M&A Talk (Mergers & Acquisitions), by Morgan & Westfield cover image

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Learning from Deals Gone Wrong: An Interview with M&A Advisor Jim Stevenson

Jul 10, 2024
39:10

View the complete show notes for this episode.

Learning from your mistakes is an important life lesson. Learning from the mistakes of others is smart business. Jim Stevenson shares a high-level overview of two M&A transactions that have gone wrong and points out the lessons that can be applied to any transaction. His suggestions include going after the smart money, not just the most money, performing risk assessment and research on the buyer’s track record, running a company while managing the sale, and creating an integration plan, not just a timeline. 

What You’ll Learn
  • What: Lessons from two struggling transactions involving overleveraging debt, creating an integration plan rather than a timeline, and expecting too much from a cultural merger. 
  • Why: Common reasons why M&A deals fail and what to look for before closing the deal.
  • How: Suggestions on how to avoid potential problems or deal killers in the transaction.
  • When: Lessons around the implications of deals gone wrong, managing risk, and steps to take.
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