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All Episodes

M&A Science — 418 episodes

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Title
1

The Nordic Compounder Playbook: How Jörgen Wigh Runs 85 Companies With 22 HQ Staff and No Integration

2

The Nordic Compounder Playbook: How Lagercrantz Bought 90 Companies and Never Sold One

3

M&A Integration Technology: What Actually Works

4

Partner Before You Buy: The Pre-Acquisition Strategy Corp Dev Teams Skip

5

How M&A Turns a Chemical Company Into a Tech Business

6

CPG Exit Strategy: How to Build a Consumer Brand Strategics Will Acquire | Keith Levy Part 2

7

CPG Due Diligence: The Operator Framework Behind a $1B Exit | Keith Levy Part 1

8

400 Acquisitions and a Failed Process: What Happens When You Don't Integrate

9

M&A Roll-Up Playbook: The IRR Framework That Replaced Budgets at Zayo | Dan Caruso (Part 2)

10

M&A Roll-Up Playbook: How Zayo Did 45 Acquisitions and Sold for $14B | Dan Caruso (Part 1)

11

Cross-Border M&A: Doing Deals in Latin America

12

Partnering Before Purchasing: How Booz Allen Wins Proprietary Deals Early

13

Cultural Fit Over EBITDA: How Salas O'Brien Built a 30-Merger Program Without a Single Failure

14

Cross-Border M&A: How to Do Deals in Italy with Mauro Sambati and Donato Romano

15

Four Questions That Defined a $1 Billion Deal with Robert Lovegrove

16

Stop Falling in Love with the Deal: Guardrails for High-Volume Acquisitions with Birgitta and Lars Elfversson

17

The Next Chapter After 400 Episodes

18

Integration Focused M&A: Why Execution Should Inform Strategy Before You Sign Part 2 with Ciprian Stan

19

Integration Focused M&A: Why Execution Should Inform Strategy Before You Sign Part 1 with Ciprian Stan

20

How Experienced Buyers Actually Make M&A Work with Carlos Cesta

21

A Founder's Guide to Lean M&A Strategy with Christian Hassold

22

How Integration Debt, Cultural Friction, and Communication Failures Kill M&A Deals with Donara Jaghinyan

23

Why Integrations Break: TSAs, Carve-Outs, and the Hidden Dependencies That Derail M&A Deals with Donara Jaghinyan

24

Building Your M&A Reputation: Why Relationships Beat Transactions Every Time with Andrew Cohen

25

My Daughter Interviews Me About M&A | Holiday Special Episode with Shyla Patel

26

How to Score Culture Fit in M&A with Sharon Van Zeeland

27

Making M&A Boring (And Why That's a Good Thing) with Leon Brujis

28

Integration Starts with Hiring, Not the Deal with Brandon Batt

29

Strategic M&A Framework: IFS's Acquisition Playbook with Rachel Hindley

30

Mastering Carve-Out Transactions with Keith Crawford

31

Integration-Led M&A: Cisco's Approach to Deal Success Part 2 with Johanna Jaakola and Tesia Hostetler

32

Integration-Led Diligence: Cisco's M&A Approach with Johanna Jaakola & Tesia Hostetle

33

When Integration Beats Roll-Ups with Tim Hall

34

Buyer-Led M&A™ Strategy at Snowflake with Stefan WIlliams

35

Corporate Development Strategy: Notion's M&A Approach with Hilary Shirazi

36

How Corporate Venture Capital 2.0 is Reshaping M&A with Jennifer Miller

37

M&A Integration Reality: Deal Economics vs Human Dynamics with Nicole Markowski

38

Strategic M&A at Scale: Insight Partners' Buyer-Led Approach with Byron Lichtenstein

39

Think Like a Buyer: Valuation & Deal Structuring with Javier Enrile

40

Founder Exit Strategy: Xavier Gury on M&A Deal Terms vs Valuation

41

M&A Execution: Strategy from Skadden Expert Arash Attar-Rezvani

42

Cross-Border M&A Strategy: Navigating Complex International Deals with Arash Attar-Rezvani

43

Building Successful Buy-and-Build Platforms: Alpine's Blueprint for Strategic M&A with Haley Van Cleve

44

M&A in Healthcare with John Palusci

45

The Secrets to Sourcing Proprietary Deals in Private Equity with Ryan Gable

46

Why Pendo Buys Startups (And It's Not for Revenue) with Todd Olson

47

Why Beacon Created an AI Committee for M&A—and What They're Testing Next (Part 2) with Harrison Thomas

48

Why Beacon Created an AI Committee for M&A with Harrison Thomas

49

How to Break Into M&A: Lessons from Todd Manley Part 2

50

Build a Career in M&A: Lessons from Intel's Todd Manley

51

Buyer-Led vs. Seller-Led M&A with Matthew Person

52

From Loom to Trello: How Atlassian Scales Through Smart M&A with Sarah Hughes

53

Building Trust in Acquisitions with Dan Pollock

54

How Blackstone is Unlocking Lasting Value Across Private Equity with Viral Patel

55

M&A Lawyers vs. Bankers: What's Changed and What Still Matters with Rob Kindler

56

CEO Growth Strategy: How Culligan Scaled 300+ Acquisitions with Scott Clawson

57

Fixing Broken Companies Through Smart Deals with Marc Bell Part 2

58

Fixing Broken Companies Through Smart Deals with Marc Bell

59

Inside Soundtrack's Roll-Up Strategy: Building a Global Leader in Background Music with Ola Sars

60

How to Build Better Deals: Sourcing and Integration with John Romeo

61

How to Get Investors Onboard: What Founders Need to Know Part 2 with Stew Campbell

62

Growth Equity vs. PE vs. VC: What Founders Need to Know Part 1 with Stew Campbell

63

How to Scale Global M&A with Culture, Strategy, and AI with Rob Brown, CEO of Lincoln International

64

How Private Equity Firms Structure M&A Deals with Jon Dhanawade

65

Lessons from 90+ Deals: Questex CEO, Paul Miller on Cultural Fit, Value Creation & Post-Close Audits

66

How ZRG's CEO Built a 17-Deal M&A Engine with Larry Hartmann

67

4 Ways to Grow a Multi-Site Business While Protecting Core Values with Clare Roberts

68

Managing Risks and Liabilities in M&A with Tina Kassangana

69

Buyer-Led M&A: How To with Carson Group's Michael Belloumini

70

How Barry-Wehmiller Built a $3.6B M&A Machine Fueled by Culture with Bob and Kyle Chapman

71

How to Build a Global M&A Machine with Local Expertise Part 2

72

How to Build a Global M&A Machine with Sindre Talleraas Holen Part 1

73

Transforming M&A: Lessons in Culture, Growth, and Purpose with Ron 'Omani' Carson

74

Private Equity in Healthcare: Legal Challenges and Best Practices for 2025 with Andrew Bab

75

Private Equity in 2025: Market Shifts, Strategy, and the Rise of AI

76

How to Navigate Bankruptcy and Restructuring in M&A

77

How to be a Serial Acquirer from Scratch

78

The People-Centric Approach to M&A Success

79

Mastering Serial Acquisitions

80

How to Execute Distressed M&A

81

How to Navigate Antitrust Complexities in M&A

82

How to Build a Roll-Up Machine

83

Corporate Development Strategy in High-Volume M&A

84

Navigating Large-Scale M&A Deals and Legal Complexities

85

Lessons from the Trenches: Mastering Tech M&A, Integration, and Carve-Out Strategies Part 2

86

Lessons from the Trenches: Mastering Tech M&A, Integration, and Carve-Out Strategies Part 1

87

Navigating the Current M&A Cycle, Regulatory Impacts, and 2025 Market Dynamics for Corporate Development Leaders

88

Optimizing Your Corporate Development Team

89

Synchronizing the Deal Team and Integration Team for Better Outcomes

90

Mastering M&A Integration Through Leadership Development and Cultural Alignment

91

Expert Insights into Building an Empire through Strategic M&A (Part 2)

92

Expert Insights into Building an Empire through Strategic M&A (Part 1)

93

How a Tech Founder Transformed into a CEO Championing M&A Growth

94

What Elite Investment Bankers Do Differently in M&A

95

Mastering M&A Success with Transparent Leadership and Strategic Agility

96

Navigating Investor Relations and Capital Raising for Sustainable Growth

97

Execution Insights in M&A

98

Executing Strategic M&A in Today's Market

99

Managing Regulatory Compliance Risks in M&A

100

Strategic Perspectives on M&A

101

From Silos to Synergy: Best Practices for Uniting Diligence & Integration in M&A

102

How to Validate the Deal Thesis To Ensure M&A Success

103

Insights on Portfolio Rebalancing in M&A

104

In-House vs. External Legal Insights in M&A

105

The Role of CEO in M&A

106

How to Execute Successful M&A as a CEO

107

Dynamic Portfolio Strategy: Rebalancing Using Divestitures

108

How to Run a Successful Cultural Integration

109

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

110

How to Execute a Balanced M&A Integration

111

Transforming a Company Through Strategic Acquisitions

112

Uncovering Technical Debt For Better Technology Integration

113

How to Handle Global M&A

114

The Art of Executing Programmatic M&A

115

Executing Transformative M&A to Change Business Models

116

How to Do M&A Deals in Germany

117

How to Make AI Practical in M&A

118

M&A Deal Sourcing in the Tech Space

119

Top 10 Things That Make M&A Successful

120

How to Close M&A Deals in 30 Days

121

Executing the Roll Up Strategy in the Tech Industry

122

Building Corporate Development Muscle

123

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

124

How to Create an Executable Integration Plan During Due Diligence

125

Uncovering Capital Allocation Strategies

126

Roll Up Strategy in Private Equity

127

Corporate Diversification Through M&A

128

Performing Strategic Due Diligence in M&A

129

How to Stand Up a Venture Capital Arm

130

How to Achieve Strategic Alignment From Top to Bottom

131

Performing Cultural Due Diligence to Better Understand the Target Company

132

Strategic Alignment Between M&A and Corporate Strategy

133

Overcoming M&A Challenges

134

How Business Cycles Affect M&A Valuation

135

Validating the Acquisition Plan

136

Mastering M&A Integration

137

Using M&A Best Practices to Get Better Deals

138

Connecting Diligence and Integration in M&A

139

How to Bridge Valuation Gaps in M&A

140

Transforming Existing Staff into M&A Experts

141

Negotiating Cross Border M&A

142

Achieving Business Growth Through Strategic M&A

143

The Challenges of Sell-Side M&A

144

Pros and Cons for a Growth Company to Take PE Capital

145

Selling a Small Business Unit

146

How to Create a Positive Exit Experience in M&A

147

Realizing Revenue Synergies in M&A

148

Focusing on ESG in M&A

149

How Not to Bomb Your First M&A Deal

150

The Basics of M&A Integration Execution

151

ChatGPT Interview: AI's Impact on M&A

152

Automation in M&A

153

Executing Smaller Deals and Negotiating Key Legal Provisions

154

The Intricacies of M&A from Start to Finish

155

M&A Surprises and Horror Stories

156

How Positive Relationships Can Drive Success in M&A

157

M&A from a CFO's Perspective Session 2

158

M&A from a CFO's Perspective Session 1

159

The Big Shift from Corporate Development to Private Equity

160

Integration Strategies in M&A Part 2

161

Integration Strategies in M&A Part 1

162

Executing M&A in Healthcare

163

How to Balance Culture During an Integration

164

Planning and Executing Your Exit as an Investor

165

How PE Should Support Portfolio Company Acquisitions

166

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

167

Ensuring Alignment for Deal Success

168

How a Public Equity Analyst Evolves to Executing M&A

169

The Challenges of Cross-Border Deals

170

Tax Considerations in M&A

171

How to do Deals in Latin America

172

The Path to Successful Equal Mergers

173

How To Create a Value Chain Ecosystem

174

Buying Carve-outs for Future Exits

175

How to Execute Product-Based Acquisitions

176

Building your M&A Muscle

177

How to Overcome M&A Hurdles

178

Build-to-Buy and Option Structures

179

Key Regulatory Considerations for M&A in the Current Market

180

The Evolution of M&A Functions

181

Thriving in Times of Change With Flexibility in Your Integration Planning

182

Best Practices When Selling a Business

183

How to Focus on Integration as a Corporate Development Professional

184

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

185

Valuation Principles and Working with Earnouts

186

Growing through Multiple Roll-ups

187

The Complexities of Smaller Deals

188

People-Focused Integration

189

Preserving Startups During Acquisitions

190

Executing M&A Without Corporate Development

191

Setting Up Day One for Success

192

How to Perform Diligence on Sustainability in M&A

193

Setting Up M&A for Hyper-Growth Companies

194

GTM Integration

195

How Integration Has Changed Over Time

196

Improving IMO For Efficiency

197

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

198

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

199

Alternative Strategies to Accelerate Growth

200

First Conversation to LOI Session 3

201

Setting M&A Governance Up for Efficiency

202

Executing Acquihires

203

How to Approach Reps and Warranties Insurance

204

First Conversation to LOI Session 2

205

Reps and Warranties from a Business Perspective

206

First Conversation to LOI Session 1

207

Starting Up Your Corp Dev Function

208

Executing Various Strategies and How to Get a CEO on Board

209

How to Efficiently Execute M&A Integration

210

Creating an M&A Team Structure

211

How to Transition Roles in M&A

212

Accelerating M&A Integration

213

Tying Up M&A Strategy With Integration

214

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

215

Go-To-Market Integration Planning Part 2

216

Go-To-Market Integration Planning Part 1

217

The Corporate Venture Strategy

218

How to Run an Accelerated Deal Process

219

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

220

Successful End-to-End M&A

221

Bottoms Up Deal Origination Model

222

How to Execute an Effective M&A Integration Handoff

223

How to Create an Agile M&A Strategy

224

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

225

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

226

Reverse Auction in M&A

227

How to Properly Lay Off People During an Acquisition

228

Dissecting GTM for Successful Integration

229

How to Approach Deal Targets

230

Introducing M&A to a Larger Company

231

Carving Out A Competitor

232

Formulating M&A Strategy for Proactive Sourcing

233

Realizing Go-To-Market Synergies

234

How to Convince People to Sell their Business

235

Proactive Deal Sourcing

236

How to Improve the Sales Function During Integration

237

Lessons Learned from Leadership Onboarding

238

Building an Exit Path

239

Developing an M&A Thesis

240

Leadership Alignment and GTM Strategy for Successful Deals

241

Growing Beyond M&A

242

How to Stand Up an IMO Function

243

Secrets to Building an M&A Function

244

Financial Diligence in M&A

245

Developing Strategy with Business Leaders

246

How to Compete in a Competitive M&A Market

247

Capturing Revenue Synergies

248

Architecting Communications for Successful Integration

249

Risk Allocation Between Signing and Closing an M&A Deal

250

Working with Legal to Dial in Your M&A Strategy

251

Challenges of Go-To-Market Integration

252

How to Scale Your Corporate Development Function

253

Buying Public Companies

254

How to Execute an Integration Plan (Day1)

255

The Process of Change Management in M&A

256

Divestitures from a Legal Perspective

257

Sourcing Companies that are Not for Sale

258

Effective Deal Sourcing Through Market Mapping

259

The Basics of Sell-Side M&A

260

How to Source Deals and Build Your Pipeline

261

How M&A Strategy Evolves in Education Technology

262

From Accounting to an M&A Career

263

Career Development in M&A

264

Implementing an Actionable GTM Strategy

265

How to Run an Integration Led Confirmatory Diligence Process

266

How to Formulate Your M&A Strategy

267

How to Stand Up an IMO

268

How to Grow Purely on Acquisitions

269

How to Tie Deal Origination to Strategy Development

270

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

271

Automation Roll-ups & Growing Technical Leadership Talent

272

How to Pivot to an M&A Integration Career

273

How to Approach M&A Negotiations

274

How to Modernize a Process-Based Company

275

Standing up a Diligence and Integration Management Office

276

How to Acquire for Capabilities

277

Creating the Right Governance Structure in an M&A Deal

278

Successful Acquisitions Through Leadership and Culture

279

The Complexities of Sell-Side M&A

280

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

281

How to Create Better People Experience in M&A

282

Making M&A GTM Successful

283

M&A Market Trends From a Banker's Perspective

284

Overcoming Change Management with Great Leadership

285

Why You Should Update Your M&A Management Approach

286

How To Succeed in M&A Integration and Measure Success

287

How to Structure Teams Approaching Diligence

288

How To Negotiate And Structure NDAs

289

Buy or Build Considerations

290

Engineering Deals for Success

291

Making GTM Successful

292

Managing Sourcing, Diligence, and Integration

293

Staying True to Culture in M&A

294

How to Commit to Integration Start to Finish

295

Transformative M&A

296

Executing a Divestiture Without a Bank

297

Managing Infrequent Acquisitions

298

Evolving Your M&A Function

299

Buy and Build Strategy

300

Preserving Value in M&A

301

Assessing Value Realization

302

Making Partnerships in India Successful

303

Executing Divestitures

304

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

305

Managing M&A on a High Scale

306

How To Successfully Execute Deals With a Small Team

307

Managing Internal Dynamics of Your M&A Team

308

Deal Origination from a PE Investor's Perspective

309

How to Negotiate like a Pro

310

Conducting M&A without a Dedicated Team

311

How SS&C Conducts Acquisitions

312

Hunting Deals in M&A

313

How to Prepare a Business for Private Equity Acquisition

314

From Private to Public Company

315

How to Prevent International Deals From Failing

316

Developing Leadership in M&A

317

M&A From Founder to A Board Member's Perspective

318

Managing Communication Workstream

319

Executing M&A from a Legal Perspective

320

How to Cultivate Relationships with Deal Targets

321

The Legal Team's Role in M&A

322

Working with the Business Leader to Build an M&A Strategy

323

Joint Ventures at Scale

324

Career Paths in M&A

325

Evolving to Agile M&A at Scale

326

Transforming M&A to Improve Integration

327

Conversations From the Frontlines

328

Agile Value Capture from Initial Deal Prospecting to Integration

329

Corporate Venture Capital

330

Why Big Companies Destroy Small Ones in M&A

331

Creating Successful Deal Outcomes Using Innovation

332

Managing a Multi-Vertical M&A Strategy

333

Identifying Risks in Software M&A

334

Evolving Your Corporate Development Function

335

Why is M&A Integration So Hard?

336

How to Evolve Your M&A Workflow Using Agile Principles

337

Virtual Summit Recap: Why Everything You've Been Told About Integration is Wrong

338

Virtual Summit Recap: Tone at the Top - Intersection of Leadership and Culture in M&A

339

Virtual Summit Recap: Post Merger Innovation - Don't Just Integrate, Innovate

340

Building a Partnership Between the Investment Sponsor and Operating Sponsor

341

Virtual Summit Recap: Making Integration Successful from Both Sides of the Deal

342

How Proactive Integration Engagement Can Differentiate Value in Deals

343

Virtual Summit Recap: Lessons Learned From Large Scale Divestitures

344

Virtual Summit Recap: Keeping Teams Aligned During M&A Integration

345

How to Build an M&A Center of Excellence from Scratch

346

How to Build and Align a Corporate Development Team with Multiple Mandates

347

Aligning People in M&A for a Better Outcome

348

Structuring Talent Focused Acquisitions

349

Virtual Summit Recap: The Future of M&A

350

Virtual Summit Recap: Dimensions to Cultural Integration

351

Working With Private Sellers

352

The HR Practitioner's Guide to Mergers & Acquisitions Due Diligence

353

Virtual Summit Recap: Positive Employee Experience is Key to Successful M&A

354

Virtual Summit Recap: Leading M&A with Integration

355

Winding a Business Down

356

Virtual Summit Recap: How to Modernize IMO

357

How To Plan a Divestiture From an Accounting Perspective

358

Virtual Summit Recap: Aligning Strategy with Your M&A Process

359

Making Joint Ventures Successful

360

Summit Recap: Bridging the Gap Between Corporate Development and Integration

361

Summit Recap: Avoiding Valuation Surprises and Accounting for M&A Transactions

362

How Successful Diligence and Integration Planning Frames Successful M&A and Valuation

363

Virtual Summit Recap: Virtualizing the People Experience During Integration

364

Diligence in M&A

365

Navigating International Deals

366

What is Rebadging and How it Works

367

Assimilating Unique Cultures in M&A

368

Preserving a Company's Value During Integration

369

COVID-19's Impact on M&A

370

Developing International Joint Ventures

371

Building an Effective Internal Communication Plan for M&A

372

Building a Corporate Development Function From Scratch

373

Sneak-Peek: Making Integration Successful from Both Sides of the Deal

374

The Virtualization of M&A

375

How to Best Protect a Business Case in an Acquisition

376

How to Plan a Divestiture from HR's Perspective

377

Bringing M&A and Business Agility Together

378

Building a Communications Plan from Scratch

379

The Impact of People Experience on Deal Outcomes

380

Navigating Intangible Asset Valuation

381

The Impact of Leadership in M&A

382

How to Successfully Build a Corporate Development Function

383

Demystifying the Employee Stock Ownership Plan (ESOP)

384

Focusing Less on Cost Synergies to Increase Value Creation

385

How to Plan a Divestiture from HR's Perspective

386

How to Deliver Maximum Value from Divestitures

387

How to Drive Transformational Change Through M&A

388

How to Prepare a Company for an Acquisition

389

Behind the Scenes: Effective Deal Sourcing and Closing

390

Evolving Technology Trends in Mergers and Acquisitions

391

Perspectives on Modern M&A Consultancy and Divestitures

392

Creating Solutions for Industry-Wide Challenges

393

The Art of Protecting Value Drivers

394

The Power of Empathy in M&A

395

The Importance of Conducting Cultural Assessments

396

How to Enable a High Performing Deal Team

397

An Agile Gorilla's Approach to Mergers and Acquisitions

398

Integration Strategies Suited for Modern Business Landscapes

399

A Guide to Planning Successful Divestitures

400

How to Implement an Agile Approach into M&A

401

Creating Corporate Development Acquisition Strategies

402

Best Ways to Approach Cultural Integration

403

M&A in the Technology Industry

404

M&A, Due Diligence, and Integration from an Attorney's Point of View

405

The Importance of Communication, Due Diligence and Post-Closing Integration

406

How to Set Clear M&A Objectives: M&A Advice from a Former Marine

407

Buy Side and Sell Side M&A Strategies

408

Wargaming for M&A Integration Leaders

409

Balancing Legal and Business Concerns in M&A Transactions

410

How Empathy Makes Mergers and Acquisitions Successful

411

How You Survive an Unprofitable Business

412

How to Choose an M&A Advisor

413

How Synergies Differ in M&A

414

Sell Side M&A Advice

415

Key Private Equity Criteria for Prosperous M&A

416

Why Decisive Communication is Vital for a Successful Integration

417

How Strong Relationships Lead to Successful M&A

418

The Importance of Conducting a Quality of Earnings in M&A