M&A Resources for Your Team

Check out our collection of our most popular educational resources for each stage of the deal lifecycle, from sourcing and strategy all the way to integration. Our library aims to share the advice and knowledge from M&A experts and includes ebooks, podcast, webinars, and more.

General

M&A Science podcasts

M&A practitioners share lessons learned from experience

M&A Plays

Growing collection of M&A techniques

M&A Resource Library

DealRoom’s resource library enables you to learn about the world of M&A and where it’s headed. Stay up-to-date and informed with our library of resources including our blog, podcast, playbooks and glossary.

Building a Corporate Development team with Contingencies

Jeremy Segal, VP of Corp Dev at Progress shares his approach to managing a corp dev function with multiple mandates.

Aligning People in M&A for Better Outcomes

Carlos Cesta, VP Corp Dev of Presidio shares his approach to have the deal sponsor sit with the target company CEO and develop a GTM outline that evolves into the integration plan during diligence.

How to Capture Value from Deal Prospecting to Integration

Carlos Cesta, VP Corp Dev of Presidio shares his approach to have the deal sponsor sit with the target company CEO and develop a GTM outline that evolves into the integration plan during diligence.

Managing a Multi-vertical M&A Strategy

Jerry Wills, VP Corp Dev of 3M shares managing and prioritizing a multi-vertical M&A strategy and how red team exercises counter cognitive biases.

eBooks

Online books that cover a range of M&A topics such as change management, Agile, best practices, and more

M&A Checklists and Templates

25+ templates to jump-start your M&A processes. Choose from our pre-made checklists and templates to quickly start planning and organizing your transaction workflows.

Sourcing/Strategy

How to Build an M&A Origination Process

Ebook based on an interview with Scott Kaeser.

Working with Private Sellers

Podcast on working with Private company sellers and the emotional hurdles that come with them.

Building a Corporate Development Function from Scratch

Russ Hartz, VP of Corp Dev for Ansys shares his experience in building out a corp dev function from scratch.

Diligence/Integration

Agile M&A Book

Based on case studies with Google and Atlassian, Agile M&A looks at how serial tech acquirers have applied Agile techniques to their M&A process for scale and better outcomes.

How Successful Diligence and Integration Planning Frames Successful M&A and Valuation

Kison Patel sits down with Erik Levy, to discuss how the approach to valuation sets the precedent for integration and diligence. He has completed over 150 acquisitions, minority and venture investments and strategic partnerships.

How to Identify and Deal with Issues During Diligence in M&A

Together, Jeff and Kison discuss approaches to take for deal negotiations, how to present an offer and prepare yourself for any responses you may get, and what the main priorities of diligence are.

The HR Practitioner’s Guide to M&A Due Diligence

In this podcast you’ll find the HR practitioner's guide to M&A and due diligence, covering topics such as when to bring HR in, major HR risks, and how to weigh risks.

12 Biggest Mistakes in Integration

Ebook that consolidates various interviews and surveys into the biggest mistakes made during M&A integration

Keeping Teams Aligned during Integration

Ebook based on a presentation from Google’s corporate development team on best practices to enable collaboration during M&A

Making Integration Successful from both Sides of the Deal

Christina Amiry, Head of Integration at Atlassian sits with Steve Elliot, CEO of Agilecraft that sold to Atlassian to discuss the factors that make M&A Integration a success.

Managing M&A

How Proactive Integration Engagement Can Differentiate Value in Deals

Johanna Tseng, M&A Integration Leader at Coinbase shares her experience building out the M&A Integration function.

How to Evolve Your M&A Workflow Using Agile Principles

Gina Sandon, Director Corp Dev at IBM shares, IBM’s approach to Agile based M&A.

How to Implement an Agile Approach in M&A

James Harris, Principle Corp Dev at Google walks through various Agile techniques utilized at Google.

Divestitures

Divestitures from HR’s Perspective

Sallie Cunningham breaks down the divestiture process from HR’s perspective. She’s describing the 20B divestiture of GE’s Life Science business during this interview.

Lessons Learned from Large Scale Divestitures

Roundtable discussion around best practices with Divestitures.

Roundtable discussion around best practices with Divestitures.

This podcast covers how HR practitioners plan for and executive divestitures.

How to Deliver Maximum Value from Divestitures

An interview with Toby Tester, Senior Consultant & Project Manager at BTD, about how to deliver maximum value from a divestiture, as well as how divestitures, like acquisitions, can become a positive and transformational process.

DealRoom Resources

Case studies

Read how DealRoom’s customers from a variety of roles, such as investment bankers and corporate development teams, have improved their M&A workflows by utilizing different aspects of our deal lifecycle management software.

Demo video

Take a guided vdieo tour of the DealRoom platform and learn more about the pain points we target, various use cases, and the software’s features.

Guide to DealRoom

Learn how DealRoom simplifies the process of data collection / storage, diligence requests, integration, and pipeline management.

DealRoom Playbooks

Our deal lifecycle plays were written by industry experts and designed to help teams revamp their deal lifecycle workflows.

Managing M&A

How Proactive Integration Engagement Can Differentiate Value in Deals

Johanna Tseng, M&A Integration Leader at Coinbase shares her experience building out the M&A Integration function.

How to Evolve Your M&A Workflow Using Agile Principles

Gina Sandon, Director Corp Dev at IBM shares, IBM’s approach to Agile based M&A.

How to Implement an Agile Approach in M&A

James Harris, Principle Corp Dev at Google walks through various Agile techniques utilized at Google.