Gregg Albert, Managing Partner - Corporate Strategy and Mergers & Acquisitions at Accenture (NYSE: ACN)
Companies are facing immense pressure to stay agile, seize new opportunities, and maintain a competitive advantage in today's rapidly evolving business environment. One key strategy to achieve this is portfolio rebalancing, a critical initiative that helps businesses optimize their asset mix and drive sustainable growth.
In this episode of the M&A Science Podcast, Gregg Albert, Managing Director of Corporate Strategy M&A at Accenture, discusses in-depth, what is portolio rebalancing and how it could help your company.
Things you will learn:
• The difference between an opinionated shareholder and an activist investor
• Companies that attract activist investors
• How to approach portfolio rebalancing
• Addressing integration bottlenecks
• The challenges of divestitures in portfolio rebalancing
*******************
This episode is sponsored by DealRoom AI, 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 dealroom.net today.
*******************
Episode Timestamps
00:00 Intro
08:57 The importance of portfolio rebalancing
11:56 The broader scope of portfolio rebalancing
14:56 Evolving perspectives on portfolio rebalancing: activist investors
16:56 The difference between an opinionated shareholder and an activist
19:11 Companies that attract activist investors
21:38 How to approach portfolio rebalancing
26:24 Key stages in M&A transactions
29:38 Addressing integration bottlenecks
32:34 The challenges of divestitures in portfolio rebalancing
35:21 Portfolio rebalancing example
39:57 How influence works in the boardroom
42:21 How to be an activist investor
44:32 Defending against shareholder activism
47:02 Audience Q&A
47:43 Characteristics of companies with a strong M&A muscle
49:31 Challenges faced by companies with a weaker M&A muscle
51:09 The importance of prioritizing capital allocation in M&A
54:40 Portfolio rebalancing in private equity-owned businesses
58:14 Carve-outs in private equity portfolios
1:00:15 Understanding wargaming in strategic planning
1:04:15 Choosing the right advisor for your business needs
1:07:35 Future trends in M&A and portfolio rebalancing
1:09:31 Advice for companies on portfolio management
1:11:46 Craziest thing in M&A