M&A Science

Reps and Warranties from a Business Perspective

12 Jan 2023

Contributed by Lukas

Gitanjali Pundir, Vice President, Global Corporate Development and M&A at Visa (NYSE: V) Today, more than 20 reps and warranty insurance companies exi...

First Conversation to LOI Session 1

09 Jan 2023

Contributed by Lukas

Jeremy Segal, Executive Vice President Corporate Development at Progress (NASDAQ: PRGS) Deal origination requires a well-planned strategy, and starts...

Starting Up Your Corp Dev Function

05 Jan 2023

Contributed by Lukas

Veena Ramaswamy, Head of Corporate Development at Lemonade (NYSE: LMND)  Executing acquisitions without a dedicated function is highly inefficient an...

Executing Various Strategies and How to Get a CEO on Board

02 Jan 2023

Contributed by Lukas

Rohit Dave, Head of Corporate Development at Block (NYSE: SQ) M&A is an excellent tool for growing a company. Still, acquirers should consider a varie...

How to Efficiently Execute M&A Integration

29 Dec 2022

Contributed by Lukas

Cara Bibbiani, Senior Director, Corporate Development, M&A Integration at Hewlett Packard Enterprise (NYSE: HPE) The integration stage of the deal li...

Creating an M&A Team Structure

26 Dec 2022

Contributed by Lukas

Kevin Barnes, Senior Vice President, Corporate Development at Premier (NASDAQ: PINC) Standing up a corporate development function from scratch is a ch...

How to Transition Roles in M&A

22 Dec 2022

Contributed by Lukas

Kerry Perez, VP of Enterprise Strategy at AMN Healthcare (NYSE: AMN) Corporate development and integration roles consist of different responsibilities...

Accelerating M&A Integration

19 Dec 2022

Contributed by Lukas

Caroline Jones, Senior Director - Acquisition Success at Cisco (NASDAQ: CSCO) Integrating an acquired company is always challenging. Acquirers must ex...

Tying Up M&A Strategy With Integration

15 Dec 2022

Contributed by Lukas

Darrell Heaps, CEO at Q4 Inc. (TSE: QFOR) A strong deal strategy doesn't guarantee success. Integration is where value is created and must be prioriti...

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

12 Dec 2022

Contributed by Lukas

Don Yakulis, Global Head of M&A Integration, Light and Wonder, (NASDAQ: LNW) formerly Scientific Games Integrating an acquired company is one of the m...

Go-To-Market Integration Planning Part 2

08 Dec 2022

Contributed by Lukas

James Harris, Principal, Corporate Development Integration at Google (NASDAQ:GOOGL) Achieving revenue synergies should always be a transaction's top p...

Go-To-Market Integration Planning Part 1

05 Dec 2022

Contributed by Lukas

James Harris, Principal, Corporate Development Integration at Google (NASDAQ: GOOGL) When two businesses merge, the new company's success often depend...

The Corporate Venture Strategy

01 Dec 2022

Contributed by Lukas

Larry Forman, Senior Manager and Head of the Ecosystem for Deloitte's New Venture Accelerator There are different ways to create and grow a business:...

How to Run an Accelerated Deal Process

28 Nov 2022

Contributed by Lukas

Kirti Gavri, Head of Corporate Development for Wizeline Auction processes in M&A are very challenging for strategic buyers and corporate development t...

Strategizing and Executing your Exit for the Greater Good of your Team

24 Nov 2022

Contributed by Lukas

Tim Wentworth, Retired CEO, Evernorth Selling a business can be challenging for a founder. Regardless of the reasons behind an exit, there are ways to...

Successful End-to-End M&A

21 Nov 2022

Contributed by Lukas

Hannah Elsakr, Vice President, Corporate Development, M&A Integration at Adobe Creating value through M&A takes work. There are many steps to take dur...

Bottoms Up Deal Origination Model

17 Nov 2022

Contributed by Lukas

Benjamin Orthlieb, VP and Head of Corp Dev at LinkedIn The M&A can be highly inefficient, and inefficiency can lead to failed deals. However, some pra...

How to Execute an Effective M&A Integration Handoff

14 Nov 2022

Contributed by Lukas

Keith Crawford, Global Head of Corporate Development / M&A at State Street (NYSE: STT) Integration is where value is created regardless of what happen...

How to Create an Agile M&A Strategy

10 Nov 2022

Contributed by Lukas

Daniel Gittsovich, Vice President, Corporate Strategy & Development at L3Harris Technologies (NYSE: LHX) Strategy execution is one of the most fundam...

Sell-Side Behind-the-Scenes: Preparing a Company For an Acquisition Part 2

07 Nov 2022

Contributed by Lukas

Frederic Lebourg, CEO & Managing Director at Redlands Farm Holding, Inc. - a Subsidiary of the Bollore Group Selling a business is always challenging....

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

03 Nov 2022

Contributed by Lukas

Frederic Lebourg, CEO & Managing Director at Redlands Farm Holding, Inc. - a Subsidiary of the Bollore Group. There are many reasons why an owner sell...

Reverse Auction in M&A

31 Oct 2022

Contributed by Lukas

Atul Tiwary, Vice President of Corporate Development at Barracuda (NYSE: CUDA) The M&A auction process creates competition among potential buyers and ...

How to Properly Lay Off People During an Acquisition

28 Oct 2022

Contributed by Lukas

Evelyn De la Cruz, Head of North America Administrative Operations at Spencer Stuart When acquiring another company, there is always the potential tha...

Dissecting GTM for Successful Integration

26 Oct 2022

Contributed by Lukas

Dustin Delewski, Director of M&A Integration Management at Cardinal Health (NYSE: CAH) Go-to-market integration is more than just combining the sa...

How to Approach Deal Targets

20 Oct 2022

Contributed by Lukas

Andrew Whitcomb, Sr. Director, Strategy, Corporate Development, M&A at Builders FirstSource NYSE: BLDR Proactive M&A is not easy. Proactive M&A requi...

Introducing M&A to a Larger Company

17 Oct 2022

Contributed by Lukas

Jeff Hennig, Vice President, Corporate Development at AMD (NASDAQ) Dan Menge, Head of M&A Integration at AMD (NASDAQ) When two companies merge togethe...

Carving Out A Competitor

13 Oct 2022

Contributed by Lukas

Liz Lockhart, Sr. Director, PMO, Training and Business Applications Carve-outs are incredibly complex. Buying a small part of a target company brings ...

Formulating M&A Strategy for Proactive Sourcing

10 Oct 2022

Contributed by Lukas

Mike Kryza, Head of Corporate Development at The Guardian Life Insurance Company of America Private- F500 Mergers and acquisitions are a critical par...

Realizing Go-To-Market Synergies

06 Oct 2022

Contributed by Lukas

Karen Ashley, Vice President, Corporate Development Integration at Cisco CSCO (NASDAQ) M&A doesn't end when a deal closes. The deal's success relies h...

How to Convince People to Sell their Business

03 Oct 2022

Contributed by Lukas

Willy Walker, Chairman and CEO of Walker & Dunlop, Inc (NYSE: WD)  M&A is one of the fastest ways to grow a company. Many of the largest companies in...

Proactive Deal Sourcing

29 Sep 2022

Contributed by Lukas

Lisa Marchese, Head of Corporate Development at American Express AXP (NYSE) Culture is one of the biggest M&A killers. Some of the biggest deal failu...

How to Improve the Sales Function During Integration

26 Sep 2022

Contributed by Lukas

Richard Dunkel, Global Head of Field Enablement at Celonis The sales operation is the cornerstone of every business. Without it, companies would not h...

Lessons Learned from Leadership Onboarding

22 Sep 2022

Contributed by Lukas

Kim Jones, HR Director M&A at Microsoft (NASDAQ: MSFT) An effective M&A onboarding process post-close can dictate employee retention. But what's even ...

Building an Exit Path

19 Sep 2022

Contributed by Lukas

Touraj Parang, President & COO of Serve Robotics Selling a business is a difficult task that requires a lot of planning and preparation. However, most...

Developing an M&A Thesis

15 Sep 2022

Contributed by Lukas

Siran Tanielyan, SVP, Corporate Development at Paramount (NYSE: PGRE) Every company wants to evolve and grow its business, and M&A is one of the faste...

Leadership Alignment and GTM Strategy for Successful Deals

12 Sep 2022

Contributed by Lukas

Cole Breidenbach, VP, M&A Integration & Strategic Initiatives at Okta (NASDAQ: OKTA) Leadership alignment is one of the most underrated aspects of M&A...

Growing Beyond M&A

08 Sep 2022

Contributed by Lukas

Christina Ungaro, VP, Head of Corporate Development at Wind River Corporate development is more than just doing M&A. Sometimes, acquiring a company i...

How to Stand Up an IMO Function

05 Sep 2022

Contributed by Lukas

Joshua Zatkin-Steres, Head of M&A Integration at Zuora NYSE: ZUO Integration is one of the most challenging and crucial parts of M&A. It requires a co...

Secrets to Building an M&A Function

01 Sep 2022

Contributed by Lukas

Bani Bedi, SVP, Head of Corporate Development, Strategy and Monetization at Smartsheet M&A is one of the most powerful tools to transform your busines...

Financial Diligence in M&A

29 Aug 2022

Contributed by Lukas

Amr Abdelaziz,  Senior Director, M&A Finance at Equinix (NASDAQ: EQIX) Finance is arguably the most critical part of the due diligence process. Almos...

Developing Strategy with Business Leaders

25 Aug 2022

Contributed by Lukas

Michael McDonald, Director, Strategy at Koch Engineered Solutions Strategy is a crucial part of an M&A. Without it, acquirers may end up purchasing ...

How to Compete in a Competitive M&A Market

22 Aug 2022

Contributed by Lukas

Tyler Rodewald, Vice President, M&A at EIS Holdings  In M&A, most acquirers don't like a competitive process. Auctions can drive higher prices, short...

Capturing Revenue Synergies

18 Aug 2022

Contributed by Lukas

Joe Heel, Chief Revenue Officer at Zebra Technologies  Revenue synergies are one of the most challenging metrics to achieve during integration, but a...

Architecting Communications for Successful Integration

15 Aug 2022

Contributed by Lukas

Emma Barton, Director, Alliance and Integration Management at AstraZeneca AZN (NASDAQ) Deal failure can often be tied back to a lack of communication...

Risk Allocation Between Signing and Closing an M&A Deal

11 Aug 2022

Contributed by Lukas

Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus LLC In M&A, time is the enemy. The longer a deal takes to close, the m...

Working with Legal to Dial in Your M&A Strategy

08 Aug 2022

Contributed by Lukas

Felipe Heiderich, Senior Counsel at Moderna NASDAQ: MRNA We all know it's impossible to do M&A without lawyers. But the question is, how early should ...

Challenges of Go-To-Market Integration

04 Aug 2022

Contributed by Lukas

Massimo Malizia, Director of Corporate Development Integration at Cisco Systems More often than not, M&A involves go-to-market integration. After all,...

How to Scale Your Corporate Development Function

01 Aug 2022

Contributed by Lukas

Saurabh Tejwani, Vice President, Corporate Development and Business Operations at GoPuff. The corporate development function is crucial to a company's...

Buying Public Companies

26 Jul 2022

Contributed by Lukas

Pranjal Gambhir, and Doretta Mistras, Managing Director - Global Investment Banking, Healthcare at Citi The M&A process varies when dealing with a pub...

How to Execute an Integration Plan (Day1)

18 Jul 2022

Contributed by Lukas

Gene Hugh, Chief Financial Officer at Procure Analytics, and John Morada, COO at M&A Science + DealRoom. Day one is a monumental day for acquirers....

The Process of Change Management in M&A

11 Jul 2022

Contributed by Lukas

Michael DeVita, Business Value Advisor at Salesforce Change management is one of the most crucial parts of M&A.  When you don't plan for it; value cr...

Divestitures from a Legal Perspective

04 Jul 2022

Contributed by Lukas

Andrew Gratz, Chief Privacy Officer and Associate General Counsel at LyondellBasell Divesting a business is never easy. And while corporate developmen...

Sourcing Companies that are Not for Sale

27 Jun 2022

Contributed by Lukas

Rishabh Mishra, Vice President and Head of Corporate Development at Infostretch. Traditionally, corporate development sources deals by looking for wi...

Effective Deal Sourcing Through Market Mapping

20 Jun 2022

Contributed by Lukas

Sabeeh Khan, Director of Corporate Development at Infoblox NYSE (BLOX) Reactive M&A is a great way to become distracted, go after unproductive deals, ...

The Basics of Sell-Side M&A

13 Jun 2022

Contributed by Lukas

Adam Coffey, Founding Partner of CEO Advisory Guru LLC. Selling a business is an extremely significant event in a business owner's life.  The decisi...

How to Source Deals and Build Your Pipeline

06 Jun 2022

Contributed by Lukas

Jeremy Segal, Executive Vice President Corporate Development at Progress NASDAQ: PRGS Corporate development teams are tasked with finding potential M&...

How M&A Strategy Evolves in Education Technology

30 May 2022

Contributed by Lukas

Tom Horton, Senior Vice President of Corporate Development & Strategy at Kaplan, Inc. Online education is not new. Back in 2010, Kaplan University alr...

From Accounting to an M&A Career

23 May 2022

Contributed by Lukas

Kayla Davis, Vice President, Head of M&A at ABM Industries (NYSE: ABM) M&A is a fascinating career path, and traditionally there are a only few entry ...

Career Development in M&A

16 May 2022

Contributed by Lukas

Caleb Shafer, Corporate Development Associate at RS Group plc. (LON: RS1) Traditionally, corporate development professionals come from banking roles....

Implementing an Actionable GTM Strategy

09 May 2022

Contributed by Lukas

Hannah Leung, Senior Manager, Global Distribution M&A at Salesforce (NYSE: CRM) Implementing a GTM strategy is one of the most crucial parts of integr...

How to Run an Integration Led Confirmatory Diligence Process

02 May 2022

Contributed by Lukas

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) It doesn't matter if you buy the best company in the world, if...

How to Formulate Your M&A Strategy

25 Apr 2022

Contributed by Lukas

Matt Arsenault, VP of Corporate Development at Jamf Too many times, we've seen M&A used as a strategy to grow businesses. But in fact, M&A is not a st...

How to Stand Up an IMO

18 Apr 2022

Contributed by Lukas

Ian Burk, EVP of integration at Upland Software (NASDAQ: UPLD) The importance of integration has never been more prevalent. And standing up a dedicate...

How to Grow Purely on Acquisitions

11 Apr 2022

Contributed by Lukas

Austin Woody, Senior Vice President of M&A and Corporate Development at Upland Software(NASDAQ: UPLD)   From zero revenue to a billion-dollar market ...

How to Tie Deal Origination to Strategy Development

04 Apr 2022

Contributed by Lukas

Scott Hile, Senior Director - Corporate Strategy & Development at Enviva (NYSE: EVA) With so many companies out there, how do you know who to approach...

How to Define your M&A Strategy for Increased Deal Success

28 Mar 2022

Contributed by Lukas

Sreepathy Viswanathan, Chief Corporate Development Officer, HGS Healthcare  (HGS.NS) An M&A transaction can be an expensive mistake, and you can wast...

Automation Roll-ups & Growing Technical Leadership Talent

21 Mar 2022

Contributed by Lukas

Daniel Burseth, Vice President at Eckhart, Inc. Roll-ups are one of the fastest ways to grow a business in a fragmented industry. But combining severa...

How to Pivot to an M&A Integration Career

14 Mar 2022

Contributed by Lukas

John Morada, COO at M&A Science + DealRoom Are you looking to pivot into an M&A integration career? Over the past decade, the importance of integratio...

How to Approach M&A Negotiations

07 Mar 2022

Contributed by Lukas

Larry Forman, Senior Manager at Deloitte It's no secret that M&A transactions require negotiations. But what most people don't realize is how you appr...

How to Modernize a Process-Based Company

28 Feb 2022

Contributed by Lukas

Naomi O'Brien, Head of M&A Integration at Honeywell (NASDAQ: HON) Is your company's M&A process out of date? M&A has dramatically changed over the pas...

Standing up a Diligence and Integration Management Office

21 Feb 2022

Contributed by Lukas

Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare Corporate development typically involves their integration te...

How to Acquire for Capabilities

14 Feb 2022

Contributed by Lukas

Henry Schuck, CEO & Founder at Zoominfo (NASDAQ: ZI) Acquiring capabilities is one of the most effective ways to do M&A. Not only will acquiring capab...

Creating the Right Governance Structure in an M&A Deal

07 Feb 2022

Contributed by Lukas

Tomer Stavitsky, Corporate Development, Partnerships and M&A Lead, Digital & Data Business Unit at Intuitive Surgical. In this episode of the M&A Scie...

Successful Acquisitions Through Leadership and Culture

31 Jan 2022

Contributed by Lukas

Tim Wentworth, CEO of Evernorth, a Cigna Corporation company (NYSE: CI) In this episode of the M&A Science Podcast, Tim Wentworth, CEO of Evernorth, (...

The Complexities of Sell-Side M&A

24 Jan 2022

Contributed by Lukas

Noah Waisberg, Co-Founder & CEO - Zuva; Author of "AI for Lawyers" In this episode of the M&A Science Podcast, Noah Waisberg, Co-Founder & CEO - Zuva ...

Hiring A Head Of Corporate Development That Fits Your M&A Strategy

17 Jan 2022

Contributed by Lukas

Charles Breed, VP Corporate Development at Corel Corporation (NASDAQ: CREL)  In this episode of the M&A Science Podcast, Charles Breed, VP of Corpora...

How to Create Better People Experience in M&A

10 Jan 2022

Contributed by Lukas

Klint Kendrick, Chair of the HR M&A Round Table After over 100 podcast interviews, we have collected more than 40 lessons learned from top practitione...

Making M&A GTM Successful

03 Jan 2022

Contributed by Lukas

Gwen Pope, Head of Global Product M&A at eBay (NASDAQ: EBAY) Creating a go-to-market plan is one of the first things to do during an acquisition. In t...

M&A Market Trends From a Banker's Perspective

27 Dec 2021

Contributed by Lukas

Kunal Jain, Director at William Blair, Health Care Investment Banking The M&A market is not what it used to be. Markets change all the time, and the M...

Overcoming Change Management with Great Leadership

20 Dec 2021

Contributed by Lukas

Harry Kraemer Jr, Professor of Management and Strategy at Kellogg School of Management Change management is the tilting point of every M&A deal. Prese...

Why You Should Update Your M&A Management Approach

13 Dec 2021

Contributed by Lukas

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) M&A deals are bound to get complicated. The key to success is ...

How To Succeed in M&A Integration and Measure Success

06 Dec 2021

Contributed by Lukas

Jim Buckley, Vice President, Mergers and Acquisitions Integration at VMware (NYSE: VMW) Integration can be difficult but it's, without a doubt, the m...

How to Structure Teams Approaching Diligence

29 Nov 2021

Contributed by Lukas

Ken Bond, Head of Corporate Development at Cetera Financial Group Building M&A teams require different considerations based on your growth strategy. I...

How To Negotiate And Structure NDAs

22 Nov 2021

Contributed by Lukas

Mark Khavkin, CFO of Pantheon Platform NDAs are often overlooked as people tend to fall into the trap of thinking they can be templated. In this epis...

Buy or Build Considerations

15 Nov 2021

Contributed by Lukas

Cameron Weiner, VP of Strategic Development, Head of M&A at Shopko Optical To buy or build, that is the question! In this interview with Cameron Weine...

Engineering Deals for Success

08 Nov 2021

Contributed by Lukas

Punit Micocha, Executive Vice President, Business and Corporate Development at Zscaler (NASDAQ: ZS) M&A deals are never easy and require rigorous plan...

Making GTM Successful

01 Nov 2021

Contributed by Lukas

Pragnya Kashinath, M&A Consultant at Deloitte A go-to-market strategy is one of the most important things in an acquisition. In this week's podcast, w...

Managing Sourcing, Diligence, and Integration

25 Oct 2021

Contributed by Lukas

Sabeeh Khan, Director, Corporate Strategy & Development at Syniti Aaron Whiting, M&A Integration and Strategic Programs at ContinuumCloud Managing a d...

Staying True to Culture in M&A

18 Oct 2021

Contributed by Lukas

Trish Mosconi, Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony (NYSE: SYF) Culture is one of the most controvers...

How to Commit to Integration Start to Finish

11 Oct 2021

Contributed by Lukas

Karen Ashley, Vice President of Corporate Development Integration at Cisco (NASDAQ: CSCO) Cisco is one of the largest and most successful acquirers in...

Transformative M&A

04 Oct 2021

Contributed by Lukas

Duncan Painter, CEO of Ascential (LON: ASCL) In this week's episode of the M&A Science podcast, we're learning about transformative M&A. In Kison's re...

Executing a Divestiture Without a Bank

27 Sep 2021

Contributed by Lukas

Russ Hartz, Vice President of Corporate Development at Ansys (NASDAQ: ANSS) Hiring a bank to facilitate a divestiture is an option, not a necessity. K...

Managing Infrequent Acquisitions

20 Sep 2021

Contributed by Lukas

Peter Linas, CPO and EVP Corporate Development at Bullhorn If you're an infrequent buyer, you might be thinking about how to maximize your existing re...

Evolving Your M&A Function

13 Sep 2021

Contributed by Lukas

Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian (NASDAQ: TEAM) The Covid-19 pandemic has completely transformed how most p...

Buy and Build Strategy

07 Sep 2021

Contributed by Lukas

Adam Coffey, CEO at CoolSys, Refrigeration and HVAC Systems This week's episode of the M&A Science podcast is about how PE firms can ramp up the growt...

Preserving Value in M&A

30 Aug 2021

Contributed by Lukas

Jay Dettling, CEO of Ansira Everyone wants to preserve the value of the target company. This week on the podcast, let's learn from Jay Dettling, CEO o...

Assessing Value Realization

23 Aug 2021

Contributed by Lukas

Michael DeVita, Success Strategy Lead at Salesforce (NYSE: CRM) Integration is crucial to realizing deal value. In this interview with Michael DeVita,...

Making Partnerships in India Successful

16 Aug 2021

Contributed by Lukas

Darshan Mehta, President and CEO of Reliance Retail Limited (NSE: RELIANCE) Reliance Retail Limited is one of the fastest-growing retailers in the wor...

Executing Divestitures

09 Aug 2021

Contributed by Lukas

Rhonda Rein, Director of Corporate Development at Thomson Reuters (NYSE: TRI) We've had discussions about buy-side divestitures, but we rarely talk ab...

How to Build an M&A Team That Can Support Multi-Vertical Strategies

02 Aug 2021

Contributed by Lukas

Ailene Holderness, Head of M&A at IAC (NASDAQ: IAC) How do you manage a multi-vertical M&A strategy? IAC (NASDAQ: IAC) is one of the world's leaders w...