Shows
M&A ScienceBuild a Career in M&A: Lessons from Intel’s Todd ManleyTodd Manley, VP of Corporate Development Integration at Intel In this episode, Todd Manley joins Kison Patel to share his non-traditional path into the world of M&A. Starting his career in IT and organizational behavior, Todd brings a unique lens to integration and leadership in corporate development. From his early consulting days to overseeing integrations at Cisco, Symantec, and now Intel, Todd has seen it all. He opens up about what it really takes to thrive in M&A—from career pivots and networking to managing divestitures and leading with empathy. This episode is pa...2025-06-3050 minM&A ScienceBuild a Career in M&A: Lessons from Intel’s Todd ManleyTodd Manley, VP of Corporate Development Integration at Intel In this episode, Todd Manley joins Kison Patel to share his non-traditional path into the world of M&A. Starting his career in IT and organizational behavior, Todd brings a unique lens to integration and leadership in corporate development. From his early consulting days to overseeing integrations at Cisco, Symantec, and now Intel, Todd has seen it all. He opens up about what it really takes to thrive in M&A—from career pivots and networking to managing divestitures and leading with empathy. This episode is pa...2025-06-3050 minM&A ScienceBuyer-Led vs. Seller-Led M&A with Matthew Person Mathew Person, Senior Vice President of Corporate Development at Quikbase In this episode of the M&A Science Podcast, Kison Patel interviews Mathew Person, Senior Vice President of Corporate Development at Quickbase. Mathew brings a unique blend of operator, banker, and corp dev experience, making him a strategic leader in buyer-led M&A. Together, they dive deep into how to proactively structure acquisitions, align internal stakeholders, avoid over-rationalization, and ensure integration success. Things You Will Learn: How to design and align around a box of preference (quant + qual criteria) ...2025-06-2658 minM&A ScienceBuyer-Led vs. Seller-Led M&A with Matthew Person Mathew Person, Senior Vice President of Corporate Development at Quikbase In this episode of the M&A Science Podcast, Kison Patel interviews Mathew Person, Senior Vice President of Corporate Development at Quickbase. Mathew brings a unique blend of operator, banker, and corp dev experience, making him a strategic leader in buyer-led M&A. Together, they dive deep into how to proactively structure acquisitions, align internal stakeholders, avoid over-rationalization, and ensure integration success. Things You Will Learn: How to design and align around a box of preference (quant + qual criteria) ...2025-06-2658 minM&A ScienceM&A Lawyers vs. Bankers: What’s Changed and What Still Matters with Rob KindlerRob Kindler, Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP In this episode of the M&A Science podcast, Kison Patel sits down with Rob Kindler, a uniquely positioned dealmaker whose career has spanned both sides of the M&A table—law and investment banking. Rob previously led global M&A at Morgan Stanley and is now a senior partner at Paul Weiss. With 44 years of experience, he’s seen firsthand how the roles of lawyers and bankers have evolved, what makes a deal succeed or fail, and how today’s regulatory, activist, and valuation pressures are reshap...2025-06-1257 minM&A ScienceM&A Lawyers vs. Bankers: What’s Changed and What Still Matters with Rob KindlerRob Kindler, Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP In this episode of the M&A Science podcast, Kison Patel sits down with Rob Kindler, a uniquely positioned dealmaker whose career has spanned both sides of the M&A table—law and investment banking. Rob previously led global M&A at Morgan Stanley and is now a senior partner at Paul Weiss. With 44 years of experience, he’s seen firsthand how the roles of lawyers and bankers have evolved, what makes a deal succeed or fail, and how today’s regulatory, activist, and valuation pressures are reshap...2025-06-1257 minM&A ScienceCEO Growth Strategy: How Culligan Scaled 300+ Acquisitions with Scott ClawsonScott Clawson, CEO of Culligan International Scott Clawson turned Culligan from a legacy water treatment business into a $3.3 billion global platform operating in over 50 countries—powered by a programmatic M&A engine that has executed 300+ acquisitions. In this episode, he sits down with Kison to share exactly how that machine works. From beachside inspiration to building a decentralized deal engine, Scott walks us through his journey scaling Culligan’s strategy with support from capital partners like Advent and BDT MSD. He breaks down how to structure pipeline teams, create incentive systems that align corporate and loca...2025-06-0959 minM&A ScienceCEO Growth Strategy: How Culligan Scaled 300+ Acquisitions with Scott ClawsonScott Clawson, CEO of Culligan International Scott Clawson turned Culligan from a legacy water treatment business into a $3.3 billion global platform operating in over 50 countries—powered by a programmatic M&A engine that has executed 300+ acquisitions. In this episode, he sits down with Kison to share exactly how that machine works. From beachside inspiration to building a decentralized deal engine, Scott walks us through his journey scaling Culligan’s strategy with support from capital partners like Advent and BDT MSD. He breaks down how to structure pipeline teams, create incentive systems that align corporate and loca...2025-06-0959 minM&A ScienceInside Soundtrack’s Roll-Up Strategy: Building a Global Leader in Background Music with Ola SarsOla Sars, Founder, CEO & Chairman of Soundtrack Your Brand In this episode of M&A Science, Ola Sars shares the story of his 20-year journey disrupting the music industry—first by co-founding Beats Music (later acquired by Apple), and now as the visionary behind Soundtrack Your Brand. Ola dives into the bold thesis that’s guided his career, why he’s pursuing a buyer-led M&A approach to consolidate a fragmented background music market, and how he’s turning legacy customer bases into scalable SaaS revenue. Things you will learn: How to turn a produ...2025-05-2956 minM&A ScienceInside Soundtrack’s Roll-Up Strategy: Building a Global Leader in Background Music with Ola SarsOla Sars, Founder, CEO & Chairman of Soundtrack Your Brand In this episode of M&A Science, Ola Sars shares the story of his 20-year journey disrupting the music industry—first by co-founding Beats Music (later acquired by Apple), and now as the visionary behind Soundtrack Your Brand. Ola dives into the bold thesis that’s guided his career, why he’s pursuing a buyer-led M&A approach to consolidate a fragmented background music market, and how he’s turning legacy customer bases into scalable SaaS revenue. Things you will learn: How to turn a produ...2025-05-2956 minM&A ScienceHow to Build Better Deals: Sourcing and Integration with John RomeoJohn Romeo, CEO of the Oliver Wyman Forum and Head of M&A at Oliver Wyman We sit down with John Romeo to explore Oliver Wyman’s disciplined, strategic approach to M&A. Romeo shares how his team sources deals through a bespoke pipeline, aligns incentives with founder-led businesses, and plans integrations that prioritize people and long-term value creation. From cultural diligence to pricing discipline, this episode reveals what it really takes to execute successful deals in a high-touch, people-driven industry. What You’ll Learn: How to build and manage a bespoke M&A pi...2025-05-2656 minM&A ScienceHow to Build Better Deals: Sourcing and Integration with John RomeoJohn Romeo, CEO of the Oliver Wyman Forum and Head of M&A at Oliver Wyman We sit down with John Romeo to explore Oliver Wyman’s disciplined, strategic approach to M&A. Romeo shares how his team sources deals through a bespoke pipeline, aligns incentives with founder-led businesses, and plans integrations that prioritize people and long-term value creation. From cultural diligence to pricing discipline, this episode reveals what it really takes to execute successful deals in a high-touch, people-driven industry. What You’ll Learn: How to build and manage a bespoke M&A pi...2025-05-2656 minM&A ScienceHow to Get Investors Onboard: What Founders Need to Know Part 2 with Stew CampbellStew Campbell, Partner at The Chernin Group In Part 2, Stew Campbell returns to share tactical guidance for founders evaluating outside capital. We dive deep into how to run a founder-led investor process, what to watch for in term sheets, and how to build long-term wealth while scaling a founder-led business. Stew breaks down growth equity vs. private equity, investor diligence, and how to choose a partner who accelerates—not limits—your next chapter. This episode is a must-listen for any operator planning a recap, acquisition, or capital raise in the next 1–3 years. Things You’ll Learn:2025-05-2252 minM&A ScienceHow to Get Investors Onboard: What Founders Need to Know Part 2 with Stew CampbellStew Campbell, Partner at The Chernin Group In Part 2, Stew Campbell returns to share tactical guidance for founders evaluating outside capital. We dive deep into how to run a founder-led investor process, what to watch for in term sheets, and how to build long-term wealth while scaling a founder-led business. Stew breaks down growth equity vs. private equity, investor diligence, and how to choose a partner who accelerates—not limits—your next chapter. This episode is a must-listen for any operator planning a recap, acquisition, or capital raise in the next 1–3 years. Things You’ll Learn:2025-05-2252 minM&A ScienceHow Private Equity Firms Structure M&A Deals with Jon DhanawadeJon Dhanawade, Private Equity M&A Partner at Mayer Brown In this episode of M&A Science, Kison Patel sits down with Jon Dhanawade to unpack how private equity firms structure M&A deals—what works, what doesn’t, and how to manage risk every step of the way. Jon brings legal insight from both sides of the table, sharing practical strategies for aligning deal terms with investment objectives, mitigating downside risk, and building strong seller relationships. Whether you’re a corporate buyer or a fund-backed operator, this episode will help sharpen your deal judgment and show...2025-05-081h 04M&A ScienceHow Private Equity Firms Structure M&A Deals with Jon DhanawadeJon Dhanawade, Private Equity M&A Partner at Mayer Brown In this episode of M&A Science, Kison Patel sits down with Jon Dhanawade to unpack how private equity firms structure M&A deals—what works, what doesn’t, and how to manage risk every step of the way. Jon brings legal insight from both sides of the table, sharing practical strategies for aligning deal terms with investment objectives, mitigating downside risk, and building strong seller relationships. Whether you’re a corporate buyer or a fund-backed operator, this episode will help sharpen your deal judgment and show...2025-05-081h 04M&A ScienceHow to Handle Global M&APablo von Siebenthal, Global Head of M&A at Swissport The global landscape offers exciting growth opportunities that make business expansion a strategic move. M&A can be a powerful tool for this, but global deals often come with cultural complexities and regulatory intricacies that require a strategic approach. In this episode of the M&A Science Podcast, Pablo von Siebenthal, Global Head of M&A at Swissport, talks about how to handle global M&A. Things you will also learn from this episode: • Challenges of ex...2024-07-151h 03M&A ScienceHow to Handle Global M&APablo von Siebenthal, Global Head of M&A at Swissport The global landscape offers exciting growth opportunities that make business expansion a strategic move. M&A can be a powerful tool for this, but global deals often come with cultural complexities and regulatory intricacies that require a strategic approach. In this episode of the M&A Science Podcast, Pablo von Siebenthal, Global Head of M&A at Swissport, talks about how to handle global M&A. Things you will also learn from this episode: • Challenges of ex...2024-07-151h 03M&A ScienceExecuting M&A Without Corporate DevelopmentMichael Farlekas is the CEO at E2open Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science? Reach out to Kison at kison@mascience.com EPISODE TIMESTAMPS: 00:00 Introduction 02:24 Background 04:58 14 transactions without a dedicated Corp Dev team 08:47 Networking and scoring the deals 14:34 The hunting part 20:45 Restructuring the business for faster integration 22:04 Approach to due diligence 24:10 Key things to look at pre and post-LOI 25:15 Considering the cu...2023-03-2747 minM&A ScienceExecuting M&A Without Corporate DevelopmentMichael Farlekas is the CEO at E2open Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science? Reach out to Kison at kison@mascience.com EPISODE TIMESTAMPS: 00:00 Introduction 02:24 Background 04:58 14 transactions without a dedicated Corp Dev team 08:47 Networking and scoring the deals 14:34 The hunting part 20:45 Restructuring the business for faster integration 22:04 Approach to due diligence 24:10 Key things to look at pre and post-LOI 25:15 Considering the cu...2023-03-2747 minM&A ScienceSetting Up Day One for SuccessChris Evans is the former Head of Corporate Development Integration at Amazon (NASDAQ: AMZN) Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science? Reach out to Kison at kison@mascience.com EPISODE TIMESTAMPS: 0:00 Introduction 5:32 How Important is Day One 10:40 What happens on Day One 14:59 Integration North Star 16:25 What Success on Day One looks like 21:00 Introducing the Integration Manager 25:43 Engaging the managers 31:08 Keeping the big picture alignment 2023-03-2046 minM&A ScienceSetting Up Day One for SuccessChris Evans is the former Head of Corporate Development Integration at Amazon (NASDAQ: AMZN) Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science? Reach out to Kison at kison@mascience.com EPISODE TIMESTAMPS: 0:00 Introduction 5:32 How Important is Day One 10:40 What happens on Day One 14:59 Integration North Star 16:25 What Success on Day One looks like 21:00 Introducing the Integration Manager 25:43 Engaging the managers 31:08 Keeping the big picture alignment 2023-03-2046 minM&A ScienceBuying Public CompaniesPranjal Gambhir, and Doretta Mistras, Managing Director - Global Investment Banking, Healthcare at Citi The M&A process varies when dealing with a public vs private company. To many, acquiring a public company is more ideal. First-time acquirers need to be aware of the differences between acquiring a public company and acquiring a private company. In this episode of the M&A Science Podcast, Pranjal Gambhir and Doretta Mistras, both Managing Directors, Global Investment Banking, Healthcare at Citi, talk about how to buy public companies. To check out Affinity’s 2022 M&A Benchmark Rep...2022-07-2633 minM&A ScienceBuying Public CompaniesPranjal Gambhir, and Doretta Mistras, Managing Director - Global Investment Banking, Healthcare at Citi The M&A process varies when dealing with a public vs private company. To many, acquiring a public company is more ideal. First-time acquirers need to be aware of the differences between acquiring a public company and acquiring a private company. In this episode of the M&A Science Podcast, Pranjal Gambhir and Doretta Mistras, both Managing Directors, Global Investment Banking, Healthcare at Citi, talk about how to buy public companies. To check out Affinity’s 2022 M&A Benchmark Rep...2022-07-2633 min
BossMove40. Cultivating Your Planted Roots to ThriveWhen we were kids, we begin to discover what we like doing. Eventually, it becomes our passion as our parents help us grow through playdates and workshops. Once we get to know what we love doing, we pursue more about it by gaining experiences such as joining competitions and attending classes. These planted roots need to be cultivated as we grow because our environment also changes. Through preparation, self-awareness, failing forward, discipline and motivation, we’ll be able to keep going as we thrive and succeed in our endeavors. This week, Kison interviews Daniela Ruah, an American-Portuguese actre...2022-02-2339 minBossMove39. Flipping Your Approach to SuccessWe are all entitled to our points of view and perspectives, but if you want to succeed, you must learn that trying to get everything perfect, is not the way to go. It’s not a bad idea to try flipping your approach, and see where it would bring you. This week, Kison interviews Lindsay McCormick, a sports broadcaster and journalist. Lindsay shares the strategies and steps to take in taking a different route towards success. They also touch on the following: How to stop perfectionism from debilitating you Filling in the gaps of your weaknesses th...2022-02-1625 min
BossMove38. Transitioning To Long Term SuccessWhat does one need to keep in mind once they succeed? What needs to be maintained once they reach their goals? There’s no secret that humility comes after this, but what brought there should still be present. The curiosity that piques your interest and drives you to be disciplined infuses humble leadership leading to long-term success. Listen as Kison interviews Pete Chatmon, American film and TV director, about how he makes sure he keeps his feet on the ground once he reaches his long-term successes. In this episode you will learn about: Catering to your curiosity as it...2022-02-0920 min
BossMove37. Taking Tenacity to the Next LevelWhen you want something, no matter how hard or challenging, you need to persevere. Now, this requires a different level of self-reflection to see what you can and can’t due to, and be humble and prepared to pivot and adjust to make things happen. This week, Kison interviews Eugenie Bondurant, an actress from New Orleans, Louisiana. Eugenie shares how being honest, building yourself up and having tenacity brings you closer to your dreams despite all the challenges and hardships. They also touch on the following: Knowing and acknowledging yourself and your skills and still being open to feed...2022-02-0224 minBossMove36. Level Up Through Strong RelationshipsHow can you become better as a leader and an entrepreneur? How do you deal with the people you work with? Do you still aim for improvement? In this episode, Kison and Jason Lippert, President and CEO of LCI Industries, enlighten us with the importance of building a healthy and trusting relationship with the people we work with in improving leadership skills and business cultures. They also touch on the following: Having the courage to work on yourself and improve through an action plan Asking for advice and 360-degree-reviews to figure out your deficiencies Serving your people by building a tru...2022-01-2615 min
BossMove35. Rigidity as a Creativity KillerAre you doing the things you’re passionate about right now? How can you cultivate creativity and passion and get rid of all that rigidness in your dynamics and workflow? This week, Kison is joined by Wendy Heilbut, Founder and Managing Partner at Jayaram Law, a law firm that advises clients globally on critical intellectual property and commercial matters and disputes. They talk about how you can cultivate your passion, create connections, welcome creativity, and just learn to empower others. They also touch on the following: Allowing more flexibility in your processes and systems Rea...2022-01-1920 min
BossMove34. Blend Curiosity with HappinessDo you ever feel like you want to do, learn and experience more? Does exploring new opportunities and going on a new journey excite you and make you happy and giddy all over? This week, Kison interviews Elena Campbell-Martinez, a bilingual Latina actress who has created memorable performances on both film and TV. Elena shares the pivots she made in her career and how she chose to follow her calling and pursue the passion that gives her joy. They also touch on the following: Practicing mindfulness Being in the moment of genuine curiosity Enjoying t...2022-01-1232 min
BossMove33. Intangible Elements in Business SuccessHow can we measure and define success? Is it about the number of accomplishments you've done? The amount of money you've received? or maybe it's the feeling of fulfillment after achieving your purpose? This week, Kison and Shyla interview Aneela Idnani Kumar, TEDx speaker and co-founder of HabitAware. Aneela, a mental health advocate, has been diagnosed with trichotillomania and uses her experience and the mobile app she’s helped develop to help others like her change their life. She shares the factors that contributed to the lifestyle she now lives and the success she enjoys. The...2022-01-0524 min
BossMove32. Communicate and Stay ConnectedYou must value your employees, boss, and yourself just as much as how you value your business. This week, Kison interviews Bobbi Rebell, Certified Financial Planner and host of the Money Tips from Financial Grownups podcast, and discusses these concepts: Why and how you should be prepared Learning to actively listen Why you should show appreciation Discovering your long-term goals Follow BossMove on all socials: https://linktr.ee/bossMoveSeries 2021-12-2930 min
BossMove31. Compassion to Amplify OthersCreating meaningful impact and finding joy by loving what you do are strong indicators of success in today’s world. In this week’s episode, we are joined by renowned author and journalist, Hollie McKay. Kison and Hollie talk about the following: Having the right mindset for your goals Learning how to listen Finding balance in work and life Conveying other people’s stories with compassion The importance of a support system Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-12-2230 min
BossMove30. Trust as the Road to SuccessSuccess may be defined differently by people and entrepreneurs. But the common ground is to map out our strengths and weaknesses to pave the way towards success. Listen as Kison interviews Laurette Rondenet, the award-winning President and CEO of Edlong Corporation, about the principles she upholds as she journeys to success. In this episode, you will learn about: Setting the north star to your success Creating and maintaining a trusted circle Delegating tasks to elevate success Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-12-1521 min
BossMove29. Empowering Your EmployeesLeaders already have a lot on their plates. But one of the most important things they should prioritize is empowering their team members. In this episode, Kison interviews Dane Sanders, CEO at Tell Me Your Dreams, about how organizations and companies could benefit from engaging and empowering their employees. You’ll learn about: The element of a great conversation How to motivate your team to keep going Why you should encourage your employees to dream Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-12-0826 minM&A ScienceHow To Succeed in M&A Integration and Measure Success Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) Integration can be difficult but it’s, without a doubt, the most important part of M&A. In this episode of the M&A Science podcast, Kison interviews Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware as he talks about how to create a successful integration plan. Here’s what you’ll learn: - Why working backwards is best in integration planning - What makes a successful integration leader - How to measure success To join o...2021-12-0651 min
BossMove28. Modern Day Self-ImprovementDifferent self-help books and leadership materials in the past have a similar tone: work on yourself and relate with others. This applies across different industries and fields of work. But how does the principle of self-improvement apply today? Join Kison and John Corcoran, Co-Founder of Rise25, as they talk about the ways you can continuously improve yourself and build lasting connections with other people. Here are some highlights you can’t miss: What to do with your strengths and weaknesses Modern-day networking The importance of giving Follow BossMove on all socials: http...2021-12-0122 min
M&A ScienceHow to Structure Teams Approaching DiligenceKen Bond, Head of Corporate Development at Cetera Financial Group Building M&A teams require different considerations based on your growth strategy. In this episode of the M&A Science podcast, Kison interviews Ken Bond, Head of Corporate Development at Cetera Financial Group on how he structures teams approaching diligence. Here’s what you’ll learn: - The three functions you need to build your M&A team - How to determine the ideal M&A team size for your strategy - The role of the project manager in the M&A te...2021-11-2959 min
M&A ScienceHow To Negotiate And Structure NDAsMark Khavkin, CFO of Pantheon Platform NDAs are often overlooked as people tend to fall into the trap of thinking they can be templated. In this episode of the M&A Science podcast, Kison interviews Mark Khavkin, CFO of Pantheon Platform about NDAs, how to negotiate them, and their structures. Here’s what you’ll learn: Why NDAs are not routine legal documents The fundamentals of NDAs Negotiating NDAs depending on the type of deal you have To join our network of M&A practitioners and sign up for our newsletter go to mascience.com. 2021-11-2242 min
BossMove26. Critical Elements for SuccessSuccess is not about luck or chance. It’s about a visionary leader who intentionally pursues the critical elements every business needs to thrive. Being this kind of leader needs a shift in mindset, more intentionality, and sharper skills. Listen as Kison and his guest Lil Roberts, Founder, and CEO at Xendoo, talk about the elements you need to achieve your goals. Here are the highlights of this week’s episode: Building a productive lifestyle How to use timing work in your favor Hiring the best people for your team Follow BossMove on all socials...2021-11-1729 min
BossMove25. The Importance of DiscomfortEach step away from your comfort zone is a step closer to success. To be more precise, the path to success is all about seeking discomfort. In fact, this framework has pushed people to conquer the highest mountains, break world records, and influence millions of lives. Join Kison and Tonya Ladipo, CEO of The Ladipo Group, as they talk about moving away from your comfort zone. Why it is important and how it can speed up your journey to success. In this episode, you’ll learn about: Drawing inspiration from others Learning to seek criticisms Overcoming the fear...2021-11-1023 minBossMove24. The Strength of a Defined IdentityOne of the most important tools for success is something you already have, but needs to define – your own identity. In a world where millions of people want to make a name for themselves, what does it take to be authentic? In episode 24 of BossMove, Kison chats with Olga V. Mack, CEO and Chairwoman at Parley Pro on the wonders a defined and authentic identity could bring to your career. Here’s what you’ll learn: The importance of authenticity and how to cultivate it Why you should pay more attention to your aptitude over your accomp...2021-11-0329 min
M&A ScienceMaking GTM SuccessfulPragnya Kashinath, M&A Consultant at Deloitte A go-to-market strategy is one of the most important things in an acquisition. In this week's podcast, we're featuring Kison's interview with Pragnya Kashinath. At the time of this interview, she was the Director of M&A, Corporate Strategy at Cognizant. Now, she's an M&A Consultant at Deloitte. Pragnya shares how to create a successful GTM strategy from the very beginning of a transaction and the challenges you need to watch out for. Learn about: - Pragnya's unique role on the business side versus on the corporate d...2021-11-0147 min
BossMove23. Reach Out and MobilizeBehind every successful person is a powerful team who believes in their leader’s goals. Kison interviews Giuseppe Grammatico, host of The Franchise Freedom podcast, about the steps you need to take to build a strong network and to mobilize people to help reach your goals: Reach out to the right people Connect people with each other Systematically delegate tasks Share your vision Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-10-2725 min
BossMove22. Redefining Ways of WorkLiving a life that leads to success means living a different life from others - going against the culture, questioning norms, and redefining ways of work. Join Kison and his guest John Lee Dumas, host of the award-winning podcast Entrepreneurs on Fire, as they redefine productivity and success and break down elements you need to achieve your goals. Here are the highlights you shouldn't miss: The real definition of productivity The importance of plans Multi-tasking vs. prioritizing Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-10-2012 min
BossMove21. Success from the Inside OutWhat story do you tell yourself every day? The way you talk to yourself is a crucial factor that determines your success. Going after your goals starts internally. Your mind is a powerful force that leads you to actions that produce results. Kison interviews Steven Pesavento, President and Trusted Advisor at VonFinch Capital, about setting a clear and focused mind that will set you up for success. In this episode, you’ll learn: How successful people think What real productivity looks like Why you need help from others Follow BossMove on all...2021-10-1321 min
M&A ScienceHow to Commit to Integration Start to FinishKaren Ashley, Vice President of Corporate Development Integration at Cisco (NASDAQ: CSCO) Cisco is one of the largest and most successful acquirers in the world. On this week's episode of the podcast, Kison spoke with Cisco's Vice President of Corporate Development Integration, Karen Ashley. We looked at their deal process and how they commit to integration from start to finish. Here's what you'll learn: - The importance of strategy meetings - The 3 success metrics - Why their integration team leads operational diligence This episode is sponsored by S&P...2021-10-1149 min
M&A ScienceTransformative M&ADuncan Painter, CEO of Ascential (LON: ASCL) In this week's episode of the M&A Science podcast, we're learning about transformative M&A. In Kison's recent interview with Duncan Painter, CEO of Ascential, we talk about what a “transformative deal” means to their organization and how they achieve deal success. Here's what you'll learn: - How to build a transformative M&A strategy - How divestitures can transform your business - Why you need to commit to the strategy This episode is sponsored by S&P Global Market Intelligence. Acce...2021-10-0451 min
BossMove19. The Operating System for SuccessBig results come from small steps. So, don’t let your audacious goals intimidate you. In fact, set them aside and create an effective internal system that will help you achieve any goal. This is what Kison and Michael Sacca, External Vice President and General Manager of Dribbble, talked about in this episode. Hear them out as they talk about how to build a dynamic internal system that will do the work for you in achieving any goal you have. Here are some things you’ll learn about: Making progress a team habit Ensuring impactful results Hyper-g...2021-09-2921 min
M&A ScienceExecuting a Divestiture Without a BankRuss Hartz, Vice President of Corporate Development at Ansys (NASDAQ: ANSS) Hiring a bank to facilitate a divestiture is an option, not a necessity. Kison Patel interviewed Russ Hartz, VP Corp Dev at Ansys, to talk about his vast experience of successfully executing divestitures without a bank. Here's what you'll learn: - The importance of constant business evaluation - How to create a competitive buyers' pool - How to know which buyer is right for the company To join our network of M&A practitioners and sign up for...2021-09-2748 min
BossMove18. Sparking Up AuthenticityWhat does it take for a brand and content to be authentic? More importantly, is it worth it to invest and strive to find authenticity? In this episode, Kison and Eric Kasimov, Founder of KazSource, Inc., and SportsEpreneur, enjoyed breaking down the steps in sparking authenticity and making it work for you. Here are the highlights: Talent stacking and building something that’s uniquely yours Importance of consistency in creating content The value of being authentic Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-09-2228 min
M&A ScienceManaging Infrequent AcquisitionsPeter Linas, CPO and EVP Corporate Development at Bullhorn If you’re an infrequent buyer, you might be thinking about how to maximize your existing resources. Kison Patel spoke to Peter Linas, CPO & EVP Corporate Development at Bullhorn. Peter talks about managing a corporate development team in an infrequent acquisition environment. Here's what you'll learn: - Staffing Up Internal Vs. External Resources - Key Areas to Hire Advisors - Determining the Integration Lead To join our network of M&A practitioners and sign up for our newsletter go to ma...2021-09-2046 min
BossMove17. Change Starts from the CoreBeyond wealth, what’s an important measure for success? Kison interviews Tayo Rockson, President and CEO of UYD Management, and podcast host of As Told By Nomads, about making a meaningful impact and cultivating a safe space through your businesses. Tayo brings us back to what’s important through his key principles. Here are the highlights of Episode 16: Maximizing self-awareness as an ability to connect Using your core values to reinforce accountability Ensuring your business cultivates an inclusive, safe space Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-09-1525 min
BossMove16. Overcoming the Odds of DiversityIn life and work, we all have our struggles to face. The goal, however, is not to eliminate them or brush them aside; it's to overcome them. Kison teams up with his daughter Shyla in interviewing Sharae Moore, Founder and CEO of S.H.E. Trucking along this interview are Jerri Banks and Dr. Erica Flimmons as they all discuss what it's like to be in the male-dominated trucking industry and the key elements they need to possess in order to be successful. In this girl-powered episode, you'll learn about: The value of serving...2021-09-0836 min
M&A ScienceBuy and Build StrategyAdam Coffey, CEO at CoolSys, Refrigeration and HVAC Systems This week's episode of the M&A Science podcast is about how PE firms can ramp up the growth of their businesses using the buy and build strategy. Kison interviewed Adam Coffey, CEO at CoolSys, Refrigeration and HVAC Systems, and author of The Private Equity Playbook. Here's what you'll learn: - What is a buy and build strategy - When you should consider this strategy - How to build a team to implement this strategy To join our network of...2021-09-0748 min
BossMove15. Progress over PerfectionFor businesses, perfection is a dead end, and progress is limitless. But how do you start? In this episode, Kison interviews James Schramko, Founder and Managing Director of SuperFastBusiness. They talk about the key elements that will help businesses be dynamic and innovative in this fast-changing world. Here are some of the main points you’ll hear about: How questioning things will lead you to growth and new opportunities Why early action tops detailed plans How to develop integrity Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-09-0131 min
BossMove13. The Powerful Force of the Internal MindsetDo you know that your mindset and discipline can rally your business to success? In this episode, Kison chats with Gene Hammett, Managing Director and Co-Founder at Core Elevation, Leadership Columnist at Inc. Magazine. Find out how you can use your internal mindset and discipline in turning your life vision into reality. Here are the highlights you can’t miss: Deep reflection allows you to have a clear vision of your situation, weaknesses and goals. Commit to the process of achieving who you need to be for your business and team. Stop blaming others and take co...2021-08-1827 min
BossMove12. Pushes and Pulls to Reach Your PotentialDo you ever wonder how far you can still take yourself? This is exactly what Kison and Amanda Boleyn, CEO at She Did It Her Way, talked about. Amanda, who has worked with companies like ATT, Weight Watchers, JP Morgan, Intel, HP, Google and KU Medical Center, shared her tips for maximizing potential. Episode 12 sheds light on these principles: Believing we are innately our biggest assets Taking ownership by becoming aware of the thoughts and the meaning of our actions Investing in yourself beyond the numbers to become a conscious human Limiting external input s...2021-08-1121 min
BossMove10. Components of CommitmentKison interviews Park Howell, Business & Brand Storytelling Consultant, Keynote Speaker, host of the Podcast Business of Story and Founder and President of Park&Co. Park outlines the elements of commitment and fleshes it out with real-life examples that lead to stability and success: Focus allows you to finish more with less time. Walk the talk and make good on your word. Follow up and pursue to set yourself apart. Don’t skip steps or take shortcuts. Follow BossMove on socials: https://linktr.ee/bossMoveSeries2021-07-2830 min
BossMove7. Sacrifice for SuccessHave you ever wondered what attributes a successful entrepreneur should execute? Kison interviews Henry Lopez, Serial Entrepreneur and Small Business Coach & Consultant, witnessed his fair share of people who refuse to sacrifice. In this week's episode of #BossMove, learn about: Why you need to invest money and time in putting up a business. How to sacrifice if you want to get anywhere Why you should take responsibility and accountability for your failures BONUS: Listen 'til the end to know more about BossMove and how having good communication skills are important to achieve success. F...2021-07-0731 min
BossMove6. How to Drive Innovation in your OrganizationHow can we start to imagine a different future and render it in the real world? Kison interviews Saul Kaplan, the Founder and Chief Catalyst at the Business Innovation Factory, all about the Three Superpowers of Transformation and learns how to drive innovation in your organization. Below are some of the highlights you'll hear: How human-centered design can help your future What is rapid prototyping when applied in the real world How storytelling and engagement consider as a real superpower Follow BossMove on all socials: https://linktr.ee/bossMoveSeries2021-07-0125 min
BossMove5. Exceptional Value of GivingThis week's BossMove episode features Bob Burg, Hall of Fame Keynote Speaker and Bestselling Coauthor of “The Go-Giver” and Go-Giver Book Series, shares what the Five Laws of Stratospheric Success mean. You'll hear about: Your true worth is determined by how much more you give in value than you take in payment. What is the importance of influence in building a relationship How empathy is similar to opening up and giving a person the comfort Follow BossMove on Socials: Facebook: https://www.facebook.com/BossMoveThePodcast/ Twitter: https://twitter.com/patel_kison In...2021-06-2333 min
BossMove4. Accountability is Key to SuccessIn this episode of BossMove, Shyla interviews Chathri Ali, COO of ReCharge Payments, about the value of true leadership and how accountability leads the team to success. Here are some highlights from the interview: A true leader encourages the team to perform to their optimum all the time What is the point of giving feedback How burnout may affect someone's performance and how to manage it Follow BossMove on Socials: Facebook: https://www.facebook.com/BossMoveThePodcast/ Twitter: https://twitter.com/patel_kison Instagram: https://www.instagram.com/bossmoveseries/ Lin...2021-06-1622 min
BossMove3. Claw Your Way To SuccessKison interviews Thomas Singer, Director at Stanton Chase, professional speaker and master of ceremonies for corporate events, shares his principles on how he overcome the challenges in his career. Here's what you will learn: Accept the new reality and start going back to your roots How being trustworthy can solve any problems The true meaning of "work hard, play hard" Follow BossMove on socials: Facebook: https://www.facebook.com/BossMoveThePodcast/ Twitter: https://twitter.com/patel_kison Instagram: https://www.instagram.com/bossmoveseries/ Linkedin: https://www.linkedin.com/company/bossmove/2021-06-0921 min
BossMove2. How To Lead With TrustIn this episode of BossMove, Kison interviews Diane Helbig, Business Advisor of Helbig Enterprises, Inc., to talk about the importance of trust in leading a company. Listen and be inspired, here's what you'll learn: Apart from being honest, transparency is the key to gain someone's trust What is the importance of active listening How integrity affects your decision making Follow BossMove on socials: Facebook: https://www.facebook.com/BossMoveThePodcast/ Twitter: https://twitter.com/patel_kison Instagram: https://www.instagram.com/bossmoveseries/ Linkedin: https://www.linkedin.com/company/bossm...2021-06-0226 min
BossMoveThe Power of PassionIn the first episode of BossMove, Kison and Shyla Patel interview Kunal Kapoor, CEO of Morningstar, to share his insights about his principles and strategic objectives towards success. Here's what you will learn: Importance of a growth mindset Being authentic and real Embracing opportunities that were less interesting for others Follow BossMove on Socials: Facebook: https://www.facebook.com/BossMoveThePodcast/ Twitter: https://twitter.com/patel_kison Instagram: https://www.instagram.com/bossmoveseries/ Linkedin: https://www.linkedin.com/company/bossmove/2021-05-2615 min
M&A ScienceDiligence in M&AOn this episode, Kison interviews Jeff Desroches, VP of Corporate Development at Atlas Copco, about how to identify issues during diligence in M&A. Jeff is a high-impact Corporate Development executive adept at identifying, developing and executing strategic growth opportunities. He’s a resourceful problem solver with proven ability to manage large, cross-functional teams to drive complex commercial and technical programs with extensive experience in international dealmaking. Together, Jeff and Kison discuss approaches to take for deal negotiations, how to present an offer and prepare yourself for any responses you may get, and what the main priorities of...2020-08-0532 minM&A ScienceDiligence in M&AOn this episode, Kison interviews Jeff Desroches, VP of Corporate Development at Atlas Copco, about how to identify issues during diligence in M&A. Jeff is a high-impact Corporate Development executive adept at identifying, developing and executing strategic growth opportunities. He’s a resourceful problem solver with proven ability to manage large, cross-functional teams to drive complex commercial and technical programs with extensive experience in international dealmaking. Together, Jeff and Kison discuss approaches to take for deal negotiations, how to present an offer and prepare yourself for any responses you may get, and what the main priorities of...2020-08-0532 min
M&A ScienceCOVID-19's Impact on M&AIn this episode, Kison discusses the impact COVID-19 is having on M&A with Toby Tester, a Senior Consultant and Project Manager at BTD, Kevin Robbins a General Partner at Blue Delta Capital Partners and Co-Founder of Wolf Den Associates, and Fred Thiel, Chairman and Chief Advisor of Thiel Advisors, Inc. For this discussion, Kison wanted to bring in industry professionals to talk about market shifts, the impact this pandemic is having on closing deals, and if we’re seeing any new deals arising because of COVID-19 we wouldn’t be seeing otherwise.2020-07-2453 minM&A ScienceCOVID-19's Impact on M&AIn this episode, Kison discusses the impact COVID-19 is having on M&A with Toby Tester, a Senior Consultant and Project Manager at BTD, Kevin Robbins a General Partner at Blue Delta Capital Partners and Co-Founder of Wolf Den Associates, and Fred Thiel, Chairman and Chief Advisor of Thiel Advisors, Inc. For this discussion, Kison wanted to bring in industry professionals to talk about market shifts, the impact this pandemic is having on closing deals, and if we’re seeing any new deals arising because of COVID-19 we wouldn’t be seeing otherwise.2020-07-2453 min
M&A ScienceBuilding a Corporate Development Function From ScratchOn this episode, Kison Patel speaks with Russ Hartz, VP of Corporate Development at ANSYS, Inc. / former VP of Corporate Development at SAP. He’s an experienced Corporate Development professional with specific expertise in M&A and investments and post-merger integration. His role at ANSYS involves M&A strategy and deal sourcing, as well as managing transaction execution. Together, Kison and Russ discuss best practices he’s learned at SAP, how he was able to bring those best practices over to ANSYS, guiding principles he focuses on during a transaction, and how to begin building an integration proc...2020-06-171h 14M&A ScienceBuilding a Corporate Development Function From ScratchOn this episode, Kison Patel speaks with Russ Hartz, VP of Corporate Development at ANSYS, Inc. / former VP of Corporate Development at SAP. He’s an experienced Corporate Development professional with specific expertise in M&A and investments and post-merger integration. His role at ANSYS involves M&A strategy and deal sourcing, as well as managing transaction execution. Together, Kison and Russ discuss best practices he’s learned at SAP, how he was able to bring those best practices over to ANSYS, guiding principles he focuses on during a transaction, and how to begin building an integration proc...2020-06-171h 14
M&A ScienceBringing M&A and Business Agility TogetherOn this episode, Toby Tester interviews Kison Patel about his newly published book, Agile M&A, and how Agile can transform the traditional M&A deal process. They discuss topics such as how companies can apply Agile techniques to the antiquated M&A process and take a deep dive into how Agile is a unique project framework that increases efficiency and closes deals faster. The two also address the importance of accountability and leadership. Through this interview, Kison gives a step by step guide on how to implement this innovative framework and breaks down Agile to...2020-04-1543 minM&A ScienceBringing M&A and Business Agility TogetherOn this episode, Toby Tester interviews Kison Patel about his newly published book, Agile M&A, and how Agile can transform the traditional M&A deal process. They discuss topics such as how companies can apply Agile techniques to the antiquated M&A process and take a deep dive into how Agile is a unique project framework that increases efficiency and closes deals faster. The two also address the importance of accountability and leadership. Through this interview, Kison gives a step by step guide on how to implement this innovative framework and breaks down Agile to...2020-04-1543 min
M&A ScienceBuilding a Communications Plan from ScratchOn this episode, Kison Patel speaks with Stephanie Carty. Stephanie is a corporate communications professional with more than 15 years of experience at GE, KPMG and other companies. Her expertise is in executive communications and ensuring top leaders communicate with honesty, clarity, and credibility. Currently, Stephanie is a strategic advisor, specializing in employee communications. Learn components of communication plans, when to start planning, and behind the scenes activity that makes all the difference in the success of Day 1. In this episode, she tells Kison best practices for Day 1 and gives advice on how to avoid disasters. Stephanie also...2020-04-0157 minM&A ScienceBuilding a Communications Plan from ScratchOn this episode, Kison Patel speaks with Stephanie Carty. Stephanie is a corporate communications professional with more than 15 years of experience at GE, KPMG and other companies. Her expertise is in executive communications and ensuring top leaders communicate with honesty, clarity, and credibility. Currently, Stephanie is a strategic advisor, specializing in employee communications. Learn components of communication plans, when to start planning, and behind the scenes activity that makes all the difference in the success of Day 1. In this episode, she tells Kison best practices for Day 1 and gives advice on how to avoid disasters. Stephanie also...2020-04-0157 min
M&A ScienceNavigating Intangible Asset ValuationOn this episode, Kison talks with PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC). VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Kison and PJ discuss how to navigate intangible asset valuation in today’s market, how the current M&A climate is affecting valuation, and how to avoid the most common mistakes when conducting a valuation.2020-03-0447 minM&A ScienceNavigating Intangible Asset ValuationOn this episode, Kison talks with PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC). VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Kison and PJ discuss how to navigate intangible asset valuation in today’s market, how the current M&A climate is affecting valuation, and how to avoid the most common mistakes when conducting a valuation.2020-03-0447 min
M&A SciencePerspectives on Modern M&A Consultancy and DivestituresKison speaks with Kelly Haggerty, who founded her own advisory firm, Nearco Transaction Advisors, after 15 years of leading integrations and divestitures for top consulting firms and Fortune 500 companies. On this episode, Kison talks with Kelly about her experience as an M&A advisor and the lessons she's learned regarding what makes a strong, efficient, and successful deal. For more information on Kelly and Nearco Transaction Advisors please visit: https://www.nearcoadvisors.com/2019-08-1344 minM&A SciencePerspectives on Modern M&A Consultancy and DivestituresKison speaks with Kelly Haggerty, who founded her own advisory firm, Nearco Transaction Advisors, after 15 years of leading integrations and divestitures for top consulting firms and Fortune 500 companies. On this episode, Kison talks with Kelly about her experience as an M&A advisor and the lessons she's learned regarding what makes a strong, efficient, and successful deal. For more information on Kelly and Nearco Transaction Advisors please visit: https://www.nearcoadvisors.com/2019-08-1344 min
M&A ScienceHow Empathy Makes Mergers and Acquisitions Successful“This is the first time I’ve been acquired by a company that felt like it had a soul.” That’s what John Derusso was told after leading an integration. John is the Director of Corporate Development Integration with Cisco Systems and has been for the past four years. 0:00-0:10 John’s background with Cisco and supply chain 0:13-2:12 Successful acquisitions 2:12-6:42 Retaining people 6:42-9:36 Big picture view of integration 9:36-13:30 Excitement and adrenaline in integration (step-by-step process) 13:30-20:21 Planning considerati...2017-09-1656 minM&A ScienceHow Empathy Makes Mergers and Acquisitions Successful“This is the first time I’ve been acquired by a company that felt like it had a soul.” That’s what John Derusso was told after leading an integration. John is the Director of Corporate Development Integration with Cisco Systems and has been for the past four years. 0:00-0:10 John’s background with Cisco and supply chain 0:13-2:12 Successful acquisitions 2:12-6:42 Retaining people 6:42-9:36 Big picture view of integration 9:36-13:30 Excitement and adrenaline in integration (step-by-step process) 13:30-20:21 Planning considerati...2017-09-1656 min
M&A ScienceHow You Survive an Unprofitable BusinessSean Peace has a captivating story to tell about selling and exiting an unprofitable business in a unique niche: a fintech startup dealing with entertainment in the Southeast. In 2013, he founded Royalty Exchange, an auction marketplace selling music royalty streams as memorabilia to the highest bidding fans. After two years and $100K in revenue, the company landed $2 million in venture capital financing to accelerate their growth – or so they thought. 0:20 – 2:22 Background on SongVest leading up to Royalty Exchange business idea 2:23 – 3:49 Formation of Royalty Exchange and running it for the first 2 years 3:50 – 6:41 Attractin...2017-09-1629 minM&A ScienceHow You Survive an Unprofitable BusinessSean Peace has a captivating story to tell about selling and exiting an unprofitable business in a unique niche: a fintech startup dealing with entertainment in the Southeast. In 2013, he founded Royalty Exchange, an auction marketplace selling music royalty streams as memorabilia to the highest bidding fans. After two years and $100K in revenue, the company landed $2 million in venture capital financing to accelerate their growth – or so they thought. 0:20 – 2:22 Background on SongVest leading up to Royalty Exchange business idea 2:23 – 3:49 Formation of Royalty Exchange and running it for the first 2 years 3:50 – 6:41 Attractin...2017-09-1629 min
M&A ScienceHow to Choose an M&A AdvisorAs former VP at Huron Capital, Mark Miller is very familiar with the start-to-finish private equity process. He’s responsible for transaction teams involved in all aspects of deal sourcing, execution, and portfolio management. Mark has a wealth of experience executing deals on the buy side – managing due diligence, negotiating legal documents, setting the ultimate capital structure, and lining up financial documentation. 0:00 – 2:18 Summary of Mark’s background 2:19 – 5:18 Worse thing that could happen during a deal 5:19 – 7:24 Steps to first start planning for an exit 7:25 – 11:14 Setting up strategic initiatives from Day 1 11:15 – 1...2017-09-1655 minM&A ScienceHow to Choose an M&A AdvisorAs former VP at Huron Capital, Mark Miller is very familiar with the start-to-finish private equity process. He’s responsible for transaction teams involved in all aspects of deal sourcing, execution, and portfolio management. Mark has a wealth of experience executing deals on the buy side – managing due diligence, negotiating legal documents, setting the ultimate capital structure, and lining up financial documentation. 0:00 – 2:18 Summary of Mark’s background 2:19 – 5:18 Worse thing that could happen during a deal 5:19 – 7:24 Steps to first start planning for an exit 7:25 – 11:14 Setting up strategic initiatives from Day 1 11:15 – 1...2017-09-1655 min
M&A ScienceHow Synergies Differ in M&AAs a professional with 29 years’ experience in M&A corporate development, financial operations, and management, Paul Tennola, CFO of Paynet, is an expert when it comes to M&A. In addition to his experience with Paynet, Paul has worked with TransUnion, Wolters Kluwer, and SunGard. He has looked at over 1000 companies, successfully leading and closing more than 50 transactions. He believes M&A is a great way to augment growth. 0:00-1:10 Paul’s experience with Paynet, TransUnion, Wolters Kluwer, and SunGard 1:10-7:00 Bolt-on transactions versus platform transactions 7:00-10:30 Synergies: Financial/revenue and operational 2017-09-1646 minM&A ScienceHow Synergies Differ in M&AAs a professional with 29 years’ experience in M&A corporate development, financial operations, and management, Paul Tennola, CFO of Paynet, is an expert when it comes to M&A. In addition to his experience with Paynet, Paul has worked with TransUnion, Wolters Kluwer, and SunGard. He has looked at over 1000 companies, successfully leading and closing more than 50 transactions. He believes M&A is a great way to augment growth. 0:00-1:10 Paul’s experience with Paynet, TransUnion, Wolters Kluwer, and SunGard 1:10-7:00 Bolt-on transactions versus platform transactions 7:00-10:30 Synergies: Financial/revenue and operational 2017-09-1646 min
M&A ScienceSell Side M&A AdviceIn 2005, Vamsi started his own company focused on data compliance for the pharmaceutical industry. His company provided technology to support clinical trials to the FDA. “I like to build companies, but I also like change. [After five years], I thought about selling the company and rolling it up into a publicly listed company.” He sold it in 2010 and moved to India to pursue new opportunities. While the sale was smooth, there were numerous post-sale challenges. “They basically ran down the company within 18 months.” 0:00 – 4:03 Vamsi’s background at Deloitte, Pfizer, Merrill Lynch 4:04 – 6:27 Acquiring Clinovo (how found and w...2017-09-1625 minM&A ScienceSell Side M&A AdviceIn 2005, Vamsi started his own company focused on data compliance for the pharmaceutical industry. His company provided technology to support clinical trials to the FDA. “I like to build companies, but I also like change. [After five years], I thought about selling the company and rolling it up into a publicly listed company.” He sold it in 2010 and moved to India to pursue new opportunities. While the sale was smooth, there were numerous post-sale challenges. “They basically ran down the company within 18 months.” 0:00 – 4:03 Vamsi’s background at Deloitte, Pfizer, Merrill Lynch 4:04 – 6:27 Acquiring Clinovo (how found and w...2017-09-1625 min
M&A ScienceKey Private Equity Criteria for Prosperous M&AGreg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as Director of Corporate Development at KPMG. When combined with 16 years in corporate development, corporate strategy, new venture creation, and alliance roles at Accenture, Greg has valuable M&A insight to share. 0:48 – 1:43 Greg’s background in corporate development 1:44 – 4:08 Differences in perspective between corp dev and private equity 3:21 – 6:13 Value proposition of selling to a strategic buyer 5:26 – 7:17 Transacting with businesses looking to exit 6:30 – 8:58 Key preparation for due diligence process 8:11 – 11:0...2017-09-1639 minM&A ScienceKey Private Equity Criteria for Prosperous M&AGreg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as Director of Corporate Development at KPMG. When combined with 16 years in corporate development, corporate strategy, new venture creation, and alliance roles at Accenture, Greg has valuable M&A insight to share. 0:48 – 1:43 Greg’s background in corporate development 1:44 – 4:08 Differences in perspective between corp dev and private equity 3:21 – 6:13 Value proposition of selling to a strategic buyer 5:26 – 7:17 Transacting with businesses looking to exit 6:30 – 8:58 Key preparation for due diligence process 8:11 – 11:0...2017-09-1639 min
M&A ScienceWhy Decisive Communication is Vital for a Successful IntegrationJeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A. 0:00 – 2:12 Jeremie’s background in SaaS and investment banking 2:13 – 5:52 The value of focusing on giving in M&A transactions 5:53 – 11:40 Importance of pre-diligence diligence 11:41 - 14:12 Example of a deal not closed 14:13 – 15:50 Allocating resources and labor...2017-03-2356 minM&A ScienceWhy Decisive Communication is Vital for a Successful IntegrationJeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A. 0:00 – 2:12 Jeremie’s background in SaaS and investment banking 2:13 – 5:52 The value of focusing on giving in M&A transactions 5:53 – 11:40 Importance of pre-diligence diligence 11:41 - 14:12 Example of a deal not closed 14:13 – 15:50 Allocating resources and labor...2017-03-2356 min
M&A Science3. How to Sell A Bank: The True Story of Ups and Downs of M&A BankingMatt Gambs is very familiar with the community banking realm – he’s been in it for more than 23 years and has worked every angle of the business, starting as a teller and working his way up to President and CEO of two different community banks in the Chicago metro area: BB&T Bancorp and Diamond Bank. He led both banks through successful acquisitions before landing at his current role with Wintrust Financial. 0:00 – 0:53 Summary of Matt Gambs 23+ year career progression in community banking 0:54 – 3:44 Discussing growth of BB&T between company inception and becoming CEO in 2004 3:45 –...2017-03-1441 min
M&A ScienceHow Strong Relationships Lead to Successful M&AIn this interview, we touch on a range of topics from how Scott handles hurdles to post-closing surprises, deal disasters to integration management, and ultimately, the keys to running a successful process. 00:00 - 00:40 Intro 00:40 - 04:25 Scott’s corporate development background 04:25 - 06:36 Small vs large transactions 06:36 - 12:25 Diligence lessons learned 12:25 - 17:55 Walking away from deals 17:55 - 19:53 Post closing surprises 19:53 - 25:08 Bad deals 25:08 - 32:08 Post merger integration 32:08 - 36:26 Key lessons learned M&A Science by Kison Patel (kison@dealroom.net...2017-02-0737 minM&A ScienceHow Strong Relationships Lead to Successful M&AIn this interview, we touch on a range of topics from how Scott handles hurdles to post-closing surprises, deal disasters to integration management, and ultimately, the keys to running a successful process. 00:00 - 00:40 Intro 00:40 - 04:25 Scott’s corporate development background 04:25 - 06:36 Small vs large transactions 06:36 - 12:25 Diligence lessons learned 12:25 - 17:55 Walking away from deals 17:55 - 19:53 Post closing surprises 19:53 - 25:08 Bad deals 25:08 - 32:08 Post merger integration 32:08 - 36:26 Key lessons learned M&A Science by Kison Patel (kison@dealroom.net...2017-02-0737 min
M&A ScienceThe Importance of Conducting a Quality of Earnings in M&AAndrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. Show Notes: 0:00 – 0:47 Summary of Andrew’s background 0:48 – 5:44 Advantages to sellers doing Quality of Earnings (Q of E) analysis 5:45 – 6:51 When to get buyers involved in process 6:52 – 9:51 Biggest challenge from financial accounting due diligence process 9:52 – 10:39 Particular strategies to overcome data challenges 10:40 – 19:19 Interesting and extreme expense item discoveries...2017-02-0133 minM&A ScienceThe Importance of Conducting a Quality of Earnings in M&AAndrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. Show Notes: 0:00 – 0:47 Summary of Andrew’s background 0:48 – 5:44 Advantages to sellers doing Quality of Earnings (Q of E) analysis 5:45 – 6:51 When to get buyers involved in process 6:52 – 9:51 Biggest challenge from financial accounting due diligence process 9:52 – 10:39 Particular strategies to overcome data challenges 10:40 – 19:19 Interesting and extreme expense item discoveries...2017-02-0133 min