How Aligning Strategy with Modeling Transforms Corporate Deals with Sean Corcoran

In this episode of Financial Modelers Corner, Paul Barnhurst aka The FP&A Guy dives deep into the intersection of corporate development and financial modeling, focusing on mergers and acquisitions (M&A). Sean Corcoran, a seasoned expert with over 20 years in corporate development, shares his insights on navigating complex transactions, building effective financial models, and driving strategic growth through acquisitions.

Sean Corcoran is the Head of Corporate Development at DigiCert and has an illustrious career spanning Fortune 50 companies, private equity-backed ventures, and public firms. With experience leading over 60 acquisitions worth billions, Sean has a comprehensive understanding of the M&A lifecycle, strategic planning, and financial modeling.

Expect to Learn

• Why simplicity and strategy are vital in corporate development financial models.
• Common pitfalls in financial models and how to avoid them.
• The importance of aligning strategic intent and integration during acquisitions.
• How FP&A professionals can transition into corporate development roles.
• The evolving tools and techniques in M&A due diligence and decision-making.

Here are a few quotes from Sean Corcoran:

• "Culture is one of the key criteria for successful acquisitions; the only way to assess it is to spend time with the prospective target."
• "A strategic partnership often evolves into an acquisition when both sides see value and alignment."
• "From a corporate development perspective, simplicity is king when building financial models."
• "AI is starting to play a role in M&A, especially in reviewing contracts and highlighting potential red flags."

From understanding the nuances of culture in acquisitions to navigating the challenges of carve-outs and earnouts, this episode offers an insightful conversation that highlights the complexity and opportunity within corporate development and the critical role of financial modeling.

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• LinkedIn - https://www.linkedin.com/in/sean--corcoran/

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• Website - https://www.thefpandaguy.com   
• LinkedIn - https://www.linkedin.com/in/thefpandaguy  
• YouTube - https://www.youtube.com/@thefpaguy8376  

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In today’s episode:

[01:19] - Introduction to the Episode and Guest

[05:37] - Sean’s Background and Career Journey

[08:09] - Key Lessons from M&A Experience

[12:43] - Responsibilities in Corporate Development

[17:10] - Favorite Deals and Lessons Learned

[21:37] - Building Effective Financial Models

[30:11] - Ensuring Alignment in Financial Modeling

[34:36] - Lessons from a Career in Corporate Development

[37:39] - Rapid-Fire Questions

[42:59] - Closing and Networking