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Strategic Growth Through M&A and AI with Kison Patel
How do you take one of the most complex and high-stakes processes in business, mergers and acquisitions (M&A), and bring clarity and innovation to it? In this episode, host John Rebecchi (M.B.A. ’83), Ph.D. welcomes Kison Patel, Founder and CEO of DealRoom, a project management platform designed specifically for complex financial transactions. With over a decade of experience as an M&A advisor, Kris witnessed firsthand the pain points dealmakers face, which inspired him to create DealRoom.
Kison will share how he identified the need for a purpose-built platform, and how DealRoom helps connect the full lifecycle of the transaction process from managing pipelines and overseeing due diligence to post-merger integration. We will explore the role of emerging technologies such as AI and what they mean for the future of the M&A industry. Kison will also discuss a personal mindset he describes as “impatience,” a strategic approach that emphasizes the urgency of identifying inefficiencies, optimizing operational processes and aligning organizational goals for long-term success.
Hit subscribe and never miss an episode! You can find us in on Podbean, Apple, Spotify, YouTube Podcasts, and more. Don't forget to share your thoughts by leaving a review!
About The In Reality Podcast:
Lessons from Leaders and Entrepreneurs, a School of Management podcast, is hosted and executive produced by John Rebecchi (M.B.A. '83), Ph.D., founder of Strategy + Culture Consulting, and features interviews with thought leaders, entrepreneurs from startups to multinational companies, and experts in fields shaping the future of business.
Executive Producer Deborah Y. Cohn, Ph.D., Professor of Marketing at NYIT and former Interim Dean of the School of Management (2021–2024), brings her expertise to the show, while Patthara Chandaragga, a Student Advisement Specialist, works closely with both the host and Executive Producers as the podcast’s marketing strategist and producer.
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By New York Institute of Technology’s School of Management
5
2525 ratings
How do you take one of the most complex and high-stakes processes in business, mergers and acquisitions (M&A), and bring clarity and innovation to it? In this episode, host John Rebecchi (M.B.A. ’83), Ph.D. welcomes Kison Patel, Founder and CEO of DealRoom, a project management platform designed specifically for complex financial transactions. With over a decade of experience as an M&A advisor, Kris witnessed firsthand the pain points dealmakers face, which inspired him to create DealRoom.
Kison will share how he identified the need for a purpose-built platform, and how DealRoom helps connect the full lifecycle of the transaction process from managing pipelines and overseeing due diligence to post-merger integration. We will explore the role of emerging technologies such as AI and what they mean for the future of the M&A industry. Kison will also discuss a personal mindset he describes as “impatience,” a strategic approach that emphasizes the urgency of identifying inefficiencies, optimizing operational processes and aligning organizational goals for long-term success.
Hit subscribe and never miss an episode! You can find us in on Podbean, Apple, Spotify, YouTube Podcasts, and more. Don't forget to share your thoughts by leaving a review!
About The In Reality Podcast:
Lessons from Leaders and Entrepreneurs, a School of Management podcast, is hosted and executive produced by John Rebecchi (M.B.A. '83), Ph.D., founder of Strategy + Culture Consulting, and features interviews with thought leaders, entrepreneurs from startups to multinational companies, and experts in fields shaping the future of business.
Executive Producer Deborah Y. Cohn, Ph.D., Professor of Marketing at NYIT and former Interim Dean of the School of Management (2021–2024), brings her expertise to the show, while Patthara Chandaragga, a Student Advisement Specialist, works closely with both the host and Executive Producers as the podcast’s marketing strategist and producer.