M&A Science

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 culture in M&A, hosted by Dr. Klint Kendrick, Director of Strategic Workforce Initiatives at SC Johnson. Our guest panelists are: Sallie Cunningham, HR Executive and Integration Leader at Cytiva Dr. Keith Dunbar, Managing Partner at JKD Talent Solutions Keith Crosby, Global Leader for M&A Leadership and Change at IBM The group discusses the importance of culture and leadership, when to start leadership assessment, and the pros and cons of culture and leadership diligence. In this episode you will learn: - How to give people reason to come to work besides money - How to identify the right people to retain - The importance of middle managers This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To join our network of M&A practitioners, sign up for our newsletter at mascience.com. Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

In this engaging discussion, Toby Tester, a seasoned consultant with 20 years in M&A, explores the transformative potential of post-merger innovation. He emphasizes a shift in mindset from short-term thinking to long-term transformation opportunities. Toby introduces the 'holy trinity' of M&A success—leadership, teams, and process—and advocates for organizing cross-functional teams around value drivers. He shares practical strategies, including using agile methods and structured 'plays' to foster innovation and enhance outcomes in mergers.

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 investment sponsor and the operating sponsor. You will learn: - The evolution of the relationship between the investment sponsor and the operating sponsor - The steps of building a corporate development program - How to avoid leaking value in M&A

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 Operations, Integration at Atlassian, and Steve Elliott, Head of Jira Align at Atlassian talk about how to make integration successful from both sides of the deal. In this podcast episode you'll learn: - How to drive a collaborative environment - How Atlassian makes integration a smooth process - Why Agile is perfect for integration This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To join our network of M&A practitioners, sign up for our newsletter at mascience.com. Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

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 of leading acquisitions through integration and high growth environments. In this discussion, they talk about how proactive integration engagement can differentiate value and deals. In this episode you will learn: How to position yourself to optimize integration planning Steps in developing an M&A integration program Benefits of building integration process pre diligence This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To join our network of M&A practitioners, sign up for our newsletter at mascience.com. Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

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 lessons learned from large scale divestitures: Galina Wolinetz - Managing Director at Virtas Partners M&A Integration, Separations Joshua Beggs - Field CTO at Dell Technologies Jillian Kaebel-Sisk, Global HR M&A Mgr in Corporate Strategy and Business Development at Caterpillar Inc. Nitin Kumar - CEO of Appnomic Together they discuss key components of large scale divestitures both from HR's perspective as well as from the tech department's perspective. In this podcast you will learn: How communication affects the outcome of large scale divestitures About transition service agreements and how to set boundaries with them How to spot red flags during a divestiture To join our network of M&A practitioners, sign up for our newsletter at mascience.com.

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 during M&A integration. Featured speakers include Kash Ahuja, Senior Program Manager, M&A Integration at Google, James Harris, Principal Corporate Development Integration at Google, and Gwen Pope, Go-to-Market, M&A at Google. In this podcast episode you'll learn: The balance between legacy and new products How to handle an overeager sales team When to communicate internal issues This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To join our network of M&A practitioners, sign up for our newsletter at mascience.com. Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

On this episode of M&A Science, Kison interviews Philip Pratt, Director, Acquisition Integration at Corning Incorporated, about building an M&A center of excellence from scratch. Philip has been at Corning for over eleven years, working in every aspect of M&A from being Director of M&A integration and even as Director of Acquisition Integration of Corning Glass Technologies in Japan. In this episode, you will learn: The benefits of creating an M&A center of excellence The steps of building that center of excellence The biggest challenges you will face when creating a center of excellence This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To join our network of M&A practitioners, sign up for our newsletter at mascience.com. Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

On this episode of M&A Science, Kison talks with Jeremy Segal, Senior Vice President of Corporate Development at Progress, about building and aligning a corporate development team with multiple mandates. Jeremy's a Corporate development executive with 20+ years of experience in the technology industry focused on M&A, Strategic Planning, Joint Ventures, Divestitures, International Expansion, and Strategic Partnerships. He has led all aspects of 35+ acquisitions, divestitures, and strategic investments with aggregate value exceeding $8B. In this podcast you will learn: The ideal method of getting a prospect on board How to find the right people that can do all the various growth deal types How Jeremy manages the wide breadth of responsibilities he has This podcast is brought to you by DealRoom, an M&A lifecycle management software. Go to DealRoom.net to learn more. To join our network of M&A practitioners, sign up for our newsletter at mascience.com. Perfect your M&A practice using Agile. Go to agilema.com to learn how you can close deals faster.

On this episode, Kison speaks with Carlos Cesta, Vice President of Corporate Development at Presidio, about aligning leadership for greater deal success. Together they discuss leveraging employees to ensure deal success, when to start thinking about integration, and developing a joint integration plan. Carlos is an investment banking and private equity-trained executive with over 15 years of experience executing and leading strategic initiatives. His expertise is in mergers & acquisitions, joint ventures, direct investments, alliances, and partnerships. This podcast is brought to you by DealRoom, an M&A lifecycle management software. Learn more about DealRoom at dealroom.net.