M&A Science

• Lessons from the Trenches: Mastering Tech M&A, Integration, and Carve-Out Strategies Part 2

  Dr. Amit Monga, Founder and CEO of SARAPOINT Every deal tells a story of risk, strategy, and the relentless pursuit of value. With M&A evolving into a core function across industries, simply following old playbooks is no longer enough. You need insight, discipline, and a strategy tailored to today’s fast-moving, multi-dimensional landscape. In this episode of the M&A Science Podcast, Amit Monga, Founder and CEO of SARAPOINT, joins us to unpack the intricacies of software valuation, integration challenges, and structuring carve-outs that unlock hidden value.  Things you will learn: Trends in software valuation: EBITDA vs. revenue multiples How growth impacts valuation and attracts buyers Navigating deals with difficult CEOs Challenges in carve-outs from the buy-side Key differences between buy-side and sell-side M&A This episode is  sponsored by DealRoom AI. Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. Visit DealRoom.net to learn more. Episode Timestamps: 00:00 Intro 02:31 Trends in software valuation: EBITDA vs. revenue multiples 05:22 Venture capital vs. private equity mindsets 07:48 Who is lending on software deals 09:13 Convincing someone to sell their company 12:41 How growth impacts valuation and attracts buyers 15:46 How to approach your first acquisition 18:54 How to pitch a deal to Founders 22:15 Navigating deals with difficult CEOs 27:46 Challenges in carve-outs from the buy-side 31:36 Networking to find carve-out deals 35:28 Structuring optimal deals for carve-outs and founder-owned businesses 41:46 When to take on investments and build a platform 45:25 Key differences between buy-side and sell-side M&A 50:21 Surprises and lessons learned in M&A 55:09 How M&A strategies have evolved 58:25 Craziest thing in M&A

  --------  

  1:02:12
• Lessons from the Trenches: Mastering Tech M&A, Integration, and Carve-Out Strategies Part 1

  Amit Monga, Founder and CEO of SARAPOINT M&A is a minefield of uncertainties, let alone the tech space. Missteps in integration, cultural clashes, and unforeseen risks can quickly derail even the most promising deals. That’s why understanding what could go wrong is critical. Dr. Amit Monga, Founder and CEO of SARAPOINT, shares lessons from the trenches to help you anticipate challenges and mitigate risks. Learn how to navigate integration, manage carve-outs, and turn M&A uncertainty into opportunity with actionable insights from a seasoned expert. Things you will learn: Key lessons from the trenches for corporate M&A success Balancing proactive and opportunistic M&A strategies Handling opportunistic deals outside core strategy Evaluating deals that don’t fit the M&A thesis Maintaining control during M&A execution ******************* This episode is  sponsored by DealRoom AI. Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. Visit DealRoom.net to learn more. ******************* Episode Timestamps: 00:00 Intro 03:17 The power of an engineering background 03:48 Key lessons from the trenches for corporate M&A success 06:51 Balancing proactive and opportunistic M&A strategies 08:39 Building and managing an M&A pipeline 10:32 Handling opportunistic deals outside corporate strategy 12:35 Balancing synergies and opportunistic deals 14:54 Deciding how much to integrate a company 17:59 Evaluating deals that don’t fit the M&A thesis 23:06 Planning integration based on partnerships and synergies 25:02 Becoming a buyer-led M&A organization 27:05 Working with the sell-side during M&A processes 30:46 Maintaining control during M&A execution 32:40 Balancing the M&A process management with bankers 34:48 Handling proprietary deals without an advisor 38:34 Scenario: Balancing opportunism with communication in competitive processes

  --------  

  48:37
• Navigating the Current M&A Cycle, Regulatory Impacts, and 2025 Market Dynamics for Corporate Development Leaders

  Joe Mantone, U.S. Financial Institutions News Desk Manager at S&P Global Market Intelligence (NYSE: SPGI)   The M&A market isn’t what it used to be. Deal volumes are rising, but they remain a shadow of the record highs of 2021. Add to this the challenges of regulatory hurdles, high interest rates, and uneven global recovery. Corporate development leaders are left asking: where do we go from here?   In this episode of the M&A Science Podcast, Joe Mantone of S&P Global Market Intelligence unpacks the latest trends, challenges, and opportunities in the M&A cycle. You’ll learn the latest insights to stay ahead in a volatile market and prepare for the opportunities 2025 promises to bring.   Things you will learn: The state of M&A, recovering from the 2022 downturn How regulatory challenges are reshaping deal strategies What corporate leaders need to know about private equity and credit trends The rise of AI and sector-specific opportunities for 2025 Actionable advice for corporate development teams in a volatile market ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights. DealRoom AI also sponsors this episode. DealRoom AI accelerates the due diligence process by automating the extraction and analysis of key information from M&A documents, reducing contract analysis time by up to 80%. Trusted by leading M&A practitioners, this tool streamlines reviews, minimizes risk, and saves legal costs significantly. For more details, visit the DealRoom AI page today. ******************* Episode Timestamps 00:00 Intro 06:03 Current state of the M&A market 07:45 Distinguishing the current M&A downturn 08:51 Factors driving global M&A 10:14 M&A blindspots to lookout for 12:38 How Fed rate cuts will affect M&A 13:38 Financing M&A deals in a changing market 15:22 Investor sentiment and the future of IPOs 16:17 Impact of market volatility on corporate M&A 17:12 Cross-border M&A: Lessons from Asia Pacific and Europe M&A Activity 20:19 How to prepare for the heightened regulatory scrutiny 21:43 Strategies for mitigating regulatory risks 22:24 M&A insights from earnings calls 23:53 Increased investment banking recruiting 24:48 Practical takeaways for corporate M&A teams 25:40 The future of M&A: Trends to watch in 2025 28:13 Emerging sectors for 2025 29:55 Craziest thing in M&A  

  --------  

  33:10
• Optimizing Your Corporate Development Team

  Andrew Kelley III  -  VP of Corporate Development and Ventures at Five9 ( NYSE: FIVN) Achieving success in M&A requires more than identifying opportunities—it demands a thoughtful approach to relationship-building, thorough due diligence, and strategic alignment. Without these key elements, even well-intentioned deals risk falling short of their potential. In this episode of the M&A Science Podcast, Andrew Kelley, VP of Corporate Development and Ventures at Five9, shares his expertise on navigating the complexities of corporate development. From building strong relationships to prioritizing due diligence and leveraging emerging technology, Andrew provides actionable insights for driving successful deals. Learn how to overcome common pitfalls, foster alignment, and build a strategic M&A framework. Things You Will Learn: Strategies for building relationships and sourcing deals effectively How to prioritize and execute efficient due diligence Identifying and overcoming bid-ask spread challenges The role of culture in deal success and integration ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights. DealRoom AI also sponsors this episode. DealRoom AI accelerates the due diligence process by automating the extraction and analysis of key information from M&A documents, reducing contract analysis time by up to 80%. Trusted by leading M&A practitioners, this tool streamlines reviews, minimizes risk, and saves legal costs significantly. For more details, visit the DealRoom AI page today. ******************* Episode Timestamps: 4:13 Overview of Experience in Corporate Development 7:17 Foundational Skills for M&A Success 17:39 Efficiency and Prioritization in Due Diligence 22:00 The Role of Culture in Integration  23:22 Green Flags in the Deal 27:12 Red Flags in the Deal 33:18 Predicting Actual Value 37:46 Key Players in Your Letter of Intent 41:01 Relationships in Corporate Development 44:46 Supporting Your Team While Holding Them Accountable 49:01 Dealing with Bid-Ask Spreads 54:35 Building External Relationships 1:08:22 Future of Corporate Development

  --------  

  1:16:34
• Synchronizing the Deal Team and Integration Team for Better Outcomes

  Russ Hartz, VP of Corporate Development at Ansys, and Carey Pugh, Director of Corporate Integrations at Ansys (NASDAQ: ANSS) The fastest way to sabotage an M&A deal is to let the deal team and integration team work in silos. Too often, companies nail the transaction only to fumble on execution because the people closing the deal and those delivering the value aren’t aligned.  In this episode of the M&A Science Podcast, Russ Hartz, VP of Corporate Development at Ansys, and Carey Pugh, Director of Corporate Integrations at Ansys, unpack how keeping deal and integration teams synchronized can make or break an M&A deal's outcomes. Things you will learn:   The positive business outcomes of early integration Managing integration planning milestones Kickoff meeting structure Adapting integration approaches to cultural differences Building a strong partnership between deal and integration teams ******************* This episode is sponsored by S&P Global Market Intelligence. Find insight at every data point with the enhanced S&P Capital IQ Pro platform. It’s the leading data solution for strategics and investors alike. Visit spglobal.com/proinsights.   DealRoom AI also sponsors this episode. DealRoom AI accelerates the due diligence process by automating the extraction and analysis of key information from M&A documents, reducing contract analysis time by up to 80%. Trusted by leading M&A practitioners, this tool streamlines reviews, minimizes risk, and saves legal costs significantly. For more details, visit the DealRoom AI page today.   ******************* Episode Timestamps: 00:00 Intro 04:49 Integration planning starts early 07:55 The positive business outcomes of early integration 15:22 Balancing strategy with practicality in early integration planning 21:50 Proactive integration planning 23:58 Managing integration planning milestones 25:11 Kickoff meeting structure 33:07 Adapting integration approaches to cultural differences 30:29 Key factors considered during diligence 44:31 Building a strong partnership between deal and integration teams 46:50 Key traits to look for in an integration partner 49:36 Aligning the deal and integration teams 52:18 Best practices for synchronizing the deal team and integration team 58:52 The power of buyer-led M&A -  When you get to the point  1:04:23 Creating a seamless people experience in buyer-led M&A 1:06:43 Craziest thing in M&A

  --------  

  1:13:13

Mais podcasts de NegóciosMais podcasts de Negócios

Podcasts em tendência em Negócios

Sobre M&A Science

M&A Science: Podcast do grupo