
Inside the Deal: How US Heart & Vascular Scales M&A with a Buyer-Led Approach
Hosts

Sam Bragg
Director of Merger & Acquisitions

Kison Patel
CEO & Founder of DealRoom
Chasing down documents, managing vendors across scattered tools, and juggling chaotic diligence checklists — sound familiar?
It’s a common challenge for lean teams to scale M&A while staying organized and proactive, and this challenge becomes even more complex when you’re forced to follow the seller’s process.
Join us for a live Inside the Deal session with Sam Bragg, Director of M&A at US Heart & Vascular, to hear how his team took control using a Buyer-Led M&A™ approach. In this session, you’ll learn how they:
- Built a repeatable transaction process to increase deal volume and speed up time to close
- Brought integration teams in early to stay proactive and aligned
- Centralized deal activity in DealRoom to eliminate silos and fragmented workflows
- Applied simple, effective tactics to stay on track and close faster
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