M&A Science

M&A Science, hosted by Kison Patel (Founder & CEO of DealRoom), is your go-to podcast for mastering the art of mergers and acquisitions. Each week, Kison and his expert guests from leading brands like Xerox, FastLap, and Cisco dig deep into real-world M&A strategies, offering actionable insights to optimize your M&A practice. Whether you're an experienced practitioner or new to the field, M&A Science provides practical advice on key topics like sourcing, due diligence, integration, divestitures, and more. With over 300 episodes, this podcast is the premier thought leadership resource designed to streamline your deal-making process. Start listening today and visit mascience.com/podcast to access over 300 episodes. Brought to you by DealRoom, the leading M&A optimization platform used by the best M&A teams around the world

Lessons from 90+ Deals: Questex CEO, Paul Miller on Cultural Fit, Value Creation & Post-Close Audits 05/05/2025

Lessons from 90+ Deals: Questex CEO, Paul Miller on Cultural Fit, Value Creation & Post-Close Audits , CEO of Paul Miller joins us to share his extensive experience in M&A, having led more than 90 acquisitions throughout his career. Paul reveals how Questex uses a proactive, buyer-led approach focused on culture, strategic alignment, and integration discipline. The conversation dives into the importance of early relationship-building with potential targets, auditing post-close success, and developing internal M&A capability—even when the team has no prior deal experience. Paul also shares candid advice on international deals, when to walk away, and how to avoid the common trap of "deal fever." 💡Things you will learn: Why cultural fit and people issues often make or break a deal How to proactively source and warm up acquisition targets What to include in your M&A integration playbook and audit process When and why to walk away from a deal—even post-LOI Tired of chasing updates across spreadsheets and email threads? Discover how DealRoom helps corporate development teams bring order to M&A. 👉 💡 Episode Chapters Intro and Guest Background – 00:00:00 Biggest Lessons Learned from 90+ Acquisitions – 00:03:00 Proactive Buyer Outreach and Building Relationships Early – 00:04:00 Assessing Culture and People Fit in Target Companies – 00:13:00 How to Approach Founder-Led vs. Institutional Sellers – 00:10:30 Retaining or Replacing the CEO Post-Close – 00:17:00 Customer Diligence and Walking Away Post-LOI – 00:19:30 Developing a Structured, Data-Driven Deal Process – 00:25:00 Integration Playbook and Post-Close Audits – 00:31:00 Empowering the Full Exec Team to Source Deals – 00:37:30 The Importance of Learning by Doing in M&A – 00:32:30 Hardest Deal: Cultural Surprises in a China Acquisition – 00:42:00 Questions, comments, concerns? Follow for behind-the-scenes insights on modern M&A. /episode/index/show/dealroom/id/36437805

How ZRG’s CEO Built a 17-Deal M&A Engine with Larry Hartmann 05/01/2025

How ZRG’s CEO Built a 17-Deal M&A Engine with Larry Hartmann , CEO of Larry Hartman, CEO of ZRG Partners dives into aligning strategic M&A with scalable growth. Larry shares how he transformed ZRG into one of the fastest-growing executive search and talent advisory firms through 17 acquisitions in just four years. They break down how to compete with strategic buyers, incentivize founders post-close, maintain deal momentum, and choose the right private equity partner to fuel long-term value. Things You Will Learn How to compete with strategics and win deals through culture and upside Structuring founder incentives: equity, earnouts, employment, and non-competes Why proprietary deal flow beats auction processes—and how to build it The role of private equity in accelerating M&A strategy and funding ________ Try FirmRoom for Free This episode is sponsored by The World’s Most Intuitive Virtual Data Room With AI Contract Analysis No Per-Page Fees. No B.S. Just Smarter, Faster Deals. ________ Episode Chapters: [00:01:00] – Larry’s entrepreneurial background and ZRG’s origin story [00:03:30] – Lessons from being acquired by American Express [00:04:30] – Competing with strategics: The second bite of the apple and culture [00:07:00] – Keeping founders engaged post-close with rollover equity and vision [00:09:30] – When M&A became central to ZRG’s growth strategy [00:11:30] – Building the internal M&A team: CFO, corp dev, and beyond [00:14:00] – Structuring founder incentives and employment contracts [00:18:30] – Buyer-Led M&A in action: Vision planning and relationship-building [00:24:30] – Retaining and incentivizing key non-founder talent [00:30:30] – ZRG’s approach to integration: Do no harm, add value gradually [00:35:00] – Managing valuation gaps and founder expectations [00:43:30] – Finding the right PE partner and running a dual-track growth strategy /episode/index/show/dealroom/id/36393660

4 Ways to Grow a Multi-Site Business While Protecting Core Values with Clare Roberts 04/28/2025

Managing Risks and Liabilities in M&A with Tina Kassangana 04/24/2025

Buyer-Led M&A: How To with Carson Group's Michael Belloumini 04/21/2025

Buyer-Led M&A: How To with Carson Group's Michael Belloumini , Senior Vice President, Mergers and Acquisitions, Kison sits down with Michael Belluomini to unpack how Carson Group scaled its M&A strategy—shifting from internal partner investments to sourcing proprietary external deals at volume. Michael shares tactical insights into managing concurrent transactions, building a sourcing engine, and executing with precision. Things You’ll Learn: The differences between Buyer-Led and Seller-Led M&A—and when to use each How Carson Group built a scalable sourcing engine across multiple deal channels Strategies for managing 3–5 concurrent deals without burning out internal teams Why culture fit and trust are non-negotiables in M&A success Episode Chapters [00:01:00] Michael’s background in M&A and move to Carson Group [00:05:30] Building equity partnerships with independent advisors [00:07:00] Carson’s first external acquisition and shift to full ownership deals [00:08:30] Sourcing strategies: banker-led vs. proprietary sourcing [00:10:30] Key differences between internal and external M&A transactions [00:12:00] The case for buyer-led M&A: process control and long-term outcomes [00:17:30] How Carson builds proprietary pipeline using data, outreach, and coaching [00:20:00] Structuring outreach and qualifying prospective sellers [00:22:30] Building trust in the process and winning deals beyond valuation [00:31:00] Integration strategy and Carson’s one-stage close model [00:35:00] Managing 14 deals in one year with a lean team and specialized roles [00:37:00] Why Carson adopted DealRoom to streamline pipeline and diligence [00:41:00] How to reduce seller fatigue and coach through diligence [00:44:00] Culture fit as a non-negotiable deal criterion [00:50:00] The craziest thing Michael’s seen in a deal [00:52:00] What sellers do after exiting—and why finding your “next” matters /episode/index/show/dealroom/id/36212155

How Barry-Wehmiller Built a $3.6B M&A Machine Fueled by Culture with Bob and Kyle Chapman 04/17/2025

How Barry-Wehmiller Built a $3.6B M&A Machine Fueled by Culture with Bob and Kyle Chapman , President, In this episode of M&A Science, Kison Patel sits down with Bob Chapman and his son Kyle Chapman to explore how Barry-Wehmiller built a $3.6B global business through 140+ acquisitions—by putting people first. Bob, known for pioneering the "Truly Human Leadership" philosophy, and Kyle, who co-founded BW Forsyth Partners, share how culture, transparency, and stewardship shape every deal they do. They dive deep into how Barry-Wehmiller evolved from a broken family business into a global leader in capital equipment and engineering services—and why their approach to M&A prioritizes care for people over financial engineering. From pre-close transparency to post-close adoption, this episode is a masterclass in using M&A as a force for good. Things You’ll Learn Why cultural alignment is more important than revenue synergies in M&A How “Truly Human Leadership” became a core differentiator in their acquisition strategy How to build a scalable M&A machine rooted in values, not just valuation Tactical guidance on structuring buyer-led deals with long-term success in mind _______________ Only two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. ________ Episode Chapters [00:00:00] Introduction to the mission behind M&A Science [00:01:30] Barry-Wehmiller’s origin story and early business model [00:07:00] Pivot to M&A as a growth strategy after financial struggles [00:10:00] Use of EVA (Economic Value Added) in valuation of private company equity [00:14:00] Building a strategic advantage through people-first culture [00:21:00] Cultural assimilation during acquisitions and why legacy matters [00:27:00] Tactical integration planning with transparency from day one [00:30:00] The evolution from distressed to underperforming acquisitions [00:36:00] Why Barry-Wehmiller doesn’t rely on cultural due diligence [00:44:00] Advice for first-time acquirers—what to look for and avoid [00:51:00] Kyle’s journey from private equity to leading Barry-Wehmiller [00:54:00] The future vision for Barry-Wehmiller and global impact /episode/index/show/dealroom/id/36204810

How to Build a Global M&A Machine with Local Expertise Part 2 04/14/2025

How to Build a Global M&A Machine with Local Expertise Part 2 , Head of M&A at In Part 2 of this global M&A masterclass, Sindre Holen pulls back the curtain on Visma’s deal execution strategy, valuation methodology, and post-close philosophy. Visma has quietly become one of the most disciplined and prolific acquirers in Europe and LATAM. How? Through extreme clarity on what they buy, why they buy it, and how they operate post-close. Sindre and Kison dig into the nuance of buying software companies in different geographies, how Visma thinks about valuation (hint: rule of 40—and sometimes 50—matters), and why the company chooses to “onboard” rather than “integrate.” This episode is a candid, behind-the-scenes look at how to structure deals, manage cultural differences, and stay true to a scalable M&A playbook. Things you will learn: How Visma sets valuation ranges across different growth brackets and geographies Rule of 40 vs. Rule of 50 and how it impacts multiples Why Visma prefers local advisors over centralized consultants in new markets Inside Visma’s onboarding vs. integration philosophy _______________ Only two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. ________ If you’re bouncing between Excel trackers, email threads, shared drives, and separate VDR, you’re not alone-but you are wasting time. Join us for 20 minutes of practical ways to save hours, stay on track, and move deals forward faster. ________ Bookmarks [00:00:00] – Recap and Starting Part 2: Risk Awareness in Global M&A [00:01:30] – Analysis Paralysis: Knowing When to Say Yes or No [00:04:30] – Visma’s Scalable Diligence Function & Internal Capabilities [00:06:00] – Tapping Freelancers, Ex-Corp Dev Talent for First-Time Deals [00:07:30] – The Strategic Spectrum: PE Mindset vs. Strategic Buyer [00:09:00] – Visma’s “Onboarding,” Not “Integration” Philosophy [00:11:00] – Building Long-Term Founder Relationships Post-Close [00:13:00] – Standardization: Reporting, Tech, and Cybersecurity Rigor [00:14:30] – The Rule of 40... or 50? And Why It Matters [00:20:00] – Earnouts: Bridging Price Expectations Through Growth [00:28:30] – Closing Over 90% of LOIs: Visma’s High Deal Certainty [00:30:00] – What to Do Before Entering a New Geography [00:33:30] – Leveraging Local Advisors, Bankers & Cultural Guides [00:39:30] – Visma’s Expansion Into Latin America via Accidental Entry [00:41:00] – Why LATAM is Surprisingly Ahead in SaaS & Regulation [00:43:00] – The Role of Humility and Trust in Global Expansion [00:46:30] – Trends in SaaS M&A: Consolidators, Rollups & Capital Influx [00:49:00] – Craziest M&A Deal Toy: A Stuffed Eagle /episode/index/show/dealroom/id/36123460

How to Build a Global M&A Machine with Sindre Talleraas Holen Part 1 04/10/2025

How to Build a Global M&A Machine with Sindre Talleraas Holen Part 1 , Head of M&A at In Part 1 of this two-part episode, Kison sits down with Sindre from Visma, one of Europe’s most active acquirers in the B2B SaaS space. With over 350+ acquisitions under its belt and a stronghold across Europe and Latin America, Visma has cracked the code for scaling globally while maintaining local authenticity. Sindre shares how Visma transformed its M&A function from a two-man team to a global machine spanning 20 M&A professionals—and 16,000 employees acting as an extended sourcing engine. He walks through Visma’s origin story rooted in M&A, how a bold cold email launched his own career, and the foundational philosophies behind Visma’s buyer-led approach to deal execution. Think You'll Learn: The surprising power of a cold email—and how it helped launch Visma’s M&A team Why Visma prioritizes local presence and cultural nuance in M&A sourcing and negotiation How internal alignment and operational champions drive deal success The three golden rules for successful M&A at Visma _______________ Only two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. ________ If you’re bouncing between Excel trackers, email threads, shared drives, and separate VDR, you’re not alone-but you are wasting time. Join us for 20 minutes of practical ways to save hours, stay on track, and move deals forward faster. ________ Episode Timestamps: [00:00:00] – Introduction to the Guest & Visma’s M&A History [00:03:30] – The €100M Sale That Funded Visma’s Acquisition Journey [00:05:00] – Sindre’s Bold Cold Email That Launched His M&A Career [00:09:00] – The Three Pillars of Visma’s M&A Approach [00:10:00] – Aligning Deals with Equity Story & Internal Champions [00:12:00] – Why M&A Is Always Local: Cultural & Regional Nuances [00:16:00] – Building a Global M&A Team Embedded in Each Region [00:17:30] – Trust and Cultural Dynamics in Deal-Making [00:20:00] – Evolving from Seller-Led to Buyer-Led M&A Strategy [00:21:30] – Proactive Deal Sourcing and Filtering Inbound Leads [00:27:00] – Building Trust with Local Sellers & Country-by-Country Differences [00:29:30] – Rapid Acquisitions vs. Long-Term Relationship Deals [00:31:00] – Case Example: 13-Year Dialogue Before Acquisition [00:35:00] – Country-Specific Negotiation Dynamics & Deal Structures [00:38:00] – Advice for First-Time International Buyer /episode/index/show/dealroom/id/36083750

Transforming M&A: Lessons in Culture, Growth, and Purpose with Ron 'Omani' Carson 04/07/2025

Transforming M&A: Lessons in Culture, Growth, and Purpose with Ron 'Omani' Carson Founder and Chairman at | Founder of We sit down with Ron “Omani” Carson, founder of Carson Group, for a wide-ranging conversation about transformation—both professional and personal. From launching a financial services firm out of a college dorm room to building a national platform with over $30 billion in assets under management, Omani shares the gritty beginnings, his early lessons in love affair marketing and systemization, and why his first M&A deal nearly broke him. But the real story unfolds around age 50, when Omani underwent a profound mindset shift—from fear and scarcity to love and abundance. This new lens on leadership reshaped Carson Group’s culture, unlocked purpose-driven M&A, and set the stage for launching Omya, his newest venture focused on helping entrepreneurs align joy, legacy, and impact. This episode is more than M&A—it’s a masterclass in reinvention, authentic leadership, and building businesses that matter. Things you will learn: How to scale a firm through systemization and “love affair” client marketing What went wrong in Carson Group’s first M&A deal—and how they rebounded How trauma and personal evolution can drive professional reinvention What “conscious capitalism” looks like in a modern financial firm _______________ Only two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. ________ Episode Chapters: [00:01:00] Dorm room origins and cold-calling farmers in Nebraska [00:07:00] Early success, burnout, and chasing money without fulfillment [00:10:30] Love affair marketing, process systemization, and client growth [00:18:00] Lessons from their first M&A deal: culture clash, team turnover, missed red flags [00:23:30] Partner program and minority investments: a better M&A model [00:27:00] Personal transformation at age 50 and the birth of “Omani” [00:35:00] Embracing spirituality, mental wellness, and psychedelic therapy [00:40:00] Impact investing, farming regeneration, and the trillion-dollar goal [00:46:00] How Carson’s culture shifted—and made M&A better [00:51:00] 7-day water fasts, health optimization, and living life with intention [00:55:00] The craziest M&A moment: the painful first acquisition /episode/index/show/dealroom/id/36035450

Private Equity in Healthcare: Legal Challenges and Best Practices for 2025 with Andrew Bab 04/03/2025

Private Equity in Healthcare: Legal Challenges and Best Practices for 2025 with Andrew Bab , Partner & Co-Chair of the Healthcare Group at In this episode of M&A Science, Andrew Bab joins Kison Patel live in New York to dive into the fast-changing legal landscape facing private equity deals in healthcare. From emerging state-level regulations and reverse CFIUS to FDA policy shifts and CVR litigation, Andrew offers a masterclass in legal diligence and deal structuring. They also explore how political scrutiny and increasing regulatory complexity are driving the need for more proactive, buyer-led approaches in healthcare M&A. Things you will learn: How state-level regulation is changing the game for healthcare deals What private equity needs to know about DEI rollbacks and False Claims Act liability Impacts of recent Delaware case law and why some firms are leaving the state When to use CVRs in pharma M&A and the litigation risks they carry How new HSR rules and antitrust dynamics are shifting auction timelines _______________ This isn’t just another webinar—it’s an interactive experience designed to give you the tools and strategies to lead your M&A deals with confidence. This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. ________ Episode Timestamps: [00:01:30] Andrew’s background and overview of Debevoise & Plimpton’s healthcare practice [00:03:00] Regulatory updates: DEI rollbacks, reverse CFIUS, foreign direct investment [00:05:30] National security laws expanding into tech, steel, and social media [00:06:00] Antitrust enforcement differences between Trump and Biden administrations [00:09:00] Delaware case law: MFW, Molus, Crispo and corporate governance implications [00:15:00] State-level regulation of healthcare deals (e.g., CA OHCA, MA law) [00:18:30] FDA’s AI guidance and post-Chevron court deference [00:21:00] CVRs in pharma: structuring, litigation risk, and buyer incentives [00:29:00] Put/call deal structures for PE–strategic healthcare partnerships [00:32:30] HSR form overhaul and implications for auction vs. proprietary deals [00:34:30] Increased scrutiny of PE under False Claims Act and integration risk [00:44:00] Political scrutiny of PE in healthcare and rising public pressure [00:47:00] “Craziest M&A moment” – Mercury in the House of Orion delays closing /episode/index/show/dealroom/id/35990245

Private Equity in 2025: Market Shifts, Strategy, and the Rise of AI 03/31/2025

Private Equity in 2025: Market Shifts, Strategy, and the Rise of AI , Chairman of Global Private Equity Practice, In this episode of M&A Science, Hugh MacArthur joins us to discuss the evolution of private equity over the last three decades—from the early days of deal-making and bespoke financing to today’s hyper-competitive, tech-driven landscape. Hugh shares how Bain’s private equity practice scaled from an entrepreneurial idea to one-third of the firm's global business and dives into what differentiates top-performing firms. We explore sourcing strategies, value levers, post-acquisition success, and how PE firms are adapting to rising interest rates and new technologies like AI. Things you will learn: How Bain & Company built and scaled its private equity practice from scratch The shift from margin improvement to growth-oriented value creation strategies How private equity firms are evolving sourcing and financing models The future of deal execution using AI and specialized data tools _______________ This isn’t just another webinar—it’s an interactive experience designed to give you the tools and strategies to lead your M&A deals with confidence. This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. : DealRoom.net/summit ________ This episode is sponsored by The World’s Most Intuitive Virtual Data Room With AI Contract Analysis No Per-Page Fees. No B.S. Just Smarter, Faster Deals. ________ Episode Chapters: [00:01:30] – Hugh’s background and the founding of Bain’s PE practice [00:03:00] – Evolution from buyouts to a broad private assets approach [00:04:30] – Bain’s entrepreneurial origins in private equity [00:07:00] – Commercial due diligence: Bain’s unique differentiator [00:12:30] – Market valuation trends and EBITDA multiples over 30 years [00:14:30] – Industry sector evolution: from industrials to tech and healthcare [00:20:00] – The impact of software and growth on value creation [00:22:30] – Changes in deal sourcing: proprietary to competitive [00:24:30] – Rise of private credit and changes in deal structuring [00:29:30] – Value creation strategies: growth vs. cost-cutting [00:33:00] – Buy-and-build strategies and integration challenges [00:55:00] – Role of AI and advanced analytics in deal execution [01:00:00] – Growth of private markets and increased retail access [01:04:00] – Common mistakes PE firms make during acquisitions /episode/index/show/dealroom/id/35933935

How to Navigate Bankruptcy and Restructuring in M&A 03/27/2025

How to Navigate Bankruptcy and Restructuring in M&A , Partner at Ben Beller, Partner at Sullivan & Cromwell LLP, joins the podcast to walk through how companies can strategically navigate bankruptcy and restructuring during M&A. Drawing from experience on major cases like FTX and Silicon Valley Bank, Ben shares practical insights into Chapter 11 processes, planning strategies, liability management transactions, and how buyers can successfully acquire distressed assets. A must-listen for corporate development professionals, acquirers, and M&A legal teams looking to build competency around distressed transactions. Things you will learn: The differences between Chapter 7, 11, and 13 bankruptcies and when to use each How liability management transactions work and their growing role in restructuring What buyers need to know about acquiring businesses in bankruptcy _______________ This isn’t just another webinar—it’s an interactive experience designed to give you the tools and strategies to lead your M&A deals with confidence. This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. ________ This episode is sponsored by The World’s Most Intuitive Virtual Data Room With AI Contract Analysis No Per-Page Fees. No B.S. Just Smarter, Faster Deals. ________ Episode Timestamps: [00:04:00] Ben Beller’s background and major bankruptcy cases (FTX, SVB, Mallinckrodt) [00:07:30] Chapter 7 vs. Chapter 11 – key differences [00:11:30] Signs companies should begin planning for bankruptcy [00:14:00] Prepackaged vs. prearranged vs. freefall bankruptcies [00:17:30] Importance of lender relationships and communication [00:22:00] Role of private credit and debt trading in distressed situations [00:28:00] Liability management transactions explained: dropdowns, up tiers, and more [00:35:00] Trends in liability management and how they defer bankruptcy [00:41:00] M&A in bankruptcy: How buyers can seize opportunities [00:46:30] Understanding stalking horse bids and auction dynamics [00:54:30] Common mistakes in buying businesses out of bankruptcy [01:01:00] Bankruptcy reform trends and cost implications /episode/index/show/dealroom/id/35885775

How to be a Serial Acquirer from Scratch 03/24/2025

How to be a Serial Acquirer from Scratch Ashish Achlerkar, Founder and Chairman at NearU Starting a business from scratch is challenging, but Ashish Achlerkar, Founder and Chairman of NearU, took a unique path—leveraging M&A as a tool for entrepreneurship. In this episode of the M&A Science Podcast, Ashish shares how he transitioned from investment banking to building a multi-state, multi-million-dollar business in the skilled trades industry. Ashish’s journey is a masterclass in leveraging M&A for business expansion, focusing on strategic acquisitions, cultural alignment, and operational efficiency to build a thriving company in an industry ripe for disruption. Things you will learn: Entrepreneurship through acquisition – Why M&A is a tool, not an end goal How to evaluate industries for acquisition – Why the skilled trades industry was the perfect fit Building a scalable business post-acquisition – The importance of training and technology Working with private equity – How to find the right partner and maintain control This isn’t just another webinar—it’s an interactive experience designed to give you the tools and strategies to lead your M&A deals with confidence. This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. Episode Timestamps: [00:01:30] Ashish’s Journey from Banking to Entrepreneurship [00:02:30] Lessons Learned from the Entrepreneurial Journey [00:07:00] Defining Purpose and the ‘Why’ Behind Entrepreneurship [00:10:30] Making the Leap from Corporate to Startup Life [00:13:00] Selecting a Sector Through First Principles Thinking [00:18:00] Building the Investment Thesis for NearU [00:26:30] Executing the First Deal with a Bootstrap Approach [00:31:30] Sourcing Deals Through Relationships & Reputation [00:37:00] Challenges in Early and Scaling Phases [00:40:00] Working with Private Equity While Preserving Vision [00:48:00] Final Reflections: Transparency, Integrity & Doing the Right Thing /episode/index/show/dealroom/id/35835115

The People-Centric Approach to M&A Success 03/17/2025

Mastering Serial Acquisitions 03/10/2025

How to Execute Distressed M&A 03/03/2025

How to Execute Distressed M&A , Partner at When a company is struggling financially, M&A can be a lifeline—but navigating distressed deals is a whole different game. In this episode of the M&A Science Podcast, Mimi Wu, Partner at Sullivan & Cromwell, breaks down how Chapter 11 bankruptcy, 363 sales, and creditor negotiations come into play when businesses are in distress. Mimi has worked on some of the biggest restructuring cases, including FTX and Silicon Valley Bank, and she’s here to explain how distressed M&A really works—without the legal jargon. Whether you’re an investor, a corporate executive, or just curious about how companies handle financial trouble, this episode is packed with insights. Things you will learn: What is Chapter 11? – How bankruptcy protects businesses and gives them time to reorganize The Power of a 363 Sale – Why buyers love these deals and how they can acquire assets “free and clear” Negotiating with Creditors – What happens when companies can’t pay their debts, and the options they have Finding Deals in Bankruptcy – How investors and buyers can identify distressed M&A opportunities before they hit the auction stage ______________ This episode is sponsored by Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A with DealRooms proven framework. Visit to learn more. Trailer Timestamps: [00:03:01] – What is Distressed M&A? Key Differences from Traditional M&A [00:05:32] – Chapter 11 Bankruptcy: How It Works and When to Use It [00:06:30] – 363 Asset Sales: Selling a Business in Bankruptcy [00:09:11] – Why Companies File for Bankruptcy: Common Triggers [00:10:36] – The Automatic Stay: Protecting Companies During Bankruptcy [00:14:00] – Alternatives to Bankruptcy: Negotiating with Creditors & Raising Capital [00:18:30] – How the Bankruptcy Sale Process Works: Auctions & Market Checks [00:20:41] – Credit Bidding & How Creditors Influence the Sale [00:24:02] – The 363 Auction Process: How Bidding Works [00:26:39] – Stalking Horse Bids: What They Are & How They Work [00:29:30] – How Sale Proceeds Are Distributed Among Creditors [00:33:00] – Case Study: Carrier & Ketafenol Bankruptcy Sale [00:39:35] – Finding Distressed M&A Opportunities: Buyer Strategies [00:42:00] – The Craziest Thing Mimi in Distressed M&A /episode/index/show/dealroom/id/35509740

How to Navigate Antitrust Complexities in M&A 02/24/2025

How to Build a Roll-Up Machine 02/17/2025

How to Build a Roll-Up Machine , CEO of Creating a successful roll-up strategy requires a unique combination of industry expertise, strategic planning, and leadership. John Cerasuolo, CEO of Leap Partners, has mastered the art of acquiring and integrating businesses in the home services industry, including HVAC, plumbing, and electrical services. With 19 acquisitions in less than three years, Leap Partners is rapidly expanding across the Southeast with a people-first approach. In this episode of the M&A Science Podcast, John shares how to build a roll-up machine from scratch. He discusses selecting the right industry, pitching to investors, sourcing and executing deals, and the critical role of leadership and culture in scaling a business. John also explains how to foster strong relationships with business owners and private equity partners, along with key lessons learned from executing high-volume M&A. Things You’ll Learn: How to build a roll-up strategy from scratch Understand how to pitch to investors and raise capital without an initial deal in place Gain insights into sourcing and executing deals with a people-first approach Discover the importance of rapid integration and operational efficiency Hear how to build strong relationships with business owners and private equity partners _________________________________ This episode is sponsored by . Harness the power of real-time data to make data-driven decisions by building, visualizing, and sharing interactive M&A reports seamlessly. to learn more._________________________________ Episode Timestamps: [00:00:00] Introduction & The Importance of M&A Reporting Automation [00:02:00] Guest Introduction: John Cerasuolo's Background & Key Lessons from the Navy [00:07:00] The Role of Private Equity in Roll-ups [00:10:30] Building a Roll-up Machine: Step-by-Step Guide [00:13:45] Sourcing Deals & Choosing the Right Industry [00:21:20] Securing the Right Investment Partner & Negotiating Terms [00:30:30] First Deal & Launching Leap Partners [00:33:00] Building a Strong Pitch to Business Owners & Characteristics of Leadership [00:40:00] Integration Strategy & Operational Efficiency [00:45:00] Partnership with Business Owners & Culture Building Post-Close [00:48:30] Craziest Thing Seen in M&A & Final Thoughts /episode/index/show/dealroom/id/35290590

Corporate Development Strategy in High-Volume M&A 02/10/2025

Corporate Development Strategy in High-Volume M&A Executive Vice President at M&A at scale requires more than just financial analysis—it’s about building relationships, understanding cultural fit, and executing a seamless integration strategy. With over 60 deals under his belt, Jeff Giles, Executive Vice President at Core & Main, has a proven track record of leading high-volume, buyer-led M&A. In this episode of the M&A Science Podcast, Jeff shares his expertise in strategic acquisitions, relationship-driven deal sourcing, and post-merger integration. He discusses the critical role of culture in M&A, how to prioritize acquisition targets, and why technology is essential for managing complex transactions. Things you will learn: Buyer-led M&A – The power of proactive deal sourcing Building a strategic market map – Core vs. adjacent markets How to assess culture in M&A – What makes a deal truly successful Negotiation tactics in valuation gaps – Closing deals with the right structure Integration planning – Ensuring a smooth transition post-close _________________________________ This episode in sponsored by . Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A with DealRoom's proven framework. Visit DealRoom.net to learn more. _________________________________ Episode Timestamps: [00:00:00] Introduction & Guest Background [00:03:00] Building Market Maps & Identifying Opportunities [00:11:00] Developing Relationships in Buyer-Led M&A [00:19:00] Expanding into Adjacent Markets [00:24:00] Prioritization of Acquisition Targets [00:31:00] Evaluating Cultural Fit & Integration Risks [00:38:00] Building Trust & Transparency with Business Owners [00:42:45] The Due Diligence Process [00:50:00] Managing Bid-Ask Spread & Valuation Challenges [00:55:00] Integration Planning for M&A Success [01:01:00] The Role of Technology in M&A [01:06:00] Surprising Moments in M&A /episode/index/show/dealroom/id/35213980

Navigating Large-Scale M&A Deals and Legal Complexities 02/03/2025

Lessons from the Trenches: Mastering Tech M&A, Integration, and Carve-Out Strategies Part 2 01/27/2025

Lessons from the Trenches: Mastering Tech M&A, Integration, and Carve-Out Strategies Part 2 Dr. , Founder and CEO of Every deal tells a story of risk, strategy, and the relentless pursuit of value. With M&A evolving into a core function across industries, simply following old playbooks is no longer enough. You need insight, discipline, and a strategy tailored to today’s fast-moving, multi-dimensional landscape. In this episode of the M&A Science Podcast, Amit Monga, Founder and CEO of SARAPOINT, joins us to unpack the intricacies of software valuation, integration challenges, and structuring carve-outs that unlock hidden value. Things you will learn: Trends in software valuation: EBITDA vs. revenue multiples How growth impacts valuation and attracts buyers Navigating deals with difficult CEOs Challenges in carve-outs from the buy-side Key differences between buy-side and sell-side M&A This episode is sponsored by . Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. to learn more. Episode Timestamps: 00:00 Intro 02:31 Trends in software valuation: EBITDA vs. revenue multiples 05:22 Venture capital vs. private equity mindsets 07:48 Who is lending on software deals 09:13 Convincing someone to sell their company 12:41 How growth impacts valuation and attracts buyers 15:46 How to approach your first acquisition 18:54 How to pitch a deal to Founders 22:15 Navigating deals with difficult CEOs 27:46 Challenges in carve-outs from the buy-side 31:36 Networking to find carve-out deals 35:28 Structuring optimal deals for carve-outs and founder-owned businesses 41:46 When to take on investments and build a platform 45:25 Key differences between buy-side and sell-side M&A 50:21 Surprises and lessons learned in M&A 55:09 How M&A strategies have evolved 58:25 Craziest thing in M&A /episode/index/show/dealroom/id/34994630

Lessons from the Trenches: Mastering Tech M&A, Integration, and Carve-Out Strategies Part 1 01/20/2025

Lessons from the Trenches: Mastering Tech M&A, Integration, and Carve-Out Strategies Part 1 , Founder and CEO of M&A is a minefield of uncertainties, let alone the tech space. Missteps in integration, cultural clashes, and unforeseen risks can quickly derail even the most promising deals. That’s why understanding what could go wrong is critical. Dr. Amit Monga, Founder and CEO of SARAPOINT, shares lessons from the trenches to help you anticipate challenges and mitigate risks. Learn how to navigate integration, manage carve-outs, and turn M&A uncertainty into opportunity with actionable insights from a seasoned expert. Things you will learn: Key lessons from the trenches for corporate M&A success Balancing proactive and opportunistic M&A strategies Handling opportunistic deals outside core strategy Evaluating deals that don’t fit the M&A thesis Maintaining control during M&A execution ******************* This episode is sponsored by . Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. to learn more. ******************* Episode Timestamps: 00:00 Intro 03:17 The power of an engineering background 03:48 Key lessons from the trenches for corporate M&A success 06:51 Balancing proactive and opportunistic M&A strategies 08:39 Building and managing an M&A pipeline 10:32 Handling opportunistic deals outside corporate strategy 12:35 Balancing synergies and opportunistic deals 14:54 Deciding how much to integrate a company 17:59 Evaluating deals that don’t fit the M&A thesis 23:06 Planning integration based on partnerships and synergies 25:02 Becoming a buyer-led M&A organization 27:05 Working with the sell-side during M&A processes 30:46 Maintaining control during M&A execution 32:40 Balancing the M&A process management with bankers 34:48 Handling proprietary deals without an advisor 38:34 Scenario: Balancing opportunism with communication in competitive processes /episode/index/show/dealroom/id/34884130

Navigating the Current M&A Cycle, Regulatory Impacts, and 2025 Market Dynamics for Corporate Development Leaders 01/13/2025

Navigating the Current M&A Cycle, Regulatory Impacts, and 2025 Market Dynamics for Corporate Development Leaders , U.S. Financial Institutions News Desk Manager at (NYSE: SPGI) The M&A market isn’t what it used to be. Deal volumes are rising, but they remain a shadow of the record highs of 2021. Add to this the challenges of regulatory hurdles, high interest rates, and uneven global recovery. Corporate development leaders are left asking: where do we go from here? In this episode of the M&A Science Podcast, Joe Mantone of S&P Global Market Intelligence unpacks the latest trends, challenges, and opportunities in the M&A cycle. You’ll learn the latest insights to stay ahead in a volatile market and prepare for the opportunities 2025 promises to bring. Things you will learn: The state of M&A, recovering from the 2022 downturn How regulatory challenges are reshaping deal strategies What corporate leaders need to know about private equity and credit trends The rise of AI and sector-specific opportunities for 2025 Actionable advice for corporate development teams in a volatile market ******************* This episode is sponsored by . Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit . DealRoom AI accelerates the due diligence process by automating the extraction and analysis of key information from M&A documents, reducing contract analysis time by up to 80%. Trusted by leading M&A practitioners, this tool streamlines reviews, minimizes risk, and saves legal costs significantly. For more details, visit the today. ******************* Episode Timestamps 00:00 Intro 06:03 Current state of the M&A market 07:45 Distinguishing the current M&A downturn 08:51 Factors driving global M&A 10:14 M&A blindspots to lookout for 12:38 How Fed rate cuts will affect M&A 13:38 Financing M&A deals in a changing market 15:22 Investor sentiment and the future of IPOs 16:17 Impact of market volatility on corporate M&A 17:12 Cross-border M&A: Lessons from Asia Pacific and Europe M&A Activity 20:19 How to prepare for the heightened regulatory scrutiny 21:43 Strategies for mitigating regulatory risks 22:24 M&A insights from earnings calls 23:53 Increased investment banking recruiting 24:48 Practical takeaways for corporate M&A teams 25:40 The future of M&A: Trends to watch in 2025 28:13 Emerging sectors for 2025 29:55 Craziest thing in M&A /episode/index/show/dealroom/id/34802430

Optimizing Your Corporate Development Team 01/06/2025

Optimizing Your Corporate Development Team Andrew Kelley III - VP of Corporate Development and Ventures at Five9 ( NYSE: FIVN) Achieving success in M&A requires more than identifying opportunities—it demands a thoughtful approach to relationship-building, thorough due diligence, and strategic alignment. Without these key elements, even well-intentioned deals risk falling short of their potential. In this episode of the M&A Science Podcast, Andrew Kelley, VP of Corporate Development and Ventures at Five9, shares his expertise on navigating the complexities of corporate development. From building strong relationships to prioritizing due diligence and leveraging emerging technology, Andrew provides actionable insights for driving successful deals. Learn how to overcome common pitfalls, foster alignment, and build a strategic M&A framework. Things You Will Learn: Strategies for building relationships and sourcing deals effectively How to prioritize and execute efficient due diligence Identifying and overcoming bid-ask spread challenges The role of culture in deal success and integration ******************* This episode is sponsored by . Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit . DealRoom AI accelerates the due diligence process by automating the extraction and analysis of key information from M&A documents, reducing contract analysis time by up to 80%. Trusted by leading M&A practitioners, this tool streamlines reviews, minimizes risk, and saves legal costs significantly. For more details, visit the today. ******************* Episode Timestamps: 4:13 Overview of Experience in Corporate Development 7:17 Foundational Skills for M&A Success 17:39 Efficiency and Prioritization in Due Diligence 22:00 The Role of Culture in Integration 23:22 Green Flags in the Deal 27:12 Red Flags in the Deal 33:18 Predicting Actual Value 37:46 Key Players in Your Letter of Intent 41:01 Relationships in Corporate Development 44:46 Supporting Your Team While Holding Them Accountable 49:01 Dealing with Bid-Ask Spreads 54:35 Building External Relationships 1:08:22 Future of Corporate Development /episode/index/show/dealroom/id/34714070

Synchronizing the Deal Team and Integration Team for Better Outcomes 12/30/2024

Synchronizing the Deal Team and Integration Team for Better Outcomes Russ Hartz, VP of Corporate Development at Ansys, and Carey Pugh, Director of Corporate Integrations at Ansys (NASDAQ: ANSS) The fastest way to sabotage an M&A deal is to let the deal team and integration team work in silos. Too often, companies nail the transaction only to fumble on execution because the people closing the deal and those delivering the value aren’t aligned. In this episode of the M&A Science Podcast, Russ Hartz, VP of Corporate Development at Ansys, and Carey Pugh, Director of Corporate Integrations at Ansys, unpack how keeping deal and integration teams synchronized can make or break an M&A deal's outcomes. Things you will learn: The positive business outcomes of early integration Managing integration planning milestones Kickoff meeting structure Adapting integration approaches to cultural differences Building a strong partnership between deal and integration teams ******************* This episode is sponsored by . Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit . DealRoom AI accelerates the due diligence process by automating the extraction and analysis of key information from M&A documents, reducing contract analysis time by up to 80%. Trusted by leading M&A practitioners, this tool streamlines reviews, minimizes risk, and saves legal costs significantly. For more details, visit the today. ******************* Episode Timestamps: 00:00 Intro 04:49 Integration planning starts early 07:55 The positive business outcomes of early integration 15:22 Balancing strategy with practicality in early integration planning 21:50 Proactive integration planning 23:58 Managing integration planning milestones 25:11 Kickoff meeting structure 33:07 Adapting integration approaches to cultural differences 30:29 Key factors considered during diligence 44:31 Building a strong partnership between deal and integration teams 46:50 Key traits to look for in an integration partner 49:36 Aligning the deal and integration teams 52:18 Best practices for synchronizing the deal team and integration team 58:52 The power of buyer-led M&A - When you get to the point 1:04:23 Creating a seamless people experience in buyer-led M&A 1:06:43 Craziest thing in M&A /episode/index/show/dealroom/id/34630115

Mastering M&A Integration Through Leadership Development and Cultural Alignment 12/23/2024

Mastering M&A Integration Through Leadership Development and Cultural Alignment Jason Lippert, CEO of LCI Industries (NYSE: LCII) M&A integration is notoriously challenging—cultural misalignment, disengaged leaders, and high turnover often derail even the best-laid plans. How do you overcome these obstacles and ensure a seamless integration that drives long-term success? In this episode, Jason Lippert, CEO of LCI Industries, shares his proven playbook for mastering M&A integration through leadership development and cultural alignment. Things you will learn: Correlating culture metrics with financial performance Investing in leadership development for a stronger frontline Proactive culture development for new team members Exploring AI to enhance customer service Identifying strong leadership during diligence ******************* has private companies covered. Whether you’re looking for your next investment or M&A target, conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting This episode is also sponsored by . Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. Streamline your acquisitions, from sourcing to integration, for smarter, more strategic deal-making that drives growth and value. to learn more. ******************* Episode Timestamps: 00:00 Intro 07:37 Evolving from seller-led to buyer-led M&A strategies 10:43 Capital allocation and acquisition strategy in a public company 13:08 Defining and measuring company culture through core values 15:56 Culture as a driver of value in M&A integration 19:50 Assessing and transforming culture in M&A pre-LOI 21:45 Leveraging culture as a competitive advantage post-LOI 22:52 Building a playbook for culture and leadership integration 25:25 Fostering personal and professional growth plans for employees 33:23 Measuring success through culture and leadership metrics 37:30 Using culture to build trust and drive post-acquisition success 40:31 Correlating culture metrics with financial performance 42:14 Proactive culture development for new team members 43:53 Identifying strong leadership /episode/index/show/dealroom/id/34541205

Expert Insights into Building an Empire through Strategic M&A (Part 2) 12/16/2024

Expert Insights into Building an Empire through Strategic M&A (Part 2) Adam Coffey, Founding Partner of The Chairman Group Many M&A deals fail to deliver their promised value due to gaps in deal sourcing, diligence, and integration. Without a clear strategy and the right tools, even the best opportunities can turn into liabilities. In this episode of the M&A Science Podcast, hear all the expert insights from Adam Coffey, Founding Partner at The Chairman Group, on how to source the right targets, structure deals for sustainability, and integrate acquisitions seamlessly. Get your blueprint for building an empire through strategic M&A. Things you will learn: • How to find and close proprietary deals for business growth • Building relationships and effective outreach strategies • Structuring deals with financial levers for sustainable growth • Mastering integration and building M&A expertise through experience • Strategic exit points and the value of partnering for growth ******************* This episode is sponsored by . Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit . DealRoom AI accelerates the due diligence process by automating the extraction and analysis of key information from M&A documents, reducing contract analysis time by up to 80%. Trusted by leading M&A practitioners, this tool streamlines reviews, minimizes risk, and saves legal costs significantly. For more details, visit the today. ******************* Episode Timestamps: 00:00 Intro 04:13 How to find and close proprietary deals for business growth 10:28 Building relationships and effective outreach strategies 23:14 Structuring deals with financial levers for sustainable growth 28:34 Mastering integration and building M&A expertise through experience 35:01 Strategic exit points and the value of partnering for growth 45:20 How to perform diligence on private equity buyers as a seller 48:23 Craziest thing in M&A /episode/index/show/dealroom/id/34438030

Expert Insights into Building an Empire through Strategic M&A (Part 1) 12/09/2024

Expert Insights into Building an Empire through Strategic M&A (Part 1) Adam Coffey, Founding Partner of The Chairman Group Scaling a business from good to great often feels like an uphill battle. Organic growth alone can be painfully slow, leaving you far from achieving your dream of building an empire. But how do you supercharge growth without losing control or falling into costly traps? Building an empire takes more than just passion—it requires a clear, strategic playbook. In this episode of the M&A Science Podcast, Adam Coffey, Founding Partner of The Chairman Group, shares his proven framework for transforming businesses into empires, from meticulous buyer-led diligence to flawless integration strategies. Things you will learn: • The framework for building a resilient and profitable business empire • The strategic role of software in scaling M&A operations • The power of buy and build for exponential business growth • Building relationships and effective outreach strategies • Structuring deals with financial levers for sustainable growth ******************* This episode is sponsored by . Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit . This episode is also sponsored by DealRoom's BI Reporting tool revolutionizes M&A reporting with real-time, interactive data management. Utilize Looker BI to customize, automate, and export detailed M&A lifecycle reports, enhancing strategic decision-making. For more details, check out the ******************* Episode Timestamps 00:00 Intro 08:09 Simplifying business growth and private equity for everyone 11:48 The framework for building a resilient and profitable business empire 19:11 The strategic role of software in scaling M&A operations 24:11 Building a scalable business through smart acquisitions 30:00 The power of buy and build for exponential business growth 39:23 Strategically structuring growth and valuation for maximum exit potential /episode/index/show/dealroom/id/34342950

How a Tech Founder Transformed into a CEO Championing M&A Growth 12/02/2024

How a Tech Founder Transformed into a CEO Championing M&A Growth Art Papas, CEO at Bullhorn Growth through M&A is about strategy, timing, and bold leadership. The stakes are high, but the rewards are transformative for those who get it right. In this episode, Art Papas, CEO of Bullhorn, shares his journey from tech founder to M&A leader, and how he turned acquisitions into engines of growth. Things you will learn: • The role evolution from tech lead to CEO • The case for buyer-led M&A • Leveraging customer insights to identify strategic opportunities • Balancing control and growth with private equity sponsorship • Building M&A strategies and handling private equity transitions ******************* This episode is sponsored by . Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit . This episode is also sponsored by the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal. Ready to streamline your M&A process? Visit today. ******************* Episode Timestamps 00:00 Intro 06:29 The role evolution from tech lead to CEO 10:21 Lessons in Discipline and Growth 16:27 The case for buyer-led M&A - We were buyer-led 20:30 Leveraging customer insights to identify strategic opportunities 25:27 Balancing control and growth with private equity sponsorship 31:30 Building M&A strategies and handling private equity transitions 32:31 The right way to integrate acquired businesses 40:22 Ensuring smooth M&A integration through detailed planning 43:48 Integration and risk planning post-LOI 46:07 Best practices for handling overlapping products in M&A 49:53 First M&A deal with Vista 54:14 Evaluating deal timing and product-market fit early 55:32 Staying close to core competencies in M&A 58:55 Expanding internationally with organic growth and M&A 1:00:43 Building relationships in early M&A conversations 1:02:14 Craziest thing in M&A /episode/index/show/dealroom/id/34226220

What Elite Investment Bankers Do Differently in M&A 11/27/2024

What Elite Investment Bankers Do Differently in M&A , Partner at (NYSE: PJT) ‍ Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table. ‍ In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider’s view on what investment bankers really do in M&A, from guiding strategic vision to wielding influence in complex transactions. Things you will learn: ‍ • Why investment bankers face a reputation challenge • Building influence and shaping strategy through relationship investment • Working with public vs. private companies as an investment banker • Evaluating the right private equity partner • Finding the right advisory partnership ******************* has private companies covered. Whether you’re looking for your next investment or M&A target, conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting This episode is also sponsored by the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal. Ready to streamline your M&A process? Visit today. ******************* Episode Timestamps 00:00 Intro 08:37 Why investment bankers face a reputation challenge 13:29 The role of investment bankers 17:21 Building influence and shaping strategy through relationship investment 21:36 Tailor advice and introductions for big-company impact 23:31 Example of companies turning strategic advice into growth 30:08 Working with public vs. private companies 32:21 Role play: Scaling through organic growth and strategic acquisitions 44:19 Leveraging investment bankers to identify strategic carve-out opportunities 48:29 Building selective PE relationships for carve-out deals 50:54 Evaluating the right private equity partner - willing to answer 55:47 The importance of buyer-led M&A integration planning 1:06:29 Finding the right advisory partnership 1:08:18 Craziest thing in M&A /episode/index/show/dealroom/id/34176545

M&A Science

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