M&A Science show

M&A Science

Summary: M&A Science is an educational podcast exploring the intricate world of M&A with industry leaders and practitioners. This podcast is sponsored by DealRoom, a diligence management and virtual data room platform for complex financial transactions. 


 How NCR Approaches Executing M&A Transactions | File Type: audio/mpeg | Duration: 55:29

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 synergy, and how you can predict what a leader wants out of a transaction.

 How to Plan a Divestiture from HR’s Perspective | File Type: audio/mpeg | Duration: 57:28

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 have when it comes to preparing for due diligence during a divestiture and which transition records are required for HR to gather.

 Bringing M&A and Business Agility Together | File Type: audio/mpeg | Duration: 43:36

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 unique project framework that increases efficiency and closes deals faster. The two also address the importance of accountability and leadership.

 Building a Communications Plan from Scratch | File Type: audio/mpeg | Duration: 57:33

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 credibility. Currently, Stephanie is a strategic advisor, specializing in employee communications.

 The Impact of People Experience on Deal Outcomes | File Type: audio/mpeg | Duration: 47:19

This episode focuses on Karen Isely's, of Isely Associates International, research regarding how leadership is a predictor of people experience, and how that people experience can lead to meeting, or failing to meet, deal objectives. She gives tips for both employees and executive leaders to find a balance that gets the deal done successfully and allows for all sides to have a positive experience while doing so.

 Navigating Intangible Asset Valuation | File Type: audio/mpeg | Duration: 47:25

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 intangible asset valuation in today’s market, how the current M&A climate is affecting valuation, and how to avoid the most common mistakes when conducting a valuation.

 The Impact of Leadership in M&A | File Type: audio/mpeg | Duration: 48:11

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, holistic view of leadership capabilities.

 How to Successfully Build a Corporate Development Function | File Type: audio/mpeg | Duration: 24:53

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 international/boutique law firms. She’s a highly experienced corporate attorney lawyer, focusing on mergers and acquisitions. 

 Demystifying the Employee Stock Ownership Plan (ESOP) | File Type: audio/mpeg | Duration: 35:14

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 ESOPs, how ESOPs can harvest equity, enhance liquidity, and create tax advantages.

 Focusing Less on Cost Synergies to Increase Value Creation | File Type: audio/mpeg | Duration: 57:18

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 synergies.

 How to Plan a Divestiture from HR’s Perspective | File Type: audio/mpeg | Duration: 33:58

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, due diligence, and more.

 How to Deliver Maximum Value from Divestitures | File Type: audio/mpeg | Duration: 35:05

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 become a positive and transformational process. 

 How to Drive Transformational Change Through M&A | File Type: audio/mpeg | Duration: 23:45

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 necessary transformational strategies for companies in the modern marketplace. 

 How to Prepare a Company for an Acquisition | File Type: audio/mpeg | Duration: 28:40

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. 

 Behind the Scenes: Effective Deal Sourcing and Closing | File Type: audio/mpeg | Duration: 01:05:25

Kison speaks with Scott Kaeser, the Executive VP of Corporate Development for United American Security, a GardaWorld company, on sourcing strategies for successful deals. 


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