M&A Science

Kison Patel
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Jun 24, 2024 • 44min

How to Do M&A Deals in Germany

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.
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Jun 17, 2024 • 38min

How to Make AI Practical in M&A

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.
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13 snips
Jun 10, 2024 • 50min

M&A Deal Sourcing in the Tech Space

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.
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Jun 3, 2024 • 54min

Top 10 Things That Make M&A Successful

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.
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May 27, 2024 • 54min

How to Close M&A Deals in 30 Days

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.
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May 20, 2024 • 56min

Executing the Roll Up Strategy in the Tech Industry

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.
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May 13, 2024 • 46min

Building Corporate Development Muscle

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.
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May 6, 2024 • 1h 2min

How to Start Executing the Roll Up Strategy in M&A

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.
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Apr 29, 2024 • 60min

How to Create an Executable Integration Plan During Due Diligence

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.
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Apr 22, 2024 • 1h 9min

Uncovering Capital Allocation Strategies

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.

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