M&A Science
Virtual Summit

Continuous Improvements in M&A

To start the day, Kison will be interviewing Karen about how to commit to integration from start to finish. Hear why early engagement sets the stage for success, the role of integration during due diligence, and how Karen strives for continuous learning throughout her career.

Maximizing Opportunities to Assess Acquired Talent

An increasing number of M&A transactions focus on talent, yet talent assessment is often limited to a brief perusal of LinkedIn profiles and cursory conversations with target company leaders. In this session, Dr. Klint Kendrick, who has worked on dozens of deals affecting thousands of employees, will share insights and leading practices for assessing acquired talent at all levels and deal stages.

Change Management: How to drive engagement and retention of acquired company employees.

In this session we are going to discuss proven methods to avoid high turnover rates and burnout spirals and to support leaders and employees through times of uncertainty, added workloads and stress. This presentation will touch 1. Creating a Change Management strategy for the integration 2. ‘Listening posts’ to evaluate the efficiency of the Change Management approach 3. Communication and Engagement 4. Training and Enablement.

Managing M&A Sourcing, Diligence and Integration

A discussion on best practices and tips. Learn how to manage multiple deals at once, how to source deals efficiently, and red flags to look out for during integration.

M&A War Stories Happy Hour

This lively happy hour will focus on stories of M&A deals that left battle wounds. As always, we will be following Chatham House rules. If you aren’t familiar - when a meeting is held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker, nor that of any other participant, may be revealed.

Staying True to Culture in M&A

Learn about what cultural differences to look for when executing M&A and how to preserve deal value in the face of the differences. Hear about a time when culture issues killed a deal, how early Trish recommends bringing HR into a deal, and what the core culture of Synchrony is like.

How to make Earn-outs work

A discussion on the common uses of earn-outs, metrics to measure success, and different structures to create them. Learn how valuation effects earn-outs, accounting best practices, and excellent examples of earn-out structures.

Due Diligence in an M&A Process

Learn M&A due diligence basics you should know. Sergio will discuss the art of asking good questions, why due diligence is an iterative process, and the importance of data integrity.

Building Corporate Development

Organizational life cycles require Corporate Development teams to adjust and lead JVs, divestitures, minority investments, and strategic partnerships just as much as M&A. To be effective each transaction type requires different corporate development focus, alignment, skill sets and structure. In this discussion learn how to build an in-house corporate development team that can pivot focuses.

Divestiture Plays: Preparing and Executing Divestitures

How to use plays to help prepare for and execute a divestiture.