M&A library

Stay up-to-date about the world of M&A. Read, watch and listen on how to improve teamwork and increase productivity for organizations across the world.

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Office Hours: How Infoblox Streamlines M&A with DealRoom Pipeline

Tired of juggling M&A deals across spreadsheets and email threads? In this recording, Sabeeh Khan, Director of Corporate Development at Infoblox, shares why his team use DealRoom and walks through their real pipeline setup in the platform. You’ll get a firsthand look at how DealRoom helps corporate development teams stay organized, improve collaboration, and keep deals moving—all in one centralized workspace.

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Buyer-Led M&A™ Masterclass 8 | How to Build an Integration Playbook that Drives Deal Success and cheat sheet

Watch the on-demand session with Carlos Cesta to learn how to run diligence and integration in parallel, align teams, and set deals up for long-term success. Includes frameworks, dashboards, and a live Q&A with Carlos and Kison.

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Buyer-Led M&A™ Masterclass 7 | From Strategy to NDA: Building a Buyer-Led M&A™ Pipeline

Watch the on-demand webinar and learn how top corp dev teams build high-fit deal pipelines in this tactical deep dive with Rajesh Sharma, Director of M&A at Itochu. From aligning strategy to kicking off trust-based conversations, walk away with actionable frameworks to move faster and qualify smarter, before an NDA is even signed.

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How to Stay on Top of Your M&A Pipeline While On-the-Go

Watch the on-demand webinar to learn how top M&A teams manage, track, and update their deal pipelines from anywhere.

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All Demo, No Pitch: Why you shouldn’t be using Excel for diligence

Ditch the chaos of Excel-based diligence. Join our 20-minute live demo to see how to centralize requests, track progress in real time, and run smoother M&A deals.

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All Demo, No Pitch: Eliminate Manual M&A Tasks & Scale Your Roll-Up Strategy

DealRoom's latest feature for roll-ups eliminates the manual work and repetitive tasks that get in the way of hitting PE growth targets. By centralizing deal management and automating key processes, teams can ensure faster close rates with smoother seller experiences. Watch the on-demand All Demo, No Pitch to learn how to launch and manage multiple acquisitions simultaneously and streamline your M&A process.

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All Demo, No Pitch: Aligning Internal Teams for Due Diligence

Watch the on-demand All Demo, No Pitch, to see how DealRoom can centralize collaboration to align internal stakeholders and automate task notifications so everyone is aligned when managing multiple transactions. This 30-minute on-demand webinar is pure demo, showing you how to modernize your M&A process and empower your internal teams to succeed.

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All Demo, No Pitch: Simplifying Seller & Buyer Collaboration

Fragmented communications. Missing documents. Misaligned expectations. These aren’t just frustrating—they’re signs of an outdated approach to managing deals. What if you could take a modern, buyer-centric approach? Imagine clear, real-time collaboration, an organized diligence process, and aligned expectations—all designed to create a seamless experience for buyers and sellers. With DealRoom, you can make it happen.

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All Demo, No Pitch: BI Reporting

30 minutes of pure demo, no pitch and no slides. This on-demand webinar shows you how DealRoom’s BI Reporting can help identify bottlenecks and power strategy decisions with real-time insights coming straight from your project room.

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All Demo, No Pitch: AI Analysis

Watch this 30-minute demo to see how you can transform your due diligence process with AI Analysis.‍Designed to help you drastically speed up document analysis, reduce manual effort, and lower external and internal legal costs, AI Analysis will boost your team's efficiency in due diligence. ‍This on-demand webinar features 30 minutes of pure demo, no pitch and no slides. Learn how DealRoom’s AI Analysis automates the analysis and extraction of key information from diligence documents and creates simple summaries. This cutting-edge feature helps empower M&A teams to conduct reviews 10x faster and cut costs by 60%, significantly reducing manual effort and allowing teams to focus on strategic decisions.

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AI M&A Teardown Session 6

This AI M&A Teardown session is hosted by Kison Patel, CEO and Founder of DealRoom and Chief Scientist at M&A Science, and features special guest Danny Tobey, Partner and Chair of AI & Data Analytics at DLA Piper. Watch this on-demand webinar for an in-depth conversation about the complexities of performing due diligence when acquiring an AI company and insights on leveraging AI to streamline the way you do M&A.

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AI M&A Teardown Session 5

In this session, Kison Patel is joined by Noah Waisberg, Co-Founder and CEO of Zuva. Together, they explore how AI can streamline M&A due diligence and integration, giving insights on best practices for implementing AI in your M&A strategy. As an added bonus, Noah shares a demo of how AI can interpret contract clauses to trigger automated actions.

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Office Hours: How M&A Advisory Firm Raincatcher Maximizes Efficiency with DealRoom

Watch our Office Hours with Jason Thomas, CEO of Raincatcher, where he shares Raincatcher's journey to streamline their M&A process with DealRoom.

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AI M&A Teardown Session 4

Watch the fourth session of our virtual series: AI M&A Teardown now available on demand. This series aims to empower M&A professionals with the knowledge and tools needed to leverage AI in transforming deal-making processes. This series stands at the intersection of technology, and tradition, challenging the norms and showcasing how data-driven insights can redefine success in M&A.

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Office Hours: How SPS Commerce optimizes M&A communication with DealRoom

Looking to improve communication throughout your M&A process? Watch our Office Hours with SPS Commerce. In this two-part session, Sarah McMorrow, Senior Enterprise Program Manager, and Matt Melsen, Director of Corporate Development, share how they leverage our M&A Optimization Platform to streamline communications across stakeholder teams and segue into a demo to showcase how their team works platform to optimize the way they do M&A.

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AI M&A Teardown Episode 3

Watch the third session in our virtual series: "AI M&A Teardown" now available on demand. Created by M&A Science, this series is designed to empower M&A professionals with the knowledge and tools to leverage AI in transforming deal-making processes. This series stands at the intersection of technology and tradition, challenging the norms and showcasing how data-driven insights can redefine success in M&A.

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AI M&A Teardown: Episode 2

A pioneering series by M&A Science, designed to empower M&A professionals with the knowledge and tools to leverage AI in transforming deal-making processes. This series stands at the intersection of technology and tradition, challenging the norms and showcasing how data-driven insights can redefine success in M&A.

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Using M&A to Drive Positive Business Outcomes

With the right approach, M&A can drive significant growth, unlock fresh opportunities, and expedite the achievement of strategic business goals. In this webinar, Yoav Zeif, CEO at Stratasys, shares his experience on achieving business growth through strategic M&A.

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The Challenges of Sell-Side M&A

Every owner loves their business. This makes selling their company even harder than it already is. But aside from the emotional turmoil that founders go through every exit, there are also a lot of intricacies included in the process. In this webinar, Russ Heddleston, Co-founder & former CEO of DocSend, discusses the challenges of sell-side M&A.

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Office Hours: How Miro Optimized Their Diligence Practice with DealRoom

Watch our latest session of Office Hours on-demand. This Office Hours series includes an intimate conversation & demo with Shrey Parekh, DealRoom customer and Global Head of Corporate Development and Venture at Miro. During this session Shrey will share insights into Miro's innovative approach to collaboration and how they have elevated their processes using the DealRoom Platform. Gain firsthand knowledge as Shrey takes us behind the scenes, unveiling how Miro has optimized and scaled their operations with DealRoom.

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Pros and Cons for a Growth Company to Take PE Capital

If your business has plateaued and is looking to partner up with a PE firm, then this is for you. In this interview, Jason Mironov, Managing Director at TA Associates, discusses the pros and cons of taking PE capital.

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How to Create a Positive Exit Experience in M&A

Selling your business is never easy. Aside from the emotional stress that it provides, it can also be detrimental to the business if it's sold to the wrong company. Oftentimes, during the process, it can also serve as a massive distraction to the operations, harming the business in the process. Learn how to create a positive exit experience in M&A with Swapnil Shinde, CEO at Zeni.

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Fireside Chat: Slalom & DealRoom Partnership Announcement

Partnership empowers M&A teams to de-risk deals, accelerate synergy capture, and achieve target value by combining M&A methodology from Slalom with M&A lifecycle management software from DealRoom

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How Not to Bomb Your First M&A Deal

Looking to execute your first-ever acquisition? It’s not as easy as you think. It may look promising, but the chances of failure are extremely high. While the potential for growth and transformation is promising, the chances of failure are extremely high. To increase chances of success, acquirers must learn how to be adaptable and work with the target company for alignment.

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The Basics of M&A Integration Execution

Value creation in any acquisition relies heavily on how well the integration goes. By focusing on integration, buyers can increase their chances of success in obtaining and realizing their intended synergies. But how well can it go if the company’s integration lead is a first-timer? Learn the basics of M&A integration execution, as Aaron Whiting, Chief of Staff at Crownpeak, explains how to train a first-time M&A integration lead.

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Automation in M&A

In today's digital era, the pervasive influence of technology is felt in every facet of business, and Mergers and Acquisitions (M&A) are no different. As an ambassador for M&A automation, Dr. Karl believes that the traditional approach to strategy often lacks structure and consistency and is clouded with bias. Software and automation, on the other hand, mitigate all these risks when provided with proper data.

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Executing Smaller Deals and Negotiating Key Legal Provisions

There’s a common misconception that smaller deals are easier to execute than larger ones. The truth is, that smaller deals come with their own unique set of challenges that could possibly make them even harder to do. According to Anthony, while smaller deals might seem straightforward at the outset, smaller deals are actually harder to do because of several reasons.

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The Intricacies of M&A from Start to Finish

Trying to do your first acquisition? We got you covered! In this webinar, Rajive Dhar, VP and Head of Corporate Development at NetApp, discusses the intricacies of M&A from start to finish.

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How Positive Relationships Can Drive Success in M&A

In M&A, relationships are everything. Particularly for professional services firms like Wipfli LLP, their deal rationale is to retain the people and the clients of the target company, which is only possible if they have good relationships from the beginning.

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M&A from a CFOs perspective Session 2

The main role of a CFO is to be a strategic advisor to the CEO, deciding the best use of capital, at any given moment, inside a company. Because of this, they play a crucial role in the hierarchy of deal approval, as M&A is not always the best use of resources, depending on the buy plan.

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How The Liberty Company Insurance Brokers Unlocked Their Dealmaking Potential with M&A Technology

Join M&A Science, Grata, and the Liberty Company Insurance Brokers as we discuss how technology is revolutionizing the M&A deal lifecycle from due diligence to post merger integration.

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M&A from a CFO's Perspective - Session 1

Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of strategic ventures. Beyond their traditional financial responsibilities, these financial architects hold the key to unlocking the full potential of mergers and acquisitions.

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The Big Shift from Corporate Development to Private Equity

Too often, corporate development practitioners want to change their scenery and end up switching to private equity. It’s a place where they can use their existing skills, and enjoy what they do, without certain restrictions present in a corporate setting. But what are the differences between the two industries? In this interview, Joe Metzger, Managing Director at 777 Partners, shares his amazing journey shifting from corporate development to private equity.

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Executing M&A in Healthcare

The healthcare industry is a complex and rigid space where change is often rejected. Any evolution in this sector not only signifies business decisions but also influences the overall quality and accessibility of patient care.

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Office Hours: Wipfli's Journey with DealRoom

Hear from Nicole Markowski, former Manager of Corporate Development at Wipfli, as she shares how her team transformed their M&A process with DealRoom. You’ll learn how they streamlined workflows, scaled execution, and modernized deal-making—through a brief Q&A and a live demo of how her team used the platform day-to-day.

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How to Balance Culture During an Integration

Integration is not just about combining processes and systems. It is about bridging cultures and creating a shared identity. However, integrating two organizations can be complex, especially when it comes to managing major cultural differences.

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Planning and Executing Your Exit as an Investor

For venture capitalists, one of the best scenarios is for the portfolio company to be acquired to maximize investment returns. Learn how to prepare for an exit through regulatory approvals, gaining market traction, and how your role as an investor can impact an exit.

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How PE Should Support Portfolio Company Acquisitions

The collaboration between a Private Equity (PE) firm and a portfolio company during an acquisition is a powerful partnership. Together, they create a synergistic environment where growth and value thrive.

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The Art of M&A: Striking the Right Balance Between Integration and Autonomy

For high-growth companies, M&A is almost inevitable. If done right, it could speed up growth and open new opportunities for the acquiring entity. However, it’s not without challenges, as it can also be destructive and destroy both companies involved.

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Ensuring Alignment for Deal Success

M&A is a massive undertaking that calls for collaboration among numerous individuals. Ensuring alignment with everyone involved is essential for the success of a deal. Yet, with a variety of opinions and personalities at play, achieving alignment can be quite a challenge.

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How a Public Equity Analyst Evolves to Executing on M&A

For public equity analysts, M&A is nothing new. One of their main jobs is to conduct financial analyses of companies and other potential investments. However, M&A execution is another story.

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The Challenges of Cross-Border Deals

International business transactions often present unique challenges that are vastly different from local ones. The complexity increases exponentially when these transactions involve mergers and acquisitions.

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Tax Considerations in M&A

Many complexities are caused by the different tax structures of the parties. Usually, the best structure for one party will almost always be bad for the other. The deal can get complex quickly, so both parties must engage with a tax advisor before negotiating the term sheet.

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How to do Deals in Latin America

International deals are one of the most challenging transactions to execute. Aside from the complexities of M&A, there are additional hurdles that acquirers must overcome to successfully acquire companies overseas.

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The Path to Successful Equal Mergers

Only a few believe that an equal merger is possible, especially considering the power struggle between the two companies. However, a merger of equals can be a powerful strategy that could unlock tremendous value and opportunities for growth if done right.

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How to Create a Value Chain Ecosystem

In today's highly competitive business landscape, companies are constantly looking for ways to enhance their capabilities and maintain their edge. With so many competitors in the market, how can a company stand out and reduce customer churn?

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Buying Carve-outs for Future Exits

In big companies, some business units may not perform well and might be overlooked. It can be helpful for the company to find a more suitable owner for these units. At the same time, buyers can take advantage of these opportunities to improve their businesses and maximize their potential.

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How to Execute Product-Based Acquisitions

There are many different reasons why companies buy other entities. Traditionally, acquirers have focused more on the financial aspect of the target company. However, experience has shown that not all acquisitions are the same, and must be executed properly against their strategy.

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Building Your M&A Muscle

To perform M&A at the highest level, an ever-evolving M&A function is necessary. Organizations must focus on refining their strategies, processes, and team dynamics to ensure they can effectively navigate the complexities of each deal.

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How to Overcome M&A Hurdles

Mergers and acquisitions (M&A) is a long and tedious process filled with challenges and surprises that could harm the acquiring company or destroy the deal altogether. To ensure a successful transaction, it's crucial to identify and overcome these hurdles.

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Build-to-Buy and Option Structures

M&A is inherently risky, but the rewards of a successful deal can exponentially grow a company overnight. There are many things to consider before closing a transaction, and big companies are finding new deal structures to minimize risks when doing acquisitions.

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Key Regulatory Considerations for M&A in the Current Market

According to Mark, regulators are now more aggressive when reviewing deals, with the intention of slowing down or stopping acquisitions. They are now less predictable and less reliant on historical precedent.

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The Evolution of M&A Functions

Acquiring companies can be extremely rewarding if done right. To be proficient in M&A, a dedicated function must be established for continuous improvement. As the M&A function evolves, it increases the chances of deal success and value creation.

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Thriving in Times of Change With Flexibility in Your Integration Planning

M&A integration is usually made up of checklists that outline the step-by-step agendas and milestones to successfully integrate the acquired company. But during integration, things don’t always go as planned, and teams must be able to pivot and adapt to the ever-changing needs of the project.

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How to Focus on Integration as a Corporate Development Professional

By prioritizing M&A integration, corporate development teams can reap the benefits of their strategy and quickly grow the organization. However, despite its potential, M&A integration is frequently neglected.

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The HR Practitioner’s Guide to Cultural Integration in M&A

Cultural fit has become increasingly important, as more companies are embracing diversity and inclusion, and acquirers must mitigate cultural differences early on during post-close integration. When two companies fit together, people are more likely to be productive and satisfied with their work.

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Valuation Principles and Working with Earnouts

According to PJ, there has never been more uncertainty in the market than there is today. The COVID-19 pandemic has provided a false sense of direction, and the market is currently experiencing a reset, especially in the world of tech. There is a much greater emphasis on quality.

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Growing through Multiple Roll-ups

A roll-up is a powerful deal type that involves acquiring multiple smaller companies to combine them into a large entity. When properly carried out, these strategic actions can significantly increase shareholder value and set up companies for record-breaking development.

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The Complexities of Smaller Deals

Acquiring small companies is not easy. Small companies come with their own sets of challenges that make them hard, if not harder, to acquire than large, public deals.

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People-Focused Integration

When focusing on people, the most important thing to do is listen. The integration team must understand what's important to the employees if they want any chance of retaining them post-close.

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Executing M&A Without Corporate Development

Corporate development teams are responsible for finding attractive targets. However, companies can execute successful mergers and acquisitions without corporate development.

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Setting Up Day One for Success

Day one in M&A is a critical juncture for both the acquiring company and the target company. This is the day when the deal is officially closed and the two companies become one entity.

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Office Hours: Managing Deals From Pre-LOI to Close in DealRoom

In this on-demand Office Hours session, Chris Russell, Head of Corporate Development at the AZEK Company, shared how his team used DealRoom to manage M&A deals from pre-LOI through close. Watch the recording now.

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How to Perform Diligence on Sustainability in M&A

As the business world shifts towards a more environmentally and socially conscious approach, the significance of sustainability in M&A has become increasingly prominent. In light of this, companies are now considering the environmental, social, and governance (ESG) initiatives of their target companies before making any acquisitions.

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Setting Up M&A for Hyper-Growth Companies

M&A is a game-changing tool that can propel a company's growth several years ahead of schedule. However, for hyper-growth companies, M&A can also be a double-edged sword that leads to attrition and detracts from the core business objectives.

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Go-To-Market Integration

The go-to-market (GTM) integration strategy has a large impact on revenue generation and overall deal success. Integration can be very disruptive to the customers, but if done right, it can enhance the customer experience and acquisition results.

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How Integration Has Changed Over Time

M&A integration in tech has changed quite a bit over the last twenty years. Integration has evolved from integration volunteers, to large teams with detailed tracking, to dedicated teams and Agile approaches.

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Improving IMO For Efficiency

Acquisitions present unique challenges, but deal lifecycle processes can still be optimized for efficiency. Timeliness is a crucial factor in M&A, and the quicker a deal closes and integration is completed, the faster deal synergies can be achieved.

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How to Manage Deals From Strategy to Closing in M&A Part 1

M&A is a tedious process that has a lot of moving parts. M&A requires attention to detail and communication with different stakeholders in the company. So what do you do when you are the one person in charge of everything?

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First Conversation to LOI Session 3

Establishing strong connections with a target company is essential in M&A. Securing deals can be challenging, but a strategic approach can result in mutually beneficial outcomes.

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Executing Acquihires

Acquiring a company is complex and challenging, and in some instances, unnecessary. If buyers only need the people inside of a target company, they can do an acquihire instead of a traditional acquisition.

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First Conversation to LOI Session 2

Before buyers and sellers agree to an LOI, there are many informal conversations that happen in the background. Buyers must carefully approach any informal conversations to avoid turning a buyer off while still securing the deal.

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First Conversation to LOI Session 1

The initial conversations with a potential target should build trust and strengthen the relationship. These conversations allow the buyer and seller to get to know each other and explore possibilities of working together.

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Executing Various Strategies and How to Get a CEO on Board

M&A is an excellent tool for growing a company. Still, acquirers should consider a variety of strategies before committing to a transaction. Choosing the right growth approach also dictates any integration plans.

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Creating your M&A Team Structure

Standing up a corporate development function from scratch is a challenging, yet exciting task. And one of the pillars of a successful M&A function is a solid team who can effectively run deals.

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Accelerating M&A Integration

Integrating an acquired company is always challenging. Acquirers must execute quickly and efficiently, navigate changes, and preserve the target company's value.

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How to Get Alignment From Both Teams During M&A Integration

There needs to be alignment from both sides of a deal to have a smooth integration process. Integration never goes as planned, but there are things that teams can do to make it much easier for everyone involved.

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Go-To-Market Integration Planning Part 1

Revenue synergies are one of the hardest things to achieve in any transaction. With proper planning and the right approach, revenue synergies can help teams achieve their deal thesis.

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The Corporate Venture Strategy

There are different ways to create and grow a business: build up from scratch, acquire another company, or gain strategic alignment with other companies through partnerships. Through a partnership, a business can leverage someone else's technology for faster growth.

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How to Run an Accelerated Deal Process

Auction processes in M&A are very challenging for strategic buyers and corporate development teams need more than a compelling offer to compete in an auction. Speed can be a differentiator, which can help edge out the competition.

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How to Execute an Effective M&A Integration Handoff

For a business to be successful in the future, integration must be the focus of everyone involved in the deal. The goal is to ensure business continuity while maintaining the target company's integrity and core.

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Sell-Side Behind the Scenes: Preparing a Company For Acquisition Part 1

There are many reasons why an owner sells their business. Before talking to an actual buyer, potential sellers need to prepare their business in order to maximize value.

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Reverse Auction in M&A

A reverse auction is a process where the buyer broadcasts their interest in acquiring a specific type of company in the market and engages with potential targets. Sellers will then line up to apply in the hopes of getting picked by the buyer for the acquisition.

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Go-To-Market Integration Planning Part 1

With proper planning and the right approach, revenue synergies can help teams achieve their deal thesis. The acquired sales operations team knows their customers and products better than anyone, and acquirers should consider their opinion on the go-to-market integration plan.

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Formulating M&A Strategy for Proactive Sourcing

Often organic growth is not enough to achieve the business strategy, and that's where M&A comes in. Corporate development finds the gap between the current state of the business and its objective to look for inorganic growth opportunities.

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How to Convince People to Sell their Business

Many of the largest companies in the world turn to M&A for inorganic growth. However, first-time acquirers often find it difficult to buy companies due to a lack of experience and reputation.

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How to Improve the Sales Function During Integration

The sales operation is the cornerstone of every business. Without it, companies would not have revenue. If a company purely relies on inbound sales, it's time to create an outbound pipeline and actively generate demand by using marketing and events.

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Building an Exit Path

Selling a business is a difficult task that requires a lot of planning and preparation. However, most entrepreneurs refuse to entertain the idea of a sale until it is too late. The best time to plan an exit is when times are good, not in a desperate situation.

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Developing an M&A Thesis

Every company wants to evolve and grow its business, and M&A is one of the fastest and most powerful ways to grow. Without an M&A thesis, acquirers might end up wasting time, money, and opportunities.

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Leadership Alignment and GTM Strategy for Successful Deals

Getting alignment early on from all leaders will help increase deal success. Leadership alignment means both leadership teams are aligned on communications, change management components, strategy, and transaction execution.

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Financial Diligence in M&A

The finance team holds a huge responsibility in M&A and must conduct diligence effectively. The finance team leads the due diligence process and must be involved as soon as the acquirer gains access to the data room.

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Developing Strategy with Business Leaders

Creating a solid strategy requires collaboration between the strategy team, corporate development, business leaders, and executives. If done right, M&A is a powerful tool that can drive business value.

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Capturing Revenue Synergies

Revenue synergies are one of the most challenging metrics to achieve during integration, but are also the primary reason companies buy businesses. It's safe to say that many transactions fail to realize their intended value.

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Architecting Communications for Successful Integration

Ensure the internal team has the latest information throughout the deal’s lifecycle. On the other side, communicate clearly with the target company to build key relationships.

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Risk Allocation Between Signing and Closing an M&A Deal

In M&A, time is the enemy. Waiting for closing is one of the most excruciating parts of M&A. The longer a deal takes to close, the more risks it poses for both parties.

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Working with Legal to Dial in Your M&A Strategy

Lawyers can heavily influence the transaction’s prioritization. They are the ones that will review the contracts and work with the functional leads to focus on the value drivers of the deal.

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Challenges of Go-To-Market Integration

Companies are bought to achieve revenue synergies in new markets. Getting the GTM integration just right should be a top priority. The go-to-market is one of the most critical parts of any integration, and knowing the challenges will help.

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How to Scale Your Corporate Development Function

The biggest challenge when scaling a function is hiring the right people. Hire for potential rather than experience. Look for intelligent people who are culturally fit, then figure the rest out.

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How to Execute an Integration Plan (Day 1)

Unforeseeable things always happen during integration, and the best thing to do is to pivot, solve the problem, and move on. Ensure that everybody's working to their optimal level and that decisions are made with the best possible information.

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The Process of Change Management in M&A

You need a comprehensive, well-documented change management plan because the process never runs perfectly. Make sure that everyone understands the message, who is delivering it, when to convey it, and how to deliver it.