Lessons Learned from House Remodelling Applied to Mergers and Acquisitions

Exploring the parallels between house remodelling and M&A processes, underlining the importance of relevant experience for navigating M&A deals and the value of storytelling and control in fundraising discussions. The speaker discusses their career journey from accountant to CFO, emphasizing the shift towards business metrics understanding and operational engagement, offering advice for professionals aiming for C-level roles.

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In this conversation, Steve Love, a seasoned CFO with over $1 billion raised from VCs and $2 billion in M&A transaction experience, pulls back the curtain on high-stakes M&A. Love shares his insights from overseeing complex acquisitions like Heap's purchase of a complementary "session replay" company and Heap's eventual sale to ContentSquare. He candidly discusses navigating challenges, aligning stakeholders, prepping for diligence, and making strategic M&A decisions as a CFO. Whether you're a CFO, finance professional or simply M&A-curious, Love's tactics for evaluating targets, modeling forecasts, negotiating terms, and executing integrations provide a rare behind-the-scenes look at what it really takes to architect successful transactions.

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X/SOCIAL:

@sashaorloff (Sasha)

@SteveLoveCFO (Steve)

TIMESTAMPS:

(00:00:00) Intro and preview

(00:01:24) Steve Love's impressive background

(00:02:39) Diving into M&A: When and why to acquire

(00:03:34) Case study: Heap's product acquisition

(00:05:17) Evaluating market players and integration challenges