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Successful M&A Deals are More Than Just Dollars and Cents

The Importance of Right Fit in M&A Deals

An M&A Science Podcast

Hosted by Kison Patel

“I think one of the biggest lessons that I’ve learned over time is that when conducting due diligence, it is more than just reviewing the business on paper."

On this episode

Jeremie Bacon, CEO and co-founder of Chicago-based Synap Software Labs, discusses the importance of truly considering cultural synergy when conducting M&A deals.

From his years of experience in both investment banking and developing SaaS companies, Bacon discovered that it is vital to consider the perspective of ground-level employees and teammates when conducting M&A transactions.

Bacon suggests that early on it is important to simply walk through the target company or the company seeking to acquire you and look for cultural fit. Bacon says you can learn a lot from simply observing how company's employees are situated, what they’re working on, how they talk and interact, and even the shape of their kitchen.


Show Notes

0:00 – 2:12 Jeremie’s background in SaaS and investment banking

2:13 – 5:52 The value of focusing on giving in M&A transactions

5:53 – 11:40 Importance of pre-diligence diligence

11:41 - 14:12 Example of a deal not closed

14:13 – 15:50 Allocating resources and labor pool decisions

15:51 – 19:14 Advantages of quick integration

19:15 – 25:29 Painful lessons

25:30 – 30:57 How to use advisors

30:58 – 36: 11 How to pick a banker

36:12 – 41:33 Differences and clashes in culture

41:34 – 46:27 Setting up a deal framework

46:28 – 51:05 Facilitating good communication

51:06 – 52:22 Importance of prioritization

52:23 – 54:54 Lessons learned

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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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