If the "project" of acquiring a company is managed correctly, due diligence will be easier, closing the transaction will be faster and integration will be more fruitful for both the buyer and the seller. Kison Patel is on the show today to share stories about billion dollar acquisitions being done on spreadsheets and why the Merger and Acquisition industry needs to catch up to the 21st century. Kison is the founder of DealRoom (an M&A project management software) and has been through countless transactions himself that add up top hundreds of millions of dollars over his tenure, and it showed him how inefficient the actual process of acquiring and integrating a company is. He explains how AGILE (a project management methodology that originated from the software industry) can help close deals faster and maximize the value post closing by getting all the stakeholders on both sides (executives teams, advisors, etc.) on the same page.An AGILE approach can help keep the deal on track as things change, more people get involved and information flows (and tee up post closing integration to hit the ground running).

What you will learn:

  Why the M&A industry is falling behind and how technology and innovation can help

 Why the traditional selling/acquisition process isn’t always a smooth process

The evolution of managing the project of acquiring / selling a business 

How to get all the stakeholders involved in selling/buying a business on the same page

Why the post-closing integration team should be involved in due diligence

How the software industry and the AGILE method of project management can be applied to M&A

 How to close deals faster and maximize the value post-closing for both the buyer and seller

 

Resources/Links:

Agile M&A, website

DealRoom, website

The Agile M&A Practitioner’s Guide, Kison Patel, website

Kison Patel, email: [email protected]

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