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Kison Patel
CEO and Founder at DealRoom
Chicago, United States
CEO and Founder of DealRoom, a lifecycle transaction management platform
Host of the M&A Science podcast, leading M&A podcast in the world
Kison Patel
Points
Academic
0
Author
329
Influencer
155
Speaker
0
Entrepreneur
0
Total
484
Points based upon Thinkers360 patent-pending algorithm.
Thought Leader Profile
Portfolio Mix
Company Information
DealRoom
CEO and Founder
Company Type: Company
Business Unit: Fintech
Areas of Expertise
Agile 42.56
Future of Work 31.82
Mergers and Acquisitions 77.25
Business Strategy 40.85
Management 30.26
AI
Industry Experience
Financial Services & Banking
Publications
2 Article/Blogs
7 Things You Can Do to Minimize the Impact of M&A on Employees
linkedin
January 05, 2022
As was noted in Investopedia’s overview of M&A, these deals rarely occur between two equal companies. Rather, when companies merge, a less powerful entity usually needs to cede authority to a larger one.
Making M&A GTM Successful
LinkedIn
January 03, 2022
Creating a go-to-market plan is one of the first things to do during an acquisition. When you don't have a clear GTM strategy before the deal is closed, you won't know what systems you need in place, and what people skills are required to make your combined product work. In this interview, Gwen Pope, Head of Global Product M&A at eBay, will help us understand how to make an M&A GTM successful.
Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value
DealRoom
August 30, 2019
Corporate mergers and acquisitions (M&A) professionals -- whether they work at banks, in corporate development groups, or integration teams -- often complain that their industry is falling behind in modern process solutions. While M&A is becoming an increasingly accepted first-line growth strategy for companies around the world, and deal volume continues to set jaw-dropping new records quarter to quarter, the M&A industry itself has not adopted new innovations in technology or techniques since the late 1990s.It's time to bring M&A into the 21st century.The Agile M&A Practitioner's Guide lays forth a new vision for completing M&A initiatives in the information age: the Agile M&A Process Model. Created by industry veteran Kison Patel, the Agile M&A Process Model advocates applying the "agile" project management style first popularized in silicon valley to the M&A industry.
Tags: Future of Work, Agile, Mergers and Acquisitions
89 Podcasts
126. Executing a Divestiture Without a Bank
Deal Room
September 27, 2021
Hiring a bank to facilitate a divestiture is an option, not a necessity. Kison Patel interviewed Russ Hartz, VP Corp Dev at Ansys, to talk about his vast experience of successfully executing divestitures without a bank.
87. How to Evolve Your M&A Workflow Using Agile Principles
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December 07, 2020
On this episode of M&A Science, Kison interviews Gina Sandon, Director of Corporate Development, M&A, Synergy, and Integration at IBM, about how to evolve your M&A workflows using key Agile principles. In this episode, you will learn: - The evolution of IBM's integration process - What the Agile Acc
Tags: Agile, Business Strategy, Mergers and Acquisitions
86. Virtual Summit Recap: Why Everything You've Been Told About Integration is Wrong
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December 04, 2020
On this episode of M&A Science, we're re-visiting a session from our M&A Science Virtual Summit held in June. In this session, the topic discusses why everything you’ve been told about integration is wrong. Moderated by Zoe Bogan, Corporate Development executive at KPMG, with guest speakers David
Tags: Agile, Business Strategy, Mergers and Acquisitions
85. Virtual Summit Recap: Tone at the Top - Intersection of Leadership and Culture in M&A
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November 27, 2020
This is a rewind from the virtual summit that was held last June. In this session, the topic of discussion is about the intersection of leadership and culture in M&A, hosted by Dr. Klint Kendrick, Director of Strategic Workforce Initiatives at SC Johnson. Our guest panelists are: Sallie Cunningham,
Tags: Agile, Business Strategy, Mergers and Acquisitions
84. Life After Corporate Development
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November 23, 2020
On this episode, Kison speaks with DealRoom's CGO, Rima Franklin, about life after corporate development. Together they talk about what that specific career path looks like, what the responsibilities of that role is, and how you can transfer skills to other future roles. You will learn: - What skill
Tags: Agile, Business Strategy, Mergers and Acquisitions
83. Virtual Summit Recap: Post Merger Innovation - Don't Just Integrate, Innovate
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November 20, 2020
This M&A Science episode is a rewind from the virtual summit held last June. In this interview, Kison discusses post merger innovation. Joining him to talk about this topic is Toby Tester, Senior Consultant and Project Manager at BTD. In this episode you will learn about: - M&A as a means of transfo
Tags: Agile, Business Strategy, Mergers and Acquisitions
82. Building a Partnership Between the Investment Sponsor and Operating Sponsor
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November 16, 2020
In this episode of M&A Science, Kison interviews Sean Alford, SVP, Corporate Development at J2 Global, about how to build a partnership between the investment sponsor and the operating sponsor. You will learn: - The evolution of the relationship between the investment sponsor and the operating spons
Tags: Agile, Business Strategy, Mergers and Acquisitions
81. Virtual Summit Recap: Making Integration Successful from Both Sides of the Deal
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November 13, 2020
On this episode of M&A Science, we're recapping a session from our virtual summit in June. Guest panelist Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian, and Steve Elliott, Head of Jira Align at Atlassian talk about how to make integration successful from both sides of t
Tags: Agile, Business Strategy, Mergers and Acquisitions
80. How Proactive Integration Engagement Can Differentiate Value in Deals
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November 09, 2020
On this episode of M&A Science, Kison speaks with Johanna Tseng, M&A Integration Leader at Coinbase. She's an M&A expert with a demonstrated history of leading acquisitions through integration and high growth environments. In this discussion, they talk about how proactive integration engagement can
Tags: Agile, Business Strategy, Mergers and Acquisitions
79. Virtual Summit Recap: Lessons Learned From Large Scale Divestitures
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November 06, 2020
On this episode of M&A Science, we're recapping one of the sessions from our M&A Science Virtual Summit. We had four guest speakers who talked about lessons learned from large scale divestitures. Galina Wolinetz - Managing Director at Virtas Partners M&A Integration, Separations Joshua Beggs - Fi
Tags: Agile, Business Strategy, Mergers and Acquisitions
Aligning M&A Strategy with Sustainability Initiatives
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October 30, 2020
Kison interviews Rima Franklin, President of Rima Franklin Consulting, and Will Sarni, Founder and CEO of Water Foundry LLC. In this discussion, they discuss sustainability, corporate social responsibility programs, and how this aligns with M&A. In this episode, you will learn about: Tactics you
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: Keeping Teams Aligned During M&A Integration
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October 23, 2020
For this episode of M&A Science, we're taking it back to our virtual summit we held in June. This conversation focuses on how to keep teams aligned during M&A integration. Featured speakers include Kash Ahuja, Senior Program Manager, M&A Integration at Google, James Harris, Principal Corporate Devel
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Build an M&A Center of Excellence from Scratch
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October 16, 2020
On this episode of M&A Science, Kison interviews Philip Pratt, Director, Acquisition Integration at Corning Incorporated, about building an M&A center of excellence from scratch. Philip has been at Corning for over eleven years, working in every aspect of M&A from being Director of M&A integration a
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Build and Align a Corporate Development Team with Multiple Mandates
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October 12, 2020
On this episode of M&A Science, Kison talks with Jeremy Segal, Senior Vice President of Corporate Development at Progress, about building and aligning a corporate development team with multiple mandates. Jeremy’s a Corporate development executive with 20+ years of experience in the technology indu
Tags: Agile, Business Strategy, Mergers and Acquisitions
Aligning People in M&A for a Better Outcome
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October 09, 2020
On this episode, Kison speaks with Carlos Cesta, Vice President of Corporate Development at Presidio, about aligning leadership for greater deal success. Together they discuss leveraging employees to ensure deal success, when to start thinking about integration, and developing a joint integration pl
Tags: Agile, Business Strategy, Mergers and Acquisitions
Structuring Talent Focused Acquisitions
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October 05, 2020
On this episode of M&A Science, Kison interviews Christina Ungaro, Head of Corporate Development at JLL, about how to structure a talent focused acquisition. Christina breaks down what a talent focused acquisition truly is, how to make that kind of acquisition successful, and all the necessary compo
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Hire Talent for Today's M&A Climate
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October 02, 2020
How do you hire talent in today’s M&A climate? This is what we discussed together with Nitin Kumar, CEO of Appnomic, and Rima Franklin, Chief Growth Officer of DealRoom. Here are some of the key takeaways from our interview: “Just because your company has done a lot of deals doesn't make you goo
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: The Future of M&A
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September 28, 2020
Ever wondered what is the future of M&A? This is one of the topics we tackled in the M&A Virtual Summit that we had. In this session, Dr. Karl Michael Popp, Senior Director of Corporate Development at SAP, and CEO of DealRoom, Kison Patel had an amazing interview. This podcast is brought to you by
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: Dimensions to Cultural Integration
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September 25, 2020
This amazing interview is from the past virtual summit we held in June. It talks about one of the hardest things in M&A practice- Cultural Integration. Discussing this topic is Jonathan Shiery, Director at Guidehouse, and Valeria Strappa, Director and Healthcare Integration Leader at JP Morgan, Chas
Tags: Agile, Business Strategy, Mergers and Acquisitions
Working With Private Sellers
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September 21, 2020
Had a great interview last week with Isaac Lund, VP Corporate Development and M&A at National Express LLC. The topic is all about learning how to work with a private seller to get the best outcome. We cover topics such as whether to work with a private seller or an advisor, what happens to the leade
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: Standing up with Corporate Development Function
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September 18, 2020
This interview is a rewind from our M&A virtual summit. In case you missed it, I would like to share with you this interview that discusses standing up corporate development functions. Hosting this is Rima Franklin, President at Franklin Consulting Services. Joined by Russ Hartz, VP of Corporate Dev
Tags: Agile, Business Strategy, Mergers and Acquisitions
The HR Practitioner’s Guide to Mergers & Acquisitions Due Diligence
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September 14, 2020
This week’s featured interview is all about an HR practitioner’s guide to M&A due diligence, with Klint Kendrick, Chair of HR, M&A roundtable. Klint was a former director of M&A, HR at Oracle, and HR M&A leader at Boeing. He discusses topics such as bringing HR in early, the definition of due di
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: Positive Employee Experience is Key to Successful M&A
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September 11, 2020
This is an interview that we had during our M&A virtual summit. Hosted by Jill Harrison, VP of Silverline venture, this interview is all about positive employee experience and how it impacts the success of M&A deals. Joining this discussion are our 3 speakers Cole Breidenbach- Head of M&A Integratio
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: Leading M&A with Integration
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September 04, 2020
This interview is a rewind from our M&A virtual summit, which was held in June. The topic of discussion is leading M&A with integration, featuring our guest speakers Carlos Cesta, Corporate Development/M&A at Presidio and Javid Moosaji, global head of partner channels, platform solutions and transfo
Tags: Agile, Business Strategy, Mergers and Acquisitions
Winding a Business Down
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August 31, 2020
Had a great interview last week with Ajit Sane, Director IT M&A at Agilent Technologies. Ajit is an M&A professional with multiple years of experience in leading acquisitions, integrations and divestitures. Our topic of discussion is how to wind a business down with minimal customer and people disru
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: How to Modernize IMO
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August 27, 2020
In this episode, we're sharing an interview we had in our M&A virtual conference that talks about how to modernize IMO, and building a synergy plan that actually delivers. This interview was hosted by Jonathan Shiery, Director at Guidehouse, with the guest panel Bill Clarkin, Head, M&A at BMO Financ
Tags: Agile, Business Strategy, Mergers and Acquisitions
How To Plan a Divestiture From an Accounting Perspective
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August 24, 2020
Last week was a great interview with Neil McNamara, Co-founder of Virtas Partners, which is an advisory firm specializing in preparing companies financially and operationally for M&A. The topic of discussion is how to plan divestiture from an accounting perspective. First thing that you should do is
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: Aligning Strategy with Your M&A Process
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August 21, 2020
In case you didn’t know, in the middle of this pandemic, we were able to pull off a successful M&A Virtual Conference. One of the sessions that we had was hosted by Ben Sutton, senior manager of corporate development at NCR corporation. This session was all about Aligning Strategy with Your M&A
Tags: Agile, Business Strategy, Mergers and Acquisitions
Making Joint Ventures Successful
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August 17, 2020
Last week’s interview was with Ivan Golubic, former VP Corporate Development at Goodyear. Prior to Goodyear, Ivan spent 10 years with Whirlpool, Deloitte and Ford in various finance and M&A roles. Our topic of discussion is how to make joint ventures more successful. To make joint ventures more su
Tags: Agile, Business Strategy, Mergers and Acquisitions
Summit Recap: Bridging the Gap Between Corporate Development and Integration
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August 14, 2020
On this recap from the M&A Science Virtual Summit, Kison moderates a panel featuring Devorah Bertucci, Director of Corporate Development at Microsoft, and Kim Jones, Senior HR M&A Manager at Microsoft. They discuss the topic of how to bridge the gap between corporate development and integration func
Tags: Agile, Business Strategy, Mergers and Acquisitions
Summit Recap: Avoiding Valuation Surprises and Accounting for M&A Transactions
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August 12, 2020
This is a session from our M&A Virtual Conference which was held on June 10 and 11. The topic of discussion is avoiding valuation surprises and accounting for M&A transactions, hosted by PJ Patel, co-CEO and Senior Managing Director at Valuation Research Corporation. Our guest for this interview is
Tags: Agile, Business Strategy, Mergers and Acquisitions
How Successful Diligence and Integration Planning Frames Successful M&A and Valuation
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August 10, 2020
Last week’s interview was with Erik Levy, Group Head Corp Dev and M&A at DMGT PLC. Erik has completed over 150 acquisitions, minority and venture investments and strategic partnerships. The topic of discussion is how successful Diligence and Integration planning frames success of M&A and valuati
Tags: Agile, Business Strategy, Mergers and Acquisitions
Virtual Summit Recap: Virtualizing the People Experience During Integration
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August 07, 2020
In this recorded session from our M&A Science Virtual Summit, Laura Lane, Chief of Staff at VMware, Kimberly Baird, Corporate Development Integration Leader at Cisco, and Dawn White, Manager of M&A Integration at Corning discuss how to virtualize the people experience during integration. They cove
Tags: Agile, Business Strategy, Mergers and Acquisitions
Diligence in M&A
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August 05, 2020
On this episode, Kison interviews Jeff Desroches, VP of Corporate Development at Atlas Copco, about how to identify issues during diligence in M&A. Jeff is a high-impact Corporate Development executive adept at identifying, developing and executing strategic growth opportunities. He’s a resourcefu
Tags: Agile, Business Strategy, Mergers and Acquisitions
Navigating International Deals
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August 03, 2020
In this interview, Kison discusses the topic of international transactions with Jeff Baker, EVP Mergers and Acquisitions at InComm. Jeff has extensive international experience and will be offering his advice on how to be sensitive towards other cultures and how to work with outside governments when
Tags: Agile, Business Strategy, Mergers and Acquisitions
What is Rebadging and How it Works
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July 31, 2020
Kison sits down with Sachin Kumar, Senior Director - M&A and Regional Lead for HR North America at Conduent, to discuss the topic of the not so famous process of Rebadging. Together they break down the process step by step and explain the use case. Some tips: Don’t forget to get the HR team invol
Tags: Agile, Business Strategy, Mergers and Acquisitions
Assimilating Unique Cultures in M&A
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July 29, 2020
On this episode, Kison speaks with Kim Jones, Senior HR M&A Manager at Microsoft. She conducts due diligence research and completes all HR-related integration activities as part of Microsoft's M&A programs. Together they discuss what company culture is, at what of the deal to consider it, and how
Tags: Agile, Business Strategy, Mergers and Acquisitions
Preserving a Company's Value During Integration
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July 27, 2020
In this episode, Kison interviews Dev Sirur, Director of M&A Integrations at Intel.nHe has spent over 23 years at Intel and worked on 40+ transactions over a 10 year period. Dev is a proven executive experienced in helping business leaders and executive management on M&A strategy and synergy drivers
Tags: Agile, Business Strategy, Mergers and Acquisitions
COVID-19's Impact on M&A
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July 24, 2020
In this episode, Kison discusses the impact COVID-19 is having on M&A with Toby Tester, a Senior Consultant and Project Manager at BTD, Kevin Robbins a General Partner at Blue Delta Capital Partners and Co-Founder of Wolf Den Associates, and Fred Thiel, Chairman and Chief Advisor of Thiel Advisors,
Tags: Agile, Business Strategy, Mergers and Acquisitions
Developing International Joint Ventures
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July 15, 2020
On this episode, Kison and Ritch Schaafsma, VP of Corporate Development, Global Mergers and Acquisitions at General Motors, discuss the ins and outs of international joint ventures. Ritch is an accomplished and internationally seasoned Senior Corporate Development Executive, with over 15+ years of e
Tags: Agile, Business Strategy, Mergers and Acquisitions
Building an Effective Internal Communication Plan for M&A
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July 01, 2020
On this episode Kison speaks with Briana Elkington, Program Manager at VSP Global. Previously she was a Lead Project Manager at Oracle where she assembled a project management office responsible for the successful integration of acquired assets. She's led integration efforts for roughly 10 acquisiti
Tags: Agile, Business Strategy, Mergers and Acquisitions
Building a Corporate Development Function From Scratch
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June 17, 2020
On this episode, Kison Patel speaks with Russ Hartz, VP of Corporate Development at ANSYS, Inc. / former VP of Corporate Development at SAP. He’s an experienced Corporate Development professional with specific expertise in M&A and investments and post-merger integration. His role at ANSYS involves
Tags: Agile, Business Strategy, Mergers and Acquisitions
Sneak-Peek: Making Integration Successful from Both Sides of the Deal
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June 04, 2020
Kison Patel gives a sneak-peek into a panel discussion of the highly anticipated M&A Science Virtual Summit, featuring over 40 industry-leading practitioners. This panel discussion features Christina Amiry, Head of M&A Strategic Operations and Integrations at Atlassian and Steve Elliott, Head of Jir
Tags: Agile, Business Strategy, Mergers and Acquisitions
The Virtualization of M&A
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May 27, 2020
On this episode, Kison speaks with Kimberly Baird, Corporate Development Integration Lead at Cisco. She’s responsible for driving the successful integration of acquired organizations into Cisco by implementing best practice methodology rooted in M&A-specific project and change management developed
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Best Protect a Business Case in an Acquisition
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May 13, 2020
On this episode, Kison speaks with Ben Sutton, a senior manager of corporate development at NCR Corporation, about executing transactions and what a senior manager’s role looks like. Together they discuss how to measure the success of a transaction, the difference between revenue synergy and cost
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Plan a Divestiture from HR’s Perspective
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April 29, 2020
On this episode, Kison speaks with Sallie Cunningham about how to plan a divestiture from HR’s perspective. Together they discuss the process of moving employees, how to approach ringfencing, and what Transition Service Agreements (TSAs) are. Sallie also explains what the key materials HR must hav
Tags: Agile, Business Strategy, Mergers and Acquisitions
Bringing M&A and Business Agility Together
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April 15, 2020
On this episode, Toby Tester interviews Kison Patel about his newly published book, Agile M&A, and how Agile can transform the traditional M&A deal process. They discuss topics such as how companies can apply Agile techniques to the antiquated M&A process and take a deep dive into how Agile is a u
Tags: Agile, Business Strategy, Mergers and Acquisitions
Building a Communications Plan from Scratch
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April 01, 2020
On this episode, Kison Patel speaks with Stephanie Carty. Stephanie is a corporate communications professional with more than 15 years of experience at GE, KPMG and other companies. Her expertise is in executive communications and ensuring top leaders communicate with honesty, clarity, and credibili
Tags: Agile, Business Strategy, Mergers and Acquisitions
The Impact of People Experience on Deal Outcomes
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March 18, 2020
On this episode, Kison speaks with Karen Isely of Isely Associates International regarding the impact people experience has on the outcome of M&A deals. Karen is an M&A specialist and the founder of Isely Associates International, an Australian-based global consulting business providing M&A advisory
Tags: Agile, Business Strategy, Mergers and Acquisitions
Navigating Intangible Asset Valuation
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March 04, 2020
On this episode, Kison talks with PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC). VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Kison and PJ discuss how to navigate intangib
Tags: Agile, Business Strategy, Mergers and Acquisitions
The Impact of Leadership in M&A
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February 21, 2020
In this episode, Kison Patel discusses the groundbreaking research done by Dr. Keith Dunbar. As a Managing Partner at JKD Talent Solutions, his team delivers actionable leadership intelligence. With this intelligence, we enhance clients’ long-term profitability and growth by providing a unique, ho
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Successfully Build a Corporate Development Function
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February 05, 2020
Kison speaks with Nichelle Maynard-Elliot, a corporate M&A Executive, public company board member, and corporate dealmaker with over 20 years of financial and legal experience in M&A business development and strategic partnerships at Fortune 300 multinational corporations and top-ranked internation
Tags: Agile, Business Strategy, Mergers and Acquisitions
Demystifying the Employee Stock Ownership Plan (ESOP)
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January 08, 2020
Kison speaks with Richard Harmon, a Managing Director at CSG Partners, a firm that helps owners of private, middle market companies achieve equity monetization while addressing personal goals. In this podcast, they discuss how ESOPs can harvest equity, enhance liquidity, and create tax advantages.
Tags: Agile, Business Strategy, Mergers and Acquisitions
Focusing Less on Cost Synergies to Increase Value Creation
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December 18, 2019
Kison speaks with Anirvan Sen, the Founder and Managing Director of Fifth Chrome, a professional advisory firm that specializes in M&A integration and operational growth. In this podcast, they discuss creating deal value by focusing more on growth capabilities and revenue synergies than cost synerg
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Plan a Divestiture from HR’s Perspective
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December 04, 2019
Kison speaks with Jillian Kaebel-Sisk, an HR Global Mergers, Acquisitions, and Divestitures Manager at Caterpillar. This podcast covers how HR practitioners plan for and executive divestitures. They also discuss carve-out and divestiture challenges, as well as TSA agreements, asset vs. stock sale,
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Deliver Maximum Value from Divestitures
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November 20, 2019
Kison speaks with Toby Tester, an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. This podcast covers how you can deliver maximum value from divestitures. We will discuss how divestitures, like acquisitions, can bec
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Drive Transformational Change Through M&A
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November 06, 2019
Kison speaks with Toby Tester, an M&A Consultant and Project Manager with over 20 years of experience driving strategic, financial and operational value through M&A. This podcast follows Toby's article, Driving Transformation Through M&A, in which he discusses how M&A transactions are becoming nece
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Prepare a Company for an Acquisition
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October 23, 2019
Kison speaks with Jordan Lampos, a director specializing in healthcare M&A at Duff & Phelps, about how to best prepare a company for an acquisition and the role project management plays in improving this process.
Tags: Agile, Business Strategy, Mergers and Acquisitions
Behind the Scenes: Effective Deal Sourcing and Closing
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September 11, 2019
Kison speaks with Scott Kaeser, the Executive VP of Corporate Development for United American Security, a GardaWorld company, on sourcing strategies for successful deals.
Tags: Agile, Business Strategy, Mergers and Acquisitions
Evolving Technology Trends in Mergers and Acquisitions
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August 28, 2019
Kison speaks with Jill Harrison and Steve Siler about which technology trends are addressing some of the M&A industry's largest challenges. Jill is the Vice President of Ventures at Silverline and Steve is the CTO of Stonebriar Commercial Finance.
Tags: Agile, Business Strategy, Mergers and Acquisitions
Perspectives on Modern M&A Consultancy and Divestitures
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August 13, 2019
Kison speaks with Kelly Haggerty, who founded her own advisory firm, Nearco Transaction Advisors, after 15 years of leading integrations and divestitures for top consulting firms and Fortune 500 companies. On this episode, Kison talks with Kelly about her experience as an M&A advisor and the lesso
Tags: Agile, Business Strategy, Mergers and Acquisitions
Creating Solutions for Industry-Wide Challenges
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July 31, 2019
Kison speaks with Paul Koenig, Founder and CEO of SRS Acquiom, a platform that manages escrows, payments, risks, and claims for complex M&A transactions.
Tags: Agile, Business Strategy, Mergers and Acquisitions
The Art of Protecting Value Drivers
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July 10, 2019
During this episode, Kison and Jai discuss the best strategies for identifying, extracting and protecting value drivers during the due diligence process and most importantly while conducting integration post-close.
Tags: Agile, Business Strategy, Mergers and Acquisitions
The Power of Empathy in M&A
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June 26, 2019
Kison speaks with Dr. Mark Goulston on the benefits of practicing empathy for more successful M&A, specifically to improve value creation and productivity post-close.
Tags: Agile, Business Strategy, Mergers and Acquisitions
The Importance of Conducting Cultural Assessments
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June 12, 2019
On this episode, Kison speaks with Dawn White, an M&A Integration Manager at Corning. Dawn explains the importance of conducting cultural assessments during M&A transactions and explores how these assessments can lead to stronger deal outcomes, increased value creation and an overall happier and m
Tags: Agile, Business Strategy, Mergers and Acquisitions
Integration Strategies Suited for Modern Business Landscapes
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May 01, 2019
Nitin Kumar, a seasoned C-level operating executive and management consultant in the technology, media and telecom (TMT) sector, discusses how to create integration strategies better suited to modern business environments.
Tags: Agile, Business Strategy, Mergers and Acquisitions
A Guide to Planning Successful Divestitures
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April 18, 2019
Al Ansari, a veteran divestiture and integration advisor currently assisting Cisco with the development of their divestiture methodology, discusses the strategies, decisions and planning behind divestitures.
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Implement an Agile Approach into M&A
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April 03, 2019
In this podcast, Kison interviews James Harris, Principal of Corporate Development Integration at Google. They explore the ways in which deal practitioners can implement a more Agile approach to each step of M&A, from due diligence to integration.
Tags: Agile, Business Strategy, Mergers and Acquisitions
Creating Corporate Development Acquisition Strategies
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July 19, 2018
In this episode, Kison speaks with Joseph Feldman, a corporate development, acquisitions and growth strategies consultant. Joseph discusses acquisition strategies, diligence checklists, company inconsistencies, and post-close surprises.
Tags: Agile, Business Strategy, Mergers and Acquisitions
Best Ways to Approach Cultural Integration
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July 12, 2018
In this episode, Kison interviews corporate and business development consultant Judah Karkowsky. They discuss the best ways to approach cultural integration, handling ownership issues, the surprises you can find during preliminary due diligence, international entities’ approach on diligence, being
Tags: Agile, Business Strategy, Mergers and Acquisitions
M&A in the Technology Industry
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June 25, 2018
In this episode, Kison asks Paul Weiskopf, a professional who has worked over 25 years with companies in the technology industry such as Hewlett Packard, Adobe Systems and smaller companies, about his professional experience on M&A. Weiskopf shares his knowledge about strategy common errors that lea
Tags: Agile, Business Strategy, Mergers and Acquisitions
M&A, Due Diligence, and Integration from an Attorney's Point of View
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June 12, 2018
In this episode, Kison interviews mergers and acquisitions attorney Luke Fedlam, who shares his knowledge on working with and outside counsel, representing the seller, sending letters of intent, setting up a financial plan, and how to transaction showstoppers beforehand. 00.00 / 05.00 / help from
Tags: Agile, Business Strategy, Mergers and Acquisitions
The Importance of Communication, Due Diligence and Post-Closing Integration
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June 05, 2018
In this episode, Kison interviews Armando Biondi, Co-founder and COO for AdEspresso. Biondi shares his personal experience on the AdEspresso and Hootsuite merger. They discuss selling, communication during the integration process, and negotiating.
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Set Clear M&A Objectives: M&A Advice from a Former Marine
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May 31, 2018
In this episode, Kison interviews Ken Marlin, author of The Marine Corps Way to Win on Wall Street. Marlin has a very diverse background going from corporate development to CEO of a company to running an investment bank. They discuss advising buyers, business strategies, and setting clear business o
Tags: Agile, Business Strategy, Mergers and Acquisitions
Buy Side and Sell Side M&A Strategies
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May 23, 2018
In this episode, Kison interviews International Strategy and Business Optimization Specialist Abhik Jain. Together they talk through the differences between M&A, PE and investment banking, proprietary and auction deals, and Jain’s personal advice on handling negotiations and transactions both from
Tags: Agile, Business Strategy, Mergers and Acquisitions
Wargaming for M&A Integration Leaders
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February 16, 2018
This special episode of M&A Science is an audiobook written by Nitin Kumar, a Senior Managing Director at FTI Consulting, on the strategy of wargaming. In an era of disruption and uncertainty, developing and executing successful M&A transactions require new strategic approaches. Business wargaming
Tags: Agile, Business Strategy, Mergers and Acquisitions
Balancing Legal and Business Concerns in M&A Transactions
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December 11, 2017
“Are you doing things that could be perceived negatively that would create a higher bar for that next acquisition? Those things can come back and haunt you” Scott Hile is an M&A professional with two decades of experience. He also teaches Entrepreneurial Law and Global Business Transactions in C
Tags: Agile, Business Strategy, Mergers and Acquisitions
How Empathy Makes Mergers and Acquisitions Successful
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September 15, 2017
“This is the first time I’ve been acquired by a company that felt like it had a soul.” That’s what John Derusso was told after leading an integration. John is the Director of Corporate Development Integration with Cisco Systems and has been for the past four years. 0:00-0:10 John’s back
Tags: Agile, Business Strategy, Mergers and Acquisitions
How You Survive an Unprofitable Business
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September 15, 2017
Sean Peace has a captivating story to tell about selling and exiting an unprofitable business in a unique niche: a fintech startup dealing with entertainment in the Southeast. In 2013, he founded Royalty Exchange, an auction marketplace selling music royalty streams as memorabilia to the highest bid
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Choose an M&A Advisor
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September 15, 2017
As former VP at Huron Capital, Mark Miller is very familiar with the start-to-finish private equity process. He’s responsible for transaction teams involved in all aspects of deal sourcing, execution, and portfolio management. Mark has a wealth of experience executing deals on the buy side – man
Tags: Agile, Business Strategy, Mergers and Acquisitions
How Synergies Differ in M&A
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September 15, 2017
As a professional with 29 years’ experience in M&A corporate development, financial operations, and management, Paul Tennola, CFO of Paynet, is an expert when it comes to M&A. In addition to his experience with Paynet, Paul has worked with TransUnion, Wolters Kluwer, and SunGard. He has looked at
Tags: Agile, Business Strategy, Mergers and Acquisitions
Sell Side M&A Advice
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September 15, 2017
In 2005, Vamsi started his own company focused on data compliance for the pharmaceutical industry. His company provided technology to support clinical trials to the FDA. “I like to build companies, but I also like change. [After five years], I thought about selling the company and rolling it up in
Tags: Agile, Business Strategy, Mergers and Acquisitions
Key Private Equity Criteria for Prosperous M&A
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September 15, 2017
Greg DellaFranco is currently a Senior Manager of Corporate Development at Deloitte Consulting. Prior to joining Deloitte, he served as Director of Corporate Development at KPMG. When combined with 16 years in corporate development, corporate strategy, new venture creation, and alliance roles at Acc
Tags: Agile, Business Strategy, Mergers and Acquisitions
Why Decisive Communication is Vital for a Successful Integration
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March 23, 2017
Jeremie originally started his career at Goldman Sachs and spent time in investment banking focused on equities, equity sales, and trading. He has experience on both sides of M&A, as an acquirer and “acquiree,” and says the deals he has seen in the past 10 years – some successful, others not
Tags: Agile, Business Strategy, Mergers and Acquisitions
How to Sell A Bank: The True Story of Ups and Downs of M&A Banking
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March 14, 2017
Matt Gambs is very familiar with the community banking realm – he’s been in it for more than 23 years and has worked every angle of the business, starting as a teller and working his way up to President and CEO of two different community banks in the Chicago metro area: BB&T Bancorp and Diamond
Tags: Agile, Business Strategy, Mergers and Acquisitions
How Strong Relationships Lead to Successful M&A
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February 07, 2017
In this interview, we touch on a range of topics from how Scott handles hurdles to post-closing surprises, deal disasters to integration management, and ultimately, the keys to running a successful process. 00:00 - 00:40 Intro 00:40 - 04:25 Scott’s corporate development background 04:25 - 06:36 Sm
Tags: Agile, Business Strategy, Mergers and Acquisitions
The Importance of Conducting a Quality of Earnings in M&A
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February 01, 2017
Andrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. Show Notes: 0:00 – 0:47 Summary of Andrew’s
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Making M&A GTM Successful
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126. Executing a Divestiture Without a Bank
87. How to Evolve Your M&A Workflow Using Agile Principles
86. Virtual Summit Recap: Why Everything You've Been Told About Integration is Wrong
