M&A Science

The Role of CEO in M&A

09 Sep 2024

Contributed by Lukas

Kevin Lynch, CEO and Board Member at Optiv   Beyond the boardroom battles and billion-dollar deals, mergers and acquisitions present a unique set of ...

How to Execute Successful M&A as a CEO

02 Sep 2024

Contributed by Lukas

Sanjay Poonen, CEO & President of Cohesity   M&A isn't just about signing a deal and popping the champagne. Every CEO knows the entire process is a m...

Dynamic Portfolio Strategy: Rebalancing Using Divestitures

26 Aug 2024

Contributed by Lukas

Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners)   Strategic focus is a prerequisite ...

How to Run a Successful Cultural Integration

19 Aug 2024

Contributed by Lukas

Court Carruthers, President and CEO at TricorBraun   Cultural integration is the often overlooked key to long-term M&A success. It's about creating a...

Unlocking New M&A Strategies: Uniting Venture Capital Insights and Public Equities in M&A

12 Aug 2024

Contributed by Lukas

Thomas Le, Vice President, Corporate Development at Ziff Davis, Inc. (NASDAQ: ZD)   The M&A landscape is constantly evolving, making it difficult to ...

How to Execute a Balanced M&A Integration

05 Aug 2024

Contributed by Lukas

Karen Williams, Vice President of Corporate Development at Progress Achieving exponential growth through M&A requires more than signing agreements. I...

Transforming a Company Through Strategic Acquisitions

29 Jul 2024

Contributed by Lukas

Successful M&A is more than just closing deals. To drive growth and achieve strategic goals, companies must have a deep understanding of the process a...

Uncovering Technical Debt For Better Technology Integration

22 Jul 2024

Contributed by Lukas

Tom Hearn, VP, Architecture at Insight   In the world of M&A, understanding and managing technical debt is crucial for seamless technology integratio...

How to Handle Global M&A

15 Jul 2024

Contributed by Lukas

Pablo von Siebenthal, Global Head of M&A at Swissport   The global landscape offers exciting growth opportunities that make business expansion a stra...

The Art of Executing Programmatic M&A

08 Jul 2024

Contributed by Lukas

Wolfgang Schenk, VP of M&A at Belden   Opportunistic M&A can lead to bad acquisitions that don't align with the company's overall strategic goals. Th...

Executing Transformative M&A to Change Business Models

01 Jul 2024

Contributed by Lukas

Tobias Gwisdalla, Head of Group M&A at GEA Group (G1A:FRA) Transformative M&A is becoming increasingly critical in today's business landscape, especia...

How to Do M&A Deals in Germany

24 Jun 2024

Contributed by Lukas

M&A processes can vary from country to country, making cross-border deals extremely challenging. Understanding the cultural differences is crucial for...

How to Make AI Practical in M&A

17 Jun 2024

Contributed by Lukas

Artificial Intelligence has taken the world by storm, and there seems to be no way of stopping it. Every industry in the world has adopted AI, and M&A...

M&A Deal Sourcing in the Tech Space

10 Jun 2024

Contributed by Lukas

Steve Lucas, CEO of Boomi The technology industry is currently experiencing significant growth, particularly with the emergence of artificial intellig...

Top 10 Things That Make M&A Successful

03 Jun 2024

Contributed by Lukas

Michael Frankel, Founder and Managing Partner of Trajectory Capital.  Here at M&A Science, our goal is to bring you the best and most effective techn...

How to Close M&A Deals in 30 Days

27 May 2024

Contributed by Lukas

Jeremy Segal, Executive Vice President Corporate Development at Progress (NASDAQ: PRGS) When it comes to M&A, time is of the essence. As a buyer, it's...

Executing the Roll Up Strategy in the Tech Industry

20 May 2024

Contributed by Lukas

Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc.  In a highly fragmented industry,...

Building Corporate Development Muscle

13 May 2024

Contributed by Lukas

Kyle Price, Chief of Staff & Corporate Development at Roblox Creating a dedicated M&A function can be daunting for non-acquisitive companies. It's a b...

How to Start Executing the Roll Up Strategy in M&A

06 May 2024

Contributed by Lukas

Ivan Golubic, CFO | Corporate Development M&A at FastLap Group Roll ups are a great strategy for highly fragmented industries. It allows the platform ...

How to Create an Executable Integration Plan During Due Diligence

29 Apr 2024

Contributed by Lukas

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware Integration planning is one of the most important aspects of M&A pre-close...

Uncovering Capital Allocation Strategies

22 Apr 2024

Contributed by Lukas

Keith Levy, Operating Partner at Sonoma Brands Every company must have a strong capital allocation strategy to maximize its potential. Without it, the...

Roll Up Strategy in Private Equity

15 Apr 2024

Contributed by Lukas

Gerry Williams, Partner at DLA Piper US LLP and a member of their management committee. Private equity firms are established for the sole purpose of g...

Corporate Diversification Through M&A

08 Apr 2024

Contributed by Lukas

Tyler Rodewald, VP, M&A at EIS Holdings In a world where change is the only constant, businesses are continually seeking innovative ways to stay ahead...

Performing Strategic Due Diligence in M&A

01 Apr 2024

Contributed by Lukas

Andrey Galiuk, Vice President of Corporate Development and Investor Relations Before doing M&A, it is crucial for acquirers to target the right busine...

How to Stand Up a Venture Capital Arm

25 Mar 2024

Contributed by Lukas

George Kellerman, VP, Head of Investments & Acquisitions at Woven by Toyota and Alexander Baum, Corporate Development Lead at Woven by Toyota In the ...

How to Achieve Strategic Alignment From Top to Bottom

18 Mar 2024

Contributed by Lukas

Camilo Franco, Director, M&A Integration and Operations at Jamf There is an intimate tie between M&A strategy and corporate strategy. To be truly effe...

Performing Cultural Due Diligence to Better Understand the Target Company

13 Mar 2024

Contributed by Lukas

Ken Bond, Head of Corporate Development at Cetera Financial Group. Most of the biggest M&A failures of all time are caused by culture clashes. Both c...

Strategic Alignment Between M&A and Corporate Strategy

11 Mar 2024

Contributed by Lukas

Baljit Singh, Former SVP, Global Head of Corporate Development at Nielsen Ventures Engaging in M&A activities just for the sake of doing them is one o...

Overcoming M&A Challenges

06 Mar 2024

Contributed by Lukas

Douglas Barnard, former Executive Vice President, Corporate Development and Legal Advisor at CF Industries (NYSE: CF) Problems don't usually surface a...

How Business Cycles Affect M&A Valuation

04 Mar 2024

Contributed by Lukas

Allan Marks, Global Project, Energy & Infrastructure Partner at Milbank M&A valuation isn't just about looking at the numbers. There are a lot of diff...

Validating the Acquisition Plan

28 Feb 2024

Contributed by Lukas

Adam Harris, CEO of Cloudbeds When executing M&A, having a structured approach to validating the acquisition plan is crucial. The worst thing any acqu...

Mastering M&A Integration

26 Feb 2024

Contributed by Lukas

Seema Nimmagadda, Head of M&A Integration for North America at Woven by Toyota.  A lot of times, M&A integration is considered only after closing the...

Using M&A Best Practices to Get Better Deals

21 Feb 2024

Contributed by Lukas

Brent Baxter, Chief Executive Officer at Association for Corporate Growth, and Jeff Giles, VP, Corporate Development at Core & Main (NYSE: CNM) In a ...

Connecting Diligence and Integration in M&A

19 Feb 2024

Contributed by Lukas

Amy M. Weck, VP, M&A and integrations at The Liberty Company Insurance Brokers, LLC It's common to see due diligence and integration as separate stage...

How to Bridge Valuation Gaps in M&A

14 Feb 2024

Contributed by Lukas

John Blair, Partner M&A Attorney at K&L Gates In M&A, it's very common for buyers and sellers to disagree on the value of the business. If both partie...

Transforming Existing Staff into M&A Experts

12 Feb 2024

Contributed by Lukas

In the dynamic world of mergers and acquisitions (M&A), creating an effective team is crucial for success. This process can be complex and demanding, ...

Negotiating Cross Border M&A

07 Feb 2024

Contributed by Lukas

Jake Lin, Head of Corporate Development at Xendit Navigating cross border M&A is one of the most challenging tasks for deal makers. There are a lot of...

Achieving Business Growth Through Strategic M&A

05 Feb 2024

Contributed by Lukas

Yoav Zeif, CEO at Stratasys In today's competitive global market, organizations need to leverage every tool in their arsenal to stay ahead of the curv...

The Challenges of Sell-Side M&A

31 Jan 2024

Contributed by Lukas

Russ Heddleston, Co-founder & former CEO, DocSend Every owner loves their business. This makes selling their company even harder than it already is. B...

Pros and Cons for a Growth Company to Take PE Capital

29 Jan 2024

Contributed by Lukas

Jason Mironov, Managing Director at TA Associates Partnering with PE firms is a great way to exponentially grow a business and reach new heights. Howe...

Selling a Small Business Unit

24 Jan 2024

Contributed by Lukas

Michael Frankel, Founder and Managing Partner of Trajectory Capital When times are good, big companies tend to ignore their smaller business units, as...

How to Create a Positive Exit Experience in M&A

22 Jan 2024

Contributed by Lukas

Swapnil Shinde, CEO at Zeni  Selling your business is never easy. Aside from the emotional stress that it provides, it can also be detrimental to the...

Realizing Revenue Synergies in M&A

15 Jan 2024

Contributed by Lukas

Chris Von Bogdandy, Global Lead M&A Solutions at Slalom Revenue synergies are why you're doing the deal in the first place. But unlike cost synergies ...

Focusing on ESG in M&A

08 Jan 2024

Contributed by Lukas

Casey Nault, Senior Vice President, General Counsel and Chief ESG Officer at Coeur Mining, Inc. (NYSE: CDE) ESG in M&A is very real. And while it is ...

How Not to Bomb Your First M&A Deal

01 Jan 2024

Contributed by Lukas

Brock Blake, Co-Founder and CEO at Lendio M&A is a never-ending web of complexities and challenges. While the potential for growth and transformation ...

The Basics of M&A Integration Execution

25 Dec 2023

Contributed by Lukas

Aaron Whiting, Chief of Staff at Crownpeak Value creation in any acquisition relies heavily on how well the M&A integration goes. By focusing on integ...

ChatGPT Interview: AI's Impact on M&A

20 Dec 2023

Contributed by Lukas

ChatGPT Voice, powered by OpenAI.  This past year, AI has revolutionized the way we do things, and ChatGPT has been a big part of that. Created by Op...

Automation in M&A

18 Dec 2023

Contributed by Lukas

Dr. Karl-Michael Popp, Senior Director, Corporate Development at SAP (FRA: SAP) In today's digital era, the pervasive influence of technology is felt...

Executing Smaller Deals and Negotiating Key Legal Provisions

11 Dec 2023

Contributed by Lukas

Anthony Krueger, Associate at Morrison & Foerster LLP M&A comes in varying sizes. However, there's a common misconception that smaller deals are easie...

The Intricacies of M&A from Start to Finish

04 Dec 2023

Contributed by Lukas

Rajive Dhar, VP, Head of Corporate Development at NetApp (NASDAQ: NTAP) For first-time acquirers, M&A can be challenging, as it comes with strenuous p...

M&A Surprises and Horror Stories

27 Nov 2023

Contributed by Lukas

Jim Ackerman, recent Vice President of Corporate Development at Flex; Steve Coghlan, Semi-recent Vice President of Corporate Development at Flex. Eve...

How Positive Relationships Can Drive Success in M&A

20 Nov 2023

Contributed by Lukas

Nicole Markowski, Manager and Corporate Development at Wipfli LLP More than the numbers, relationships can make or break a deal. Regardless of the dea...

M&A from a CFO's Perspective Session 2

13 Nov 2023

Contributed by Lukas

Samuel Wilson, Chief Executive Officer at 8x8 (NASDAQ: EGHT) In the grand scheme of things, every M&A must make financial sense. Whether it's cutting...

M&A from a CFO's Perspective Session 1

06 Nov 2023

Contributed by Lukas

David Barnes, Chief Financial Officer at Trimble Inc. (NASDAQ:TRMB) Chief Financial Officers (CFOs) play a pivotal role in shaping the destiny of stra...

The Big Shift from Corporate Development to Private Equity

30 Oct 2023

Contributed by Lukas

Joe Metzger, Managing Director at 777 Partners Navigating a career shift can be a transformative experience, unlocking new opportunities and challenge...

Integration Strategies in M&A Part 2

23 Oct 2023

Contributed by Lukas

Chris Evans, Experienced M&A Leader | former Head of CorpDev Integration at Amazon and Scott Boyd, Deputy Director, Strategy Implementation at Bill &...

Integration Strategies in M&A Part 1

16 Oct 2023

Contributed by Lukas

Chris Evans, Experienced M&A Leader | former head of CorpDev Integration at Amazon and Scott Boyd, Deputy Director, Strategy Implementation at Bill &...

Executing M&A in Healthcare

09 Oct 2023

Contributed by Lukas

Roy Schoenberg, President & Co-CEO at Amwell - American Well Corporation (NYSE:AMWL) The healthcare industry is a complex and rigid space where change...

How to Balance Culture During an Integration

02 Oct 2023

Contributed by Lukas

Mark Rayfield, CEO of Saint-Gobain North America (EPA: SGO) and CertainTeed Integration is not just about combining processes and systems. It is about...

Planning and Executing Your Exit as an Investor

25 Sep 2023

Contributed by Lukas

Dr. Irit Yaniv, Founding Partner and CEO at Almeda Ventures (TLV: AMDA) While most investors have a passive role in their portfolio company, some inv...

How PE Should Support Portfolio Company Acquisitions

18 Sep 2023

Contributed by Lukas

Barak Routhenstein, Vice President of Corporate Development at Profile Products The collaboration between a Private Equity (PE) firm and a portfolio c...

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

11 Sep 2023

Contributed by Lukas

Glenn Sanford, CEO eXp World Holdings, Inc. (NASDAQ: EXPI) For high-growth companies, M&A is almost inevitable. If done right, it could speed up growt...

Ensuring Alignment for Deal Success

04 Sep 2023

Contributed by Lukas

Andrew Bilbao, current CFO of Noble Education Acquisition Corp.  M&A is a massive undertaking that calls for collaboration among numerous individuals...

How a Public Equity Analyst Evolves to Executing M&A

28 Aug 2023

Contributed by Lukas

Greg Stein, Vice President, M&A and Strategy at Xerox (NASDAQ: XRX) For public equity analysts, M&A is nothing new. One of their main jobs is to condu...

The Challenges of Cross-Border Deals

21 Aug 2023

Contributed by Lukas

Clifford Felig, Partner at Meitar | Law Offices. International business transactions often present unique challenges that are vastly different from lo...

Tax Considerations in M&A

14 Aug 2023

Contributed by Lukas

Lesley Adamo, Vice Chair of the Tax Group at Lowenstein Sandler LLP, The intricacies of tax considerations in a merger or acquisition (M&A) transactio...

How to do Deals in Latin America

07 Aug 2023

Contributed by Lukas

Juan Guillermo Castaneda, former Senior Advisor to SKG CEO (LSEG: SKG) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom....

The Path to Successful Equal Mergers

31 Jul 2023

Contributed by Lukas

Scott Crofton, Partner at Sullivan & Cromwell LLP Too often, M&A involves a larger entity acquiring a smaller business. Only a few believe that a merg...

How To Create a Value Chain Ecosystem

24 Jul 2023

Contributed by Lukas

Brian Matthews, CEO at ITEL In today's highly competitive business landscape, companies are constantly looking for ways to enhance their capabilities...

Buying Carve-outs for Future Exits

17 Jul 2023

Contributed by Lukas

Joe Covey, a serial CEO and acquirer, and investor since 1992.  Matthew Davidge, the co-owner of the NBC Affiliate WVNC (Watertown, NY) and several o...

How to Execute Product-Based Acquisitions

10 Jul 2023

Contributed by Lukas

Andrew Morbitzer, VP/Head of Corporate Development at Typeform There are many different reasons why companies buy other entities. Traditionally, acqui...

Building your M&A Muscle

03 Jul 2023

Contributed by Lukas

Nate Lemmerman, Senior Vice President, Corporate Development at Cast & Crew To perform M&A at the highest level, an ever-evolving M&A function is nece...

How to Overcome M&A Hurdles

26 Jun 2023

Contributed by Lukas

Ritika Butani, Head of Corporate Development at Toast  This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our gr...

Build-to-Buy and Option Structures

19 Jun 2023

Contributed by Lukas

Finn Haley, SVP, Corporate Development at Edwards Lifesciences (NYSE:EW) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom....

Key Regulatory Considerations for M&A in the Current Market

12 Jun 2023

Contributed by Lukas

Mark Legaspi, Director, Legal - Corporate at LinkedIn Hello M&A Friends, if you're looking to improve your in-house training, we have corporate traini...

The Evolution of M&A Functions

05 Jun 2023

Contributed by Lukas

David Hindley, VP of Corp Dev at Autodesk (NASDAQ: ADSK) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our ...

Thriving in Times of Change With Flexibility in Your Integration Planning

29 May 2023

Contributed by Lukas

Staci van Schagen, Head of M&A Integration & Disentanglement at Philips This episode is sponsored by FirmRoom, the fastest virtual data room used to g...

Best Practices When Selling a Business

22 May 2023

Contributed by Lukas

Jeff Wald, Co-founder of Bento Engine This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.  To join our growing online commu...

How to Focus on Integration as a Corporate Development Professional

15 May 2023

Contributed by Lukas

Brent Campbell, Vice President of Corporate Development and Strategy at Alight Solutions (NYSE: ALIT) This episode is sponsored by the M&A Science Ac...

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

08 May 2023

Contributed by Lukas

Klint Kendrick, HR and M&A Leader | Keynote Speaker | Author of the HR Practitioners Guides to Mergers & Acquisitions This episode is sponsored by the...

Valuation Principles and Working with Earnouts

01 May 2023

Contributed by Lukas

PJ Patel, Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC) This episode is sponsored by the M&A Science Academy, DealRoom, an...

Growing through Multiple Roll-ups

24 Apr 2023

Contributed by Lukas

Sam Youssef,  Founder and CEO at Valsoft Corporation This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. To join our growin...

The Complexities of Smaller Deals

17 Apr 2023

Contributed by Lukas

Kevin Griffin, Executive Director, Corporate Development at JLL (NYSE: JLL) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmR...

People-Focused Integration

10 Apr 2023

Contributed by Lukas

Marilyne H. O'Hara, Global Head of M&A Integration at Block (NYSE: SQ) This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom. ...

Preserving Startups During Acquisitions

03 Apr 2023

Contributed by Lukas

Nadia Gil, Chief of Strategic Planning and Corporate Development at Brady (NYSE:BRC) This episode is sponsored by the M&A Science Academy, DealRoom, a...

Executing M&A Without Corporate Development

27 Mar 2023

Contributed by Lukas

Michael Farlekas is the CEO at E2open Have someone in mind that would be perfect to help build out a new on-demand talent service line at M&A Science?...

Setting Up Day One for Success

20 Mar 2023

Contributed by Lukas

Chris Evans is the former Head of Corporate Development Integration at Amazon (NASDAQ: AMZN) Have someone in mind that would be perfect to help build ...

How to Perform Diligence on Sustainability in M&A

13 Mar 2023

Contributed by Lukas

Sarah Thuo, Chief Operating Officer of IBM Sustainability Services As the business world shifts towards a more environmentally and socially conscious ...

Setting Up M&A for Hyper-Growth Companies

06 Mar 2023

Contributed by Lukas

Michael Nov, Head of Corporate Development & Chief of Staff to the CTO at OwnBackup M&A is a game-changing tool that can propel a company's growth sev...

GTM Integration

27 Feb 2023

Contributed by Lukas

Pat Belotti, VP of Corporate Development Integration at Zendesk. The go-to-market (GTM) integration strategy has a large impact on revenue generation...

How Integration Has Changed Over Time

20 Feb 2023

Contributed by Lukas

Pat Belotti, VP of Corporate Development Integration at Zendesk M&A integration in tech has changed quite a bit over the last twenty years. Integratio...

Improving IMO For Efficiency

13 Feb 2023

Contributed by Lukas

Windy Nicholson, Technology Leader | Mergers and Acquisitions at Salesforce (NYSE: CRM) Acquisitions present unique challenges, but deal lifecycle pro...

How to Manage Deals From Strategy to Closing in M&A Part 2

09 Feb 2023

Contributed by Lukas

Andy Wijaya, Senior Director, M&A at KLA (NASDAQ: KLAC) Managing a deal from start to finish requires a strategic approach and the ability to navigate...

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

06 Feb 2023

Contributed by Lukas

Andy Wijaya, Senior Director, M&A at KLA (NASDAQ: KLAC) Managing the multi-faceted process of mergers and acquisitions (M&A) can be a daunting task, e...

Alternative Strategies to Accelerate Growth

02 Feb 2023

Contributed by Lukas

Yvanna Perez-Morel, Sr. Director of Corporate Development at Ulta Beauty (NASDAQ: ULTA) | Managing Director at Prisma Ventures Acquisitions are not th...

First Conversation to LOI Session 3

30 Jan 2023

Contributed by Lukas

Michael Frankel, Founder and Managing Partner of Trajectory Capital Establishing strong connections with a target company is essential in M&A. Securin...

Setting M&A Governance Up for Efficiency

26 Jan 2023

Contributed by Lukas

Guy Fisher, Head of Corporate Development at Suncorp Group (ASX: SUN) In order for an M&A process to be successful, there must be effective governance...

Executing Acquihires

23 Jan 2023

Contributed by Lukas

Thomas Gorman, Strategy & Corporate Development at Pantheon Platform Mark Khavkin, CFO at Pantheon Platform Acquiring a company is complex and challen...

How to Approach Reps and Warranties Insurance

19 Jan 2023

Contributed by Lukas

Josh Holleman, Partner at Cooley LLP In recent years, there has been a surge in using reps & warranty insurance in M&A, especially in private deals. B...

First Conversation to LOI Session 2

16 Jan 2023

Contributed by Lukas

Ken Bond, Head of Corporate Development at Cetera Financial Group Before buyers and sellers agree to an LOI, there are many informal conversations th...