How Trending Technology is Impacting the M&A Industry
Hosted by Kison Patel
“We have to bring people together to help them think about how to set up and structure firms in a way that can be more agile and more nimble.”
On this Episode
Kison speaks with Jill Harrison and Steve Siler about which growing technology trends are addressing some of the largest challenges facing the M&A industry. Jill, is the Vice President of Ventures at Silverline, a Salesforce Platinum Partner that consults with businesses in financial services on how to best utilize Salesforce for more effective processes. Steve, is the CTO of Stonebriar Commercial Finance, a large ticket commercial finance and leasing company, and was previously Director of IT Solutions for William Blair’s investment banking group. The two are uniquely qualified to discuss the technology being utilized in the marketplace and how current systems can improve.
They discuss how innovations in areas such as data analysis and project workflows are enabling practitioners to better source, organize, and close successful deals. The three examine the future of M&A and how technology will play an incredibly important role in its evolution and future success. During this episode, they also discuss how practitioners can best implement these innovations and how to address them when pitching to potential clients.
00:00 - Introduction
03:30 - Key Technology Trends in M&A
09:50 - Where is Innovative Adoption Happening Most in the Industry?
14:40 - How is Technology Giving Firms a Competitive Edge?
20:40 - Limitations and Alternatives to Excel
24:00 - When will Clients Start Demanding More Innovative Technology?
27:00 - How to Relay Competitive Technology During the Pitch Process
29:30 - How Technology and Strong Data Analysis Benefits Due Diligence
32:35 - How does Innovative Technology Fit with Regulatory Restrictions?
35:00 - Implementing Trainings on Project Management Techniques
36:36 - Building a Modern Technology Roadmap
40:00 - Positive and Entertaining M&A Experiences
43:46 - Ending Credits
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