M&A Science

From Silos to Synergy: Best Practices for Uniting Diligence & Integration in M&A


Listen Later

Camilo Franco, Director of M&A Integration and Operations and Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf (NASDAQ: JAMF)

 

Too often in M&A, diligence and integration operate in separate lanes. Diligence focuses on uncovering risks, while integration is left scrambling to make everything fit once the ink is dry. It’s a classic case of working in silos, and it’s leaving value on the table. But there's a way to break down those barriers from the start.

 

In this episode of the M&A Science Podcast, Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf, and Camilo Franco, Director of M&A Integration and Operations, show us how to transform these silos into synergy by aligning diligence and integration from day one.

 

In this episode, you’ll learn: 

• Implementing a proactive buyer-led M&A strategy

• Synchronizing diligence and integration planning

• The importance of integration-led diligence

• Building and refining the integration thesis

• Collaborating with sellers to shape a seamless integration plan

 

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

This episode is sponsored by Grata. Grata is the leading platform for private market dealmaking. With innovative AI and diligence-grade data, Grata makes it easy to find and evaluate targets from the outside looking in. Win more with Grata.

 

This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal. 

Ready to streamline your M&A process? Visit dealroom.net today.

 

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

Episode Timestamps

00:00 Intro

04:46 Implementing a proactive buyer-led M&A strategy

06:21 Synchronizing diligence and integration planning

09:12 The importance of integration-led diligence

10:25 Early integration planning pre-LOI

13:05 Building and refining the integration thesis

15:58 Balancing due diligence and integration

19:10 Building confidence in early integration planning

21:53 Collaborating with sellers to shape a seamless integration plan

24:48 Measuring success from diligence to integration

27:44 Balancing aggressive integration goals with realistic expectations

29:59 Balancing AI hype with core business strategy in M&A pipelines

32:04 Best practices for evaluating intangible factors in an acquisition

33:52 Craziest thing in M&A

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

M&A ScienceBy Kison Patel

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

119 ratings


More shows like M&A Science

View all
Masters in Business by Bloomberg

Masters in Business

2,184 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

989 Listeners

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

Invest Like the Best with Patrick O'Shaughnessy

2,300 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

800 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,017 Listeners

Inside the Strategy Room by McKinsey & Company

Inside the Strategy Room

170 Listeners

Making Sense by J.P. Morgan

Making Sense

59 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,260 Listeners

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

Dry Powder: The Private Equity Podcast

144 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

390 Listeners

The Private Equity Podcast, by Raw Selection by Alex Rawlings

The Private Equity Podcast, by Raw Selection

30 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

343 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

21 Listeners

The Wall Street Skinny by Kristen and Jen

The Wall Street Skinny

194 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

73 Listeners