Live Podcast

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Bill Stone, founder and CEO of SS&C, breaks down how he financed nearly 100 acquisitions with debt instead of equity without losing control of the company.

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Cooley partner Aaron Binstock breaks down where AI actually helps in M&A deal work, and the mistake that nearly cost a client millions.

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Jennifer Lipschultz, ECI Software Solutions, on the banking, benefits, and language surprises that break global M&A integrations after close.

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Baker McKenzie's Derek Liu breaks down how to structure, diligence, and retain talent in acquihire deals now that AI is driving billion-dollar price tags.

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Andrew Morbitzer, VP of Corporate Development at Life360, explains why most M&A pitches fail before the first meeting and what sellers and bankers need to do differently.

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Shawn Rodricks closed 220 acquisitions across two orgs by building the operating system first. Get the playbook, team structure, and integration framework.

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Jeremy Segal of Progress explains how to build a pre-LOI deal model precise enough to outbid PE on competitive acquisitions without overpaying or retrading.

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Commvault’s Haseeb Jawad on how to build retention before close, so the people your deal thesis depends on actually stay.

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Matt Arsenault of Jamf breaks down how to buy venture-backed companies priced at future value, closing the deal when the math doesn't add up.

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Eight deal professionals share the M&A moments the CIM never shows -- from birthday cake mid-presentation to a buyer who died before close

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Tomer Stavitsky, SVP Corp Dev at Omnicell, explains how partnerships can strengthen pre-acquisition strategy, covering PE dynamics, ROFR structures, and milestone design.

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Chandradev Mehta of Hexion on using M&A to transform a commodity chemical business into a technology-enabled, chemistry-as-a-service model.

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Matt James, EVP, CFO & Chief Acquisition Officer at Oakbridge Insurance, co-founded the platform in 2020 and has since closed 60+ acquisitions. In this episode, he breaks down how Oakbridge built integration into the deal process from day one, what he's seen go wrong at billion-dollar platforms that didn't, and how he structures deals, teams, and data systems to hold up under serious buyer scrutiny.

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Nathan Rust reveals how Salas O'Brien screens 200+ opportunities a year — and why cultural fit, not EBITDA, is their real deal filter. 93% leadership retention. 30 mergers. Zero failures. (They call them mergers for a reason.)

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In this episode of the M&A Science Podcast, Robert Lovegrove, President & CEO of The ChemQuest Group Inc. Previously, as VP of Corporate Strategy at Milliken & Company, shares how one of the company’s largest acquisitions was shaped by focus, discipline, and internal alignment.

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Ciprian Stan of SALESIANER Gruppe explains why culture, trust, and execution must shape M&A strategy before a deal is signed.

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Ciprian Stan, Integration Manager at SALESIANER Gruppe, tells us why seller-led M&A no longer works, and what top acquirers do differently after close.

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Carlos Cesta (125+ deals) breaks down how experienced buyers structure deals for outcomes, not transactions. The deal spiral, earnouts, and integration.