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M&A Science

M&A Science is a podcast exploring the intricate world of mergers and acquisitions with industry leaders and practitioners. With an unlimited access to our deal network, these interviews examine M&A trends, culture, and best practices. This podcast is sponsored by DealRoom, an M&A lifecycle management platform.
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Now displaying: September, 2023
Sep 25, 2023

Dr. Irit Yaniv, Founding Partner and CEO at Almeda Ventures (TLV: AMDA)

While most investors have a passive role in their portfolio company, some investors are active in shaping and contributing to its success. For venture capitalists, one of the best scenarios is for the portfolio company to be acquired to maximize investment returns. 

In this episode of the M&A Science Podcast, Dr. Irit Yaniv, Founding Partner and CEO at Almada Ventures, discusses what investors can do when planning and executing the exit.

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This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals done. 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 www.firmroom.com 

Episode Timestamps

00:00 Intro

03:26 M&A in the medical device industry

04:49 Minority position during Investment

05:35 When to think about an exit

06:59 Getting involved in the exit 

09:57 Working with the CEO

12:03 Keeping track of potential acquisitions

14:34 Finding the right buyer

17:55 Managing exit planning disagreements

20:34 Who controls exit decisions

22:23 Negotiation

25:37 When to engage with a banker

36:51 Advice on planning an exit

38:11 Bad exits

40:29 Other takeaways

42:35 Craziest thing in M&A

 

Sep 18, 2023

Barak Routhenstein, Vice President of Corporate Development at Profile Products

The collaboration between a Private Equity (PE) firm and a portfolio company during an acquisition is a powerful partnership. Together, they create a synergistic environment where growth and value thrive. 

In this episode of the M&A Science Podcast, we will explore insights from Barak Routhenstein, Vice President Corporate Development at Profile Products, on how PE firms can provide invaluable support to portfolio companies during the acquisition process, setting the stage for success and maximizing value creation.

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Join us on October 5th, 2023, in New York City for the M&A Science Fair 2023. Dive into a transformative M&A experience that not only emphasizes participant-driven topics but also offers an unparalleled opportunity to network with the industry's top minds.

You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today!

Episode Timestamps

00:00 Intro

03:57 Changes in the M&A landscape

04:39 Changes in private equity acquisitions

08:14 Go-to-market

10:48 Deal origination

12:19 International deals

14:25 How PE firms look at acquisitions

15:48 Bad cultural fit

18:40 Relationship with PE firms

20:20 Ideal PE-sponsor relationship

21:45 Managing deal sourcing conflicts

22:38 Approval process

24:44 Sustaining support from PE firms

27:08 Reporting structure

29:54 Advice for PE firms in supporting portfolio companies

32:54 Staging productive meetings

35:01 Keys to pitching a deal

38:46 Approaching target company relationships

41:28 Managing underperforming acquired companies

42:18 PE firms buying other PE firms

43:26 Craziest thing in M&A

 

Sep 11, 2023

Glenn Sanford, CEO eXp World Holdings, Inc. (NASDAQ: EXPI)

For high-growth companies, M&A is almost inevitable. If done right, it could speed up growth and open new opportunities for the acquiring entity. However, it’s not without challenges, as it can also be destructive and destroy both companies involved. 

In this episode of the M&A Science Podcast, Glenn Sanford, CEO eXp World Holdings, Inc., discusses the art of M&A, and striking the right balance between integration and autonomy.

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Join us on October 5th, 2023, in New York City for the  M&A Science Fair 2023. Dive into a transformative M&A experience that not only emphasizes participant-driven topics but also offers an unparalleled opportunity to network with the industry's top minds.

You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today!

Episode Timestamps

00:00 Intro

03:51 EXP’s acquisition history

05:31 Reasons behind EXP’s acquisitions

10:12 Acquiring Success Magazine

14:22 Factors to consider when looking at potential targets

17:49 Understanding a company’s culture

20:13 Reverse merger

24:38 Capital structure evolution

27:05 Managing relationships with the board of directors and shareholders

31:19 Managing integration

36:47 Other lessons and takeaways

39:03 Craziest thing in M&A

 

Sep 4, 2023

Andrew Bilbao, current CFO of Noble Education Acquisition Corp. 

M&A is a massive undertaking that calls for collaboration among numerous individuals. Ensuring alignment with everyone involved is essential for the success of a deal. Yet, with a variety of opinions and personalities at play, achieving alignment can be quite a challenge. 

In this episode of the M&A Science Podcast, Andrew Bilbao, CFO of Noble Education Acquisition Corp, shares valuable insights on how to guarantee alignment for deal success, paving the way for a smooth and fruitful M&A process.

____________________________________________________________________________

Join us on October 5th, 2023, in New York City for the  M&A Science Fair 2023. Dive into a transformative M&A experience that not only emphasizes participant-driven topics but also offers an unparalleled opportunity to network with the industry's top minds.

You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today!

Episode Timestamps

00:00 Intro

04:47 Areas where alignment is important

07:03 Approach to Alignment

11:19 Prioritizing the pipeline

14:11 Identifying an opportunity to LOI

15:56 Target Market Competitiveness

19:50 Evolving from first conversations

20:59 Go/No-go decision

25:47 Bidding process

28:45 Things to not do when dealing with the Board

29:55 Working with functional leads

33:41 Alignment with functional leads

35:53 Keeping alignment to strategy

38:16 The hardest part of achieving alignment

39:10 How do you not fall in love with your deal?

46:41 Craziest thing in M&A

 

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