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
“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 Softwar
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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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“Whether or not you're doing concurrent deals, if you want to be efficient, especially with multiple deals, you need a playbook, and you need to stick to it.”
Davis Thacker
Chief of Staff and Head of Corporate Development at Carta
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All Episodes

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M&A Science Summit Videos
Aug 21, 2020
Scott Kaeser
Owner / Head Of Corporate Development at First Choice Dental Lab
Sean Corcoran
SVP of Corporate Development & M&A at Neustar, Inc.
Ben Sutton
Director of M&A and Business Development at gain servicing
Strategy
M&A Science Summit Videos
Aug 21, 2020
M&A is not a strategy, rather a tool that can achieve a company's objectives. Learn how to differentiate between using M&A as a tool rather than a strategy, and upon doing that, how to create an appropriate strategy for your process.
M&A Science Summit Videos
Aug 12, 2020
Brian Buchert
Vice President, Corporate Strategy and M&A at Church & Dwight
PJ Patel
Co-CEO, Valuation Research Corporation (VRC)
Valuation
M&A Science Summit Videos
Aug 12, 2020
Not every company uses the same method for valuation. In this session, Brian Buchert gives some insight to his team's valuation "secret sauce".
Podcast
Aug 11, 2020
Michael Frankel
Founder and Managing Partner of Trajectory Capital
Bruce Bowden
CFO of Interactions LLC
Strategy
Podcast
Aug 11, 2020
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.
Live Podcast
Aug 10, 2020
Erik Levy
DMGT Group Head Corporate Development and M&A
Diligence
Valuation
Live Podcast
Aug 10, 2020
Kison Patel sits down with Erik Levy, Group Head Corporate Development and M&A at DMGT plc, to discuss how the approach to valuation sets the precedent for integration and diligence. He has completed over 150 acquisitions, minority and venture investments and strategic partnerships.
M&A Science Summit Videos
Aug 7, 2020
Dawn White
Manager of M&A Center of Excellence - Corporate Development, Program Manager / Change Management Lead (Temporary Special Assignment) at Corning Incorporated
Kimberly Baird
Principal and Founder, Maximize M&A LLC
Integration
M&A Science Summit Videos
Aug 7, 2020
In this webinar, you will learn how to update the integration process by taking a people-first approach, even during a time of remote working. Learn vital lessons on how to adapt to a virtual work environment by utilizing tech and other communication tools available.
Podcast
Aug 5, 2020
Jeff Desroches
Vice President, Strategy & Corporate Development at VAT GROUP
Diligence
Podcast
Aug 5, 2020
Together, Jeff and Kison discuss approaches to take for deal negotiations, how to present an offer and prepare yourself for any responses you may get, and what the main priorities of diligence are.
Podcast
Jul 29, 2020
Kim Jones
SR. HR M&A Manager and SR. HR Manager XBOX at Microsoft
Integration
Podcast
Jul 29, 2020
Kison speaks with Kim Jones, Senior HR M&A Manager at Microsoft. Together they discuss what company culture is, at what of the deal to consider it, and how to assess the company culture.
Podcast
Jul 24, 2020
Ritch Schaafsma
Vice President of Corporate Development, Global Mergers and Acquisitions at General Motors China
General
Podcast
Jul 24, 2020
On this episode, Kison and Ritch Schaafsma, VP of Corporate Development, Global Mergers and Acquisitions at General Motors, discuss the ins and outs of international joint ventures.
Live Podcast
Jul 24, 2020
Toby Tester
Senior Consultant & Project Manager at BTD
Kevin Robbins
Serial entrepreneur and federal market SME
Strategy
Live Podcast
Jul 24, 2020
COVID-19 has made a significant impact on M&A. What are the actual views and responses from executives, dealmakers and board members?
Live Podcast
Jul 10, 2020
Sachin Kumar
Senior Director - Mergers & Acquisitions, People Practices (Global) at Conduent
Strategy
Live Podcast
Jul 10, 2020
This interview features Sachin Kumar, Senior Director - M&A and Regional Lead for HR North America at Conduent. Our topic of discussion is the not so famous process of Rebadging.
Live Podcast
Jul 7, 2020
Christian von Bogdandy
Global Lead M&A - Managing Director, Slalom
General
Live Podcast
Jul 7, 2020
In this webinar, Kison speaks with Christian Von Bogdandy, Practice Director at Slalom. You will learn about how decision making affects a deal outcome, how to use the agility model to improve practices, what maks a deal 'successful' and more.
Podcast
Jul 3, 2020
Abhik Jain
Vice President, Corporate/Business Development at IDEX Corporation
Diligence
Strategy
Podcast
Jul 3, 2020
In this episode, Abhik Jain, Vice President of International Strategy and Business Optimization at Hill-Rom, shares his knowledge of buy-side and sell-side M&A deals, as well as personal advice on handling negotiations and transactions.
Podcast
Jul 1, 2020
Briana Elkington
Sr. Manager, M&A Integration Management Office at Community Psychiatry
Integration
Podcast
Jul 1, 2020
On this episode, Kison speaks with Briana Elkington, Program Manager at VSP Global. Previously she was a Lead Project Manager at Oracle where she assembled a project management office responsible for the successful integration of acquired assets.
M&A Science Summit Videos
Jun 15, 2020
Devorah Bertucci
Director Corporate Development at Microsoft
Kim Jones
SR. HR M&A Manager and SR. HR Manager XBOX at Microsoft
Strategy
Diligence
Integration
M&A Science Summit Videos
Jun 15, 2020
Kim Jones and Devorah Bertucci discuss the importance of corporate development and integration teams collaborating with each other. When teams aren't aligned, deals don't get done. This is why it's so important for the corporate development and integrations to collaborate with each other. Hear from Devorah Bertucci and Kim Jones on how to make sure both sides are aligned and what the common concerns from each side are.
M&A Science Summit Videos
Jun 15, 2020
Keith Dunbar
Founder & CEO at FedLearn, Managing Partner at JKD Talent Solutions
Sallie J. Cunningham
Director, People M&A at Apple
Klint Kendrick
Chair of the HR M&A Roundtable and Former HR M&A Leader at Oracle & Boeing
Integration
M&A Science Summit Videos
Jun 15, 2020
70% of serial acquirers feel they do not do a good job of assessing leaders and culture - a staggering stat to say the least given that culture and poor leadership are often cited as the top two reasons deals fail to meet their thesis. Consequently, it is quite obvious if practitioners (especially on the buy-side) do not fully investigate culture and leadership during a deal’s lifecycle, they cannot build a plan to address potential differences and problem areas, which will ultimately have a negative impact on business.
M&A Science Summit Videos
Jun 15, 2020
Toby Tester
Senior Consultant & Project Manager at BTD
Integration
M&A Science Summit Videos
Jun 15, 2020
In this webinar, learn the importance of innovation in M&A, specifically during integration. Toby Tester shares tactics and strategies you can apply to your own practice and breaks down how to adjust plays to fit the specific needs of each deal.
M&A Science Summit Videos
Jun 15, 2020
Jillian Kaebel-Sisk
HR - Global Mergers, Acquisitions and Divestitures Manager at Caterpillar Inc
Nitin Kumar
Former CEO of Appnomic, Board Member at FortifID, Inc, and SmartBeings Inc
Josh Beggs
Field CTO at Dell Technologies
Galina Wolinetz
Managing Director at Virtas Partners
Divestiture
M&A Science Summit Videos
Jun 15, 2020
Divestiture, often seen as far less exciting and glamorous than traditional acquisition, has many nuances that make it complicated, but it is a powerful tool in gaining value. Here we pull advice from practitioners with 1,000 deals behind them so you know specifically what to do and what not to do when it comes to divesting. 
M&A Science Summit Videos
Jun 15, 2020
Jonathan Shiery
Director at Guidehouse
Valeria Strappa
Managing Director - Healthcare Integration Leader at JPMorgan Chase & Co.
Integration
M&A Science Summit Videos
Jun 15, 2020
This discussion talks about one of the hardest things in M&A practice- Cultural Integration. Discussing this topic is Jonathan Shiery, Director at Guidehouse, and Valeria Strappa, Director and Healthcare Integration Leader at JP Morgan, Chase.
M&A Science Summit Videos
Jun 15, 2020
Amy Gannaway
Vice President, Global Compensation, Benefits and HRIS at VMware
Cole Breidenbach
Head of M&A Integration, Corporate Development and Director, Business Value Consulting at Okta
Josh Olson
Head of Experience Solutions Sales - Americas at VMware
Jill Harrison
VP of Silverline Ventures, Director of Innovation Programs, Silverline Foundry
Integration
M&A Science Summit Videos
Jun 15, 2020
During this webinar, you will learn about employee support, how to leverage the acquired company leaders in communication, what mechanisms/processes to use to avoid potential disconnects, and more.
M&A Science Summit Videos
Jun 15, 2020
Dr. Karl-Michael Popp
Senior Director Corporate Strategy and Corporate Development at SAP
Strategy
M&A Science Summit Videos
Jun 15, 2020
During this webinar, you will learn how M&A could be automated, specifically with machine learning in data rooms, the future of tech development, and about the importance of transparency in which tools already have advanced automation
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