M&A Science

It's no secret that M&A transactions require negotiations. But what most people don't realize is how you approach negotiations can determine the success of the overall transaction and your future relationship with the other party.

In this episode of the M&A Science Podcast, Larry Forman, Senior Manager at Deloitte, helps us understand how to approach M&A negotiations to increase deal success.

Things you will learn in this episode:

- The three pillars of negotiating

- How to negotiate an LOI

- Negotiating sensitive information during diligence

- How to handle limitations of liability

- Things to watch out for in non-compete clauses

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Naomi O'Brien, Head of M&A Integration at Honeywell (NASDAQ: HON)

Is your company's M&A process out of date? M&A has dramatically changed over the past few years, and practitioners have realized that there are better ways to go about acquisitions.

In this episode of the M&A Science Podcast, Naomi O'Brien, Head of M&A Integration at Honeywell, talks about modernizing a process-based company.

- Things you will learn in this episode:

- The biggest challenge in a process-based company

- How to train people for M&A

- Ensuring integration success

- Selecting integration leaders

- The effect of the great resignation to M&A

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

In this episode of the M&A Science Podcast, Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare, talks about the benefits of involving integration earlier and how to stand up a diligence and integration management office.

Things you will learn in this episode:

-The difference between DIMO and IMO

-How they pick the integration lead

-What their diligence team looks like

-Kerry's role in every deal

-How to build a steering committee

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Henry Schuck, CEO & Founder at Zoominfo (NASDAQ: ZI)

Acquiring capabilities is one of the most effective ways to do M&A. Not only will acquiring capabilities improve your existing offerings but it can also expand your market. In this episode of the M&A Science Podcast, Henry Schuck, co-founder and CEO of Zoominfo, shares his experience on how to acquire capabilities.

Things you will learn in this episode:

-What it means to acquire capabilities

-Zoominfo's M&A process from start to finish

-His role as CEO during acquisitions

-How to effectively drive change management

-Lessons learned on failed acquisitions

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Tomer Stavitsky, Corporate Development, Partnerships and M&A Lead, Digital & Data Business Unit at Intuitive Surgical.

In this episode of the M&A Science podcast, Tomer Stavitsky, Corporate Development, M&A Lead at Intuitive Surgical, talks about creating the proper governance structure in M&A deals.

Things you will learn in this episode:

-How to solidify your corporate strategy

-Creating the right deal team

-Keeping your deal team aligned

-How to lead an M&A deal from diligence to integration

-Setting up your governance structure

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Tim Wentworth, CEO of Evernorth, a Cigna Corporation company (NYSE: CI)

In this episode of the M&A Science Podcast, Tim Wentworth, CEO of Evernorth, (the CEO of Express Scripts at that time of sale), will share his experiences on the deal and how leadership and culture made this transaction successful.

What you will learn in this episode:

-Keys to successful acquisitions

-How to focus on culture and values

-The role of the CEO on M&A deals

-Why focusing on customers is crucial

-Common mistakes that people make regarding culture

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.

Noah Waisberg, Co-Founder & CEO - Zuva; Author of "AI for Lawyers"

In this episode of the M&A Science Podcast, Noah Waisberg, Co-Founder & CEO - Zuva shares his experience and top learnings after he creatively decided to sell his own company, Kira to Litera in 2021.

Things you will learn in this episode:

-What made Noah sell his company even though he was reluctant at first

-How empathy and creativity helped Noah create more value to shareholders

-Why they opted out of an auction process

-How easy the TSA was for both companies

-Noah's biggest lessons learned from selling his company

-Advice for founders looking for an exit

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com

Charles Breed, VP Corporate Development at Corel Corporation (NASDAQ: CREL)

In this episode of the M&A Science Podcast, Charles Breed, VP of Corporate Development at Corel Corporation, talks about how to hire a corporate development team that fits into your M&A strategy.

When you're building a corporate development function, the first thing you need to do is hire a head of corporate development, but hiring is not as simple as it sounds. The head of corporate development needs to fit into the overall strategy.

Things you will learn in this episode:

-What to look for in when hiring a head of corporate development

-The role of the head of corporate development

-Skills required for a corporate development leader

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Klint Kendrick, Chair of the HR M&A Round Table

After over 100 podcast interviews, we have collected more than 40 lessons learned from top practitioners worldwide. In those lessons, we saw a recurring theme: creating a better people experience in M&A is key to a successful transaction.

The biggest value leak after a deal closes is losing key employees and people. In this episode, HR expert Klint Kendrick, Chair of the HR M&A Round Table, is going to share with us best practices on how to retain key employees.

Listen in and learn about:

-The biggest shift in the M&A industry

-Best practices for successful integration

-The importance of empathy

To join our network of M&A practitioners and sign up for our newsletter go to mascience.com.

Gwen Pope, Head of Global Product M&A at eBay (NASDAQ: EBAY)

Creating a go-to-market plan is one of the first things to do during an acquisition. In this interview, Gwen Pope, Head of Global Product M&A at eBay, will be sharing how to make M&A GTM successful.

Listen in and learn about:

- The importance of getting your house in order

- How to pressure test your deal rationale

- Steps to building your GTM plan

To join our network of M&A practitioners and sign up for our newsletter, go to mascience.com.