Byron Lichtenstein, Managing Director at Insight Partners Byron brings over a decade of experience scaling M&A operations across one of the world's leading software investors. In this episode, Byron breaks down how Insight executes buyer-led M&A at scale, supporting CEOs across their 500+ portfolio companies from sourcing through integration. He shares frameworks for strategic positioning, the critical difference between types of M&A deals, and why strategy must drive every acquisition decision. M&A professionals will learn how to build repeatable M&A processes and avoid the common trap of unfocused deal-making.
Things You'll Learn
- Strategic positioning framework: How to "write the S-1 on day one" and create a clear 5-year vision that guides every M&A decision
- M&A categorization strategy: The three core types of M&A (market consolidation, product expansion, geographic expansion) and how to execute each differently
- Integration execution: Why integration must be 100% of someone's job and how to build flexible 100-day plans that actually get executed
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The Buyer-Led M&A™ Summit is back.The virtual event built for dealmakers who want to eliminate chaos and take control from sourcing through integration. 📅 October 30, 2025 🕚 11:00 AM – 2:30 PM ET 💻 Free & Virtual Learn from leaders who’ve built scalable, repeatable strategies that keep deals on track - Register now.
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Episode Timestamps:
[00:02:00] Building M&A at Scale – Byron's journey scaling Insight's portfolio support from 6 to 120 people across 500+ companies
[00:06:30] The Evolution of Software Roll-Ups – How the market shifted from simple consolidation plays to product-focused strategic acquisitions
[00:10:30] The NMI Case Study – Real example of product expansion M&A strategy in the payments infrastructure space
[00:14:00] Focus vs. Expansion Dilemma – When to stay focused on core customers versus expanding to new segments and markets
[00:28:30] Strategic Positioning Framework – The "write the S-1 on day one" approach to creating long-term M&A vision
[00:35:00] Founder-Led But Not Founder-Limited – Key qualities that determine which founders scale successfully through M&A
[00:38:00] Integration Planning and 100-Day Plans – Why someone needs to own integration full-time and how to build flexible execution plans
[00:48:30] AI and the Future of M&A – How AI is changing software M&A and the Optimizely orchestration layer case study
[00:52:30] Market Sophistication – Why software buyers are becoming more discerning and what this means for deal strategy Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.
