M&A Science

Kison Patel
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Jul 21, 2025 • 57min

M&A in Healthcare with John Palusci

John Palusci, the former VP of Transformation and Strategic Finance at BAYADA, shares his remarkable journey from IT to M&A leadership in healthcare. He discusses building a repeatable, buyer-led M&A engine in a nonprofit setup, focusing on mission alignment and long-term value. Key insights include strategies for managing integration risk, refining deal sourcing, and navigating cashless acquisitions. He emphasizes the importance of mentorship, effective communication, and due diligence in successfully merging organizations in a highly regulated industry.
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67 snips
Jul 17, 2025 • 1h 2min

The Secrets to Sourcing Proprietary Deals in Private Equity with Ryan Gable

Ryan Gable, Managing Partner at BW Forsyth Partners, shares his insightful journey in private equity, focusing on a people-first approach to acquisitions. He emphasizes the importance of building trust with founders to secure proprietary deals, contrasting it with traditional methods like over-leveraging. Gable discusses the innovative hybrid equity model that allows for flexible rollover equity, enhancing seller incentives and creating lasting value. His perspective challenges conventional norms, advocating for long-term relationships over quick exits.
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Jul 14, 2025 • 1h 3min

Why Pendo Buys Startups (And It’s Not for Revenue) with Todd Olson

In this engaging discussion, Todd Olson, CEO and Co-founder of Pendo, reveals why his company strategically avoids buying for revenue. He shares insights on speeding up roadmap execution and the importance of preserving founder autonomy post-acquisition. Todd stresses the need for product alignment and discusses the pitfalls of delayed integration, drawing from his experiences. The conversation highlights keeping culture and people at the forefront of acquisitions, ensuring that energy and innovation continue to flourish long after the deal is sealed.
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Jul 10, 2025 • 44min

Why Beacon Created an AI Committee for M&A—and What They’re Testing Next (Part 2) with Harrison Thomas

Harrison Thomas, Chief Growth Officer at Beacon Specialized Living Services, Inc., discusses innovations in mergers and acquisitions within the healthcare sector. He reveals how they shrank their diligence requests by over 65% using a centralized DealRoom. Harrison explains the importance of starting integration planning pre-close and the complexities of acquiring non-profit organizations. He also touches on the transformative role of AI in enhancing productivity while navigating regulatory challenges, providing a fascinating look at modern M&A strategies.
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Jul 7, 2025 • 33min

Why Beacon Created an AI Committee for M&A with Harrison Thomas

In this conversation, Harrison Thomas, Chief Growth Officer at Beacon Specialized Living Services, discusses how his company is revolutionizing M&A with AI. He explains the formation of an AI committee to enhance every phase of the deal lifecycle, including sourcing and integration. Harrison shares insights into early AI pilots aimed at improving due diligence and planning. Furthermore, he addresses the practical challenges of integrating AI in a people-centric industry, shedding light on the innovative future of healthcare M&A.
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33 snips
Jul 3, 2025 • 46min

How to Break Into M&A: Lessons from Todd Manley Part 2

In this insightful discussion, Todd Manley, VP of Corporate Development Integration at Intel, shares valuable strategies for breaking into mergers and acquisitions, particularly for those from diverse backgrounds. He emphasizes the importance of intentional networking and active listening in building strong professional connections. Todd also discusses key leadership traits he seeks when hiring and why learning from one’s career journey is crucial. With practical advice on team dynamics and career growth, he offers listeners a roadmap to success in the M&A landscape.
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63 snips
Jun 30, 2025 • 50min

Build a Career in M&A: Lessons from Intel’s Todd Manley

Todd Manley, VP of Corporate Development Integration at Intel, shares his unconventional journey from IT consultant to M&A expert. He emphasizes the importance of networking and curiosity over traditional qualifications. Todd discusses critical leadership traits for integration roles and the value of empathy in M&A processes. He reflects on career milestones, including Cisco's acquisition of WebEx, and highlights how teamwork drives success. This engaging conversation is packed with practical advice for aspiring M&A professionals.
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59 snips
Jun 26, 2025 • 58min

Buyer-Led vs. Seller-Led M&A with Matthew Person

Mathew Person, Senior Vice President of Corporate Development at QuickBase, shares his extensive experience in buyer-led mergers and acquisitions. He explains how to proactively structure acquisitions and align internal stakeholders for success. Discussions include the importance of creating a 'box of preference' for deal criteria and assessing cultural fit. Mathew emphasizes strategic sourcing and the need for effective integration, revealing insights on managing stakeholder engagement and optimizing M&A processes.
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13 snips
Jun 23, 2025 • 54min

From Loom to Trello: How Atlassian Scales Through Smart M&A with Sarah Hughes

In this engaging discussion, Sarah Hughes, the Head of Corporate Development at Atlassian, shares her journey in M&A from Google to Atlassian. She delves into the art of sourcing deals and building long-term relationships with founders. Sarah reveals Atlassian's three strategic pillars for acquisitions and the push-pull alignment between corporate development and product teams. The conversation highlights the crucial role of cultural diligence and integration planning, emphasizing how empathy and transparency foster successful post-acquisition outcomes.
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16 snips
Jun 20, 2025 • 55min

Building Trust in Acquisitions with Dan Pollock

Dan Pollock, Vice President of Corporate Development at SAM Companies, shares his journey in building a robust M&A function. He discusses the balance of disciplined diligence with relationship-first sourcing and how culture and seller alignment are just as crucial as price. Dan highlights the importance of integrating small firms while preserving their legacy and using innovative strategies like earnouts. This conversation provides tactical insights for those looking to refine their corporate development playbook and scale M&A effectively.

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