M&A Science6 Jan 2025

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(431)

The Seller's Power Shift: How to Defend Valuation After the LOI

Praveen Ghanta, Founder and CEO of DevHawk Signing the LOI can feel like you've won. For the seller, it may actually be the moment when the balance of power starts moving the other way. Praveen Ghanta...

3 Sep 56min

The Discount Is the Wrong Question in Private Equity Secondaries

Richard Chow, Partner at PJT Partners (NYSE: PJT) Secondary deals are often judged by a single metric: the discount. Richard Chow thinks that's the wrong place to start. After spending most of his car...

27 Aug 54min

How to Finance Acquisitions Without Giving Up Equity

Bill Stone, Founder and CEO of SS&C How do you keep buying companies without eventually losing control of the company you built? SS&C Technologies founder and CEO Bill Stone has spent four decades av...

20 Aug 57min

Where AI Actually Helps and Fails in M&A Legal Work

Aaron Binstock, Partner, Co-Head of Private Equity Practice at Cooley LLP AI can now draft, review, and benchmark deal documents in a fraction of the time it used to take, but knowing when to trust th...

13 Aug 47min

The Back-Office Surprises Nobody Warned You About When Going Global

Jennifer Lipschultz, Sr. Director Merger & Acquisition Integration and Corporate Project Management Due diligence covers deal terms, but it doesn't cover what happens once you're running payroll, ben...

6 Aug 53min

How to Structure an Acquihire Deal in the AI Talent Race

Derek Liu, M&A Partner at Baker McKenzie AI talent deals are no longer small acquihires built around a simple price per engineer. Some now carry billion-dollar price tags, forcing buyers to rethink de...

29 Jul 1h

What Buyers Want from Bankers and Founders

Andrew Morbitzer, VP of Corporate Development, Life360 (ASX: 360) Your standard teaser tells a buyer everything about your company and nothing about why you fit their strategy right now. When sellers ...

23 Jul 50min

220 Deals. One Playbook. How to Scale M&A Without Losing Control

Shawn Rodricks, Head of M&A - Independent Consultant If you scale the deal flow without the operating infrastructure to match it, things break fast. The playbook is a document nobody opens, closing we...

16 Jul 48min