56 min

Why Decisive Communication is Vital for a Successful Integration M&A Science

    • Business

Jeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A.
 
0:00 – 2:12 Jeremie’s background in SaaS and investment banking
2:13 – 5:52 The value of focusing on giving in M&A transactions
5:53 – 11:40 Importance of pre-diligence diligence
11:41 - 14:12 Example of a deal not closed
14:13 – 15:50 Allocating resources and labor pool decisions
15:51 – 19:14 Advantages of quick integration
19:15 – 25:29 Painful lessons
25:30 – 30:57 How to use advisors
30:58 – 36: 11 How to pick a banker
36:12 – 41:33 Differences and clashes in culture
41:34 – 46:27 Setting up a deal framework
46:28 – 51:05 Facilitating good communication
51:06 – 52:22 Importance of prioritization
52:23 – 54:54 Lessons learned
 
M&A Science by Kison Patel (kison@dealroom.net)
DealRoom: Data Science and AI for M&A (www.dealroom.net)

Jeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A.
 
0:00 – 2:12 Jeremie’s background in SaaS and investment banking
2:13 – 5:52 The value of focusing on giving in M&A transactions
5:53 – 11:40 Importance of pre-diligence diligence
11:41 - 14:12 Example of a deal not closed
14:13 – 15:50 Allocating resources and labor pool decisions
15:51 – 19:14 Advantages of quick integration
19:15 – 25:29 Painful lessons
25:30 – 30:57 How to use advisors
30:58 – 36: 11 How to pick a banker
36:12 – 41:33 Differences and clashes in culture
41:34 – 46:27 Setting up a deal framework
46:28 – 51:05 Facilitating good communication
51:06 – 52:22 Importance of prioritization
52:23 – 54:54 Lessons learned
 
M&A Science by Kison Patel (kison@dealroom.net)
DealRoom: Data Science and AI for M&A (www.dealroom.net)

56 min

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