M&A+: The Art After The Deal podcast

AI isn’t just a buzzword in deal rooms—it’s changing how due diligence, contracts, privacy, and integration actually work after close. In this episode, Lisa sits down with tech lawyer Rob Taylor to unpack what “AI risk” really means, why lawyers must understand the technology to spot legal exposure, and how companies can move fast and responsibly. Rob shares practical frameworks from hundreds of AI solution reviews, dives into agentic AI (and why risk goes up when the human leaves the loop), and explains common contract myths—like over-relying on vendor indemnities.What You’ll LearnWhy real AI risk assessment starts with understanding the tech (data flows, inputs/outputs, model behavior)How to scope AI due diligence in M&A: model licensing, data rights, bias testing, and post-close liabilityAgentic AI vs. “plain” generative AI—and what that means for governance and oversightThe truth about indemnities in AI contracts (and why deployers still carry duties)Copyright & IP in AI-generated works—what’s unsettled and how to think about ownership todayPractical first steps to adopt AI responsibly without over-engineeringKey TakeawaysTech first, then law: If you don’t understand the architecture and data flows, you’ll miss the legal risk.Human-in-the-loop matters: As systems become more agentic and autonomous, oversight must increase.DD for AI is specific: Go beyond licenses—probe training data, testing for bias, monitoring, and downstream use.Indemnity ≠ immunity: Deployers still have duties to prevent harms; don’t outsource responsibility.IP is evolving: Treat AI like a tool—document meaningful human direction and edits.ConnectRob Taylor, JD: LinkedIn; Carstens, Allen & Gourley LLP; NXTSolveIn2Edge: Post-acquisition integration, contract management, and hands-on transition execution. Learn more at In2Edge.com.If today’s conversation hit home—especially around AI-heavy diligence or integration—follow and share M&A+: The Art After the Deal. And if you’re navigating a complex transition, In2Edge can help you turn strategy into working systems.

Lisa sits down with litigator and tax specialist Joshua Smeltzer to unpack how Texas is positioning itself as a digital-asset hub, what the new business-court and “business judgment rule” mean for companies, and how tax and regulatory choices ripple through M&A, treasury strategy, and day-to-day operations. From plain-English explanations of blockchains and NFTs to real-world pitfalls like staking-reward taxation and balance-sheet Bitcoin, Joshua translates complexity into practical moves leaders can make now.Why listenUnderstand how Texas policy (business courts, SB29) may reduce friction and risk in complex deals.Get a clear, non-technical definition of “digital assets” (beyond just crypto).Learn the most common digital-asset tax traps—and how to avoid them.Hear how treasury strategies that include Bitcoin change deal terms and diligence.Key TakeawaysTexas is engineering deal confidence.SB29 codifies the business judgment rule and narrows who can bring internal claims; Texas Business Courts create a specialized venue for complex disputes—both can reduce litigation overhang and speed decisions.Digital assets ≠ just crypto.Think tokenized rights, NFT titles/provenance, and blockchain-based records—with use cases expanding beyond finance.Tax rules are evolving (slowly).Crypto treated as property drives capital-gains reporting; staking rewards timing is under active challenge; expect more 1099 reporting from exchanges.Treasury Bitcoin changes M&A.Buyers and sellers may need volatility-aware terms (collars, true-ups, working-capital-like mechanics) when significant BTC sits on the balance sheet.Sovereignty vs safety.Self-custody is powerful—but operational risk (keys, loss) is real. Policy and tooling maturity will determine mainstream adoption.Guest LinksJoshua on LinkedIn (active commentary & article shares):  (7) Joshua Smeltzer | LinkedInForbes column (digital assets, Texas policy, tax/litigation insights):  The TeX Factor For Traditional And Digital Asset BusinessesGray Reed blog: (7) Gray Reed: Posts | LinkedInEpisode Quote“In 2030, we’re going to be fine. We’ve been through a lot—and we’ll navigate this era the same way: with clarity, good judgment, and practical rules.”Listen next: Episodes on TXSE, carve-out playbooks, and AI’s impact on diligence.DisclaimerThis podcast is for informational purposes only and reflects the personal views and experiences of the participants. It should not be considered legal, tax, or financial advice. Always consult with your own qualified advisors regarding your specific situation before making business or legal decisions.About In2edge:In2edge is the consulting firm behind this podcast — helping companies navigate the complex world of post-M&A execution. From contract transitions to procurement, supplier onboarding to compliance, In2edge brings practical, hands-on solutions that go beyond the strategy decks and into real operational impact. Subscribe to M&A+:If you enjoyed this episode, please subscribe, rate, and share the podcast. And remember, sometimes the smartest move a leader can make is simply asking a great question.

In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Tim Savage, CPA and Tax Partner at Weaver, who leads the firm’s Blockchain & Digital Assets practice. Tim shares how he built a crypto-forward tax practice inside a traditional firm, where digital assets fit in M&A due diligence, and the tax levers that quietly drive value (or risk) after close. The conversation also digs into stagflation signals, treasury diversification, and one simple move companies can make today to future-proof.You’ll learn:How Tim went from Big Four tax to leading a digital assets practice at WeaverWhat really changes in M&A when a target holds Bitcoin/crypto (custody, controls, valuation)The tax traps in carve-outs and integrations: 83(b), 409A, state nexus (Wayfair), transaction costsDeal design in plain English: asset vs. stock, §338(h)(10), §351, §368, and when §1202 (QSBS) mattersStagflation 101 and why scarce assets (incl. Bitcoin) are back in boardroom discussionsThe one practical step a CEO can take now to get ready for the next decadeGuest: Tim Savage — CPA, Tax Partner at Weaver; leads Blockchain & Digital Assets; Board member, Texas Blockchain Council; speaker at Bitcoin 2023–2025.Quotes“Tax can quietly make or break the value of a deal.”“If a target holds Bitcoin, diligence the custody like you would the vault.”“Today’s ‘high’ may be tomorrow’s ‘new low’ as adoption compounds.”LinksGuest: Tim Savage (Weaver): weaver.comTexas Blockchain Council: texasblockchaincouncil.orgHost: Lisa Scott (In2edge / Intuitive Edge): in2edge.comDisclaimerThis conversation is for informational purposes only and does not constitute tax, legal, or investment advice. Consult your professional advisors.About In2edge:In2edge is the consulting firm behind this podcast — helping companies navigate the complex world of post-M&A execution. From contract transitions to procurement, supplier onboarding to compliance, In2edge brings practical, hands-on solutions that go beyond the strategy decks and into real operational impact. Subscribe to M&A+:If you enjoyed this episode, please subscribe, rate, and share the podcast. And remember, sometimes the smartest move a leader can make is simply asking a great question.

In this timely and wide-ranging episode of M&A+ The Art After the Deal, host Lisa Scott sits down with Lee Bratcher, Founder and President of the Texas Blockchain Council, during a historic week in U.S. crypto legislation.As the GENIUS Act is signed into law and the Clarity Act gains momentum, Lisa and Lee explore what this federal progress means for Texas, how the blockchain ecosystem has evolved, and where the real M&A activity is heating up in the crypto space.They cover:The origin and mission of the Texas Blockchain CouncilTexas as a global leader in Bitcoin policy and innovationThe structure and players in the blockchain ecosystem—from mining to custody to DeFiTokenization, stablecoins, and what smart capital is doing nowRegulatory clarity and how it’s unlocking M&A across mining, infrastructure, and fintechHow traditional professionals—legal, finance, strategy—can align with and support this evolving spaceDAOs, digital identity, and the long game for TexasLisa and Lee wrap up with a lightning round on underrated innovations, must-read books, and what the future holds for Texas as a digital asset capital.Learn more about Lee Bratcher: texasblockchaincouncil.orgLinks & Resources:Learn more about Lisa’s firm: www.in2edge.comSubscribe to the M&A+ Newsletter on LinkedIn (including the Crypto Series)Follow Lisa Scott and Lee Bratcher on LinkedIn for updatesRecommended Reading: The Bitcoin Standard, Inventing Bitcoin, writings by Nick CarterThis Week in Crypto (Context):GENIUS Act signed into law, marking the first federal crypto legislationClarity Act passes House, defining SEC/CFTC jurisdictionTexas becomes the first U.S. state with a state-funded Bitcoin reserveAbout In2edge:In2edge is the consulting firm behind this podcast — helping companies navigate the complex world of post-M&A execution. From contract transitions to procurement, supplier onboarding to compliance, In2edge brings practical, hands-on solutions that go beyond the strategy decks and into real operational impact. Subscribe to M&A+:If you enjoyed this episode, please subscribe, rate, and share the podcast. And remember, sometimes the smartest move a leader can make is simply asking a great question.

In this episode of M&A+ The Art After the Deal, host Lisa Scott is joined by Tom Doorley, founder of Sage Partners, co-founder of Braxton Associates, and long-time advisor to top boards and billion-dollar companies. With decades of experience guiding organizations through growth, strategy, governance, and integration, Tom brings a rare blend of insight, candor, and playbook-level clarity to the post-deal landscape.Together, Lisa and Tom unpack:What makes a “decision-ready board” and why most boards are underutilizedThe difference between growth and value-creating growthLessons from the field: from Kimberly-Clark’s brand win to the Scott Paper misstepThe truth about integration—what happens on day two and how culture, branding, and leadership shape long-term successWhy some leadership teams stall at 100 people—and how to build high-performing, trust-based teamsHow to navigate the “fog of change” in a world of AI, polarization, and volatilityThe M&A playbook that separates coin-flip deals from value-driving onesWhether you’re scaling a startup, preparing for an exit, or guiding a company through a major transition, this episode is packed with hard-earned wisdom and actionable strategies to help you master the art after the deal.Resources & Mentions:Thomas Doorley on LinkedIn: LinkedIn ProfileSage Partners: www.sagepartners.netPodcast: Focus on Growth: Sage InsightsLisa’s book: M&A+ — available on Amazon https://a.co/d/dmQ3aAGAbout In2edge:In2edge is the consulting firm behind this podcast — helping companies navigate the complex world of post-M&A execution. From contract transitions to procurement, supplier onboarding to compliance, In2edge brings practical, hands-on solutions that go beyond the strategy decks and into real operational impact. Subscribe to M&A+:If you enjoyed this episode, please subscribe, rate, and share the podcast. And remember, sometimes the smartest move a leader can make is simply asking a great question.

In this episode of M&A+ The Art After the Deal, host Lisa Scott sits down with leadership expert and bestselling author Bob Tiede for a masterclass on leading with questions. Bob shares how shifting from telling to asking can radically transform leadership effectiveness, especially during times of transition, such as post-merger integration. Drawing from his bestselling book Leading With Questions (3rd Edition), Bob explains how leaders can:Build trust quickly in high-stakes environmentsBecome better listeners in 8 secondsLead more effectively in just 30 secondsUse the power of "What else?" to uncover hidden insightsThe episode includes memorable stories, like how a Navy captain turned around the ship with the worst morale in the fleet by asking three simple questions, and how Bob’s own leadership style changed forever after discovering the original Leading With Questions.Whether you’re managing an M&A transition, leading a new team, or simply looking to grow as a leader, this episode will leave you with powerful tools and practical inspiration to put into action.Key Takeaways:Leaders who ask instead of tell are often 10x more effective.The best questions are simple: "What do you think?" and "What else?"Listening is a form of love — and silence is a leadership skill.People support decisions more when they’ve had a chance to give input — even if their input isn’t chosen. Memorable Quotes:"Being listened to and being loved are so close, most people can’t tell the difference.""The wisdom in leadership is knowing when to tell and when to ask.""If you don’t intend to listen, don’t ask the question." Resources Mentioned:Bob’s Blog: Bob Tiede - Leading With QuestionsBob’s Free eBooks: Books - Bob TiedeLeading With Questions (3rd Edition) – Available on Amazon and wherever books are sold About Bob Tiede:Bob has been with Cru (formerly Campus Crusade for Christ) for over 50 years and is currently part of the U.S. Leadership Development Team. His passion is helping leaders multiply their effectiveness through the power of asking questions. Bob’s blog is followed by leaders in over 200 countries, and he has authored multiple bestselling books on leadership, listening, and communication. About In2edge:In2edge is the consulting firm behind this podcast — helping companies navigate the complex world of post-M&A execution. From contract transitions to procurement, supplier onboarding to compliance, In2edge brings practical, hands-on solutions that go beyond the strategy decks and into real operational impact.  Subscribe to M&A+:If you enjoyed this episode, please subscribe, rate, and share the podcast. And remember, sometimes the smartest move a leader can make is simply asking a great question.

In this episode of M&A+ The Art After the Deal, host Lisa Scott is joined by Michael Richards, a transformational leader with deep expertise in private equity, technology, and software. Michael shares insights from his extensive career spanning Deloitte, KPMG, and leadership roles as CFO, COO, and Chief Transformation Officer. He discusses his work as an Operating Partner at Symphony Technology Group and the strategic execution of carve-outs like RSA Security. This conversation explores the complexities of post-deal transformation, the challenges of execution, and the impact of AI on business evolution. Key Topics Covered:1. Michael Richards’ Career JourneyStarted as an accountant and auditor at Deloitte.Early exposure to private equity through work with KKR during post-Soviet economic transitions.Progressed from consulting at Deloitte and KPMG to leading post-deal execution roles in private equity-backed firms.Current role in media technology, overseeing product and enterprise transformation. 2. Private Equity & Post-Deal Execution Differentiating private equity styles: control-oriented investing vs. passive exposure.The role of private equity operating teams in driving execution.Importance of having a strategic plan before acquisition and ensuring leadership alignment post-close. 3. Defining Post-Deal SuccessPrivate equity’s primary success metric: ROI upon exit.Execution success hinges on structured governance, operational focus, and adaptability to market conditions.The importance of aligning CEO and leadership team to transformation goals.4. Challenges in Strategy Execution The risk of post-deal neglect: why continuous monitoring and accountability matter.Silos between deal teams and operating teams can hinder execution.The need for programmatic, milestone-driven tracking of transformation initiatives.5. Leadership & Team Buy-In for Transformation Importance of fostering a growth mindset and culture of adaptability.Key leadership traits: servant leadership, transparency, and action-driven management.Balancing internal execution with strategic external consulting support. 6. Keeping Post-Deal Momentum Effective communication strategies: town halls, one-on-ones, milestone tracking.The role of structured program management in sustaining momentum. 7. AI’s Impact on M&A & Business Transformation AI’s role in reducing administrative burdens and optimizing operations.How AI-native solutions can enhance product transformation and internal efficiencies.The shift towards AI-driven value creation within private equity-backed firms. 8. The Future of M&A in 2025M&A activity hinges on interest rates and capital supply dynamics.Increasing emphasis on operational expertise in private equity firms.A shift from financial engineering to value-driven, strategic transformation. 9. Advice for Young Professionals Interested in Private Equity & M&A Gain expertise in finance, accounting, legal, or strategy to build a strong foundation.Understanding business models and value creation is critical to success in private equity.Final Thoughts & Takeaways:The post-deal phase determines whether value is created or lost.Strategic planning, leadership alignment, and disciplined execution drive successful transformations. AI and technology continue to reshape how businesses optimize post-acquisition strategies.Connect with Michael Ri

In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Don Yakulis, a seasoned M&A integration leader who has managed over 50 global deals across countries like Finland, Japan, Korea, and Malta. With executive experience at a variety of companies including:  Light & Wonder, Visa, SAP, Nokia, Cisco, and Synopsis, Don brings invaluable insights into building integration frameworks, navigating cultural complexities, and executing successful post-merger transitions.From his non-traditional career path that started in physical therapy to leading integration efforts at major corporations, Don shares key lessons on aligning leadership, managing change, and handling the high-pressure environment of M&A. Whether you're leading your first deal or your 50th, this episode is packed with actionable strategies to enhance your integration approach. Key Discussion Points:1. Don’s Unconventional Path to M&A IntegrationTransitioning from physical therapy to business school and consultingLearning operations and process re-engineering at Arthur AndersenBreaking into M&A at Synopsys and building integration playbooks 2. The Role of Playbooks and Planning in M&A SuccessWhy detailed integration plans matter—but why they must be flexibleThe importance of involving key stakeholders in the integration processRolling 90-day planning: Keeping integration efforts dynamic and adaptable 3. The Human Side of M&A: Managing Change and UncertaintyHow to handle employee concerns, role changes, and layoffs with transparencyThe power of communication, trust, and leadership alignment in integrationStrategies for ensuring acquired employees buy into the new organization4. Navigating M&A in a Global EnvironmentHow cultural differences impact deal execution and integrationCase study: Managing an acquisition in Japan and respecting business customsThe importance of patience, relationship-building, and understanding local decision-making processes 5. Lessons from the Field: The Best and Hardest Parts of M&A IntegrationThe rewarding experience of working with cross-functional teams globallyThe challenges of high-pressure deals and executive expectationsWhy adaptability, influencing skills, and problem-solving are crucial to success 6. Don’s Top Best Practices for M&A Integration SuccessAlign on the "Why" – Clearly define and communicate the strategic rationale behind the dealDevelop a Baseline Plan – Start with a structured approach that evolves as new insights emergeEngage Cross-Functional Teams Early – Involve internal and target company leaders in planningMaintain Proactive Communication – Address issues quickly and ensure leadership alignmentBe Adaptive and Responsive – Recognize that integration is dynamic and requires constant refinement Final Takeaways:M&A integration isn’t just about checklists and financial synergies—it’s about people, culture, and execution. Whether managing an acquisition across different countries or handling high-stakes decisions, Don emphasizes the importance of strategic planning, proactive communication, and the ability to navigate uncertainty.This episode is a must-listen for anyone looking to refine their integration approach and learn from a veteran who has seen it all.Connect with Don Yakulis on LinkedIn for support and more insights: https://www.linkedin.com/in/donyakulis/Learn More About In2edge:In2edge helps businesses tackle the most complex challenges of mergers, acquisitions, and spi

Welcome to M&A+ The Art After the Deal. Lisa introduces the podcast and special guest Ivan Golubic, a corporate finance and development expert, managing partner at Abbott Group. Ivan’s inspiring journey—from immigrating to the U.S. during the Yugoslavian war to becoming a leader in global M&A—sets the stage for insights into the critical gaps in M&A transitions, cultural integration, and post-deal success.Key Discussion Points:Ivan Golubic’s Journey and Lessons:Ivan shares his immigration story, arriving in the U.S. as a teenager during the Yugoslavian war.His love for numbers and problem-solving led him into finance, eventually discovering a passion for strategy and people in M&A.Insights into resilience and ownership: “If you see a task that needs to get done, do it or find someone who can.”First Impressions and Cultural Observations:Ivan reflects on arriving in New York, navigating cultural differences, and understanding the layers of the business world.The impact of a simple sticker with the words “You never know,” which became a guiding principle in his career.Key Gaps in M&A Transitions:Corporate Development: Clearly defining the "why" behind a deal is critical to ensuring strategic alignment.Transactional Challenges: Due diligence and integration must be aligned early to avoid costly missteps.Integration & Ownership Challenges:Start integration planning during due diligence.The importance of designating integration leads early to bridge gaps effectively.Transition Service Agreements (TSAs) should be limited to avoid loss of momentum and ownership.The People Factor in M&A:Culture is critical but often underestimated. Successful integration hinges on intentional change management.Ivan emphasizes listening to people, addressing their concerns, and fostering cultural alignment.Practical Advice for M&A Professionals:Balance technical expertise with strong interpersonal skills and adaptability.Embrace ambiguity and focus on solutions amidst the unpredictability of deals.M&A in 2025:Ivan is optimistic about a resurgence in deal flow as economic and political conditions stabilize.Final Thoughts and Resources:Advice: Seek help and learn from experienced professionals in the field.Connect with Ivan on LinkedIn or via Avec’s Group website for support and more insights:   Avec Group LLC | Avec Group LLC.Learn More About In2edge:In2edge helps businesses tackle the most complex challenges of mergers, acquisitions, and spin-offs. With our hands-on, results-driven approach, we ensure seamless transitions, exceptional outcomes, and real value creation—without the top-dollar expenses. Discover how we turn execution into success at www.in2edge.com. Don’t Miss Out:If you enjoyed this episode, subscribe to M&A+ The Art After the Deal on your favorite platform, leave a review, and share it with your network. Join us again for more behind-the-scenes conversations on strategy, challenges, and successes that define the art after the deal.

In this episode of M&A Plus: The Art After the Deal, host Lisa Scott sits down with Keith Crawford, Global Head of Corporate Development at State Street, one of the world’s most respected financial institutions. With over 20 years at State Street and experience as a CFO, Keith shares valuable insights into tackling complex and high-value carve-out acquisitions and integrating them for long-term success. Key Discussion Points: Keith’s Career Journey: From accountant to global M&A leader, Keith recounts the pivotal moments that shaped his career and leadership at State Street. Carve-Out Challenges: Exploring the unique complexities of carve-out acquisitions, including managing third-party contracts and ensuring operational alignment post-deal. Integration as a Success Factor: Why integration teams are critical, the importance of early involvement, and how unstructured environments demand agile leadership. Emerging Trends in Financial Services: Keith’s take on technology disruption, the future role of blockchain, and the evolving FinTech landscape. Failed Deals and Lessons Learned: What constitutes a "failed deal," how to manage due diligence under pressure, and the importance of maintaining deal vision through leadership continuity. Essential Skills for M&A Leaders: The importance of accounting knowledge, anticipating challenges, thriving in chaos, and balancing high-level strategy with detailed execution. Whether you’re an M&A professional, corporate leader, or curious about the financial world’s transformation, Keith’s insights offer a masterclass in strategic acquisitions, integration planning, and adapting to emerging industry trends. Connect with Keith Crawford:Find Keith on LinkedIn for professional inquiries and insights. Learn More About In2edge:In2edge helps businesses tackle the most complex challenges of mergers, acquisitions, and spin-offs. With our hands-on, results-driven approach, we ensure seamless transitions, exceptional outcomes, and real value creation—without the top-dollar expenses. Discover how we turn execution into success at www.in2edge.com. Don’t Miss Out:If you enjoyed this episode, subscribe to M&A+ The Art After the Deal on your favorite platform, leave a review, and share it with your network. Join us again for more behind-the-scenes conversations on strategy, challenges, and successes that define the art after the deal.

In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Jim Buckley, a veteran in M&A integration with leadership experience at tech giants like Microsoft, PayPal, and VMware. With a career spanning over 150 integrations, Jim shares his insights on managing complex, multi-acquisition environments, working effectively with legal teams, and leveraging technology for seamless integration. Jim discusses the challenges of integrating companies of varying sizes, his hands-on approach to due diligence, and the art of balancing value creation with employee impact. From sharing his experiences with acquisition fatigue to his thoughts on the role of AI in future integrations, this episode is a masterclass in what it takes to drive success in the post-deal phase. Key Topics:Types of Due DiligenceLegal Team PartnershipsEmployee Impact and Acquisition FatigueCustomer and Partner Communication:Value Creation Post-Deal:The Role of AI and TechnologyPersonal Lessons and Advice Featured Quotes: “Integration is all about endurance. It’s not a sprint; it’s a marathon.” - Jim Buckley“Synergies are not evident on an Excel model; real value is created by what you do post-close.” - Jim Buckley“In M&A, every deal is a snowflake—no two are the same, but the principles remain consistent.” - Jim Buckley Resources Mentioned: Connect with Jim Buckley on LinkedIn for further insights and resources: (27) Jim Buckley | LinkedInCheck out Jim’s other podcast appearances, linked on his LinkedIn profile, for deeper dives into specific integration case studies. About the Podcast: M&A+ The Art After the Deal is your go-to resource for uncovering the real stories behind M&A integrations. Join host Lisa Scott as she brings in industry experts to share their experiences, lessons learned, and strategies for successful post-deal integration. Subscribe for insights. Connect with Us: Website: www.in2edge.comLinkedIn: (27) LinkedInSubscribe: M&A+ The Art After the Deal - YouTube Call to Action: If you enjoyed this episode, please share it with colleagues and friends. Don’t forget to subscribe for more in-depth discussions on what really happens after the deal. Until next time, keep pushing boundaries, creating value, and mastering the art of integration.

In this insightful episode of M&A+ The Art After the Deal, host Lisa Scott is joined by Brant Wilson, president of Customer Value Systems. With over 30 years of marketing and management experience across industries such as technology, healthcare, and financial services, Brant shares his journey to leading a successful marketing research firm. This episode dives into the strategic role of customer insights and market research in driving successful mergers and acquisitions, emphasizing customer retention and the importance of listening to both employees and clients during significant transitions.Key Topics Discussed:Brant’s career journey in marketing and his transition to founding Customer Value SystemsThe role of market research in understanding customer behavior and its impact on business strategiesEffective customer retention strategies during mergers and acquisitionsThe link between employee morale, leadership communication, and customer retentionThe evolving role of data analytics and AI in market research and customer insightsInsights on how businesses, large and small, can use data to make informed decisions during acquisitionsReal-world examples of successful M&A strategies focused on customer retention, such as Oracle’s acquisition of HyperionKey Takeaways:Listening to customers and maintaining open communication during transitions is critical for retaining business relationships.Market research can help predict customer behavior, pricing strategies, and sales potential, ultimately supporting better decision-making during mergers.Employee morale and communication during transitions have a direct impact on customer satisfaction and retention.The increasing role of AI in marketing and research will continue to transform how companies gather and use customer insights.Connect with Brant Wilson:Website: www.customervaluesystems.comSubscribe:Don’t forget to subscribe to M&A+ The Art After the Deal on your favorite podcast platform for more insights on the world of post-merger transitions.

In this episode, I sit down with Aaron Mikulsky, an expert in operations and leadership, to discuss key principles for effective leadership and operational success. We explore themes from his book, L.O.V.E. 2 Lead, discussing the importance of self-reflection and humility in leadership. Aaron emphasizes the need to focus on people's strengths and how leveraging these can create high-performing teams. We also touch on the significance of Six Sigma in streamlining processes and reducing inefficiencies. Aaron breaks down the critical differences between transition and integration in business operations, stressing the importance of building a strong foundation and thorough planning in both phases. Whether you're leading a team or managing a business shift, this episode offers valuable insights on how to navigate and succeed in today’s fast-paced world. L.O.V.E. 2 Lead – Key takeaways from Aaron’s leadership journeySelf-reflection and humility as leadership cornerstonesThe value of focusing on strengths within teamsSix Sigma and its role in operational efficiencyTransition vs. Integration – Understanding the difference and why it mattersThe importance of setting a solid foundation and strategic planning Notable Quotes:"Leadership starts with knowing yourself first—self-reflection is key to understanding your strengths and areas for growth." — Aaron Mikulsky  "It’s not just about transition; integration is where the real work begins, and that requires planning and a strong foundation." Tune in for an enlightening conversation packed with actionable advice for leaders at all levels! Aaron’s book: https://a.co/d/fNQTdGKAaron’s website: Home - Love 2 Lead Consulting Services More M&A+ The Art After the Deal Podcast Episodes: (801) M&A+ The Art After the Deal - YouTube About In2Edge:At In2edge, we specialize in guiding businesses through the complexities of spin-offs and carve-outs, offering hands-on, expert-driven solutions to ensure seamless transitions. Our approach focuses on executing efficient, data-backed strategies—whether it’s optimizing contract management, ensuring operational continuity, or maximizing value creation. With our deep expertise and commitment to delivering exceptional outcomes, In2edge is your partner for navigating the intricate challenges of spin-offs and carve-outs, setting your business up for long-term success.

Join us on this episode of "M&A+ The Art After the Deal" as I discuss the intricate world of cross-border mergers and acquisitions with our esteemed guest, Lawrence Howorth. With his vast international experience, Lawrence brings invaluable insights into the challenges and nuances of helping US companies venture into foreign markets and assisting foreign entities in establishing a presence in the US. Key Discussion Points:Global Expertise:Lawrence shares his extensive experience across various global markets, highlighting his understanding of diverse business environments.Insights into cultural, operational, and regulatory aspects crucial for successful international ventures.Strategic Planning:Emphasis on the necessity of meticulous planning when entering new markets.Discussion on the importance of aligning acquisitions with strategic business goals.Understanding Local Dynamics:The critical role of local knowledge and expertise in navigating foreign regulatory landscapes.Lawrence discusses potential pitfalls and how companies can be blindsided by local regulations if not adequately prepared.Comprehensive Business Planning:The need for a robust business plan that covers all aspects of the venture, ensuring no element is overlooked.Practical advice on integrating local considerations into broader business strategies. Guest Information:Lawrence Howorth is available through his website at Howorth International | business strategy (howorthllc.com) Closing Thoughts: This episode offers a deep dive into the complexities of cross-border M&A, providing listeners with the tools and knowledge necessary to navigate the challenges. Whether you're a company looking to expand abroad or a professional in the M&A field, this discussion with Lawrence's will provide additional information that will guide you through international business deals. Connect with Us:Don't forget to subscribe to "M&A+ The Art After the Deal" for more insights into M&A strategies and experiences, particularly those related to transition and post-close integration. Join us next time as we continue to explore the art and science of mergers and acquisitions with top experts in the field. 

Peter Connor, author of The T-Shaped Lawyer, shares his extensive experience transitioning from traditional legal roles into significant business-oriented positions, enhancing both legal and business outcomes. His T-Shaped Lawyer program, instrumental in over 50 workshops worldwide, advocates for a multidisciplinary skill set, preparing lawyers to work not just on the business but in it, enhancing their impact across industries. Key Discussion Points:Peter’s Journey and Inspiration:Background on transitioning from legal to business roles.Inspiration behind advocating for broader skill sets among lawyers.The Evolving Legal Profession:Current shifts and future trends in the legal field due to regulatory changes, cost pressures, and technological advancements.Understanding the T-Shaped Lawyer:Definition and significance of the T-Shaped Lawyer.The relevance and necessity of this model in contemporary legal practice.Legal vs. Business Contributions:Exploring how lawyers can transcend traditional roles to add tangible business value.Discussion on the business mindset vs. the traditional legal approach.Educational Perspectives:The role of law schools in preparing lawyers for business-engaged roles.Key skills from legal education that translate into business success.Building and Leading T-Shaped Legal Teams:Strategies for hiring and developing T-Shaped Lawyers.Coaching methods to enhance team performance and business integration.Career Paths and Advice:Potential career trajectories for T-Shaped Lawyers.Guidance for young lawyers aspiring to develop a balanced skill set.Peter's Guiding Principle and Final Takeaways:Summarizing his philosophy into a core guiding principle for success.Contact information and how to access Peter Connor’s resources and book. Episode Highlights:Peter’s rich background and the transformative impact of the T-Shaped Lawyer model on legal and business practices.Insights into the future of the legal profession and the critical role of multidisciplinary skills in driving legal and business success.Practical advice for legal professionals and law students on adapting to and excelling in a rapidly evolving business landscape. Additional Resources:Link to Peter Connor’s website where you can find his book and information about his workshops:  T-Shaped Lawyer (tshapedlawyer.com)Subscribe to "M&A+ The Art After the Deal" for upcoming episodes featuring industry experts.

 In this enlightening episode, we welcome John Troxel, a seasoned procurement expert, to discuss the critical role of procurement in mergers, acquisitions, and corporate spin-offs. John shares invaluable insights on the strategic importance of involving procurement early in the M&A process, the methodologies for extracting maximum value, and the nuances of standing up a new procurement team during these transitions. What You Will Learn:* The strategic value of focusing on procurement processes during M&A and spin-offs.* The benefits of involving procurement teams early in the deal-making process to ensure seamless transitions.* Real-world examples of value extraction through effective procurement strategies.* Steps to establish a robust procurement team post-M&A.* Analysis of common successes and pitfalls experienced during procurement phases of M&A.* Specific challenges associated with IT procurement during corporate restructuring. Key Topics Covered:1. Introduction to John - Overview of John’s extensive experience in procurement within M&A contexts.2. Importance of Procurement in M&A - Discussing why procurement should be a focal point during mergers and spin-offs.3. Early Involvement of Procurement - The advantages of integrating procurement expertise at the onset of deal negotiations.4. Extracting Value Through Procurement - Practical examples of how procurement can drive value in M&A transactions.5. Building a Procurement Team - Insights into the steps necessary for setting up a successful procurement department post-M&A.6. Learning from Successes and Failures - John shares lessons learned from both successful integrations and challenging experiences.7. IT Procurement Challenges - Discussing the particular difficulties faced when merging or splitting IT resources during corporate changes. Guest Contact Information:Connect with John on LinkedIn ((12) John Troxel | LinkedIn) to follow his insights and experiences in procurement and M&A.Call to Action:* Interested in more insights into the pivotal role of procurement in M&A success, visit the resources page at in2edge.com.* Don’t forget to subscribe to "M&A+ The Art After the Deal" on your favorite podcast platform for more expert discussions on making the most of post-deal opportunities. Next Episode Preview: Join us next time as we dive into the world of integration and M&A transition with more expert guests who will share strategies to maximize synergy.Thank you for tuning in to "Procurement Power: Unlocking M&A Success with John." We hope this episode has provided you with valuable insights into optimizing procurement strategies during major corporate transformations.

In this episode of our podcast, we're joined by John Shin, the Managing Director at RSI Security, who brings over 18 years of experience in information technology and cybersecurity leadership. John discusses the critical role of cybersecurity in the mergers and acquisitions (M&A) process, emphasizing how advanced security measures are pivotal in safeguarding assets and ensuring a smooth transition. Listen in as John provides expert insights into integrating cybersecurity strategies into M&A deals to protect and maximize value.What You Will Learn:The importance of cybersecurity in the M&A due diligence process.Strategies for integrating cybersecurity measures during and after the M&A transaction.The potential risks and consequences of neglecting cybersecurity in M&A deals.Thanks to John for sharing his invaluable expertise and shedding light on the essential role of cybersecurity in mergers and acquisitions.  For more insights from John and to learn more about RSI Security's services, visit About Us - RSI Security.If you found this episode enlightening, please subscribe to our podcast. We appreciate your feedback and are dedicated to bringing you valuable content in every show.  Stay secure and informed with M&A+ The Art After the Deal, where integrators are the heroes!

In this insightful episode of M&A+ The Art After the Deal, we're joined by Vidur Bhandari, most recently Senior Vice President of Strategy and Value Creation at Shiseido. With extensive experience in leading transformation programs and managing M&A integrations globally, Vidur shares his expert insights on the three pillars of successful integration: people, value capture, and clarity of the asset purchased. This discussion dives into the critical aspects of M&A from initial negotiations to the strategic implementation of post-merger integrations.What You Will Learn:The importance of focusing on the people involved in M&A transactions.Strategies for capturing value and ensuring clear understanding of assets.The role of technology and AI in transforming the due diligence process.Key Topics Covered:Importance of People in M&AValue Capture During IntegrationClarity in Asset AcquiredBenefits of Collaborative Integration and Deal TeamsTechnological Advancements in M&AHandling Transitional Service AgreementsThanks to Vidur for sharing his profound expertise and practical experiences with us.  For more insights and to connect with Vidur, visit (7) Vidur Bhandari | LinkedIn.Be sure to tune into M&A+ The Art After the Deal for more expert discussions on making the most of your mergers and acquisitions. Thank you for joining us, and keep innovating and integrating for success in all your M&A transition and integration ventures!

In this compelling episode of our podcast, we sit down with David Edgar, an esteemed M&A deal lawyer at the international law firm K&L Gates. David brings his extensive experience to the table, discussing the often overlooked but critical aspects of integration in the M&A process. The conversation sheds light on the pitfalls that businesses might encounter if integration isn't properly managed from the outset of deal-making.What You Will Learn:The essential role of integration in preserving the value of M&A transactions.Common deficiencies in integration that can lead to value loss.The importance of thorough reviews of contracts, including supplier and customer agreements, during the M&A process.How technology can help break down silos and facilitate smoother integration.Strategies for better planning and execution of post-merger integration.Key Topics Covered:1. The Overlooked Importance of Integration: David discusses why integration should be a focal point during M&A negotiations, not an afterthought.2. Risks of Poor Integration: Exploration of how value can diminish due to integration mishaps, and why thorough planning is crucial.3. Contractual Oversight: Insights into the common oversight in contract reviews during M&A, emphasizing the need for detailed attention to supplier and customer contracts.4. Breaking Down Silos: Discussion on how M&A can exacerbate silo issues within organizations and how technology can be leveraged to enhance connectivity and collaboration. Connect with David Edgar:LinkedIn: https://www.linkedin.com/in/david-edgar-a8841548/Website: https://www.klgates.com/Call to Action:- Visit our website for additional resources and expert guidance at Home - Intuitive Edge | Streamlining the Contract Process (in2edge.com)- If you found this episode insightful, don't forget to follow and leave us a review. We value your feedback and are eager to hear how we can improve your listening experience.Next Episode Preview:Join us in our next episode as we explore another critical aspect of mergers and acquisitions with a new guest expert. Stay tuned for more in-depth discussions and actionable insights.Thank you for tuning in to today's episode with David Edgar. Remember, successful M&A is not just about closing the deal—it's also about seamless integration that maximizes value and enhances growth. Join us next time on “M&A+ The Art After the Deal” for more valuable M&A insights.

In this insightful episode of M&A+ The Art After the Deal, we're joined by Cliff Gardner, an accomplished M&A strategist and a visionary behind ECP Ventures. Cliff shares his extensive journey from a CPA to a leading M&A advisor, delving into the critical importance of cultural fit, strategic negotiation, and personalized advisory in mergers and acquisitions.What You Will Learn:How a deep understanding of cultural fit influences the success of M&A transactions.The significance of personal attention in M&A advisory services.Strategies for first-time sellers to navigate negotiations with experienced buyers.The impact of technology on modern M&A practices and what the future holds for the industry.You can find information about Cliff and his firm ECP Ventures at:  https://ecpventures.com/Thank you for joining us today, and don't forget to tune in next time as we continue to explore valuable insights in M&A+ The Art After the Deal.  Also pick up the book M&A+ on Amazon: https://a.co/d/f2H9uDU

In this enlightening episode, we welcome Dr. Kevin Karlson, a unique professional with a dual background in law and psychology, to explore the intricate connections between mergers and acquisitions, leadership, and employee wellness. Dr. Kevin shares valuable insights from his recent research, discussing the real impacts of corporate wellness programs and effective strategies for enhancing employee satisfaction and customer service during corporate transitions.What You Will Learn:How mergers and acquisitions can impact employee psychology and well-being.The effectiveness (or lack thereof) of traditional corporate wellness programs according to recent studies.The significant positive effects of paid time off and community volunteering on employee wellness.Practical tips for leaders on fostering a supportive environment during M&A processes.Key Topics Covered:Introduction to Dr. Kevin - Background on his unique blend of legal and psychological expertise.Overview of Recent Research -  Dr. Kevin discusses his findings on corporate wellness initiatives.Real Impact of Wellness Programs - A critical look at what does and does not work in enhancing employee well-being.Positive Strategies for Employee Wellness - Exploration of the two effective measures: paid time off and volunteering.Leadership’s Role in Employee Wellness - How effective leadership during M&A can promote better employee and customer satisfaction.Q&A with Dr. Kevin - Dr. Kevin answers questions about applying these insights in various corporate settings.Here’s the Slide discussed on the episode:https://www.dropbox.com/scl/fi/2hxmqs73op64z9buz1wny/Slide-Show.png?rlkey=obbxwy46e39u9i0e4r7c08k4z&st=w6myrkyz&dl=0Connect with Dr. Kevin:https://www.linkedin.com/in/kevinkarlsonjdphd?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appThank you for joining us today, and don't forget to tune in next time as we continue to explore valuable insights in M&A+ The Art After the Deal.  Also pick up the book M&A+ on Amazon:https://a.co/d/f2H9uDU

Welcome back to another episode of "M&A+ The Art after the Deal," where we dive into the real-world narratives that shape mergers and acquisitions.Today, we're thrilled to host Joanne Hirase-Stacey, a powerhouse in the legal world of M&A transitions, bringing with her a treasure trove of experience and expertise.Highlights:Joanne Hirase-Stacey’s career journey and how she ventured into the realm of compliance and M&A transitions.The critical role of compliance from the get-go in M&A and the emerging trends professionals should keep an eye on.Joanne’s approaches to risk management, including the most formidable risks she's faced and her methodologies to mitigate them.Insights into the labyrinth of post-merger integration, its hurdles, and the strategies for ensuring seamless transitions.An exploration of how technology is reshaping compliance and risk management in M&A, with a spotlight on the tools that In2edge finds most effective.Reflections on moments from Joanne’s career, including challenging projects that have offered learnings within the M&A landscape.Joanne's take on what it feels like to steer through the transition phase of an acquisition.Stay tuned as we line up more experts in the upcoming episodes, including a cybersecurity due diligence wizard in M&A, an expert in procurement strategies, and insights from a psychologist on the human elements of M&A transitionary periods.A huge thanks to Joanne for sharing her wisdom with us. We hope her stories and strategies have provided valuable insights for anyone navigating the waters of M&A.Be sure to join us for more expert discussions on "M&A+ The Art After the Deal," where we unravel the complexities behind successful mergers and acquisitions.Remember to follow, share, and subscribe to our podcast on your favorite platform for more episodes with expert insights and transformative stories in the world of M&A.

Welcome to M&A+ The Art After the Deal, where we dive deep into the strategies and stories behind successful post-merger integrations and acquisitions. In today's episode, we're joined by Phil Abraham, a noted complexity scientist, AI futurist, and a master at navigating complex transformations.Introduction to Phil AbrahamPhil Abraham is celebrated for his trailblazing and innovative approach to solving complex business problems through the lens of technology, blockchain, and AI.With a rich history of working with giants such as Walmart, Kmart, and GM, Phil has been at the forefront of tech evolution, and revolution, specializing in logistics, security, and supply chain simplicity via cloud transition.Early Days and FoundationPhil shares his journey, highlighting the early experiences that shaped him into the expert he is today also highlighted in this article: From the Rafters to the Cloud - DBusiness MagazineDiscussion on how challenges in logistics and supply chain management at major retailers provided a unique foundation for his expertise.Major Transformation Case StudyPhil recounts a significant transformation project he spearheaded, detailing the challenges faced and the strategies implemented for a successful turnaround.Insight into the roles of technology and integration in reshaping the future of businesses like Kmart and GM and the healthcare industry.AI and Business OperationsExploring the current and future impact of AI on business operations.Phil provides his perspective on how AI is transforming strategic planning and execution in complex business environments.Merging Giants: Strategy and AdviceStrategies for successfully merging large companies, with a focus on the realities of integration and overcoming technological hurdles.Phil offers advice to businesses undergoing transitions, emphasizing the importance of planning and expertise.Getting in TouchInformation on how listeners can connect with Phil for insights, advice, or consultations. Email Phil at [email protected] and Upcoming EpisodesA thank you to Phil for sharing his invaluable experiences and insights. We will have Phil on again to do a deeper dive into subjects such as selecting and using a blockchain.Upcoming episodes featuring a contract risk and compliance practitioner and an M&A cybersecurity expert, promising more deep dives into the art of post-deal success.Thank you for tuning in to "Transforming Futures: A Deep Dive with Phil, the AI Futurist and Complexity Scientist". Stay subscribed for more insights into making the most out of mergers and acquisitions. See you next time on M&A+ The Art After the Deal.

In this inaugural episode of M&A+ podcast, we explores the intricacies of mergers and acquisitions beyond the initial deal, focusing on the transition and integration phases. The host, Lisa Scott, emphasizes the importance of thorough contract review and early engagement in the M&A process. She shares examples of how neglecting contract terms can lead to operational hurdles and financial losses. The episode also highlights the role of integration teams in creating value and optimizing contracts. Additionally, the regulatory landscape and its impact on M&A transactions are discussed. The episode concludes with a recap and a preview of future episodes.Story Notes:Introduction and Host BackgroundThe Importance of Contract Transition in M&AThe Role of Integration in M&AValue Creation During TransitionsNavigating the Regulatory LandscapeRecap and Future Episodes