M&A Science
M&A Science
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How to Execute Successful M&A as a CEO | Sanjay Poonen w/ Kison Patel
M&A isn't just about signing a deal and popping the champagne. Every CEO knows the entire process is a minefield of cultural clashes, integration headaches, and occasional unexpected challenges that could blow up your strategy. But while M&A can be a high-stakes game, it’s also one that can be mastered with the right playbook.
In this episode of the M&A Science Podcast, we’re diving into key strategies CEOs should consider to ensure M&A success, featuring Sanjay Poonen, CEO & President of Cohesity.
Things you will learn in this episode:
• The CEO’s approach to M&A integration
• Key considerations in sourcing deals
• Best practices for managing large-scale acquisitions
• The impact of market timing on acquisition strategy
Bookmarks
00:00 Intro
03:52 Exploring high-impact M&A deals
05:34 Shaping the M&A strategy
07:45 Expanding and innovating through acquisitions
12:27 The CEO’s approach to M&A integration
22:46 Key considerations in sourcing deals
28:54 Cultivating cultural alignment
33:44 Convincing companies to do an M&A deal
42:01 Maintaining key relationships
44:17 Best practices for managing large-scale acquisitions
46:34 Strategic considerations for a global expansion
47:43 The right timing for announcing deals
49:59 The impact of market timing on acquisition strategy
51:29 Advice for CEOs on preparing for a successful IPO post-acquisition
53:44 Craziest thing in M&A
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Website: mascience.com/
Linkedin: www.linkedin.com/company/mascience
Twitter: m_a_science
Facebook: masciencepodcast/
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ABOUT M&A SCIENCE
M&A Science is the world’s first community resource for M&A tips, techniques, and strategies to achieve desired outcomes and better success. We bring you behind the scene stories, proven techniques, and key takeaways of real-life M&A deals. For more exclusive content from the industry's top experts, visit mascience.com
zhlédnutí: 91

Video

Dynamic Portfolio Strategy: Rebalancing Using Divestitures | Jerome Combes-Knoke w/ Kison Patel
zhlédnutí 82Před dnem
Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners) Strategic focus is a prerequisite to strong corporate performance. Yet, without proactive efforts to maintain focus, companies can “drift” and become weighed down by misaligned business units. In this episode of the M&A Science Podcast, Jerome Combes-Knoke, Senior Vice President of S...
How to Run a Successful Cultural Integration | Court Carruthers w/ Kison Patel
zhlédnutí 88Před 14 dny
How to Run a Successful Cultural Integration | Court Carruthers w/ Kison Patel
Unlocking New M&A Strategies: Uniting Venture Capital Insights & Public Equities in M&A | Thomas Le
zhlédnutí 401Před 21 dnem
Unlocking New M&A Strategies: Uniting Venture Capital Insights & Public Equities in M&A | Thomas Le
How to Execute a Balanced M&A Integration
zhlédnutí 140Před měsícem
How to Execute a Balanced M&A Integration
Transforming a Company Through Strategic Acquisitions | Fred Heller w/ Kison Patel
zhlédnutí 244Před měsícem
Transforming a Company Through Strategic Acquisitions | Fred Heller w/ Kison Patel
Uncovering Technical Debt For Better Technology Integration
zhlédnutí 123Před měsícem
Uncovering Technical Debt For Better Technology Integration
The Art of Executing Programmatic M&A | Wolfgang Schenk w/ Kison Patel
zhlédnutí 224Před měsícem
The Art of Executing Programmatic M&A | Wolfgang Schenk w/ Kison Patel
Executing Transformative M&A to Change Business Models | Tobias Gwisdalla w/ Kison Patel
zhlédnutí 171Před 2 měsíci
Executing Transformative M&A to Change Business Models | Tobias Gwisdalla w/ Kison Patel
How to Make AI Practical in M&A | Michael Bachman & Chris Cappetta w/ Kison Patel
zhlédnutí 224Před 2 měsíci
How to Make AI Practical in M&A | Michael Bachman & Chris Cappetta w/ Kison Patel
M&A Deal Sourcing in the Tech Space | Steve Lucas w/ Kison Patel
zhlédnutí 274Před 2 měsíci
M&A Deal Sourcing in the Tech Space | Steve Lucas w/ Kison Patel
Top 10 Things That Make M&A Successful | Michael Frankel w/ Kison Patel
zhlédnutí 247Před 3 měsíci
Top 10 Things That Make M&A Successful | Michael Frankel w/ Kison Patel
How to Close M&A Deals in 30 Days | Jeremy Segal w/ Kison Patel
zhlédnutí 381Před 3 měsíci
How to Close M&A Deals in 30 Days | Jeremy Segal w/ Kison Patel
Executing the Roll Up Strategy in the Tech Industry | Steven Freidkin & Christopher Carstens
zhlédnutí 274Před 3 měsíci
Executing the Roll Up Strategy in the Tech Industry | Steven Freidkin & Christopher Carstens
Building Corporate Development Muscle | Kyle Price w/ Kison Patel
zhlédnutí 214Před 3 měsíci
Building Corporate Development Muscle | Kyle Price w/ Kison Patel
How to Start Executing the Roll Up Strategy in M&A | Ivan Golubic w/ Kison Patel
zhlédnutí 489Před 4 měsíci
How to Start Executing the Roll Up Strategy in M&A | Ivan Golubic w/ Kison Patel
How to Create an Executable Integration Plan During Due Diligence | Jim Buckley w/ Kison Patel
zhlédnutí 230Před 4 měsíci
How to Create an Executable Integration Plan During Due Diligence | Jim Buckley w/ Kison Patel
Uncovering Capital Allocation Strategies | Keith Levy w/ Kison Patel
zhlédnutí 194Před 4 měsíci
Uncovering Capital Allocation Strategies | Keith Levy w/ Kison Patel
Roll Up Strategy in Private Equity | Gerry Williams w/ Kison Patel
zhlédnutí 872Před 4 měsíci
Roll Up Strategy in Private Equity | Gerry Williams w/ Kison Patel
Corporate Diversification through M&A | Tyler Rodewald w/ Kison Patel
zhlédnutí 125Před 4 měsíci
Corporate Diversification through M&A | Tyler Rodewald w/ Kison Patel
Performing Strategic Due Diligence in M&A | Andrey Galiuk w/ Kison Patel
zhlédnutí 370Před 5 měsíci
Performing Strategic Due Diligence in M&A | Andrey Galiuk w/ Kison Patel
How to Stand Up a Venture Capital Arm | George Kellerman & Alexander Baum w/ Kison Patel
zhlédnutí 163Před 5 měsíci
How to Stand Up a Venture Capital Arm | George Kellerman & Alexander Baum w/ Kison Patel
How to Achieve Strategic Alignment From Top to Bottom | Camilo Franco w/ Kison Patel
zhlédnutí 137Před 5 měsíci
How to Achieve Strategic Alignment From Top to Bottom | Camilo Franco w/ Kison Patel
Performing Cultural Due Diligence to Better Understand the Target Company | Ken Bond w/ Kison Patel
zhlédnutí 103Před 5 měsíci
Performing Cultural Due Diligence to Better Understand the Target Company | Ken Bond w/ Kison Patel
Strategic Alignment Between M&A and Corporate Strategy | Baljit Singh w/ Kison Patel
zhlédnutí 226Před 5 měsíci
Strategic Alignment Between M&A and Corporate Strategy | Baljit Singh w/ Kison Patel
Overcoming M&A Challenges | Douglas Barnard w/ Kison Patel
zhlédnutí 183Před 6 měsíci
Overcoming M&A Challenges | Douglas Barnard w/ Kison Patel
How Business Cycles Affect M&A Valuation | Allan Marks w/ Kison Patel
zhlédnutí 232Před 6 měsíci
How Business Cycles Affect M&A Valuation | Allan Marks w/ Kison Patel
Validating the Acquisition Plan | Adam Harris w/ Kison Patel
zhlédnutí 131Před 6 měsíci
Validating the Acquisition Plan | Adam Harris w/ Kison Patel
Mastering M&A Integration | Seema Nimmagadda w/ Kison Patel
zhlédnutí 161Před 6 měsíci
Mastering M&A Integration | Seema Nimmagadda w/ Kison Patel
Using M&A Best Practices to Get Better Deals | Brent Baxter and Jeff Giles w/ Kison Patel
zhlédnutí 202Před 6 měsíci
Using M&A Best Practices to Get Better Deals | Brent Baxter and Jeff Giles w/ Kison Patel

Komentáře

  • @user-vv7xo5jr5m
    @user-vv7xo5jr5m Před 5 dny

    Johnson Karen Lewis Richard Gonzalez Laura

  • @legacyrydeshare3478
    @legacyrydeshare3478 Před 21 dnem

    Great channel

  • @joehoffman9261
    @joehoffman9261 Před 26 dny

    Mr. Le is obviously articulate and highly intelligent and knowledgeable. His easy command and wealth of insight is also very impressive.

  • @Obsidian12332
    @Obsidian12332 Před měsícem

    A very very smart human being

  • @lancerobinson4420
    @lancerobinson4420 Před měsícem

    I need to hear more about the crocodiles, video if possible.

  • @teamicytv
    @teamicytv Před měsícem

    people used to swing pickaxes all day long underground - never know what was behind the next rock chip. or if it would collapse on them. wild.

  • @GuardTower
    @GuardTower Před měsícem

    I wanna know when this exact example was made... because.. if this was made before Elon actually got twitter then this seriously aged like milk... but if this was made in the present~ well... that is one lousy example that no one can relate

  • @grumpy_wolfman.
    @grumpy_wolfman. Před 2 měsíci

    Where is the money coming from to buy out all these companies?

  • @user-rj7iv2gw4t
    @user-rj7iv2gw4t Před 2 měsíci

    This was great guys. Very comprehensive overview. Obvious unanswered question in my noggin the whole time was, "What are the core economics and structure between the roll up entity and the sponsoring PE fund? How are deals, generally speaking, structured between operation/execution and funder?

  • @mayarmk224
    @mayarmk224 Před 2 měsíci

    Thank you for the informative fruitful discussion. A question please, do you provide consultations please ?

  • @achemicalprometheus5587
    @achemicalprometheus5587 Před 3 měsíci

    your podcast is rated higher than the Columbia Business School podcast

  • @achemicalprometheus5587
    @achemicalprometheus5587 Před 3 měsíci

    is this recorded via zoom?

  • @bv6257
    @bv6257 Před 3 měsíci

    This guy dropped bombs. Fascinating conversation. Keep pushing.

  • @OnboardingInformation
    @OnboardingInformation Před 3 měsíci

    Your voice in that microphone is awesome, very smooth.

  • @ArtAleman
    @ArtAleman Před 3 měsíci

    Love it !!

  • @ozymandias8523
    @ozymandias8523 Před 3 měsíci

    The video is speeded up?

  • @todd.westra
    @todd.westra Před 3 měsíci

    Great episode! Steven and Christopher gave fantastic insights on tech industry roll-up strategies. Their advice on evaluating companies and spotting red flags was really helpful.

  • @todd.westra
    @todd.westra Před 3 měsíci

    It's reassuring to hear about starting slowly and organically, especially for non-acquisitive companies. His tips on handling biases and working with business leaders were spot-on. 🎯

  • @SamiyolIslam-gt8lc
    @SamiyolIslam-gt8lc Před 3 měsíci

    Please please pleas help 5000

  • @ElfProduct
    @ElfProduct Před 4 měsíci

    Quite decent

  • @OnboardingInformation
    @OnboardingInformation Před 4 měsíci

    Your executing of the roll up strategy sounds impressive.

  • @AnalystIH
    @AnalystIH Před 4 měsíci

    I’ve been watching all the interviews with MF PE partners and professionals, but never found the content actually useful. With your guests and the type of questions you ask I finally got answers to questions in my mind in regard to PE. Great speaker, great interviewer and great conversation. Thank you!

  • @skwabenayisi
    @skwabenayisi Před 4 měsíci

    Great interview!! Great insights!!!

  • @Sufz2
    @Sufz2 Před 4 měsíci

    What is bro yappin about

  • @marti7716
    @marti7716 Před 5 měsíci

    'Promo sm'

  • @albongo3949
    @albongo3949 Před 5 měsíci

    Capital allocation and being an expert for that on so many levels is difficult

  • @albongo3949
    @albongo3949 Před 5 měsíci

    Great knowledge

  • @firesidechatswithluke6648
    @firesidechatswithluke6648 Před 5 měsíci

    Great video! Thanks.

  • @cc1694
    @cc1694 Před 6 měsíci

    Amy, thank you for sharing the knowledge! I am in insurance myself,so youe career path is very inspiring!

  • @pratapanurag757
    @pratapanurag757 Před 6 měsíci

    landed on this video randomly and know what.. great quality and great value. Actually I have created something for you, pls share a touch point so that I can show it to you:)

  • @nelsonbolivar7171
    @nelsonbolivar7171 Před 6 měsíci

    Thank you for sharing such valuable information. This is pure gold for M&A practitioners.

  • @nelsonbolivar7171
    @nelsonbolivar7171 Před 6 měsíci

    The topics are very interesting, but the host needs to project more energy: I have watched some videos and I have noticed that he usually speaks in a weak and shy way that prevents us listeners from understanding the questions asked. Thank you.

  • @onwrdandupwrd5303
    @onwrdandupwrd5303 Před 6 měsíci

    Kison = Global Citizen

  • @albongo3949
    @albongo3949 Před 6 měsíci

    I imagine buying and selling at such a large scale, would have odd situations.

  • @albongo3949
    @albongo3949 Před 6 měsíci

    How to be on a do not call list, nice notes there lol. Don’t be a weirdo lol

  • @albongo3949
    @albongo3949 Před 6 měsíci

    Love these conversations for huge insight.

  • @albongo3949
    @albongo3949 Před 6 měsíci

    Amazing insight. All team players want to push hard for playoffs and the big game. But you can’t whip a cart horse all day long and think the cart will keep going fast for a long time. Such great focus on this talk

  • @iveareus2094
    @iveareus2094 Před 6 měsíci

    Love that these kind of discussions are being recorded! However, PE doesn’t need 30% growth rate to triple the money because they use leverage. At 50% leverage, for example, growth rate can be twice as slow. Additionally, inorganic growth has to be purchased, therefore each added equity injection also needs to be tripled, so I don’t understand this argument’s reasoning.

  • @BirdDogRealEstate
    @BirdDogRealEstate Před 7 měsíci

    Very insight! International deal making convos like these really put things into perspective 💪🏽💪🏽🙌🏽🙌🏽❇️💚

  • @TheWarmDown_MMA
    @TheWarmDown_MMA Před 7 měsíci

    Man only 4K views. I don’t think people understand how impressive Sam Youssefs resume is. This dude has created billions in start-ups.

    • @wade2112
      @wade2112 Před 4 měsíci

      Valnet owns ScreenRant and GameRant. It's basically content farms who hire people out of college and pay them poorly and force them to write in a way that they get high on search results. Recently I watched a video by fireb0rn that was falsely copyright striked and taken down by his company, Valnet Inc. So in the way he focuses on silencing critics with legal action, yes he is definitely a good businessman, possibly even better than Billy Mitchell

    • @grumpy_wolfman.
      @grumpy_wolfman. Před 2 měsíci

      Is this the same Ouissam "Sam" Youssef who founded Mansef / Brazzers?

    • @TheWarmDown_MMA
      @TheWarmDown_MMA Před 2 měsíci

      @@grumpy_wolfman. yes

  • @BirdDogRealEstate
    @BirdDogRealEstate Před 7 měsíci

    Great appreciate the earnest and candid conversation 💯💯🙌🏽🙌🏽💚❇️

  • @achemicalprometheus5587
    @achemicalprometheus5587 Před 7 měsíci

    This guy reminds me of Bill Ackman for some reason

  • @BirdDogRealEstate
    @BirdDogRealEstate Před 7 měsíci

    55:30 💯💯💯 “why are you doing the deal?” Makes total sense! Great interview and highly insightful 🙌🏽🙌🏽💪🏽💪🏽❇️💚

  • @tauqeer_ahmed
    @tauqeer_ahmed Před 7 měsíci

    As usual very informative video. Providing insights into sell-side M&A. Can you post a video covering globally recognized M&A certifications/short courses? and competitions as well. If you have already done a similar video, please provide the link. Thanks

  • @BirdDogRealEstate
    @BirdDogRealEstate Před 7 měsíci

    Was brought here by the recent Facebook post! Greatly appreciate this conversation and perspective 🙌🏽❇️💚

  • @BirdDogRealEstate
    @BirdDogRealEstate Před 7 měsíci

    Really appreciate the Facebook post that lead me here! This topic was truly enlightening, and will definitely be useful on my company’s expansion 🙌🏽💪🏽❇️💚

  • @baileyhampton6896
    @baileyhampton6896 Před 8 měsíci

    This was immensely insightful. Jay breaks down these topics in a knowledgeable and humble way. Really great watch

  • @sarinsatya6082
    @sarinsatya6082 Před 9 měsíci

    Great insights, thanks for this!

  • @BirdDogRealEstate
    @BirdDogRealEstate Před 9 měsíci

    Great interview! Love the emphasis on ethics and fairness with acquisitions 💪🏽❇️

  • @TommyDJr45
    @TommyDJr45 Před 9 měsíci

    Is this one out yet?