M&A library

In this interview, Darren Lampert, CEO at GrowGeneration Corp, discusses transitioning from a private to a public company.

Kison interviewed Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus, about how M&A deals are executed from legal's perspective.

On this episode of M&A Science, Kison Patel interviews Sally Henderson, Strategic partner and Principle Leadership Mentor at BTD. For over twenty years, Sally has helped c-suite executives in the world’s biggest brands and world-class creative agencies thrive during high-stakes change and leadership transitions. In this interview, they discuss how to provide the right support to leaders.

Kison interviewed Clayton Stanley, Vice President and Head of Corporate Development at AmeriVet Veterinary Partners, about how to make the JV model work on scale and figuring out the right size of the M&A team. Learn about how you can create a joint venture model that is scalable and the prioritization of tasks.

In this webinar, Kison interviews Jerry Will, Vice President of Corporate Development at 3M, about how to manage a multi-vertical M&A strategy through continuous improvement and leadership development.

In this interview, Kison will be speaking with Mike Palumbo, Director of Corporate Development at Halo Branded Solutions. He is a corporate development and M&A professional with more than nine years of exposure to the finance, operations and executive leadership departments of middle-market companies.

Kison Patel will be interviewing Johanna Tseng, Manager, M&A Integration - Corporate Development office at Coinbase, about how being proactive about integration can differentiate value in deals.

In this webinar, you will learn about using relationships to shape a deal, common challenges teams often face when working with the deal's other side, and how to foster genuine relationships on both sides of the deal

Kison interviews Christina Ungaro about sourcing talent focused acquisitions, structuring these unique transactions, and hear about how today's environment is affecting them.

On this episode of M&A Science, Kison interviews Isaac Lund, VP of Corp Development and M&A at National Express LLC, about how to work with private sellers in order to get the best outcome.

In this live interview, Kison will be speaking with Ajit Sane, Director IT M&A at Agilent Technologies, about winding a business down. He will give a step by step guide of what that process looks like and give advice regarding what obstacles you may face.

Kison interviews Neal McNamara, Co-Founder of Virtas Partners, an advisory firm specializing in preparing companies financially and operationally for M&A, capital raises and restructuring. Together they will discuss how to plan a divestiture from an accounting perspective.

Kison Patel is sitting down with Erik Levy to discuss how the approach to valuation sets the precedent for integration and diligence. They will cover topics such as measuring success and what types of valuations should be done during different stages of a deal.

In this webinar, you will learn about how to preserve a company's value during integration, how to protect smaller companies during M&A, and the hardest parts of a company to maintain after an integration

In this webinar, you will learn aboutwhat rebadging in M&A is, the lifecycle of the rebadging process, and common challenges that occur during rebadging.

In this webinar, you will learn about why project management is so important in M&A, how to build a guide to project management M&A, and common challenges when setting up project management workflows

In this webinar, you will learn about how decision making affects a deal outcome, how to use the agility model to improve practices, and more.

In this webinar, you will learn about how to create relationships with potential deal targets and communicate with a target during the deal process.

In this webinar, Kim Jones and Devorah Bertucci discuss the importance of corporate development teams collaborating with integration teams during transactions. Also discussed is the importance of both teams creating a relationship with the target.

In this webinar, you will be challenged to re-think the way integration is approached. Hear from Ben de Haldevang and David Boyd from The Agile Gorilla on their take on why integration often goes wrong and how you can avoid common mistakes.

In this webinar, you will learn how to update the integration process by taking a people-first approach, even during a time of remote working. Learn vital lessons on how to adapt to a virtual work environment by utilizing tech and other communication tools available.

In this webinar, hear from industry professionals on why culture and leadership is so critical to a transaction's success. Topics covered include when to address culture and leadership issues and growth strategies.

In this webinar, learn the importance of innovation in M&A, specifically during integration. Toby Tester shares tactics and strategies you can apply to your own practice and breaks down how to adjust plays to fit the specific needs of each deal.

In this webinar, you will learn how to make sure both sides are happy at the end of a deal. Hear lessons learned from Atlassian team members and what practices they applied to integration that created an extremely successful outcome.

Culture and integration start before the deal closes. Do you have the same values? How do you praise performance? In this session, Valeria and Jonathan discuss why culture is so important to deal success.

During this webinar, you will learn key things to remember during a divestiture, tips for building out a communication plan, how to keep employees engaged during the divestiture, and more.

During this webinar, you will learn how to communicate specific techniques in each role, address a reluctance to change, define and manage the success of a corp dev team, and more.

During this webinar, you will learn about employee support, how to leverage the acquired company leaders in communication, what mechanisms / processes to use to avoid potential disconnects, and more.

During this webinar, you will learn how M&A could be automated, specifically with machine learning in data rooms, the future of tech development, and about the importance of transparency in which tools already have advanced automation

Teams are trying to figure out how to modernize IMO, and how to build a synergy plan that actually delivers. In this session, Jonathan and Bill discuss bench strength, creating the right IMO team, tips for modernizing, and more.

Not every company uses the same method for valuation. In this session, Brian Buchert gives some insight to his team's valuation "secret sauce".

M&A is not a strategy, rather a tool that can achieve a company's objectives. Learn how to differentiate between using M&A as a tool rather than a strategy, and upon doing that, how to create an appropriate strategy for your process.

In this webinar, you will hear a breakdown of the integration process and learn what to look for in an integration leader. Topics discussed range from when to go to market post close to how to hit synergy numbers.

In this comedy show, Anish Mitra presents a lighthearted look at the world of M&A. Filled with insightful nuances that poke fun at the industry, this show is designed to make M&A professionals take a step back from the seriousness of the industry and let them laugh at themselves.

Many people state culture conflict as the number one reason why M&A fails. During this discussion, we discuss an unpopular belief, culture doesn't matter in M&A.

With today's work environment being more virtual than ever, M&A teams have had to adapt to working efficiently and effectively outside of the traditional norms. We are talking to Muhammad Azfar from Auctus Group on how he changed his process and the positive effects it's led to today.

Join us for a topical discussion on how sustainability and corporate initiatives can intersect in order to better the world.

M&A deals are notorious for going belly up, particularly during the integration phase. Why is it that this phase of the process is the most difficult? Kison sits down with Galina Wolinetz from Virtas Partners and James Payne from Merger Integration Consulting to discuss.

Learn about human capital management in M&A culture vs. engagement, how to use data and AI to hire, the biggest impacts of employee motivation, and more.

Kison Patel interviews Sean Alford, SVP of Corporate Development at J2 Global, about how to build a partnership between the investment sponsor and the operating sponsor.

Kison interviews Gina Sandon, Director, Corporate Development, Merger & Acquisitions Synergy & Integration at IBM, about how to evolve your M&A workflow using Agile principles. Gina will be discussing IBM's Acquisition Agile Accelerate, how the idea came to be, and why you should implement it.

Kison interviewed Matt Arsenault, Vice President of Corporate Development at Jamf, about the many career paths you can take in M&A. Learn how to shift career path gears, roles to look for when transitioning, and what the future of a corporate development role may look like.

Kison interviewed Jeff Hennig, Senior Director of Corporate Development at Xilinx, about how to create an effective workflow to manage communication and common challenges to avoid.

In this episode, Andrew, Associate General Counsel at LyondellBasel, shares why the legal team's involvement early in the deal process is important and the different key milestones in a deal they are responsible for overseeing.

Why do big companies destroy small ones? We see it happen all the time in a variety of strategies and industries.

Downturns bring a variety of challenges for leaders: Changing strategy, negotiating with vendors/landlords, taking care of your people, handling lay-offs.

Join us for a controversial discussion on why finding good talent in the M&A industry is so difficult.

Many investment banks that have shifted to working remotely have lost on productivity. In this free training, you will learn how to manage M&A efficiently and completely remote.

COVID-19 has made a significant impact on M&A. What are the actual views and responses from executives, dealmakers and board members?

Navigating deals in the Federal space is unique and comes with its own world of challenges.

Kison Patel discusses the top ten best practices for completing more successful M&A transactions that he's discovered during his career as an M&A advisor and the Founder/CEO of DealRoom.

The current approach for managing due diligence processes during M&A can be greatly improved, and needs to be as deal continue to increase in quantity and size.

M&A has many common pain points including M&A pain points including prioritization, inefficient information distribution, and integration planning. Learn how Agile M&A can help.

Join two CEO founders, Ablorde Ashigbi and Kison Patel, as they discuss building solutions for M&A's biggest challenges.

It’s the holiday season, and we are looking forward to learning and sharing the cheer. Join us and other M&A professionals for the one-day M&A Science Holiday Virtual Summit. The event includes four sessions covering M&A topics, two networking times, and ends with a virtual happy hour. The event is free, and the more, the merrier!

The best M&A practitioners together.

Currently, one of the most underrated and poorly executed aspects of mergers and acquisitions is change management. However, what good acquirers realize is that people are their biggest assets.

In this ebook, learn ways to guide your integration team and set them up for future achievements.

Attention to leaders at each level can demonstrate the nuances of company culture at varying levels to better understand the company as a whole. In this ebook, learn how you can utilize your strongest leaders to positively influence and define company culture.

Learn about how divestitures add value that impacts both the company procuring the asset & the seller as they both restructure themselves in a variety of ways.

By understanding the big mistakes that can negatively impact the success of an M&A integration you can begin to correct those mistakes, and prevent future ones.

A talent focused acquisition is a services-based acquisition that focuses on acquiring people for their skills and domain experience, such as experience with consulting, advising, client relationships, or technology. In this ebook, learn the ins and outs of talent focused acquisitions.

Joint ventures have their realities, challenges, processes, perceptions, as well as means of achieving successful results. Gathering the right information about it will reveal all of these and, in this short guide, we will take you through the basics and knowledge you need to have about joint ventures.

During the M&A Science Virtual Summit, James Harris, Gwen Pope, and Kash Ahuja, talked about integration alignment challenges and tips. Download this free ebook to read the key takeaways from their discussion.

M&A is ever-evolving, but now more than ever M&A teams are relying on tech. In this PDF, you can access the key takeaways from Dr. Karl-Michael Popp and Kison Patel discussion about the future of M&A tech and how advancements will change the way deals get done.

Making communication happen, especially when two separate entities with their own communication and cultural DNA are involved, is one of the many monumental challenges of M&A.

Learn how to use DealRoom's M&A Lifecycle Management Software in this introductory user guide.

In this PDF you’ll learn about how M&A is increasingly shifting toward a transformational model, and why.

Discover The Top-10 Best Practices for Completing Successful M&A Transactions.

DealRoom’s Agile M&A white paper introduces readers to the principles and benefits of Agile M&A and teaches them how to incorporate the methodology into everyday processes.

Practitioner Playbook: The Best Strategies for Advantageous Deal Sourcing

Discover actionable techniques to close more efficient and successful M&A transactions.