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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
Minimum Project Size: Undisclosed
Average Hourly Rate: Undisclosed
Number of Employees: Undisclosed
Company Founded Date: Undisclosed
Areas of Expertise
Agile 41.17
AI
Business Strategy 40.23
Future of Work 30.97
Management 30.23
Mergers and Acquisitions 77.15
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
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7 Things You Can Do to Minimize the Impact of M&A on Employees
Making M&A GTM Successful
Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value
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
