Think Like an Owner M&A Highlights from Ambitious CEOs - EP.253
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Dec 24, 2024 
Roland Lessard and Tom Klein, Co-CEOs of Morningside, share invaluable M&A strategies focused on value creation and leveraging debt. Jeff Homer, CEO of Ensemble, discusses successful roll-up strategies and brand integration. Henry Schuck, founder of ZoomInfo, offers expert insights on M&A in the software industry, emphasizing team transition and integration. Together, they explore the complexities of M&A success, integration strategies, and the practical aspects of structuring deals and managing client relationships.
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Employee Retention in M&A
- Be transparent with acquired employees about the changes to come, even if seemingly small.
- Focus on retaining valuable employees by fostering a positive culture and integration experience.
Scaling Roll-Up Operations
- For roll-up operators, manage platform costs as a percentage of field EBITDA.
- Delegate regional management and M&A tasks to dedicated resources as the business scales.
Building an Integration Team
- When building an M&A team, focus on selecting key leaders from different functions, not just executives.
- Include representatives from both acquiring and acquired companies to foster collaboration and knowledge transfer.