Modern CTO The Tech Leader's Guide to M&A in the AI Era with Derick Schaefer, SVP at Mod Op
Apr 28, 2025
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Episode notes
Use Playbooks for SaaS M&A
- CTOs and technical leaders should leverage a detailed integration playbook for SaaS acquisitions.
- Use frameworks combining technical, financial, and AI lenses to guide M&A integration successfully.
Intuit Carve-Out Success
- Derek led a complex carve-out from Intuit to create a standalone banking solution serving 850 financial institutions.
- The team delivered a robust new system with a +70 NPS, exceeding customer expectations significantly.
Set Principles Before Using LLMs
- Establish clear engineering principles before working with LLMs for code generation.
- Define guidelines like test-driven development and code quality to improve AI-driven development results.