M&A Science

Wolfgang Schenk, VP of M&A at Belden, shares insights on programmatic M&A, team collaboration, achieving alignment, and the role of AI in M&A. The episode emphasizes benefits of structured processes, collaboration, and success metrics, as well as discussing challenges and transitioning strategies.

Tobias Gwisdalla, Head of Group M&A at GEA Group, discusses executing transformative M&A to change business models. Topics include challenges in transformative M&A, success metrics, transforming business models, and promoting change as a shareholder.

Frank Tepper-Sawicki, Partner at Dentons, shares insights on M&A in Germany. Topics include dealmaking differences, structuring deals, regulatory issues, and cultural nuances. Learn about transparency, prioritizations, and the risks involved in German M&A transactions.

Michael Bachman, Head of Research, Architecture, and AI, shares insights on practical AI applications in M&A. Topics include retrieval augmented generation, large language models, discriminative vs generative AI, fine-tuning, and agents. Learn how AI is revolutionizing deal sourcing and execution.

Steve Lucas, CEO of Boomi, shares insights on deal sourcing in the tech space. Topics include strategy approach, acquiring capabilities, building relationships, negotiations in M&A, and making integration successful. AI's impact on M&A and Boomi's future are also discussed.

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.