

225: Mark Sirower, How to thrive and win in M&A
Mar 16, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 3min
Do Mergers Create Value?
02:48 • 4min
What's Your Base Case?
06:29 • 2min
Why Are So Many Not Succeeding?
08:36 • 2min
Integration Management Office - Work Streams
10:56 • 3min
Are You Getting a Merger Wave?
13:33 • 4min
Reactors Are Playing This Game of Not to Lose
17:33 • 2min
Are You Reacting to the Due Diligence Stage?
19:37 • 4min
Post Merger Planning
23:24 • 2min
Top Down vs Bottom Up
25:31 • 2min
The Best Practices for Announcement Day
27:04 • 3min
What Are the Best Practices for the Integration Process?
29:34 • 2min
Transition to Business as Usual
31:46 • 4min
What Are the Quirks in the System?
35:57 • 3min
The Role Consultants Play in the Organizational Development Process
38:29 • 2min
Do You Need a Dedicated Deal Team?
40:24 • 2min
What's Driving M and A?
42:42 • 2min
Do Stock Deals Underperform Cash Deals?
44:23 • 2min
What Is the Difference Between Positive and Negative Reaction Portfolios?
46:46 • 3min
What Happens After a Deal Closes?
50:03 • 2min
Are You Giving Investors Something They Can Track?
51:58 • 3min
Is the Management Team Reading Their Signals?
54:44 • 2min
The Importance of Having a Robust Investment Strategy
57:01 • 2min
Keeping the Stake Aldis Alined
58:32 • 3min