M&A Science

Latest Episodes:

Alternative Strategies to Accelerate Growth Feb 02, 2023

Show notes

Yvanna Perez-Morel, Sr. Director of Corporate Development at Ulta Beauty (NASDAQ: ULTA) | Managing Director at Prisma Ventures

Acquisitions are not the only way companies can achieve growth. Partnerships are a great way for organizations to grow their organic growth capabilities.

In this episode of the M&A Science Podcast, Yvanna Perez-Morel, Sr. Director of Corporate Development at Ulta Beauty | Managing Director at Prisma Ventures, discusses alternative strategies to accelerate growth.

This episode is sponsored by our new publication: How to Stand Up an M&A Function. Topics include the order of hiring, establishing your operating model, developing your organization's integration muscle, and more. Find it on Amazon: shorturl.at/jBCW1

First Conversation to LOI Session 3 Jan 30, 2023

Show notes

Michael Frankel, Founder and Managing Partner of Trajectory Capital

Establishing strong connections with a target company is essential in M&A. Securing deals can be challenging, but a strategic approach can result in mutually beneficial outcomes.

In this episode of the M&A Science Podcast, Michael Frankel, Founder and Managing Partner of Trajectory Capital, shares his approach to deal-making from first conversations to LOI.

We want to feature our listeners over the coming months on social media. If you're a big fan, we'd love to hear about your favorite episode or something valuable you learned from M&A Science. You can send me an email directly at kison@mascience.com

Setting M&A Governance Up for Efficiency Jan 26, 2023

Show notes

Guy Fisher, Head of Corporate Development at Suncorp Group (ASX: SUN)

In order for an M&A process to be successful, there must be effective governance in place. Governance is used to manage risks, and ensure that key stakeholders are well-informed and able to provide appropriate oversight throughout a transaction.

In this episode of the M&A Science Podcast, Guy Fisher, Head of Corporate Development at Suncorp Group, shares his expertise in setting M&A governance up for efficiency.

"Speed and efficiency create better outcomes. It reduces confusion and the time for external factors to impact the value of the deal and increases certainty." – Guy Fisher

Executing Acquihires Jan 23, 2023

Show notes

Thomas Gorman, Strategy & Corporate Development at Pantheon Platform

Mark Khavkin, CFO at Pantheon Platform

Acquiring a company is complex and challenging, and in some instances, unnecessary. If buyers only need the people inside of a target company, they can do an acquihire instead of a traditional acquisition.

In this episode of the M&A Science Podcast, Thomas Gorman, Strategy & Corporate Development at Pantheon Platform, and Mark Khavkin, CFO at Pantheon Platform, discusses executing acquihires.

How to Approach Reps and Warranties Insurance Jan 19, 2023

Show notes

Josh Holleman, Partner at Cooley LLP

In recent years, there has been a surge in using reps & warranty insurance in M&A, especially in private deals. Buyers and sellers can save significant time and money using reps and warranties insurance.

In this episode of the M&A Science podcast, Josh Holleman, Partner at Cooley LLP, discusses how to approach reps and warranties insurance.

This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals done. Leave the pay-per-page world behind by going to https://firmroom.com/

First Conversation to LOI Session 2 Jan 16, 2023

Show notes

Ken Bond, Head of Corporate Development at Cetera Financial Group

Before buyers and sellers agree to an LOI, there are many informal conversations that happen in the background. Buyers must carefully approach any informal conversations to avoid turning a buyer off while still securing the deal.

In this episode of the M&A Science Podcast, Ken Bond, Head of Corporate Development at Cetera Financial Group, discusses the key things to consider during pre-LOI conversations.

Reps and Warranties from a Business Perspective Jan 12, 2023

Show notes

Gitanjali Pundir, Vice President, Global Corporate Development and M&A at Visa (NYSE: V)

Today, more than 20 reps and warranty insurance companies exist. And unlike before, they are now willing to cover the entire suite of reps and warranties to replace the indemnification provisions in a traditional purchase agreement. So are they worth it? Should buyers consider reps and warranty insurance on all their deals?

In this episode of the M&A Science Podcast, Gitanjali Pundir, Vice President, Global Corporate Development and M&A at Visa, discusses representations and warranties from a business perspective.

First Conversation to LOI Session 1 Jan 09, 2023

Show notes

Jeremy Segal, Executive Vice President Corporate Development at Progress (NASDAQ: PRGS)

Deal origination requires a well-planned strategy, and starts with informal conversations with a potential target.

In this episode of the M&A Science Podcast, Jeremy Segal, Executive Vice President of Corporate Development at Progress, discusses what happens from first conversations to LOI.

This episode is sponsored by the M&A Science Academy. Check out corporate training plans to connect your team with M&A knowledge straight from the best in the industry. They'll also gain access to the entire M&A Science community. For information on group plans, visit https://ma-science.webflow.io/podcast-commercial.

Starting Up Your Corp Dev Function Jan 05, 2023

Show notes

Veena Ramaswamy, Head of Corporate Development at Lemonade (NYSE: LMND)

Executing acquisitions without a dedicated function is highly inefficient and results in failed deals. Companies should not purely rely on inbound opportunities, and need strategic teams dedicated to sourcing deals.

In this episode of the M&A Science Podcast, Veena Ramaswamy, Head of Corporate Development at Lemonade, discusses how to create a corporate development function.

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Executing Various Strategies and How to Get a CEO on Board Jan 02, 2023

Show notes

Rohit Dave, Head of Corporate Development at Block (NYSE: SQ)

M&A is an excellent tool for growing a company. Still, acquirers should consider a variety of strategies before committing to a transaction. Choosing the right growth approach also dictates any integration plans.

In this episode of the M&A Science Podcast, Rohit Dave, Head of Corporate Development at Block, discusses executing various M&A strategies and how to get the CEO on board.

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If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com.