DealRoom Blog - The Art and Science of M&A

In this episode, Kyson interviews corporate and business development consultant Judah Karkowsky. They discuss best ways to approach cultural integration, handling ownership issues, the surprises you can find during preliminary due diligence, international entities’ approach on diligence, being transparent with employees during an integration and confidential data protection.

Using a per-page pricing model can be very expensive and can lead to unplanned additional costs. With the right flat-rate terms, you can avoid surprise bills and end the need to constantly monitor data usage.

M&A deals can overwhelm buyers & sellers, burying them in an avalanche of paper, repeat requests, & wait-time. However, with efficiency & effectiveness at its core, DealRoom provides a smarter approach to the complex practice of M&A.

Broken promises and technology that does not live up to the marketing hype are just two results of poorly chosen technology. The decision-making process is now more complex than ever since organizations want representation of all the stakeholders that will either use or benefit from the technology.

In this episode, we explore M&A in the tech world. Paul’s experience includes more than 25 years of experience in tech industry with companies such as Hewlett Packard and Adobe Systems. He shares his knowledge on common strategy errors that lead companies to failure and the best ways to build integration plans for acquisition teams.

There are 100s of documents to upload to a data room, a tracker to update with what’s been added, emails, follow-up emails, more uploads, updating a tracker again ect. The solution to this is to automate the workflow so management teams spend far less time answering requests and stay focused on running their business.

Agile M&A practices transform M&A into a simplified, efficient set of processes. Once a business adapts Agile M&A practices, the company can transform into an agile, data-driven enterprise without sacrificing quality or taking on additional risk.

Are you an “old school” M&A practitioner? Being “old school” means that maybe you are holding on to traditional practices, because they work for you. These methods are tried and true, and have been proven over the years. However, there are many new ways in which to approach the M&A process.

M&A professionals often find themselves jumping between spreadsheets, email, and the data room during due diligence.

Agile M&A promises to identify and eliminate waste that otherwise contributes to poor customer service, lost business, higher business costs and lost employee productivity.

n this episode, Kison interviews mergers and acquisitions attorney Luke Fedlam, who shares his knowledge on working with and outside counsel...

Back and forth emails can easily overwhelm a management team.

Typical project management tools are not efficient.

Although Agile is considered to have originated and have specific application to the technology world, it did not originate in IT.

Biondi shares his personal experience on the AdEspresso and Hootsuite merger.

DealRoom Listed in FINRA's Compliance Vendor Directory

Advising Buyers, Business Strategies, and Setting Clear Objectives

It starts out straightforward: You kick off due diligence by creating a spreadsheet with the list of...

“It is important for advisors or the folks who are trying to sell a business to engage in the conversation with..."

Agile M&A is a management system derived from Agile software development and Lean manufacturing

Agile seems to be a corporate buzzword.

Quality of Earnings are used to validate earnings.

It’s not uncommon to have the legal and business aspects of an M&A deal at odds.

Several large virtual data room providers are focused on generating revenue by charging for every individual page used in M&A transaction.

“When you walk into the deal knowing how you want to use the assets..."

Consolidation of the US banking industry continues.

What should you look for when you pick an advisor for your deal team?

Like entering into a romantic relationship, an M&A deal is a lot about finding “the right fit.”

“This is the first time I’ve been acquired by a company that felt like it had a soul.”

10 Reasons to Outsource Innovation in Agile M&A

If you work in M&A, you know due diligence is a costly and time-consuming process.

Artificial intelligence (AI) is valuable because it captures intellectual capital.

As a professional with 29 years’ experience in M&A corporate development, financial operations, and management,

Sean Peace has a captivating story to tell about selling and exiting an unprofitable business in a unique niche

Vamsi Maddipatla’s first job was with Deloitte & Touche in South Africa as a Management Consultant Trainee working at the largest...

The evolution of financial services is not slowing down.

Greg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as...

Andrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals.

When asked what he would teach a younger version of himself, Scott Kaeser had a surprising answer…