How to Best Extract and Protect an M&A Deal’s Key Value Drivers
Hosted by Kison Patel
Value drivers are the reason why you buy the company. Is it the people? Is it the assets? The IP? The sales acceleration? Or is it the consolidation? What really drives value for the deal? Understanding that is key to success.
On this Episode
Kison speaks with Jai Sundararaman, the Vice President of Business Transformation at Intertape Polymer Group (IPG). Jai, previously an M&A Integration Director at Dell, now leads and develops IPG’s integration and transformation initiatives. IPG’s strong record of acquisitions enabled Jai to manage more than $300 million in capital investments.
During this episode, Jai discusses the best strategies for identifying, extracting and protecting value drivers during the due diligence process and most importantly, while conducting integration post-close. Jai and Kison explain the best ways to research and uncover value drivers as well as how to implement a system of checks and balances for successful integration of the defined value drivers.
This episode covers the importance of and strategies behind defining and protecting value drivers for more successful and innovative deals.
01:00 Legacy of Value Drivers in M&A
04:35 Different Perspectives About Value Drivers
06:26 Value Driver Frameworks to Implement
07:50 Preventing the Investment Thesis from Becoming too Ambitious
09:15 Retaining Value During Integration
12:10 Balancing Confidentiality and On-boarding
13:08 Protecting Chosen Value Drivers Throughout Post-Close Integration
17:10 Specific Approaches to Protecting Value Drivers During Diligence vs. Integration
22:20 Two Meetings You Need to Have Before Post-Close, Integration and Value Drivers
23:30 Cadence of Functional Integration and Value Driver Meetings
25:00 Value Integration Governance System
27:15 Building a Strong and Agile Integration Playbook to Protect Value Drivers
29:40 Biggest Mistakes Jai’s Seen Surrounding Value Drivers and Advice on How to Avoid Them
31:40 Craziest Thing Jai’s Seen During M&A Deals
Now available on Spotify