People-Focused Integration
M&A Science10 Apr 2023

People-Focused Integration

Marilyne H. O'Hara, Global Head of M&A Integration at Block (NYSE: SQ)

This episode is sponsored by the M&A Science Academy, DealRoom, and FirmRoom.

To join our growing online community of M&A practitioners, visit https://www.mascience.com/academy. Don't forget to use code "podcast" at checkout.

Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net

FirmRoom provides 80% cost savings over VDRs that bill by page and delivers a far better user experience to boot. Sign up in under 2 minutes by going to https://firmroom.com

If you're a head of corporate development and looking to build up a world-class M&A team, reach out to me at kison@mascience.com

EPISODE TIMESTAMPS:

00:00 Intro

05:20 What is People-Focused Integration

06:02 Ideal Integration Process

08:46 Strong Partnerships With Deal Leads

12:25 Consequences of Late Integration

14:53 Building the Integration Team

20:41 Involving the Integration Team

22:29 Integration Led Diligence

24:07 Building an Agile Team

28:30 Understanding Culture

30:49 Culture Shaping Integration

31:44 Red Flags in Culture Fit

32:46 Best Practices When Onboarding People

39:06 Working with Vendors for People-Focused Integration

40:12 Biggest Challenge

40:36 Advice for First Timer

41:23 Craziest thing in M&A

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

Avsnitt(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 Juli 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 Juli 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 Juli 48min

Populärt inom Business & ekonomi

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