E12: Field Report from Deloitte M&A Exec Forum with Kimberly Baird

This episode was recorded at Deloitte University in Westlake, Texas during the Deloitte M&A Executive Forum on March 7 & 8, 2024. I was joined by my friend and colleague Kim Baird, Principal at M&A Maximizer, a boutique integration consulting firm based in California. In this episode, Kim and I took a break from the rich sessions we enjoyed at the Executive Forum to share our key learnings and insights from a series of panel sessions that included dealmakers and leaders from Deloitte's M&A practice, Bank of America, DLA Piper,  and Generac Power Systems. Our discussion covers the key takeaways from the forum on the future of deal-making in 2024, the macro and micro-economic factors that will influence deal-making in the SaaS ecosystem.Big thank you to Dan Helfrich, Chair and CEO of Deloitte Consulting for inviting us to the Deloitte Campus and for a great discussion on M&A!Episode Highlights00:00 Introduction 00:29 Setting Up01:59 Deloitte's CEO: Market Optimism for 2024 03:14 Deloitte's Chief Economist: Economic Outlook 04:28 Potential Instability of Relations with China05:51 Cross-Border Investment Patterns8:10 Macroeconomics' Impact on SaaS Valuations10:15 Generative AI in M&A 11:19 Utilizing Copilot13:04 Mining Customer Data 15:11 Session on Gen AI: Takeaway15:48 Closing Connect with Christian & In/organic PodcastChristian's LinkedIn: https://www.linkedin.com/in/hassold/In/organic on LinkedIn: https://www.linkedin.com/company/inorganic-podcastIn/organic on the web: https://www.inorganicpodcast.co/Connect with Kimberly Baird on LinkedInhttps://www.linkedin.com/in/kimberlybaird1/ Hosted on Acast. See acast.com/privacy for more information.