Interviews with experts

Check out our exclusive interviews with M&A practitioners where they share their experiences, knowledge, and advice.

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M&A From Founder to A Board Member’s Perspective

M&A is very different through the lens of a CEO and a board member. While a CEO is in charge of the company's day-to-day operational tasks, a board member must ensure profitability.

Interview with:
Allen Gilmer
Founder, Advisor, and former CEO/Chairman of Enverus (formerly Drillinginfo) and CoFounder of Vecta Oil & Gas, Ltd
May 11

Developing Leadership in M&A

A successful deal is largely attributed to leadership, much as it is when the deal fails. In this discussion, Scott shares share how to develop leadership in M&A, the different types of important leadership skills, and how you can develop them.

Interview with:
Scott Hile
Vice President - Corporate Development at Enviva (NYSE: EVA)
May 11

Human Capital Management in M&A

AI and data has come a long way and is now an effective way to gauge people's competency and behavior.

Interview with:
Tracy Levine
Chairman, CEO, Keynote Speaker, Corporate Culture Due Diligence, Executive Coach at Advantage Talent Inc.
May 10

Navigating International Deals

Navigating International deals is hard, but with the right mindset, and a good knowledge of what to look for, you can make the deal as smooth as possible.

Interview with:
Jeff Baker
EVP Mergers & Acquisitions, at Incomm
May 4
Management

How to Cultivate Relationships with Deal Targets

Relationships with deal targets are extremely important as they can help shape the entire deal process. Learn how you can form those relationships and avoid common pitfalls along the way to increase your chances of getting the deal done.

Interview with:
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Bruce Bowden
CFO of Interactions LLC
Apr 27

The Legal Team’s Role in M&A

The legal team has a crucial role in an M&A transaction. They need to understand the deal's overall strategy, and they need to be involved in the beginning. Some strategies have inherent legal risks, and it is the legal team's job to understand the regulatory, legal, and jurisdictional issues and obstacles that may be present in the transaction.

Interview with:
Andrew Gratz
Associate General Counsel at LyondelBasell
Apr 20
Management

Planning a Divestiture from an HR's perspective

Human Resources plays a huge part in any M&A transaction, especially in a divestiture. Separating employees from the parent company certainly has many challenges and complexities that you need to prepare for. If this is your first time doing a divestiture, then you're in luck.

Interview with:
Sallie J. Cunningham
Director, People M&A at Apple
Apr 6

Working with the Business Leader to Build an M&A Strategy

One of the biggest challenges in a corporate development role is setting expectations with business leaders to develop a strategy behind the deal. Most business leaders think they can do M&A but every acquisition must have a strategy behind it.

Interview with:
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Justin Goldman
VP Finance at Place Exchange
Apr 6
Strategy & Sourcing

Managing Surprises in Diligence

While other people feel the need to eliminate surprises, Joseph Feldman thinks otherwise. He says we should be prepared for surprises, not eliminate them.

Interview with:
Joseph Feldman
Executive Vice President, North American Business Development
Apr 2
Diligence

Evolving to Agile M&A at Scale

Larger companies have started adopting Agile in their process. In this article, we will be talking about evolving to Agile M&A at scale with the help of Ashley Rice, Sr. Consultant HR M&A at Cisco, and Kimberly Baird, Corporate Development Integration Lead at Cisco.

Interview with:
Ashley Rice
Sr. Consultant HR M&A / M&A Integration and Data Team Leader at Cisco
Kimberly Baird
Principal and Founder, Maximize M&A LLC
Apr 2
Strategy & Sourcing

The One-Person Corporate Development Team

Being a one-person corporate development team is not easy. And if you are new to that position, chances are, the people around you don't even know who you are and what your role is.

Interview with:
Brian Hamilton
Managing Director, Business Development at Blue Sky Vision
Scott Kaeser
Owner / Head Of Corporate Development at First Choice Dental Lab
Barak Routhenstein
VP of Corporate Development at Profile Products
Brian Buchert
Vice President, Corporate Strategy and M&A at Church & Dwight
Apr 2

How Microsoft Negotiate Deal Terms

Negotiating deal terms is a massive part of an M&A process. Every negotiator brings something different to the table, but one thing is for sure- both parties need to be happy, or else the deal won't get done.

Interview with:
Devorah Bertucci
Director Corporate Development at Microsoft
Apr 1

‍How to Maximize the Value of Your Business Prior to Sale

Everyone wants to sell their business at a high price. But in order to negotiate in your favor, you have to have leverage. Otherwise, you’re just hoping to get lucky that someone will be willing to pay for what you are asking for.

Interview with:
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Apr 1

Joint Ventures Consolidation

Joint ventures are typically more complicated than traditional M&A because there are more parties involved, and everyone has to agree on many items. But with the right approach and model, a joint venture can run smoothly.

Interview with:
Clayton Stanley
Vice President and Head of Corporate Development at AmeriVet Veterinary Partners
Apr 1
Strategy & Sourcing

Best Ways to Approach Diligence

Approaching diligence efficiently sets the stage for better integration and the overall process. Learn buy-side diligence, red flags to look out for and integration planning with Judah Karkowsky, SVP Corporate & Business Development at Cengage.

Interview with:
Judah Karkowsky
SVP Corporate & Business Development at Cengage
Apr 1
Diligence

Implementing Agile into M&A

James Harris, Principal, Corporate Development Integration at Google shares how they implement the Agile methodology in their deals.

Interview with:
James Harris
Principal, Corporate Development Integration at Google
Apr 1
Strategy & Sourcing

Complete Guide to Cultural Assessment

Dawn White describes how to best conduct and approach cultural assessments as well as common missteps she’s seen in the process and how to overcome them.

Interview with:
Dawn White
Manager of M&A Center of Excellence - Corporate Development, Program Manager / Change Management Lead (Temporary Special Assignment) at Corning Incorporated
Mar 30
Strategy & Sourcing

Divestiture Planning to Execution

In this article, we will discuss how to plan a divestiture effectively to make it more valuable and successful with Larry Forman, Senior Manager at Deloitte, and Michael Frankel, SVP, Managing Director at Deliotte.

Interview with:
Larry Forman
Senior Manager and Head of the Ecosystem for Deloitte’s New Venture Accelerator
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Mar 16

How Atlassian Negotiates a Term Sheet

With the help of Chris Hecht, Head of Corporate Development at Atlassian, we will discuss how Atlassian negotiates a term sheet and why did they open source their recent term sheet.

Interview with:
Chris Hecht
Head of Corporate Development at Atlassian
Mar 16

Turning Deal Thesis Into Integration Objectives

Planning the integration in the early stage of the deal is critical for success. Yet, many people don't seem to do this, which is why most acquisitions don't deliver against the deal thesis. Helping us understand this matter is Christian von Bogdandy, Senior Director at Slalom. 

Interview with:
Christian von Bogdandy
Global Lead M&A - Managing Director, Slalom
Mar 16
Integration

Making The Most Of Your Employee Announcements

According to Wharton's studies, acquired employees are twice as likely to leave compared to employees that are hired off the market. Clearly, organizations are doing something wrong. Helping us understand employee retention is Dr. Klint Kendrick, director of strategic workforce initiatives at SC Johnson.

Interview with:
Klint Kendrick
Chair of the HR M&A Roundtable and Former HR M&A Leader at Oracle & Boeing
Mar 15
Communication

How To Build An M&A Communication Plan

Building a communication plan is essential to get you ready for that all-important day one. The impression that you will make on your new stakeholders will dictate their behavior in the next couple of months. You have to be fully prepared on what to say when to say it, and how to say it. Helping us build our communication plan is David Olsson, Partner at BTD.

Interview with:
David Olsson
Partner at Beyond the Deal
Mar 15
Communication

How M&A Can Be Transformed To Improve Integration

We need to transform our M&A process to drive better integrations. Joining us to understand and evolve our processes is Javid Moosaji, M&A Sales Integration Strategy at Paypal.

Interview with:
Javid Moosaji
M&A Sales Integration Strategy at PayPal
Mar 15
Integration

How AstraZeneca Approaches Alliances

We're talking about the spectrum of deals that corporate development manages, approaching partnerships and alliances, and how those relationships may progress into future transactions.

Interview with:
Emma Barton
Director, Alliance and Integration Management at AstraZeneca
Mar 15
Strategy & Sourcing

Agile Value Capture from Initial Deal Prospecting to Integration

Integration is a value capture play that not many have been able to actualize. By connecting and validating the deal thesis early, deal teams can improve their success rate. Joining us to discuss how to connect the overall transaction process and optimize the value created is Carlos Cesta, Vice President of Corporate Development at Presidio.

Interview with:
Carlos Cesta
Vice President Corporate Development at Presidio
Feb 24
Integration

Corporate Venture Capital

John Orbe talks about corporate venture capital, what it is, why you should consider it for your organization, and the challenges you may face with it. John explains how to identify your strategic goal, setting objectives, and how to assemble your VC team. He then goes on to explain the deal structure of corporate venture capital transactions.

Interview with:
John Orbe
Associate General Counsel - M&A at Emerson
Feb 16

Managing a Multi-Vertical M&A Strategy

Hear from the Vice President of Corporate Development at 3M about how leaders prioritize industries and prevent leaders from developing deal biases through specific team exercises.

Interview with:
Jerry Will
Vice President, Corporate Development at 3M
Jan 26
Management

The Best M&A Podcast Episodes of 2020

I've interviewed a lot of M&A professionals on the M&A Science podcast, and each of them was a delight to talk to. However, there are a few episodes that stood out the most.

Interview with:
Kison Patel
Founder and CEO, DealRoom
Jan 17
All

Building an Effective Internal Communication Plan for M&A

A good Internal communication plan helps you onboard and retain employees and suppliers faster. Here’s how you do it!

Interview with:
Briana Elkington
Sr. Manager, M&A Integration Management Office at Community Psychiatry
Jan 12
Communication

Making Joint Ventures Successful

Almost 60 to 70% of joint ventures fail within the first five years. It can be complicated and you need to be prepared before you go into one.

Interview with:
Ivan Golubic
CFO, FastLap
Jan 12
Integration

How to Evolve Your M&A Workflow Using Agile Principles

IBM has been on a journey moving from a hierarchical approach to things, checklist-driven, with lots of individual silos to a much more forward-thinking, business outcome-oriented, and agile organization.

Interview with:
Gina Sandon
Director, Corporate Development, Merger & Acquisitions Synergy & Integration at IBM
Jan 12
Management

How to Implement an Agile approach into M&A

Google has been using the Agile approach in its acquisitions. They finish faster and have better outcomes. Find out how they do it here.

Interview with:
James Harris
Principal, Corporate Development Integration at Google
Jan 12
Management

Evolving Your Corporate Development Function

Michael was a banker who was hired to be a corporate development leader. Learn how he evolved the corporate development function from scratch.

Interview with:
Michael Palumbo
Director of Corporate Development at Halo Branded Solutions
Jan 11
Strategy & Sourcing

How Proactive Integration Engagement Differentiate Value in Deals

We all hear the horror stories about the failed M&A deals because of the lack of communication between the corporate development team and the integration team. But as the integration lead, what can you do to ensure communication and better deal outcomes?

Interview with:
Johanna Tseng
Corporate Development, M&A Integration at Coinbase
Jan 4
Integration

Identifying Risks in Software M&A

There are many things to consider when you are doing software deals in M&A. You need to be fully aware of them in order to realize the full value of what you are buying.

Interview with:
Elena Sidelnikova
Alum at JP Morgan and Deutsche Bank and the former Head of Finance and Corporate Development/M&A, CFO at Always Compassionate Home Care
Jan 4
Diligence

Why Big Companies Destroy Small Ones In M&A

If you're a small company about to be acquired by a larger one, you may be wondering how you can protect yourself and your employees from being destroyed by the large acquirer. Hear from M&A pros about how to protect yourself during transactions and what red flags to look out for.

Interview with:
Carlos Cesta
Vice President Corporate Development at Presidio
Jeff Desroches
Vice President, Strategy & Corporate Development at VAT GROUP
Jan 3
Integration

Creating Successful Deal Outcomes Using Innovation

A one size fits all approach does not apply to M&A. You need to focus on integration, be agile, and learn from every deal to keep improving your M&A process.

Interview with:
Christian von Bogdandy
Global Lead M&A - Managing Director, Slalom
Jan 3
Strategy & Sourcing

Cultivating Relationships With The Seller

There is a reason why M&A deals fail most of the time… It’s hard. Relationships with deal targets will help you in any imaginable way.

Interview with:
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Jan 3
Communication

The Importance of Communication, Due Diligence, and Post-Closing Integration

Selling a company can be a long, costly, tedious process and you need to be ready for it. As long as you know why you are selling your company, you can avoid the doubt that will creep in and focus on the sale.

Interview with:
Armando Biondi
Co-founder, and former COO of AdEspresso
Jan 3
Communication

Building a Guide to Project Manage M&A

in pursuit of creating the best project management process guide for the buy and sell-side, we posted an outline of what we thought would be a great guide and the feedback we got all over the place.

Interview with:
Carlos Cesta
Vice President Corporate Development at Presidio
Ivan Golubic
CFO, FastLap
Kelly Haggerty
Founder of Nearco Transaction Advisors, LLC
Jan 3
Management

How To Plan a Divestiture From an Accounting Perspective

In case you didn’t know, selling a part of your business is one of the hardest deals you can do. You have to make a lot of considerations.

Interview with:
Neal McNamara
Co-Founder, Virtas Partners
Jan 3
Strategy & Sourcing

Working With Private Sellers

One of the biggest differentiators of working with private sellers is that most of the time, they lack the basic knowledge of selling a business. This interview will cover the most important parts of acquiring family-owned businessess and how you can work effectively.

Interview with:
Isaac Lund
VP Corporate Development and M&A at National Express LLC
Jan 3
Strategy & Sourcing

The HR Practitioner’s Guide to Mergers & Acquisitions Due Diligence

HR practitioners don't usually get involved in the deal until it has already been announced. Klint Kendrick will be discussing why this shouldn't be the case and different types of HR related risks to watch out.

Interview with:
Klint Kendrick
Chair of the HR M&A Roundtable and Former HR M&A Leader at Oracle & Boeing
Jan 3
Diligence

How to Build and Align a Corporate Development Team with Multiple Mandate

Every corporate development team has a different mandate. This interview covers how you can build a strong team and the different best practices to get the best value out of your deals.

Interview with:
Jeremy Segal
Executive Vice President Corporate Development at Progress
Jan 3
Management

Structuring Talent Focused Acquisitions

A talent-focused acquisition is a type of deal where you acquire a company because of its people; for their skills, domain expertise, or client relationships. In this article, you'll learn how to structure talent-focused acquisitions in order to preserve value.

Interview with:
Christina Ungaro
VP, Head of Strategic Alliances & Corporate Development at Wind River
Dec 31
Strategy & Sourcing