Sam Youssef, Founder and CEO at Valsoft Corporation
This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.
To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Don’t forget to use code “podcast” at checkout.
Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net
FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com
00:00 Intro
05:44 Looking at business through a different lens
09:19 Distinguishing good acquirers
11:17 Identifying the right segment and deal size
15:07 Platform play acquisition
19:57 Approaching target companies
23:16 Financial structure
26:09 Challenges in building an M&A muscle
29:42 Driving value from synergies
30:56 Getting the right people
32:49 Sharing learnings
38:39 Craziest thing in M&A
Kevin Griffin, Executive Director, Corporate Development at JLL (NYSE: JLL)
This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.
To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Don’t forget to use code “podcast” at checkout.
Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net
FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://www.firmroom.com
00:00 Intro
04:15 Focusing on smaller deals
06:48 Sourcing deals
08:10 Pros and cons of a competitive auction process
15:47 Cons of doing a proprietary deal
18:35 Benefits of doing a proprietary deal
22:15 Relationship problems
23:24 Proprietary deals vs auctions
25:32 Educating founders on the deal process
26:13 Working with lawyers
27:40 Biggest challenge when educating founders
29:42 Valuation
31:09 Negotiation
34:49 Earnouts
41:45 Making earnouts successful
43:19 Retention with smaller companies
44:17 Best Practices to retain people
46:08 Craziest thing in M&A
Marilyne H. O'Hara, Global Head of M&A Integration at Block (NYSE: SQ)
This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.
To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Don’t forget to use code “podcast” at checkout.
Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net
FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://firmroom.com
If you’re a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com
00:00 Intro
05:20 What is People-Focused Integration
06:02 Ideal Integration Process
08:46 Strong Partnerships With Deal Leads
12:25 Consequences of Late Integration
14:53 Building the Integration Team
20:41 Involving the Integration Team
22:29 Integration Led Diligence
24:07 Building an Agile Team
28:30 Understanding Culture
30:49 Culture Shaping Integration
31:44 Red Flags in Culture Fit
32:46 Best Practices When Onboarding People
39:06 Working with Vendors for People-Focused Integration
40:12 Biggest Challenge
40:36 Advice for First Timer
41:23 Craziest thing in M&A
Nadia Gil, Chief of Strategic Planning and Corporate Development at Brady (NYSE:BRC)
This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.
To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Don’t forget to use code “podcast” at checkout.
Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net
FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://firmroom.com
00:00 Intro
04:01 Why large companies are focusing on acquiring startups
10:36 Why startups don't thrive in a larger company
13:15 Factors to consider when acquiring a startup
17:28 Factors that make startups unacquirable
21:35 Preserving startups in the larger company
24:41 Joint planning approach
26:35 Keys to a strong relationship
29:44 How can large companies protect the acquired small company
32:19 Integration
34:13 Compensation
38:49 How startups can protect themselves
40:48 When to walk away
46:29 How to mitigate the risk of destroying a small company
48:06 Craziest thing in M&A