The M&A Science Podcast

Brought to you by DealRoom
Hosted by Kison Patel

Featuring guests from leading companies

Learn from leading M&A practitioners

Join Kison Patel, Founder and CEO of DealRoom and Chief Scientist at M&A Science for weekly episodes where he explores the complex world of M&A with industry leaders and practitioners. Here's to the deal.

The Art of Executing Programmatic M&A
“At the end of the day, we’re agents, not principals. We facilitate clients' decision-making rather than make decisions for them. Our role is to help clients do their jobs as effectively as possible.” – Avinash Patel
Avinash patel
Partner at PJT Partners
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“The success of a deal comes down to the execution post-acquisition and it requires initial analysis, expectation and goal setting, due diligence, and creating a thorough integration and execution plan before the deal closes. It’s a lot of preparation, but the more you do it, the better you get.”
Yogesh Gupta
President and CEO of Progress Software
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“As an entrepreneur, focus on the fundamentals because that's what really lasts. Trends come and go, but as a business, you need to focus on running a cash-generating, growing company year after year. That resilience is what makes a business strong, no matter what’s happening in the macro environment.”
Tianyi Jiang
CEO at AvePoint
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All Episodes

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Podcast
Jun 12, 2020
Dawn White
Manager of M&A Center of Excellence - Corporate Development, Program Manager / Change Management Lead (Temporary Special Assignment) at Corning Incorporated
Valuation
Podcast
Jun 12, 2020
Dawn explains the importance of conducting cultural assessments during M&A transactions and explores how these assessments can lead to stronger deal outcomes, increased value creation and an overall happier and more productive workforce.
M&A Science Summit Videos
Jun 4, 2020
Christina Amiry
Head of M&A Strategic Operations at Atlassian
Steve Elliott
Head of Jira Align at Atlassian
Integration
M&A Science Summit Videos
Jun 4, 2020
In this webinar, you will learn how to make sure both sides are happy at the end of a deal. Hear lessons learned from Atlassian team members and what practices they applied to integration that created an extremely successful outcome.
Live Podcast
May 21, 2020
James Payne
Principal Consultant at Merger Integration Consulting LLC
Galina Wolinetz
Managing Director at Virtas Partners
Integration
Live Podcast
May 21, 2020
M&A deals are notorious for going belly up, particularly during the integration phase. Why is it that this phase of the process is the most difficult? Kison sits down with Galina Wolinetz from Virtas Partners and James Payne from Merger Integration Consulting to discuss.
Live Podcast
Apr 26, 2020
Carlos Cesta
Vice President Corporate Development at Presidio
Jeff Desroches
Vice President, Strategy & Corporate Development at VAT GROUP
Strategy
Live Podcast
Apr 26, 2020
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.
Podcast
Mar 18, 2020
Karen Isely
Merger & Acquisition Expert I M&A Leadership and Culture Integration Advisor I Researcher I Author I Speaker
Diligence
Integration
Podcast
Mar 18, 2020
On this episode, Kison speaks with Karen Isely of Isely Associates International regarding the impact people experience has on the outcome of M&A deals.
Podcast
Feb 21, 2020
Keith Dunbar
Founder & CEO at FedLearn, Managing Partner at JKD Talent Solutions
Diligence
Integration
Podcast
Feb 21, 2020
In this podcast, Kison Patel discusses the groundbreaking research done by Dr. Keith Dunbar. As a Managing Partner at JKD Talent Solutions, his team delivers actionable leadership intelligence.
Podcast
Feb 5, 2020
Nichelle Maynard-Elliott
Corporate M&A Executive, Board Member at Element Solutions Inc.
Strategy
Podcast
Feb 5, 2020
In this podcast, Kison and Nichelle Maynard-Elliot discuss how to build a corporate development function start to finish. Nichelle gives advice based on her decades of experience on what to expect when creating such a function.
Podcast
Jan 8, 2020
Richard Harmon
Managing Director at CSG Partners, CEO at BackOffice Support Services, Inc.
Integration
Podcast
Jan 8, 2020
In this podcast, Kison and Richard discuss how Employee Stock Ownership Plans (ESOPs) can harvest equity, enhance liquidity, and create tax advantages. They also discuss the future landscape for ESOPs.
Podcast
Dec 4, 2019
Jillian Kaebel-Sisk
HR - Global Mergers, Acquisitions and Divestitures Manager at Caterpillar Inc
Divestiture
Podcast
Dec 4, 2019
Kison speaks with Jillian Kaebel-Sisk, an HR Global Mergers, Acquisitions, and Divestitures Manager at Caterpillar. This podcast covers how HR practitioners plan for and executive divestitures.
Podcast
Nov 20, 2019
Toby Tester
Senior Consultant & Project Manager at BTD
Divestiture
Podcast
Nov 20, 2019
An M&A Science Interview with Toby Tester about how to deliver maximum value from a divestiture, as well as how divestitures, like acquisitions, can become a positive and transformational process.
Podcast
Oct 23, 2019
Jordan Lampos
Director specializing in healthcare M&A at Duff & Phelps
Divestiture
Podcast
Oct 23, 2019
Kison speaks with Jordan Lampos, a director in investment banking at Duff & Phelps, on how he prepares companies for acquisitions and how his team utilizes project management for stronger outcomes and processes.
Podcast
Oct 23, 2019
Jordan Lampos
Director specializing in healthcare M&A at Duff & Phelps
Strategy
Podcast
Oct 23, 2019
In this episode, Kison speaks with Jordan Lampos, a director in investment banking at Duff & Phelps, about how to best prepare a company for an acquisition and the ways in which project management can improve the complex process. 
Podcast
Aug 28, 2019
Jill Harrison
VP of Silverline Ventures, Director of Innovation Programs, Silverline Foundry
Steve Siler
Director at Eldridge, CTO at Stonebriar Commercial Finance
General
Podcast
Aug 28, 2019
In this episode, Kison speaks with Jill Harrison and Steve Siler about which growing technology trends are addressing some of the largest challenges facing the M&A industry.
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