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Virtual Summit Recap: Post Merger Innovation - Don't Just Integrate, Innovate

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
“The transactional approach to M&A will not deliver transformational results. There has to be a mindset change.”

M&A as a means of transforming your business

On this episode of M&A Science, we are recapping a session from the M&A Science Virtual Summit held in June 2020. In this interview, Kison discusses post merger innovation. Joining him to talk about this topic is Toby Tester, Senior Consultant and Project Manager at BTD. Together they discuss how you can use M&A as a means of transforming your business, the traditional M&A approach versus an Agile approach, and the benefits of testing out the Agile approach.

Additionally, you will learn about the Holy Trinity of M&A success, the difference between game plans and plays, how to use a SWOT analysis as a play, and developing an operating model for plays. They close out the session with an interesting take on theatrical versus cultural approaches to M&A and give tips on how you can make your M&A process more innovative to drive better outcomes.

Show notes:

00.00 - Introduction

1.57.14 - Background

3.59.95 - M&A as a means of transforming your business

6.33.33 - Transactional M&A will not deliver transformational results

9.05.81 - Traditional approach vs Agile approach

10.57.19 - Team structure

13.40.66 - Testing out the Agile approach

18.41.21 - The Holy Trinity of M&A success

21.54.74 - What are game plans

24.17.17 - What are plays

26.25.85 - SWOT analysis  as plays

28.28.91-  Plays around developing the operating model

32.08.40 - When and where do you use plays

36.25.18 - Plays in a theatrical approach

38.32.11 - Plays in a cultural approach

41.12.52 - How to make your M&A process more innovative

43.56.46 - Outro

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