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M&A Science

From Silos to Synergy: Best Practices for Uniting Diligence & Integration in M&A

Oct 7, 2024
36:13

Camilo Franco, Director of M&A Integration and Operations and Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf (NASDAQ: JAMF)

 

Too often in M&A, diligence and integration operate in separate lanes. Diligence focuses on uncovering risks, while integration is left scrambling to make everything fit once the ink is dry. It’s a classic case of working in silos, and it’s leaving value on the table. But there's a way to break down those barriers from the start.

 

In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf, and Camilo Franco, Director of M&A Integration and Operations, show us how to transform these silos into synergy by aligning diligence and integration from day one.

 

In this episode, you’ll learn: 

• Implementing a proactive buyer-led M&A strategy

• Synchronizing diligence and integration planning

• The importance of integration-led diligence

• Building and refining the integration thesis

• Collaborating with sellers to shape a seamless integration plan

 

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This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

 

This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal. 

Ready to streamline your M&A process? Visit dealroom.net today.

 

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Episode Timestamps

00:00 Intro

04:46 Implementing a proactive buyer-led M&A strategy

06:21 Synchronizing diligence and integration planning

09:12 The importance of integration-led diligence

10:25 Early integration planning pre-LOI

13:05 Building and refining the integration thesis

15:58 Balancing due diligence and integration

19:10 Building confidence in early integration planning

21:53 Collaborating with sellers to shape a seamless integration plan

24:48 Measuring success from diligence to integration

27:44 Balancing aggressive integration goals with realistic expectations

29:59 Balancing AI hype with core business strategy in M&A pipelines

32:04 Best practices for evaluating intangible factors in an acquisition

33:52 Craziest thing in M&A

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