M&A Science

Michael Frankel, Founder and Managing Partner of Trajectory Capital, shares insights on successful M&A including alignment in vision, cultural alignment, reverse diligence, continuous learning, and empathetic leadership. Topics cover joint go-to-market planning, communication strategy, functional challenges, and proper preparation for M&A deals.

Jeremy Segal, EVP Corporate Development at Progress, shares strategies for closing M&A deals in 30 days. Topics include initial conversations, price negotiations, due diligence lists, deal adjustments, and confirmatory due diligence.

Steven Freidkin, CEO and Founder of Ntiva, Inc., and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc., share insights on executing the roll-up strategy in the tech industry. Topics include creating value through M&A, evaluating target companies, recurring revenue importance, red flags pre-LOI, and advice for first-timers.

Kyle Price, Chief of Staff & Corporate Development at Roblox, shares insights on building an M&A function from scratch. Topics include the importance of people in M&A, working with business leaders, biases in M&A, and evolving corporate development. He also discusses challenges in high-growth companies, integration planning, deal sourcing, and setting up new leaders for success.

Ivan Golubic, CFO at FastLap Group, shares insights on executing a roll-up strategy in M&A. Topics include setting up the strategy, valuation, building operations, dealing with capital providers, and team building. The episode emphasizes industry expertise, proactive approaches, pitching to PE firms, monitoring costs, and utilizing technology.

Jim Buckley, VP of M&A Integration at VMware, discusses the importance of involving the integration team during due diligence. Topics include building an integration plan, aligning with the target company, and defining 'done' in M&A integration. The episode highlights complexities, strategies, and challenges faced in successful integration planning.

Keith Levy, Operating Partner at Sonoma Brands, discusses capital allocation strategies like venture capital vs recapitalization, minority vs majority recapitalization, and evaluating exit strategies. He shares insights on strategy vs IRR, handling projections, and the role of an operating partner in M&A. Levy also contrasts big company vs small company dynamics and advises on timing investments for success.

Gerry Williams, Partner at DLA Piper US LLP, discusses the roll up strategy in private equity, focusing on industries susceptible to this approach, challenges of execution, negotiating LOI, typical deal structures, and employing earnouts. The episode delves into the complexities, risks mitigation, and managing multiple roll up businesses in the industry.

Tyler Rodewald, VP, M&A at EIS Holdings discusses corporate diversification through M&A. Topics include diversification strategy, drivers, deal sourcing, cultural integration, measuring success, projecting revenue synergies, and using AI in M&A. Insightful advice for practitioners and handling resistance in deals.

Andrey Galiuk, VP of Corporate Development, shares insights on strategic due diligence in M&A. Topics include entering the right market, finding the right target company, and challenges in strategic diligence. Discussion on maximizing value through diligence, market consolidation, and the importance of integration planning