M&A Science

Latest Episodes:

How to Tie Deal Origination to Strategy Development Apr 04, 2022

Show notes

Scott Hile, Senior Director - Corporate Strategy & Development at Enviva (NYSE: EVA)

With so many companies out there, how do you know who to approach as a potential M&A target? Having a solid origination process helps teams save time and money by enabling them to target the right entities. In this episode of the M&A science podcast, Scott Hile, Senior Director, Corporate Strategy & Development at Enviva, talks about how to tie deal origination to strategy development.

Things you will learn in this episode:

- How to funnel a target list

- Importance of trust during outreach

- Tools that can help source deals

- How to do cold outreach

- Effective messaging during first interactions with a target company

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

How to Define your M&A Strategy for Increased Deal Success Mar 28, 2022

Show notes

Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare (HGS.NS)

An M&A transaction can be an expensive mistake, and you can waste a lot of time and money if you pursue a transaction without a solid M&A strategy.

On the other hand, a solid strategy allows you to pick the right targets and pursue them proactively.

In this episode of the M&A Science Podcast, Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare, who has 25 years of experience in Corp Dev, talks about how to build a great M&A strategy.

Things you will learn in this episode:

- The Importance of M&A strategy

- How to shape your M&A strategy

- The difference between M&A strategy and corporate strategy

- The integration's role in strategy

- How relationships affect M&A deals

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Automation Roll-ups & Growing Technical Leadership Talent Mar 21, 2022

Show notes

Daniel Burseth, Vice President at Eckhart, Inc.

Roll-ups are one of the fastest ways to grow a business in a fragmented industry. But combining several entities with different cultures can be challenging and may lead to inefficiencies.

In this episode of the M&A Science Podcast, Daniel Burseth, Vice President at Eckhart, talks about the opportunities and challenges of rolling up small manufacturing companies.

Things you will learn in this episode:

- The great wealth transfer

- Challenges in buying a business

- How to grow technical leadership talent

- The significant trends of automation

- Change management challenge

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

How to Pivot to an M&A Integration Career Mar 14, 2022

Show notes

John Morada, COO at M&A Science + DealRoom Are you looking to pivot into an M&A integration career? Over the past decade, the importance of integration has become more prevalent. Practitioners have realized that integration is where you make or break value. However, the role and skills needed for integration leaders remain the same.

In this episode of the M&A Science podcast, John Morada, COO at M&A Science, will be sharing how to pivot into an M&A integration career, and the essential skills needed for the role.

Things you will learn in this episode:

- How to transition to an M&A integration role

- Attributes of a good integration leader

- Primary role of an integration leader

- Future of M&A integration

- Importance and function of an IMO

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

How to Approach M&A Negotiations Mar 07, 2022

Show notes

Larry Forman, Senior Manager at Deloitte

It's no secret that M&A transactions require negotiations. But what most people don't realize is how you approach negotiations can determine the success of the overall transaction and your future relationship with the other party.

In this episode of the M&A Science Podcast, Larry Forman, Senior Manager at Deloitte, helps us understand how to approach M&A negotiations to increase deal success.

Things you will learn in this episode:

- The three pillars of negotiating

- How to negotiate an LOI

- Negotiating sensitive information during diligence

- How to handle limitations of liability

- Things to watch out for in non-compete clauses

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

How to Modernize a Process-Based Company Feb 28, 2022

Show notes

Naomi O'Brien, Head of M&A Integration at Honeywell (NASDAQ: HON)

Is your company's M&A process out of date? M&A has dramatically changed over the past few years, and practitioners have realized that there are better ways to go about acquisitions.

In this episode of the M&A Science Podcast, Naomi O'Brien, Head of M&A Integration at Honeywell, talks about modernizing a process-based company.

- Things you will learn in this episode:

- The biggest challenge in a process-based company

- How to train people for M&A

- Ensuring integration success

- Selecting integration leaders

- The effect of the great resignation to M&A

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Standing up a Diligence and Integration Management Office Feb 21, 2022

Show notes

Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare Corporate development typically involves their integration team a couple of weeks before closing a deal. And while this is good practice, we are here to take things further.

In this episode of the M&A Science Podcast, Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare, talks about the benefits of involving integration earlier and how to stand up a diligence and integration management office.

Things you will learn in this episode:

-The difference between DIMO and IMO

-How they pick the integration lead

-What their diligence team looks like

-Kerry's role in every deal

-How to build a steering committee

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

How to Acquire for Capabilities Feb 14, 2022

Show notes

Henry Schuck, CEO & Founder at Zoominfo (NASDAQ: ZI)

Acquiring capabilities is one of the most effective ways to do M&A. Not only will acquiring capabilities improve your existing offerings but it can also expand your market. In this episode of the M&A Science Podcast, Henry Schuck, co-founder and CEO of Zoominfo, shares his experience on how to acquire capabilities.

Things you will learn in this episode:

-What it means to acquire capabilities

-Zoominfo's M&A process from start to finish

-His role as CEO during acquisitions

-How to effectively drive change management

-Lessons learned on failed acquisitions

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Creating the Right Governance Structure in an M&A Deal Feb 07, 2022

Show notes

Tomer Stavitsky, Corporate Development, Partnerships and M&A Lead, Digital & Data Business Unit at Intuitive Surgical.

In this episode of the M&A Science podcast, Tomer Stavitsky, Corporate Development, M&A Lead at Intuitive Surgical, talks about creating the proper governance structure in M&A deals.

Things you will learn in this episode:

-How to solidify your corporate strategy

-Creating the right deal team

-Keeping your deal team aligned

-How to lead an M&A deal from diligence to integration

-Setting up your governance structure

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Successful Acquisitions Through Leadership and Culture Jan 31, 2022

Show notes

Tim Wentworth, CEO of Evernorth, a Cigna Corporation company (NYSE: CI)

In this episode of the M&A Science Podcast, Tim Wentworth, CEO of Evernorth, (the CEO of Express Scripts at that time of sale), will share his experiences on the deal and how leadership and culture made this transaction successful.

What you will learn in this episode:

-Keys to successful acquisitions

-How to focus on culture and values

-The role of the CEO on M&A deals

-Why focusing on customers is crucial

-Common mistakes that people make regarding culture

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.