Advice on Hiring M&A Advisors
M&A Science15 Sep 2017

Advice on Hiring M&A Advisors

As former VP at Huron Capital, Mark Miller is very familiar with the start-to-finish private equity process. He's responsible for transaction teams involved in all aspects of deal sourcing, execution, and portfolio management. Mark has a wealth of experience executing deals on the buy side – managing due diligence, negotiating legal documents, setting the ultimate capital structure, and lining up financial documentation.

0:00 – 2:18 Summary of Mark's background

2:19 – 5:18 Worse thing that could happen during a deal

5:19 – 7:24 Steps to first start planning for an exit

7:25 – 11:14 Setting up strategic initiatives from Day 1

11:15 – 18:49 Selecting advisors for the deal

18:50 – 25:24 Sanity checking valuations

25:25 – 28:02 Where advisors differentiate themselves / customizing their process & outreach

28:03 – 32:45 The important of valuations and certainty to close

32:46 – 35:33 Buyer engagement and deal rooms

35:34 – 37:07 Post-closing transactual obligations

37:08 – 39:43 Biggest challenges of process

39:44 – 42:25 Unburdening management team

42:26 - 46:50 Most important lessons learned

46:51 - 51:43 Tackling deal hiccups, touch decisions, and sell vs. hold scenarios

51:44 – 52:56 Considerations for future process improvements


M&A Science by Kison Patel (kison@dealroom.net)

DealRoom: Data Science and AI for M&A (www.dealroom.net)

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

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

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

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

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

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

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

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

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

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-skravla-gar
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-pa-konto
lederpodden
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
rss-orjasater
liberal-halvtime
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
okonomiamatorene
finansredaksjonen