Libsyn Directory

How to Create an Executable Integration Plan During Due Diligence

Release Date: 04/29/2024

M&A Science

Creating a dedicated M&A function can be daunting for non-acquisitive companies. It’s a big commitment that could take away valuable time and resources from top level management. However, when done right, corporate development muscle can be built slowly, and organically. In this episode of the M&A Science Podcast, Kyle Price, Chief of Staff & Corporate Development at Roblox, shares his experience on how to start an M&A function slowly and successfully from scratch. Things you will learn in this episode: • When to build an M&A function • Importance of the...

How to Start Executing the Roll Up Strategy in M&A

M&A Science

at FastLap Group Roll ups are a great strategy for highly fragmented industries. It allows the platform company to increase its size, capabilities, and market presence through the acquisition and integration of other businesses. However, it can be challenging without a proper framework. In this episode of the M&A Science Podcast, Ivan Golubic, CFO, Corporate Development M&A at FastLap Group, shares his experience on how to start executing roll up strategy in M&A from scratch. Things you will learn: • Setting up the roll up strategy • Valuation on roll up strategy...

How to Create an Executable Integration Plan During Due Diligence

M&A Science

Integration planning is one of the most important aspects of M&A pre-close. Planning after the fact will cause massive delays and value leaks for the entire deal. It is why the integration team must be involved during the due diligence phase. In this episode of the M&A Science Podcast, we will talk about how to create an executable integration plan during the diligence, featuring Things you will learn in this episode: • How to work as an integration leader • Building an integration plan • Pre-LOI integration planning • Connecting diligence with integration planning •...

Uncovering Capital Allocation Strategies

M&A Science

Every company must have a strong capital allocation strategy to maximize its potential. Without it, the company may end up missing opportunities and spending money on things that won't help it grow or become more profitable. In this episode of the M&A Science Podcast, Keith Levy, Operating Partner at Sonoma Brands, shares his experience on successful and unsuccessful capital allocation strategies. Things you will learn in this episode: • Strategy vs IRR • Venture capital vs recapitalization strategy • Minority vs majority recapitalization • Evaluating exit strategy ...

Roll Up Strategy in Private Equity

M&A Science

Private equity firms are established for the sole purpose of generating substantial financial returns for its investors. And one of the most effective ways of maximizing investment returns is the roll up strategy. This involves buying small-sized businesses in a highly fragmented industry and combining them into a larger platform. The goal is to improve efficiency and be sold later for a higher price. In this episode of the M&A Science podcast, we will discuss roll up strategy in private equity with Gerry Williams, Partner at DLA Piper US LLP. Things you will learn this...

Corporate Diversification Through M&A

M&A Science

In a world where change is the only constant, businesses are continually seeking innovative ways to stay ahead of the curve. One such method that has gained prominence is the corporate diversification strategy, a multifaceted approach that can lead to new growth avenues and enhanced resilience. In this episode of the M&A Science Podcast, Tyler Rodewald, VP, M&A at EIS Holdings, discusses corporate diversification through M&A. Things you will learn: • Corporate diversification strategy • Drivers of corporate diversification • People involved in corporate diversification...

Performing Strategic Due Diligence in M&A

M&A Science

Before doing M&A, it is crucial for acquirers to target the right business, in the right market. Otherwise, it could potentially be a costly mistake that would waste the company’s time and money. In this episode of the M&A Science Podcast, Andrey Galiuk, Vice President of Corporate Development and Investor Relations, shares his expertise on how to perform strategic due diligence in M&A. Things you will learn: • What is strategic due diligence • How to perform strategic due diligence in M&A • Entering the right market • Finding the right target company •...

How to Stand Up a Venture Capital Arm

M&A Science

and In the ever-evolving world of business, staying ahead isn't just about what a company does today, but how it prepares for tomorrow. This is where a venture capital arm comes into play. It is a specialized division within a larger company that focuses on investing in emerging startups and innovative projects. In this episode of the M&A Science Podcast, George Kellerman, VP, Head of Investments & Acquisitions at Woven by Toyota, and Alexander Baum, Corporate Development Lead at Woven by Toyota, share their experience on how to stand up a venture capital arm. Things you...

How to Achieve Strategic Alignment From Top to Bottom

M&A Science

There is an intimate tie between M&A strategy and corporate strategy. To be truly effective, acquisitions must directly support the overarching goal of the company. But beyond that, there needs to be a strategic alignment with everyone involved. In this episode of the M&A Science Podcast, Camilo Franco, Director, M&A Integration and Operations at Jamf, shares their secrets on how to achieve strategic alignment from top to bottom. Things you will learn: • How to achieve strategic alignment • Strategies for effectively communicating M&A plans • Tools used to...

Performing Cultural Due Diligence to Better Understand the Target Company

M&A Science

Most of the biggest M&A failures of all time are caused by culture clashes. Both companies cannot simply co-exist with each other, and instead of creating more value, they destroyed both of their businesses. This is why cultural due diligence is crucial in M&A. In this episode of the M&A Science Podcast, Ken Bond, Head of Corporate Development at Cetera Financial Group, shares his expertise on how to perform cultural due diligence to better understand the target company. Things you will learn: • The person responsible for cultural due diligence • Executing cultural due...

More Episodes

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware

In this episode of the M&A Science Podcast, we will talk about how to create an executable integration plan during the diligence, featuring Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware.

Things you will learn in this episode:

• How to work as an integration leader

• Building an integration plan

• Pre-LOI integration planning

• Connecting diligence with integration planning

• Defining 'done' in M&A integration

This episode is sponsored by FirmRoom.

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Episode Bookmarks

00:00 Intro
04:41 Navigating corporate transitions
08:31 Aligning the integration leader with the north star
10:02 How to work as an integration leader
11:25 The role of an integration lead
13:31 Building an integration plan
16:25 Focus on revenue and integration
18:51 Pre-LOI integration planning
25:08 M&A due diligence
27:37 Employee integration and customer satisfaction
29:56 Connecting diligence with integration planning
36:20 Approach to team collaboration
39:06 The details of integration plan
41:11 Complexities of M&A integration planning
44:57 Aligning with the target company
46:46 Defining 'done' in M&A integration
49:12 Integration teams leading due diligence
51:38 Leveraging diligence data for effective planning
53:13 Advice for M&A practitioners
55:45 Craziest thing in M&A

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