M Science

Dynamic Portfolio Strategy: Rebalancing Using Divestitures


Listen Later

Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners)

Strategic focus is a prerequisite to strong corporate performance. Yet, without proactive efforts to maintain focus, companies can "drift" and become weighed down by misaligned business units.

In this episode of the M&A Science Podcast, Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (a portfolio company of Insight Partners), shares his broad M&A experience and presents his approach to portfolio strategy and rebalancing through divestitures.

Things you will learn in this episode:

• Strategic focus on acquisitions, using Dotmatics' approach.

• Portfolio rebalancing and its challenges

• Evaluating divestiture candidates

• Building internal alignment for divestitures

• Best practices for managing key risks

*******************

Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.

This episode is sponsored by DealRoom. Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net

*******************

Episode Timestamps

00:00 Intro

05:17 Approaching deals in a software-oriented environment

10:11 Preserving brand integrity in M&A go-to-market strategies

12:43 Approaching valuation

15:16 Strategic pitch for acquisitions

20:41 Portfolio rebalancing and its challenges

25:25 When and how to rebalance a company's portfolio

27:29 Getting buy-in and alignment from the board and key stakeholders

33:24 Key factors in considering divestitures

36:26 Executing a divestiture for portfolio rebalancing

39:09 Best practices in executing divestitures

43:12 Divestiture success metrics

46:29 Example of portfolio rebalancing and its challenges

53:20 Craziest thing in M&A

...more
View all episodesView all episodes
Download on the App Store

M ScienceBy Kison Patel

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

120 ratings


More shows like M Science

View all
Exchanges by Goldman Sachs

Exchanges

981 Listeners

Masters in Business by Bloomberg

Masters in Business

2,165 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,327 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

Making Sense by J.P. Morgan

Making Sense

59 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,294 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

145 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

435 Listeners

The Private Equity Podcast, by Raw Selection by Alex Rawlings

The Private Equity Podcast, by Raw Selection

32 Listeners

Market Maker by AmplifyME

Market Maker

24 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

349 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

254 Listeners

The Markets by Goldman Sachs

The Markets

76 Listeners

The View From Apollo by Apollo Global Management

The View From Apollo

25 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

25 Listeners