M&A Science

Validating the Acquisition Plan

Feb 28, 2024

Learn from Adam Harris, CEO of Cloudbeds, about the 6-step process for validating an acquisition plan. Topics discussed include surveying customers, industry trend analysis, partner vs build analysis, strategic rationale, company analysis, product demos, and pitching to the board.

47:20

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Episode guests

Adam Harris

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Validating acquisition plans is crucial for successful M&A deals.

Strategic rationale and thorough company analysis are vital in M&A planning.

Deep dives

Revolutionizing M&A with Modern Solutions

Dealroom provides modern end-to-end M&A solutions to companies like AZET, allowing for more efficient and collaborative processes. By centralizing collaboration and providing real-time results, Dealroom helped AZET close deals faster, onboard quicker, and save $93,000 annually. Outdated methods were replaced with streamlined approaches, revolutionizing the M&A process.

Introduction

2min

Revolutionizing Tech in the Hotel Industry

3min

Strategic Approach to M&A in the Tech Industry

23min

Strategic Decision Making for AI Integration in Housekeeping Processes

3min

Navigating the Build vs. Buy Decision Process

15min

Closing Remarks and Call to Action for M&A Practitioners

2min

Adam Harris, CEO of Cloudbeds

When executing M&A, having a structured approach to validating the acquisition plan is crucial. The worst thing any acquirer can do is to buy a business that doesn’t bring value to the parent company.

In this episode of the M&A Science Podcast, Adam Harris, CEO of Cloudbeds, shares the meticulous 6-step process his company uses to validate their acquisition plan.

Things you will learn:

• Surveying Customers

• Industry Trend Analysis

• Partner vs Build Analysis

• Formulating the strategic rationale

• In-depth Company Analysis and Product Demos

• Drafting a detailed memo

This episode is sponsored by the DealRoom

Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net

Episode Bookmarks

00:00 Intro

08:45 Approaching M&A

18:20 Surveying Customers

23:47 Industry Trend Analysis

28:13 Partner vs Build Analysis

34:12 Formulating the strategic rationale

36:50 In-depth Company Analysis and Product Demos

41:18 Drafting a detailed memo

44:15 Pitching M&A to the board

44:54 Craziest thing in M&A

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M&A Science

Validating the Acquisition Plan

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Revolutionizing M&A with Modern Solutions

Entering the Hospitality Industry with CloudBeds

Strategic Approach to M&A

Cultural Alignment and Transparent Communication

Remember Everything You Learn from Podcasts