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How Leadership and Culture Define Success in M&A

Kison Patel

Kison Patel is the Founder and CEO of DealRoom, a Chicago-based diligence management software that uses Agile principles to innovate and modernize the finance industry. As a former M&A advisor with over a decade of experience, Kison developed DealRoom after seeing first hand a number of deep-seated, industry-wide structural issues and inefficiencies.

CEO and Founder of DealRoom
“An engaged workforce is a productive workforce, and a productive workforce drives revenue. And isn't that what everyone wants at the end of the day.”

Importance of culture and leadership

This episode of M&A Science is a recap of the M&A Science Virtual Summit that was held in June. In this session, the topic of discussion is about the intersection of leadership and culture in M&A, hosted by Dr. Klint Kendrick, Director of Strategic Workflow Initiatives at SC Johnson. Our guest panelists are:

  1. Sallie Cunningham, HR Executive and Integration Leader at Cytiva
  2. Dr. Keith Dunbar, Managing Partner at JKD Talent Solutions 
  3. Keith Crosby, Global Leader for M&A Leadership and Change at IBM

Together, the group discusses the importance of culture and leadership, when to start leadership assessment, and pros and cons of culture and leadership diligence. They also give tips on how employers can motivate employees to come to work for a reason other than money as well as how to identify the right employees to retain. The session closes with a discussion on the importance of middle managers and how to deal with depression during unprecedented times.

Show notes:

00.00 - Intro

2.22.00 - Background 

4.27.33 - Importance of Culture and leadership

10.09.57 - When to Start Leadership assessment

16.59.28 - Leadership Alignment Session

19.33.05 - Pros and Cons of Culture and Leadership Diligence

25.42.25 - Give people reason to come to work beside money

31.05.61 - Identifying the right people to retain

34.14.98 - Using Post diligence Huddle to retain people

35.24.80 - Importance of middle managers

37.55.65 - Middle Managers as Change Agents

41.06.37 - How can you help deal with depression

45.40.79 - Middle Managers tool kit

47.18.13 - Outro

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