Scale your M&A practice at the
Fall M&A Science Fair 

Join us in kicking off the Fall M&A Science Fair with Kison Patel, the Chief Scientist at M&A Science. During this time, he'll set the stage for the day and tee up informative sessions and engaging breakouts tailored to provide you with the knowledge and tools necessary to optimize M&A execution and scale your M&A practice.

Join Kison Patel, Founder and CEO of DealRoom, Matt Arsenault, VP of Corporate Development & Strategic Alliances and Camilo Franco, Director, M&A Integration and Operations at JAMF as they explore the critical importance of synchronizing diligence and integration in M&A processes. 

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During this session, you will learn practical strategies to optimize the transition from diligence to integration and how to minimize the risk of deal failures. Use this opportunity to strengthen your team's skills and foster strategic growth with valuable insights from M&A leaders.

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Are your M&A processes & tools  currently siloed across cross-functional teams?  This disparate approach to M&A results in known inefficiencies but is often hard to change.  In this session, explore the critical challenges and strategies involved in implementing new, centralized  M&A technology and processes. Gain insights into proven change management techniques that foster alignment, enhance communication, and drive successful outcomes in complex M&A scenarios.

Join Nicole Markowski, Manager, Corporate Development, Wipfli, and Julia Rollins, Director of Customer Success at DealRoom, as they share their expertise on overcoming resistance and ensuring smoother transitions as you implement new M&A technology and process across teams. Don’t miss this chance to turn your M&A chaos into streamlined success.

Time to recharge and regroup before we dive back in. Take a call, join a meeting, or simply take a breather. We'll reconvene in one hour to tackle the rest of the day with renewed energy!

M&A teams at roll-up businesses are under pressure to speed up the acquisition process and improve efficiency. Managing high volumes of acquisitions and integrating low-tech targets add complexity to the process.

Join Matt James, Executive Vice President, Chief Financial Officer & Chief Acquisition Officer, Oakbridge Insurance, and Kison Patel, Founder & CEO of DealRoom, as they discuss three critical strategies for scaling M&A efforts efficiently. This session will cover key techniques for fostering technology adoption among sellers, handling multiple deals simultaneously, and achieving seamless integration of numerous acquisitions. Don't miss out on valuable insights to refine your M&A strategy and drive scalability, for both roll-up businesses and traditional companies.

Complex M&A typically involves bespoke, heavily negotiated deal terms where no two contracts are exactly alike.  However, a series of key issues arise repeatedly in transactions, and repeat players in the M&A market need to be thoughtful about their approach to these terms to limit the risks of prejudicing themselves on the next transaction. 

In this session, Scott Crofton, Partner at Sullivan & Cromwell LLP, will discuss the core elements of deal terms and highlight issues of particular interest to repeat players in the M&A space.  Scott will also give advice related to negotiating strategies for repeat players and how to avoid having a precedent get in the way of your next transaction.

Join this session to gain insights on what recurring deal term challenges every repeat player in the M&A space will need to navigate and how to best position your organization to engage in M&A at scale.

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After a day jam-packed with insights Kison will lead this debriefing session to share the biggest takeaways we've heard across the day. This session will be invaluable as you put your notes together and get ready to recap with your team.