Building Trust in Acquisitions with Dan Pollock
M&A Science20 Juni 2025

Building Trust in Acquisitions with Dan Pollock

Dan Pollock, Vice President of Corporate Development/M&A at SAM Companies

Dan shares how he built SAM Companies' M&A function from the ground up—executing over 30 deals and transforming M&A into a strategic growth engine. Backed by Peak Rock Capital, SAM Companies focuses on acquiring founder-led geospatial and infrastructure services businesses. Dan dives deep into how he balances disciplined diligence with relationship-first sourcing, how his team integrates small companies into a larger framework, and why culture and seller alignment matter as much as price.

Whether you're building out corp dev from scratch or refining your playbook, this conversation offers tactical insight into how to scale M&A the right way.

Things you will learn:

  • How to build an in-house M&A engine with a lean corp dev team
    How to source proprietary deals through trust and local relationships

  • How to structure earnouts and retention payments to align incentives

________________________

Sponsored by DealRoom—where M&A chaos meets its match.
Still stuck in spreadsheet hell?
DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

👉 Learn how you can run a repeatable, buyer-led process

_______________

Episode Chapters

00:03:00 – Dan's background: from audit to M&A leadership at SAM
00:05:00 – Building SAM's M&A muscle from the ground up
00:08:30 – Creating buy-in and accountability for integration success
00:10:00 – Getting the company ready to integrate acquisitions
00:11:00 – Sourcing: proprietary relationships vs. cold outreach
00:13:30 – Case study: renewable energy firm acquisition
00:15:00 – Thinking through revenue vs. cost synergies
00:16:30 – The psychology of earnouts and why they changed their approach
00:18:30 – How to open conversations with founder-led businesses
00:21:00 – Why founder retention is tied to valuation
00:24:00 – Turning relationships into actionable deals over time
00:29:00 – Competing with PE: how SAM positions better long-term fit
00:33:00 – Retention bonuses vs. earnouts: what's working better
00:39:00 – Why diligence and integration must run in parallel
00:41:30 – Managing team fatigue and repeatability with DealRoom
00:45:00 – Letting sellers speak with past acquired founders
00:47:00 – Private equity partnership governance at SAM
00:51:00 – Diligence red flags and small business surprises

Questions, comments, concerns?
Follow Kison Patel for behind-the-scenes insights on modern M&A.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(417)

The Nordic Compounder Playbook: How Lagercrantz Bought 90 Companies and Never Sold One

The Nordic Compounder Playbook: How Lagercrantz Bought 90 Companies and Never Sold One

Jörgen Wigh, CEO of Lagercrantz Group Jörgen Wigh has been CEO of Lagercrantz Group (STO: LAGR-B) for over 20 years. In that time he completed 90+ acquisitions, built a portfolio of 85 niche B2B compa...

28 Maj 42min

M&A Integration Technology: What Actually Works

M&A Integration Technology: What Actually Works

Jim Buckley, VP M&A Integration at Coursera | Todd Manley, VP of Corp Dev Integration at Intel | Carey Pugh is Sr. Director, M&A Corporate Integration at Ansys | Mahesh Ganesan, Sr. Director, M&A Inte...

21 Maj 50min

Partner Before You Buy: The Pre-Acquisition Strategy Corp Dev Teams Skip

Partner Before You Buy: The Pre-Acquisition Strategy Corp Dev Teams Skip

Tomer Stavitsky is SVP and Chief Corporate Development Officer at Omnicell (NASDAQ: OMCL) Corp dev teams treat M&A and partnerships as separate tracks, but Tomer Stavitsky looks at them holistically. ...

14 Maj 52min

How M&A Turns a Chemical Company Into a Tech Business

How M&A Turns a Chemical Company Into a Tech Business

Chandradev Mehta, SVP Strategy and Business Development at Hexion Inc. Chandradev Mehta, SVP Strategy and Business Development at Hexion Inc., breaks down how a commodity chemical company uses M&A to ...

7 Maj 53min

CPG Exit Strategy: How to Build a Consumer Brand Strategics Will Acquire | Keith Levy Part 2

CPG Exit Strategy: How to Build a Consumer Brand Strategics Will Acquire | Keith Levy Part 2

Keith Levy, Operating Partner at Sonoma Brands Capital Most consumer brand founders think about exit as an event. Keith Levy thinks about it as a design requirement. In the second of two episodes, Kei...

30 Apr 57min

CPG Due Diligence: The Operator Framework Behind a $1B Exit | Keith Levy Part 1

CPG Due Diligence: The Operator Framework Behind a $1B Exit | Keith Levy Part 1

Keith Levy, Operating Partner at Sonoma Brands Capital Keith Levy backed an exit of just under $1B  and a $400M exit using the same five-pillar framework, and he starts with the founder every time. Fi...

23 Apr 53min

400 Acquisitions and a Failed Process: What Happens When You Don't Integrate

400 Acquisitions and a Failed Process: What Happens When You Don't Integrate

Matt James, EVP, CFO & Chief Acquisition Officer at Oakbridge Insurance Roll-up platforms that skipped real integration are getting exposed when they go to market. Buyers want proof of organic growth,...

16 Apr 58min

M&A Roll-Up Playbook: The IRR Framework That Replaced Budgets at Zayo | Dan Caruso (Part 2)

M&A Roll-Up Playbook: The IRR Framework That Replaced Budgets at Zayo | Dan Caruso (Part 2)

Dan Caruso, Managing Director, Caruso Ventures; Founding CEO of Zayo Group This is Part 2 of our conversation with Dan Caruso, founder and former CEO of Zayo Group. Be sure to start with Part 1. It co...

9 Apr 1h 5min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-borsens-finest
uppgang-och-fall
svd-tech-brief
fill-or-kill
avanzapodden
lastbilspodden
rss-jossan-nina
24fragor
bathina-en-podcast
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
borsmorgon
tabberaset
kapitalet-en-podd-om-ekonomi
rss-inga-dumma-fragor-om-pengar
rikatillsammans-om-privatekonomi-rikedom-i-livet
dynastin