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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: May, 2024
May 27, 2024

Jeremy Segal, Executive Vice President Corporate Development at Progress (NASDAQ: PRGS)

When it comes to M&A, time is of the essence. As a buyer, it’s best to identify whether to pursue the deal or not as soon as possible, to avoid wasting money and time. Also, if the seller is a good target company, procrastinating could lead to more competition. 

In this episode of the M&A Science Podcast, Jeremy Segal, Executive Vice President Corporate Development at Progress, shares their strategy on how to close deals in 30 days.

Things you will learn:

• Initial conversations with the target company

• Price negotiations

• Preliminary due diligence list

• Deal specific adjustments

• Confirmatory due diligence 

This episode is sponsored by the DealRoom.

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://dealroom.net

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Episode Bookmarks

00:00 Intro
04:16 Initial conversations with the target company
08:56 Price negotiations
12:33 Preliminary due diligence list
17:05 When to ask questions
18:34 People Involved
19:10 Sales and Go-to-Market
21:02 Revenue Synergies
23:43 Customer Journey
24:26 Surprises
27:40 Customer Success
28:46 Financials
32:11 Red flags in people
32:47 Information Technology
34:28 Legal
36:48 Marketing
39:19 Breakdown of COGS
41:30 Benefits Template
42:56 Operating Expenses
43:58 General
44:58 Deal specific adjustments
45:56 Processing the preliminary diligence information
47:11 Confirmatory due diligence
50:40 Craziest thing in M&A

 

May 20, 2024

Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc. 

In a highly fragmented industry, roll-ups are a great growth strategy. But integrating multiple entities can be difficult, especially if you don’t have a proven framework. Ntiva has been successful in its M&A strategy and has completed 15 acquisitions as of today. 

In this episode of the M&A Science Podcast, Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc., share their strategy on how to execute the roll-up strategy in the tech industry. 

Things you will learn:

• Creating value using a roll-up strategy

• Evaluating a target company

• Importance of recurring revenue

• Red flags pre-LOI

• Biggest advice for first-timers

This episode is sponsored by the DealRoom.

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://dealroom.net

******************

Episode Bookmarks

00:00 Intro

08:04 Creating value using roll-up strategy

12:38 Pitching to private equity

18:32 Evaluating a target company

22:30 Importance of recurring revenue

23:35 Customer Concentration

26:42 Challenges of doing roll-ups

30:36 Mismanaging M&A

37:52 Deal Sourcing

43:46 Red flags pre-LOI

46:53 Deal structure on roll-ups

51:52 Biggest advice for first-timers

52:46 Craziest thing in M&A

 

May 13, 2024

Kyle Price, Chief of Staff & Corporate Development at Roblox

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 people side in M&A

• Working with business leaders

• Evolution of corporate development

• Handling biases in the M&A process

This episode is sponsored by FirmRoom.

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

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Episode Bookmarks

00:00 Intro

04:10 When to build an M&A function

07:40 Challenges of a high-growth company doing M&A

08:45 Lessons learned along the way

10:39 Importance of the people side in M&A

12:57 Integration planning

14:39 Working with business leaders

16:42 Deal sourcing

17:24 Overcoming anti-M&A culture

22:04 Team alignment from functional leads

24:02 M&A surprises

25:59 Setting up new leaders for success

28:07 Evolution of corporate development

33:15 Measuring corporate development activity

34:20 Incentivizing the team

35:03 Handling biases in the M&A process

43:33 Craziest thing in M&A

 

May 6, 2024

Ivan Golubic, CFO | Corporate Development M&A 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

• Building the operating strategy

• Dealing with capital providers

• Biggest lessons learned doing roll up strategy

This episode is sponsored by the DealRoom.

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://dealroom.net

******************

Episode Bookmarks

00:00 Intro

03:01 Transitioning from Corporate Development to CFO 

07:39 Setting up the roll up strategy

12:26 Importance of industry expertise

14:10 Proactive approach to expanding industry expertise

16:11 Valuation on roll up strategy

22:10 Building the operating strategy

24:54 Dealing with capital providers

28:37 Building your pipeline

30:45 Pitching to the PE firm

35:48 Explaining your M&A process to investors

38:46 Building your M&A team

40:42 Monitoring Cost

42:05Success metrics

49:25 Utilizing Technology

50:45 Importance of a unified platform

52:58 Biggest lessons learned doing roll up strategy

56:39 Future trends in the roll up space

57:33 Craziest thing in M&A

 

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