M&A Science
Episodes
Managing M&A on a High Scale
26 Jul 2021
Contributed by Lukas
Jeff Bender, CEO at Harris Computer Systems What does it take to manage M&A on a large scale? We're going to find out as Jeff Bender, CEO at Harris, s...
How To Successfully Execute Deals With a Small Team
19 Jul 2021
Contributed by Lukas
Jason Lippert, CEO of LCI Industries (NYSE: LCII) Understanding that not everyone can afford to have big M&A teams, I interviewed Jason Lippert, CEO o...
Managing Internal Dynamics of Your M&A Team
12 Jul 2021
Contributed by Lukas
Randy Tinsley, Vice President of Strategy & Corporate Development at Synopsys (NASDAQ: SNPS) Hello M&A friends! Do you know how to manage the internal...
Deal Origination from a PE Investor's Perspective
06 Jul 2021
Contributed by Lukas
Jay Jester, Partner at Plexus Capital, LLC Explore the world of private equity and deal sourcing with me and Jay Jester, Partner at Plexus Capital, LL...
How to Negotiate like a Pro
28 Jun 2021
Contributed by Lukas
Mladen Kresic, Founder and CEO of K&R Negotiation Associates LLC Do you want to learn how to negotiate like a pro? I recently had a chat with Mladen K...
Conducting M&A without a Dedicated Team
21 Jun 2021
Contributed by Lukas
Alexi Venneri, Founder and CEO of Digital Air Strike What's the secret sauce to executing M&A without a dedicated deal team? According to this week's ...
How SS&C Conducts Acquisitions
14 Jun 2021
Contributed by Lukas
Bill Stone, CEO of SS&C Technologies (NASDAQ: SSNC) This week's episode features Bill Stone, CEO of SS&C Technologies. We were lucky enough to hear so...
Hunting Deals in M&A
07 Jun 2021
Contributed by Lukas
Dustin Intihar, Director, M&A, and Strategic Alliances at Lubrizol (NYSE: LZ) Finding the right deal is hard, but finding companies that don't want to...
How to Prepare a Business for Private Equity Acquisition
01 Jun 2021
Contributed by Lukas
Philip Soar, Executive Chairman and CEO of CloserStill Group PLC Are you familiar with the trade show industry? It's very under-appreciated but is gai...
From Private to Public Company
24 May 2021
Contributed by Lukas
Darren Lampert, CEO at GrowGeneration Corporation (NASDAQ: GRWG) Ever wondered what it's like to go from a private company to a public company? Darren...
How to Prevent International Deals From Failing
17 May 2021
Contributed by Lukas
Martin Richenhagen, former CEO of AGCO Corporation (NYSE: AGCO) Have you ever wondered why international deals fail so often? Hear from AGCO Corporati...
Developing Leadership in M&A
10 May 2021
Contributed by Lukas
Scott Hile, Senior Director, Corporate Strategy & Development at Enviva (NYSE: EVA) Ever wondered what key qualities leadership should have to execute...
M&A From Founder to A Board Member's Perspective
03 May 2021
Contributed by Lukas
Allen Gilmer, Founder, Advisor, and former CEO/Chairman of Enverus (formerly Drillinginfo) On this episode of M&A Science, Kison interview Allen Gilme...
Managing Communication Workstream
26 Apr 2021
Contributed by Lukas
Jeff Hennig, Sr. Director, Corporate Development at Xilinx (NASDAQ: XLNX) On this week's episode of M&A Science, Kison speaks with Jeff Hennig, Sr. Di...
Executing M&A from a Legal Perspective
19 Apr 2021
Contributed by Lukas
Brett Shawn, Senior Vice President, Assistant General Counsel at Warburg Pincus (NYSE: WPCA) On this episode of the M&A Science podcast, Kison intervi...
How to Cultivate Relationships with Deal Targets
16 Apr 2021
Contributed by Lukas
Michael Frankel, SVP and managing director at Deloitte Bruce Bowden, CFO at Bottomline Technologies (NASDAQ: EPAY) This is a previous interview that K...
The Legal Team's Role in M&A
12 Apr 2021
Contributed by Lukas
Andrew Gratz, Associate General Counsel at LyondellBasell (NYSE: LYB) On this episode of M&A Science, Kison interviews Andrew Gratz, Associate General...
Working with the Business Leader to Build an M&A Strategy
05 Apr 2021
Contributed by Lukas
Michael Frankel, Senior Vice President Managing Director at Deloitte New Venture Accelerator Justin Goldman, Senior Vice President, Strategic Finance ...
Joint Ventures at Scale
29 Mar 2021
Contributed by Lukas
Clayton Stanley, Vice President, Head of Corporate Development at Amerivet Partners Management On this episode of M&A Science, Kison Patel interviews ...
Career Paths in M&A
22 Mar 2021
Contributed by Lukas
Matt Arsenault, Vice President of Corporate Development at Jamf (NASDAQ: JAMF) On this episode of M&A Science, Kison interviews Matt Arsenault, Vice P...
Evolving to Agile M&A at Scale
15 Mar 2021
Contributed by Lukas
Kimberly Baird, Corporate Development Integration Lead at Cisco (NASDAQ: CSCO) Ashley Rice, Sr. Consultant HR M&A at Cisco (NASDAQ: CSCO) On this epis...
Transforming M&A to Improve Integration
08 Mar 2021
Contributed by Lukas
Javid Moosaji, M&A Sales Integration Strategy at Paypal (NASDAQ: PYPL) On this episode of M&A Science, Kison interviews Javid Moosaji, M&A Sales Integ...
Conversations From the Frontlines
01 Mar 2021
Contributed by Lukas
On this episode of M&A Science, Kison interviews Emma Barton, Director, Alliance and Integration Management at AstraZeneca, about the spectrum of deal...
Agile Value Capture from Initial Deal Prospecting to Integration
22 Feb 2021
Contributed by Lukas
Carlos Cesta, Vice President of Corp Dev at Presidio On this episode of M&A Science, we're featuring a session from our December 2020 holiday summit. ...
Corporate Venture Capital
15 Feb 2021
Contributed by Lukas
John Orbe, Associate General Counsel of M&A at Emerson (NYSE: EMR) On this episode of M&A Science, Kison interviews John Orbe, Associate General Couns...
Why Big Companies Destroy Small Ones in M&A
08 Feb 2021
Contributed by Lukas
Carlos Cesta, Vice President of Corporate Development at Presidio Jeff Desroches, Vice President of Strategy and Corporate Development at VAT Group (O...
Creating Successful Deal Outcomes Using Innovation
01 Feb 2021
Contributed by Lukas
Chris Von Bogdandy, Practice Director at Slalom. On this episode of M&A Science, Kison interviews Chris von Bogdandy, Practice Director at Slalom, abo...
Managing a Multi-Vertical M&A Strategy
25 Jan 2021
Contributed by Lukas
Jerry Will, Vice President of Corporate Development at 3M (NYSE:MMM) On this episode of M&A Science, Kison has an insightful with Jerry Will, Vice Pre...
Identifying Risks in Software M&A
28 Dec 2020
Contributed by Lukas
On this episode of M&A Science, Kison interviews Elena Sidelnikova, a corporate development executive with 15 years of experience in M&A Finance. Toge...
Evolving Your Corporate Development Function
21 Dec 2020
Contributed by Lukas
On this episode of M&A Science, Kison interview Mike Palumbo, Director of Corporate Development at Halo Branded Solutions. In this discussion, they ta...
Why is M&A Integration So Hard?
11 Dec 2020
Contributed by Lukas
On this episode of M&A Science, Kison interviews Galina Wolinetz, Managing Director at Virtas Partners M&A Integration, and James Payne, Principal Con...
How to Evolve Your M&A Workflow Using Agile Principles
07 Dec 2020
Contributed by Lukas
On this episode of M&A Science, Kison interviews Gina Sandon, Director of Corporate Development, M&A, Synergy, and Integration at IBM, about how to ev...
Virtual Summit Recap: Why Everything You've Been Told About Integration is Wrong
04 Dec 2020
Contributed by Lukas
On this episode of M&A Science, we're re-visiting a session from our M&A Science Virtual Summit held in June. In this session, the topic discusses why...
Virtual Summit Recap: Tone at the Top - Intersection of Leadership and Culture in M&A
27 Nov 2020
Contributed by Lukas
This is a rewind from the virtual summit that was held last June. In this session, the topic of discussion is about the intersection of leadership and...
Virtual Summit Recap: Post Merger Innovation - Don't Just Integrate, Innovate
20 Nov 2020
Contributed by Lukas
This M&A Science episode is a rewind from the virtual summit held last June. In this interview, Kison discusses post merger innovation. Joining him to...
Building a Partnership Between the Investment Sponsor and Operating Sponsor
16 Nov 2020
Contributed by Lukas
In this episode of M&A Science, Kison interviews Sean Alford, SVP, Corporate Development at J2 Global, about how to build a partnership between the in...
Virtual Summit Recap: Making Integration Successful from Both Sides of the Deal
13 Nov 2020
Contributed by Lukas
On this episode of M&A Science, we're recapping a session from our virtual summit in June. Guest panelist Christina Amiry, Head of M&A Strategic Opera...
How Proactive Integration Engagement Can Differentiate Value in Deals
09 Nov 2020
Contributed by Lukas
On this episode of M&A Science, Kison speaks with Johanna Tseng, M&A Integration Leader at Coinbase. She's an M&A expert with a demonstrated history o...
Virtual Summit Recap: Lessons Learned From Large Scale Divestitures
06 Nov 2020
Contributed by Lukas
On this episode of M&A Science, we're recapping one of the sessions from our M&A Science Virtual Summit. We had four guest speakers who talked about l...
Virtual Summit Recap: Keeping Teams Aligned During M&A Integration
23 Oct 2020
Contributed by Lukas
For this episode of M&A Science, we're taking it back to our virtual summit we held in June. This conversation focuses on how to keep teams aligned du...
How to Build an M&A Center of Excellence from Scratch
16 Oct 2020
Contributed by Lukas
On this episode of M&A Science, Kison interviews Philip Pratt, Director, Acquisition Integration at Corning Incorporated, about building an M&A center...
How to Build and Align a Corporate Development Team with Multiple Mandates
12 Oct 2020
Contributed by Lukas
On this episode of M&A Science, Kison talks with Jeremy Segal, Senior Vice President of Corporate Development at Progress, about building and aligning...
Aligning People in M&A for a Better Outcome
09 Oct 2020
Contributed by Lukas
On this episode, Kison speaks with Carlos Cesta, Vice President of Corporate Development at Presidio, about aligning leadership for greater deal succe...
Structuring Talent Focused Acquisitions
05 Oct 2020
Contributed by Lukas
On this episode of M&A Science, Kison interviews Christina Ungaro, Head of Corporate Development at JLL, about how to structure a talent focused acqui...
Virtual Summit Recap: The Future of M&A
28 Sep 2020
Contributed by Lukas
Ever wondered what is the future of M&A? This is one of the topics we tackled in the M&A Virtual Summit that we had. In this session, Dr. Karl Michael...
Virtual Summit Recap: Dimensions to Cultural Integration
25 Sep 2020
Contributed by Lukas
This amazing interview is from the past virtual summit we held in June. It talks about one of the hardest things in M&A practice- Cultural Integration...
Working With Private Sellers
21 Sep 2020
Contributed by Lukas
Had a great interview last week with Isaac Lund, VP Corporate Development and M&A at National Express LLC. The topic is all about learning how to work...
The HR Practitioner's Guide to Mergers & Acquisitions Due Diligence
14 Sep 2020
Contributed by Lukas
This week's featured interview is all about an HR practitioner's guide to M&A due diligence, with Klint Kendrick, Chair of HR, M&A roundtable. Klint w...
Virtual Summit Recap: Positive Employee Experience is Key to Successful M&A
11 Sep 2020
Contributed by Lukas
This is an interview that we had during our M&A virtual summit. Hosted by Jill Harrison, VP of Silverline venture, this interview is all about positiv...
Virtual Summit Recap: Leading M&A with Integration
04 Sep 2020
Contributed by Lukas
This interview is a rewind from our M&A virtual summit, which was held in June. The topic of discussion is leading M&A with integration, featuring our...
Winding a Business Down
31 Aug 2020
Contributed by Lukas
Had a great interview last week with Ajit Sane, Director IT M&A at Agilent Technologies. Ajit is an M&A professional with multiple years of experience...
Virtual Summit Recap: How to Modernize IMO
27 Aug 2020
Contributed by Lukas
In this episode, we're sharing an interview we had in our M&A virtual conference that talks about how to modernize IMO, and building a synergy plan th...
How To Plan a Divestiture From an Accounting Perspective
24 Aug 2020
Contributed by Lukas
Last week was a great interview with Neil McNamara, Co-founder of Virtas Partners, which is an advisory firm specializing in preparing companies finan...
Virtual Summit Recap: Aligning Strategy with Your M&A Process
21 Aug 2020
Contributed by Lukas
In case you didn't know, in the middle of this pandemic, we were able to pull off a successful M&A Virtual Conference. One of the sessions that we had...
Making Joint Ventures Successful
17 Aug 2020
Contributed by Lukas
Last week's interview was with Ivan Golubic, former VP Corporate Development at Goodyear. Prior to Goodyear, Ivan spent 10 years with Whirlpool, Deloi...
Summit Recap: Bridging the Gap Between Corporate Development and Integration
14 Aug 2020
Contributed by Lukas
On this recap from the M&A Science Virtual Summit, Kison moderates a panel featuring Devorah Bertucci, Director of Corporate Development at Microsoft,...
Summit Recap: Avoiding Valuation Surprises and Accounting for M&A Transactions
12 Aug 2020
Contributed by Lukas
This is a session from our M&A Virtual Conference which was held on June 10 and 11. The topic of discussion is avoiding valuation surprises and accoun...
How Successful Diligence and Integration Planning Frames Successful M&A and Valuation
10 Aug 2020
Contributed by Lukas
Last week's interview was with Erik Levy, Group Head Corp Dev and M&A at DMGT PLC. Erik has completed over 150 acquisitions, minority and venture in...
Virtual Summit Recap: Virtualizing the People Experience During Integration
07 Aug 2020
Contributed by Lukas
In this recorded session from our M&A Science Virtual Summit, Laura Lane, Chief of Staff at VMware, Kimberly Baird, Corporate Development Integratio...
Diligence in M&A
05 Aug 2020
Contributed by Lukas
On this episode, Kison interviews Jeff Desroches, VP of Corporate Development at Atlas Copco, about how to identify issues during diligence in M&A. Je...
Navigating International Deals
03 Aug 2020
Contributed by Lukas
In this interview, Kison discusses the topic of international transactions with Jeff Baker, EVP Mergers and Acquisitions at InComm. Jeff has extensive...
What is Rebadging and How it Works
31 Jul 2020
Contributed by Lukas
Kison sits down with Sachin Kumar, Senior Director - M&A and Regional Lead for HR North America at Conduent, to discuss the topic of the not so famous...
Assimilating Unique Cultures in M&A
29 Jul 2020
Contributed by Lukas
On this episode, Kison speaks with Kim Jones, Senior HR M&A Manager at Microsoft. She conducts due diligence research and completes all HR-related int...
Preserving a Company's Value During Integration
27 Jul 2020
Contributed by Lukas
In this episode, Kison interviews Dev Sirur, Director of M&A Integrations at Intel.nHe has spent over 23 years at Intel and worked on 40+ transactions...
COVID-19's Impact on M&A
24 Jul 2020
Contributed by Lukas
In this episode, Kison discusses the impact COVID-19 is having on M&A with Toby Tester, a Senior Consultant and Project Manager at BTD, Kevin Robbins ...
Developing International Joint Ventures
15 Jul 2020
Contributed by Lukas
On this episode, Kison and Ritch Schaafsma, VP of Corporate Development, Global Mergers and Acquisitions at General Motors, discuss the ins and outs o...
Building an Effective Internal Communication Plan for M&A
01 Jul 2020
Contributed by Lukas
On this episode Kison speaks with Briana Elkington, Program Manager at VSP Global. Previously she was a Lead Project Manager at Oracle where she assem...
Building a Corporate Development Function From Scratch
17 Jun 2020
Contributed by Lukas
On this episode, Kison Patel speaks with Russ Hartz, VP of Corporate Development at ANSYS, Inc. / former VP of Corporate Development at SAP. He's an e...
Sneak-Peek: Making Integration Successful from Both Sides of the Deal
04 Jun 2020
Contributed by Lukas
Kison Patel gives a sneak-peek into a panel discussion of the highly anticipated M&A Science Virtual Summit, featuring over 40 industry-leading practi...
The Virtualization of M&A
27 May 2020
Contributed by Lukas
On this episode, Kison speaks with Kimberly Baird, Corporate Development Integration Lead at Cisco. She's responsible for driving the successful integ...
How to Best Protect a Business Case in an Acquisition
13 May 2020
Contributed by Lukas
On this episode, Kison speaks with Ben Sutton, a senior manager of corporate development at NCR Corporation, about executing transactions and what a s...
How to Plan a Divestiture from HR's Perspective
29 Apr 2020
Contributed by Lukas
On this episode, Kison speaks with Sallie Cunningham about how to plan a divestiture from HR's perspective. Together they discuss the process of movin...
Bringing M&A and Business Agility Together
15 Apr 2020
Contributed by Lukas
On this episode, Toby Tester interviews Kison Patel about his newly published book, Agile M&A, and how Agile can transform the traditional M&A deal ...
Building a Communications Plan from Scratch
01 Apr 2020
Contributed by Lukas
On this episode, Kison Patel speaks with Stephanie Carty. Stephanie is a corporate communications professional with more than 15 years of experience a...
The Impact of People Experience on Deal Outcomes
18 Mar 2020
Contributed by Lukas
On this episode, Kison speaks with Karen Isely of Isely Associates International regarding the impact people experience has on the outcome of M&A deal...
Navigating Intangible Asset Valuation
04 Mar 2020
Contributed by Lukas
On this episode, Kison talks with PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC). VRC is a full-service, indepe...
The Impact of Leadership in M&A
21 Feb 2020
Contributed by Lukas
In this episode, Kison Patel discusses the groundbreaking research done by Dr. Keith Dunbar. As a Managing Partner at JKD Talent Solutions, his team d...
How to Successfully Build a Corporate Development Function
05 Feb 2020
Contributed by Lukas
Kison speaks with Nichelle Maynard-Elliot, a corporate M&A Executive, public company board member, and corporate dealmaker with over 20 years of fina...
Demystifying the Employee Stock Ownership Plan (ESOP)
08 Jan 2020
Contributed by Lukas
Kison speaks with Richard Harmon, a Managing Director at CSG Partners, a firm that helps owners of private, middle market companies achieve equity mon...
Focusing Less on Cost Synergies to Increase Value Creation
18 Dec 2019
Contributed by Lukas
Kison speaks with Anirvan Sen, the Founder and Managing Director of Fifth Chrome, a professional advisory firm that specializes in M&A integration and...
How to Plan a Divestiture from HR's Perspective
04 Dec 2019
Contributed by Lukas
Kison speaks with Jillian Kaebel-Sisk, an HR Global Mergers, Acquisitions, and Divestitures Manager at Caterpillar. This podcast covers how HR practi...
How to Deliver Maximum Value from Divestitures
20 Nov 2019
Contributed by Lukas
Kison speaks with Toby Tester, an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational va...
How to Drive Transformational Change Through M&A
06 Nov 2019
Contributed by Lukas
Kison speaks with Toby Tester, an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational val...
How to Prepare a Company for an Acquisition
23 Oct 2019
Contributed by Lukas
Kison speaks with Jordan Lampos, a director specializing in healthcare M&A at Duff & Phelps, about how to best prepare a company for an acquisition an...
Behind the Scenes: Effective Deal Sourcing and Closing
11 Sep 2019
Contributed by Lukas
Kison speaks with Scott Kaeser, the Executive VP of Corporate Development for United American Security, a GardaWorld company, on sourcing strategies ...
Evolving Technology Trends in Mergers and Acquisitions
28 Aug 2019
Contributed by Lukas
Kison speaks with Jill Harrison and Steve Siler about which technology trends are addressing some of the M&A industry's largest challenges. Jill is ...
Perspectives on Modern M&A Consultancy and Divestitures
13 Aug 2019
Contributed by Lukas
Kison speaks with Kelly Haggerty, who founded her own advisory firm, Nearco Transaction Advisors, after 15 years of leading integrations and divestitu...
Creating Solutions for Industry-Wide Challenges
31 Jul 2019
Contributed by Lukas
Kison speaks with Paul Koenig, Founder and CEO of SRS Acquiom, a platform that manages escrows, payments, risks, and claims for complex M&A transactio...
The Art of Protecting Value Drivers
10 Jul 2019
Contributed by Lukas
During this episode, Kison and Jai discuss the best strategies for identifying, extracting and protecting value drivers during the due diligence proce...
The Power of Empathy in M&A
26 Jun 2019
Contributed by Lukas
Kison speaks with Dr. Mark Goulston on the benefits of practicing empathy for more successful M&A, specifically to improve value creation and producti...
The Importance of Conducting Cultural Assessments
12 Jun 2019
Contributed by Lukas
On this episode, Kison speaks with Dawn White, an M&A Integration Manager at Corning. Dawn explains the importance of conducting cultural assessment...
How to Enable a High Performing Deal Team
29 May 2019
Contributed by Lukas
Harvard instructor, author and speaker, Richard Kasperowski, discusses how to build and maintain high-performing teams in any industry.
An Agile Gorilla's Approach to Mergers and Acquisitions
16 May 2019
Contributed by Lukas
The Founding Partners of the M&A advisory firm, Agile Gorilla, discuss their agile, modern approach to deal and integration management.
Integration Strategies Suited for Modern Business Landscapes
01 May 2019
Contributed by Lukas
Nitin Kumar, a seasoned C-level operating executive and management consultant in the technology, media and telecom (TMT) sector, discusses how to crea...
A Guide to Planning Successful Divestitures
18 Apr 2019
Contributed by Lukas
Al Ansari, a veteran divestiture and integration advisor currently assisting Cisco with the development of their divestiture methodology, discusses t...
How to Implement an Agile Approach into M&A
03 Apr 2019
Contributed by Lukas
In this podcast, Kison interviews James Harris, Principal of Corporate Development Integration at Google. They explore the ways in which deal practiti...
Creating Corporate Development Acquisition Strategies
19 Jul 2018
Contributed by Lukas
In this episode, Kison speaks with Joseph Feldman, a corporate development, acquisitions and growth strategies consultant. Joseph discusses acquisiti...
Best Ways to Approach Cultural Integration
12 Jul 2018
Contributed by Lukas
In this episode, Kison interviews corporate and business development consultant Judah Karkowsky. They discuss the best ways to approach cultural integ...
M&A in the Technology Industry
25 Jun 2018
Contributed by Lukas
In this episode, Kison asks Paul Weiskopf, a professional who has worked over 25 years with companies in the technology industry such as Hewlett Packa...
M&A, Due Diligence, and Integration from an Attorney's Point of View
12 Jun 2018
Contributed by Lukas
In this episode, Kison interviews mergers and acquisitions attorney Luke Fedlam, who shares his knowledge on working with and outside counsel, represe...