M&A Science Mastering M&A Success with Transparent Leadership and Strategic Agility
Yogesh Gupta, President and CEO at Progress Software
In M&A, closing the deal is just the beginning. The true measure of success comes from effective execution post-close. Mastering this phase demands transparent leadership and strategic agility—qualities that can significantly influence whether an acquisition thrives or flounders.
In this episode of the M&A Science Podcast, Yogesh Gupta, President and CEO of Progress Software, explores how clear leadership and adaptable strategies are pivotal for M&A success. He shares insights into building a strong foundation and ensuring seamless integration, even before the deal is inked.
Things you will learn:
• Crafting a clear and actionable M&A strategy
• Establishing leadership and building a foundation before pursuing M&A
• Strategic AI integration
• Ensuring fit and managing integration risk at the LOI stage
• Balancing objectivity and cultural fit in M&A decision-making
*Bonus Mini Interview: The Evolving Landscape of M&A Data with Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence.
Today, data is everything, and the M&A industry is no different. Professionals must learn to harness and utilize the power of technology and data to increase efficiency.
In this mini interview, Jack Glazebrook, VP and Head of North America Sales and Account Management for Corporates at S&P Global Market Intelligence, discusses the evolving landscape of M&A data and how it impacts M&A professionals.
Things you will learn:
• Embracing AI for Enhanced Efficiency
• Leveraging Alternative Data Sources
• Utilizing Capital IQ Pro
• Accessing Private Company Data
• Workflow Efficiency through Technology
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This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you’re looking for your next investment or M&A target, conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata
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 Bookmarks
00:00 Intro
07:52 The reality of being a CEO in a publicly-traded company
12:29 Crafting a clear and actionable M&A strategy
15:21 Conducting diligence and understanding the business in the first 90 days
18:22 Establishing leadership and building a foundation before pursuing M&A
24:05 How the strategy evolved
25:05 Strategic AI integration
28:27 Executing successful M&A deals
30:51 Ensuring fit and managing integration risk at the LOI stage
34:26 Balancing objectivity and cultural fit in M&A decision-making
38:42 Building trust through transparency in M&A relationships
40:25 Influencing a sale by building long-term relationships
43:10 Maintaining valuation discipline in acquisition negotiations
45:31 Managing transparent employee communication
51:12 Staying agile to overcome integration challenges in M&A
54:33 Craziest thing in M&A
55:58 Bonus Interview with Jack Blazebrook: The Evolving Landscape of M&A Data