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M&A Science

Kison Patel

M&A Science, hosted by Kison Patel (Founder & CEO of DealRoom), is your go-to podcast for mastering the art of mergers and acquisitions. Each week, Kison and his expert guests from leading brands like Xerox, FastLap, and Cisco dig deep into real-world M&A strategies, offering actionable insights to optimize your M&A practice.

Whether you're an experienced practitioner or new to the field, M&A Science provides practical advice on key topics like sourcing, due diligence, integration, divestitures, and more. With over 300 episodes, this podcast is the premier thought leadership resource designed to streamline your deal-making process.

Start listening today and visit mascience.com/podcast to access over 300 episodes. Brought to you by DealRoom, the leading M&A optimization platform used by the best M&A teams around the world

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  • 426 episodes
  • Updated July 29

Episodes426

Newest first
  • Sep 15, 2017 · 46 min

    Bolt-on Acquisitions from an Expert's Point of View

    As a professional with 29 years' experience in M&A corporate development, financial operations, and management, Paul Tennola, CFO of Paynet, is an expert when it comes to M&A. In addition to his experience with Paynet, Paul has worked with TransUnion, Wolters Kluwer, and SunGard. He has looked at over 1000 companies, successfully leading and closing more than 50 transactions. He believes M&A is a great way to augment growth. 0:00-1:10 Paul's experience with Paynet, TransUnion, Wolters Kluwer, and SunGard 1:10-7:00 Bolt-on transactions versus platform transactions 7:00-10:30 Synergies: Financial/revenue and operational 10:30-14:05 Cultural fit and workarounds 14:05-18:00 Negotiation and strategies 18:00-21:40 Top factors during diligence 21:40-28:10 Deals that fall apart and surprises during diligence 28:10-33:14 Post-closing surprises and PMI 33:14-37:33 International transactions 37:33-40:05 Biggest lessons learned mascience.com DealRoom: Data Science and AI for M&A (www.dealroom.net)

  • Sep 15, 2017 · 25 min

    Important Sell Side M&A Process Lessons

    In 2005, Vamsi started his own company focused on data compliance for the pharmaceutical industry. His company provided technology to support clinical trials to the FDA. "I like to build companies, but I also like change. [After five years], I thought about selling the company and rolling it up into a publicly listed company." He sold it in 2010 and moved to India to pursue new opportunities. While the sale was smooth, there were numerous post-sale challenges. "They basically ran down the company within 18 months." 0:00 – 4:03 Vamsi's background at Deloitte, Pfizer, Merrill Lynch 4:04 – 6:27 Acquiring Clinovo (how found and why chose over others) 6:28 – 9:24 Due diligence process as a buyer 9:25 – 11:24 Issues that came up during diligence process 11:25 – 13:39 Working with the investment banker 13:40 – 14:19 Interaction with seller prior to closing 14:20 – 19:19 Challenges with integration 19:20 – 21:55 Lessons learned and post-closing challenges 21:56 – 23:05 Lessons from the sell side 23:06 – 23:38 What's on the horizon M&A Science by Kison Patel (kison@dealroom.net) DealRoom: Data Science and AI for M&A (www.dealroom.net)

  • Sep 15, 2017 · 39 min

    Key Private Equity Criteria for Prosperous M&A

    Greg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as Director of Corporate Development at KPMG. When combined with 16 years in corporate development, corporate strategy, new venture creation, and alliance roles at Accenture, Greg has valuable M&A insight to share. 0:48 – 1:43 Greg's background in corporate development 1:44 – 4:08 Differences in perspective between corp dev and private equity 3:21 – 6:13 Value proposition of selling to a strategic buyer 5:26 – 7:17 Transacting with businesses looking to exit 6:30 – 8:58 Key preparation for due diligence process 8:11 – 11:01 Top issues that frequently arise 10:14 – 16:42 Effectively managing the process 15:55 – 19:23 Deal breakers that pop up during due diligence 18:36 – 24:13 Greg's strategies for the integration process 23:26 – 28:04 Most challenging aspects of integration 27:17 – 34:15 Challenges and integrations gone wrong 33:28 – 37:37 Biggest lessons learned and the future of M&A M&A Science by Kison Patel (kison@dealroom.net) DealRoom: Data Science and AI for M&A (www.dealroom.net)

  • Mar 23, 2017 · 56 min

    Why Decisive Communication is Vital for a Successful Integration

    Jeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and "acquiree," and says the deals he has seen in the past 10 years – some successful, others not – have changed his perspective on M&A. 0:00 – 2:12 Jeremie's background in SaaS and investment banking 2:13 – 5:52 The value of focusing on giving in M&A transactions 5:53 – 11:40 Importance of pre-diligence diligence 11:41 - 14:12 Example of a deal not closed 14:13 – 15:50 Allocating resources and labor pool decisions 15:51 – 19:14 Advantages of quick integration 19:15 – 25:29 Painful lessons 25:30 – 30:57 How to use advisors 30:58 – 36: 11 How to pick a banker 36:12 – 41:33 Differences and clashes in culture 41:34 – 46:27 Setting up a deal framework 46:28 – 51:05 Facilitating good communication 51:06 – 52:22 Importance of prioritization 52:23 – 54:54 Lessons learned M&A Science by Kison Patel (kison@dealroom.net) DealRoom: Data Science and AI for M&A (www.dealroom.net)

  • Feb 7, 2017 · 37 min

    How Strong Relationships Lead to Successful M&A

    In this interview, we touch on a range of topics from how Scott handles hurdles to post-closing surprises, deal disasters to integration management, and ultimately, the keys to running a successful process. 00:00 - 00:40 Intro 00:40 - 04:25 Scott's corporate development background 04:25 - 06:36 Small vs large transactions 06:36 - 12:25 Diligence lessons learned 12:25 - 17:55 Walking away from deals 17:55 - 19:53 Post closing surprises 19:53 - 25:08 Bad deals 25:08 - 32:08 Post merger integration 32:08 - 36:26 Key lessons learned M&A Science by Kison Patel (kison@dealroom.net) DealRoom: Data Science and AI for M&A (www.dealroom.net)

  • Feb 1, 2017 · 33 min

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

    Andrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He's had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. Show Notes: 0:00 – 0:47 Summary of Andrew's background 0:48 – 5:44 Advantages to sellers doing Quality of Earnings (Q of E) analysis 5:45 – 6:51 When to get buyers involved in process 6:52 – 9:51 Biggest challenge from financial accounting due diligence process 9:52 – 10:39 Particular strategies to overcome data challenges 10:40 – 19:19 Interesting and extreme expense item discoveries 19:20 – 25:38 Evaluating Q of E adjustments 25:39 – 26:30 How see diligence process evolving 26:31 – 27:27 Assuring proper controls, both in and outside of Q of E analysis 27:28 – 32:03 Key lessons learned M&A Science by Kison Patel (kison@dealroom.net) DealRoom: Data Science and AI for M&A (www.dealroom.net)