Let’s be frank: change management is often the neglected child of the M&A family. Some might even view change management as trivial when compared with other burdensome tasks of M&A; however, this could not be further from the truth. In fact, poor practices related to change management have long been the achilles heel of mergers and acquisitions.

The current global pandemic known as COVID-19 is impacting all aspects of life as we know it and virtually causing world economies to grind to a near standstill, as energies are focused on treating victims, stopping the virus spread, and finding both therapeutic and vaccination solutions to the disease.

With data breaches, phishing emails, and hacking become all the more common, IT security measures and the role of the CTO (and the CIO) is increasingly critical. Security decisions need to be aligned with business goals and strategies; however, even when they are, they are often viewed as unpopular - at least initially.

On this episode, Toby Tester interviews Kison Patel about his newly published book, Agile M&A, and how Agile can transform the traditional M&A deal process. They discuss topics such as how companies can apply Agile techniques to the antiquated M&A process and take a deep dive into how Agile is a unique project framework that increases efficiency and closes deals faster.

Learn basic room functionalities from a general user's point of view.

This blog is a walk through of the DealRoom platform from a general user point-of-view.

The traditional M&A playbook is generally thought of as a set of best practices that guides an organization through the complexity of M&A. However, something we all know: every M&A deal is totally unique with the kind of gotchas capable of challenging even the most experienced professional.

A major problem is that M&A is very traditional in its approach. These days M&A is very much about business model change. Whether it’s about new technologies, channels to market or capabilities, the purpose of M&A today is very different to the past. Since the purpose of M&A has changed, the process of M&A must change too.

It is well recognized that data rooms are indispensable in the M&A process.

One of the aspects of M&A science still missing in many companies is the lack of focus on growth capabilities.

When selling your business, there are several advantages to having due diligence documents prepared in advance.

In this podcast, Kison Patel discusses the groundbreaking research done by Dr. Keith Dunbar. As a Managing Partner at JKD Talent Solutions, his team delivers actionable leadership intelligence.

When buying a business, the decision whether to structure the transaction as an asset purchase or a purchase of common stock is an extremely important consideration. On the surface, many company acquisitions appear to be straight common equity purchases until further investigation reveals that the buyer has just purchased the target’s assets and selected liabilities.

Undoubtedly, Human Resources deserves a seat at the M&A table. As more practitioners are taking culture, the change curve, employee satisfaction (a satisfied employee equals a productive employee), and employee expertise into account during deals, HR’s role continues to grow.

It is not uncommon for M&A practitioners or business players to think of divestitures as being similar to acquisitions.

In this podcast, Kison and Nichelle Maynard-Elliot discuss how to build a corporate development function start to finish. Nichelle gives advice based on her decades of experience on what to expect when creating such a function. Learn best practices for hiring an effective team, how to start building out a corporate development team, and when to promote internally versus sourcing externally.

In much the same way that buyers of businesses need to conduct due diligence to extract maximum value from transactions, sellers can maximize the value they gain from selling their business through conducting sell-side due diligence. Below, we have together a list of steps to be followed in chronological order.

There is a rich and growing literature on mergers and acquisitions.

Once the buyer and seller have reached an agreement in principle, it’s time for the buyer to draft the letter of intent (LOI)

Several enormous M&A deals occurred in 2019. Although the volume of total mergers and acquisitions decreased somewhat as to previous years, the average deal size has substantially increased. 

One-off costs are regularly overlooked in the M&A process. pre-transaction costs’ and ‘post-transaction costs’ is testament to this.

There are a number of reasons why M&A deals and M&A integrations fail, and educating yourself and your team on why they fail can help prevent this from happening or at least from happening as frequently. 

In this podcast, Kison and Richard discuss ESOPs, how ESOPs can harvest equity, enhance liquidity, and create tax advantages.

Mergers and acquisitions are some of the most difficult maneuvers to pull off in business. From making sure that the company cultures are compatible with each other, to sorting out the leadership structure of one’s new enterprise, it seems there’s no end to the tasks that must be completed.

With the beginning of the year balance sheet showing a healthy cash balance, you may be encouraged to seek out an acquisition in the coming months.But there’s more than one way to fund an acquisition than simply tapping company funds.

Earlier this year, in a piece on Disney’s Chief Executive Officer, Bob Iger, CNBC confidently proclaimed that Iger had successfully completed “one of the most remarkable revitalizations of any iconic American brand.”

As soon as you don’t have a good answer to the question ‘why are we doing this?’ the merger or acquisition has just run into its first problem and the chances of others arising are already higher as a direct consequence. A good way to avoid this happening is to go back to basics. Establish what you want and whether M&A is even the way to go about it achieving it. 

When important M&A transactions occur, it can have a major impact on markets and stock prices...

In the typical business plan, the SWOT analysis is little more than an afterthought, hidden away at the back of the document...

We have seen over the last decade how technology has disrupted how information is stored and shared during the various stages of the M&A lifecycle. Some of these disruptions have also led to improved and new ideas surrounding workflow. 

In this podcast, Kison and Anirvan discuss creating deal value by focusing more on growth capabilities and revenue synergies than cost synergies.

Before you do anything, there has to be a good ‘why'.What motivates you to buy a company?

Before deciding to sell a business without an investment bank, it’s useful to understand the role that the banker plays when representing a seller in a transaction.

M&A is full of risks and surprises. Here are five crucial steps to take which help to avoid M&A transaction risks.

Kison speaks with Jillian Kaebel-Sisk, an HR Global Mergers, Acquisitions, and Divestitures Manager at Caterpillar. This podcast covers how HR practitioners plan for and executive divestitures.

Public companies are traded on the stock market, while private companies are not, therefore, private equity refers to investments based on the capital that is not public.

Virtual data rooms provide the storage, security, and accessibility needed during an M&A transaction. They help teams work more efficiently internally and externally as well.

An M&A Science Interview with Toby Tester about how to deliver maximum value from a divestiture, as well as how divestitures, like acquisitions, can become a positive and transformational process.

The last five to ten years have seen tremendous growth in M&A activity, namely due to advancements in technology...

An M&A Science interview with Toby Tester about how M&A is being increasingly used to transform business models and spur organizational growth.

M&A transactions are complicated and meticulous, and M&A teams are often juggling more than one transaction at a time.

Mergers and acquisitions are intricate and involve many moving parts, and corporate development teams are often managing more than one deal at a time.

Jordan Lampos, a director in investment banking at Duff & Phelps, discusses how to prepare a company for an acquisition while using project management.

Making a deal can often be very attractive, with senior leadership imaging all of the growth opportunities that could be derived from making a deal. Sometimes people get infected with a disease called deal fever. View this guide on deal fever as a prescription of sorts, so the disease can be treated before you even catch it.

Synergies are the fruit M&A deals hope to capture. Understanding the types of synergies in mergers and acquisitions...

A thorough investigation into, and understanding of, a company during due diligence is essential to a deal’s success - whether you are buying a small business or a larger corporation. However, it is no secret that it can be hard to keep your head above water during diligence. 

What is management due diligence, and how does it differ from customary or traditional due diligence?‍

DealRoom was announced number 25 of the top 50 B2B technology companies in Chicago

Scott Kaeser, an Executive VP of Corporate Development at GardaWorld, discusses the tips and strategies for sourcing, negotiating, and closing successful deals.

Due diligence is defined as the research and analysis of a company or organization done in preparation for a business transaction..

A vertical merger is one form of transaction that holds a lot of strategic value for organizations looking to grow their presents in the marketplace. But what is a vertical merger and how do organizations decide to conduct these unique transactions?

Jill Harrison and Steve Siler discuss their perspectives on technology trends in the M&A industry and how this technology is innovating deal practices.

M&A refers to the combining of two companies - the buy-side, or the acquirer, and the sell-side, or the target. More specifically, a merger is combining the buy-side and the sell-side into one company...

M&A transactions are intricate and involve a lot of moving parts. Deal pipeline management helps teams keep track of where deals are in their lifecycle, what deals are coming up, and any areas of concern.

Equity research sell-side is related to investment banking, though it often does not get the same amount of attention. The research analysts relay information to the investment banks’ sales-forces and executives. We will discuss additional differences between these two areas in the career section below. 

Kelly Haggerty, Founder of Nearco Transaction Advisors, discusses the downfalls of traditional consultancy models and innovative approaches to important deal processes.

In data rooms, the Q&A feature creates a way for users to ask questions regarding the folders and documents they have been given access to, without leaving the platform.

Investment bankers are a key part of mergers and acquisitions because they work to determine the appropriate value of the companies involved in the merger or acquisition. In this case, the banker represents either the sell side or the buy side. However, investment bankers also participate in deal sourcing where they will research the market and initiate a conversation with companies, proposing potential deals

Whether you are on your commute to work, at the gym, or just relaxing, podcasts are a great way to educate yourself and stay informed about the latest happenings and trends in the finance industry, such as corporate development. 

Merger and acquisition deals make the world go round and with time, deal values and complexities continue to increase. US companies have always been prone to M&A deals, and here are some of the largest M&A deals in our history.

Data room users tend to be busy people. They need their virtual data room to be straightforward, innovative, and easy to manage. Luckily, data rooms typically don’t take long to open. No matter which provider you use, you will need to follow these simple steps in order for your virtual data room to be active.

Podcasts are a unique and convenient way to stay informed about the latest happenings in the investment banking industry. Let’s take a look at the 10 best investment banking podcasts out there.Here's a quick look at the best investment banking podcasts.

Paul Koenig, Founder and CEO of SRS Acquiom, discusses developing meaningful solutions for the challenges faced by M&A attorneys and shareholder representatives.

Podcasts are a unique and convenient way to stay informed about the latest happenings in the financial world. Let’s have a look at the 10 best private equity podcasts available.

Deal software is designed to assist teams in the initiation, planning, execution, and closure of deals. Deal management software also helps teams manage diligence, integration, and deal pipelines.

Employee productivity is at the forefront of all business leaders’ minds, but what happens when working more doesn’t equate to being more productive?

With any business, keeping great records and staying organized is essential for success. Thanks to virtual data rooms, teams now have an easier way to store and access organized data. With a virtual data room index, you can have every document you need neatly organized and just a click away.

Corporate development teams work day in and day out building relationships and mastering a cadence of communication in order to favorably position themselves to prospective sellers. In this article, we will explore how the best corporate development teams identify their targets, move past “gatekeepers” to build relationships with sellers...

The legwork behind VDR shopping is of the utmost importance, and while it takes a bit of time, it does not have to be complicated and will surely yield positive outcomes for your business and its stakeholders. Here, we simplify and fortify the process of selecting a virtual data room.

From finance, to mergers and acquisitions, real estate, healthcare and more, VDRs have become a staple in how people all over the world gather and share information. Consequently, more VDR use means more VDRs are popping up on the market and finding the right one can be difficult- especially with the escalating number of fake reviews being placed to promote specific VDRs.

Thanks to virtual data rooms and the advances in technology, the document related portion of an M&A transaction is significantly more simplified. The due diligence process can now be performed in less time and for less money. With so many different VDR options available, it’s essential to look at the strengths and weaknesses of various providers.

Legal due diligence is an examination into a business by re-viewing documents and interviewing employees. Legal due diligence is completed when a company or interested party is looking to buy or invest in a business.

Jai Sundararaman, the Vice President of Business Transformation at IPG, discusses the best strategies of extracting and protecting value drivers during an M&A transaction.

Podcasts are a fun and convenient way to stay informed about the latest happenings in the financial world. Let’s have a look at the 10 best M&A podcasts available.

Virtual Data Rooms (or VDRs) are secure, cloud-based storage systems for confidential information. While they can be utilized for almost any data-sensitive application...

Virtual data rooms designed with M&A in mind allow stakeholders to work more collaboratively, effectively, and efficiently throughout the lifecycle of a deal.

Dr. Mark Goulston discusses how to effectively scale empathy and compassion in order to generate more successful deal outcomes.

A virtual data room is a cloud-based platform designed to organize and share data. And more modern VDRs help make the due diligence process smoother and more efficient.

Virtual data rooms have become increasingly popular over the past few years and the market doesn’t appear to be slowing down anytime soon.

Virtual data rooms are the best place to store information online in a safe location. They not only speed up the due diligence process, but also help teams stay organized while sharing data and files.

Currently, one of the most underrated and poorly executed aspects of mergers and acquisitions is change management. However, what good acquirers realize is that people are their biggest assets because...

Free virtual data rooms may seem like an attractive option, especially to smaller companies. But here are the reasons teams should steer away from free virtual data room providers.

Dawn White, an M&A Integration Manager at Corning, discusses the importance of cultural assessments and how to best conduct them.

Over the last 15 years, Virtual Data Rooms (VDRs) have become one of the fastest growing and most powerful tools in computing software. They have stripped away all roadblocks between place, time and location, by bringing people together all over the world. The market for VDRs is at a steady increase and predicted to keep growing.

It goes without saying, the business landscape has changed greatly over the last two decades, but integration strategy, planning, and execution remain in the 1990s because they are all too linear in a world that is constantly changing. The takeaway here is value creation has shifted.

Deal management is the organization and processes behind deal workflows, that includes strategies, team members’ roles, software and technology, and more. Deal management is each and every step that gets a deal through the full lifecycle, from day one to close.