Science podcast, Ian Burk, EVP of integration at Upland Software, talks about how to stand up an IMO. 
    You will also learn:
    -What is the primary role of an integration management office
    -The actual steps in standing up an IMO
    -How to build playbooks 
    -Best practices during integration 
    -The importance of executive sponsorship
    To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

    • 45 min

Customer Reviews

5.0 out of 5
66 Ratings

66 Ratings

Farfegnuhennn ,

I needed this!

My partner is an M&A lawyer. This podcast helps me understand him a little better. ✌🏻

belliebellie2 ,

The best m&a podcast

Host brings on great guests and keeps topics new and interesting. Honestly by far the best M&A podcast out there. Always look forward to each Monday when they post a new episode

Shaykray ,

Super informative

Each week Kison Patel speaks to Fortune 500 corp dev executives about the most exciting and challenging deals they have done. He does a great job of breaking down their stories into applicable lessons. As someone new to the space it’s really helped me to stay in tune with best practices and how to keep deals on track! As well as teaching what deals to walk away from. Definitely give it a listen 👌

Top Podcasts In Business

Ramsey Network
Ed Mylett
Jocko DEFCOR Network
NPR
Andy Frisella #100to0
Guy Raz | Wondery

You Might Also Like

Hugh MacArthur, Bain & Company
Goldman Sachs
Bloomberg
Ted Seides
Colossus
The Investor's Podcast Network