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M&A from a Business Consultant's Point of View

M&A Diligence Checklists, Company Inconsistencies, and Post-Close Surprises from a Business Consultant's Point of View

An M&A Science Podcast

Hosted By Kison Patel

"Be humble. Take it one step at a time. Don't be so ambitious that you're biting off more than you can chew and be prepared to under promise and over deliver."

On this episode

For the last decade, Joseph Feldman has owned his consulting business, Joseph Feldman Associates. He works with middle market companies that lack internal corporate development executives go through acquisitions. Furthermore, he helps companies develop acquisition strategies, identify potential targets and mange closing transactions.

In this podcast, Feldman discusses acquisition strategies, diligence checklists, company inconsistencies, and post-close surprises.

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Show Notes

00:00 Intro

00:40 Joe’s Background

01:30 Best Due Diligence Checklist

02:40 Thinking Outside a Due Diligence Checklist

03:25 Eliminating Post-Close Surprises

05:35 Mapping Out Potential Post-Close Scenarios

11:00 Post-Close Surprises

12:50 Why Acquisitions Fail

15:20 Preventing Common Causes of Post-Close Failure

16:20 Operational Team Transparency

17:35 Easy to Spot Risks and Surprises

18:50 Getting Your Team to Think Outside the Box to Spot Hidden Risks

20:30 Using Third Parties During Diligence

23:35 Deal Type and Number of Risks Correlation

25:40 How Bankers Can Help Mitigate Deal Risks

27:00 Post-Close Surprises

28:40 Craziest Post-Close Surprises Joe’s Seen

Related Resources

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What is a Corporate Development Tool?

Corporate development software is one of the best ways to help companies manage deal pipelines efficiently and effectively. In M&A deals, there is frequently lots of research and due diligence involved, and large amounts of information to accumulate very quickly.

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