Former Morningside Co-CEO and M&A expert Tom Klein discusses pre-close M&A value creation, industry selection, sourcing methodologies, building reputation, and working with lender partners. Topics include deep focused search approaches, mastering industry-focused M&A research, strategic acquisition identification, audacity of search fund model, and navigating complexities in M&A deals.

Roland Lessard and Tom Klein, Co-CEOs of Morningside, share invaluable M&A strategies focused on value creation and leveraging debt. Jeff Homer, CEO of Ensemble, discusses successful roll-up strategies and brand integration. Henry Schuck, founder of ZoomInfo, offers expert insights on M&A in the software industry, emphasizing team transition and integration. Together, they explore the complexities of M&A success, integration strategies, and the practical aspects of structuring deals and managing client relationships.