logo
episode-header-image
Jan 2025
48m 37s

Lessons from the Trenches: Mastering Tec...

KISON PATEL
About this episode

Amit Monga, Founder and CEO of SARAPOINT

M&A is a minefield of uncertainties, let alone the tech space. Missteps in integration, cultural clashes, and unforeseen risks can quickly derail even the most promising deals. That’s why understanding what could go wrong is critical.

Dr. Amit Monga, Founder and CEO of SARAPOINT, shares lessons from the trenches to help you anticipate challenges and mitigate risks. Learn how to navigate integration, manage carve-outs, and turn M&A uncertainty into opportunity with actionable insights from a seasoned expert.

Things you will learn:

  • Key lessons from the trenches for corporate M&A success

  • Balancing proactive and opportunistic M&A strategies

  • Handling opportunistic deals outside core strategy

  • Evaluating deals that don’t fit the M&A thesis

  • Maintaining control during M&A execution

*******************

This episode is  sponsored by DealRoom AI. Forget spending hours reviewing diligence contracts. Automate the extraction and analysis of key information and create quick summary reports. Harness the power of Buyer-Led M&A™ with DealRoom's proven framework. Visit DealRoom.net to learn more.

*******************

Episode Timestamps:

  • 00:00 Intro

  • 03:17 The power of an engineering background

  • 03:48 Key lessons from the trenches for corporate M&A success

  • 06:51 Balancing proactive and opportunistic M&A strategies

  • 08:39 Building and managing an M&A pipeline

  • 10:32 Handling opportunistic deals outside corporate strategy

  • 12:35 Balancing synergies and opportunistic deals

  • 14:54 Deciding how much to integrate a company

  • 17:59 Evaluating deals that don’t fit the M&A thesis

  • 23:06 Planning integration based on partnerships and synergies

  • 25:02 Becoming a buyer-led M&A organization

  • 27:05 Working with the sell-side during M&A processes

  • 30:46 Maintaining control during M&A execution

  • 32:40 Balancing the M&A process management with bankers

  • 34:48 Handling proprietary deals without an advisor

  • 38:34 Scenario: Balancing opportunism with communication in competitive processes

Up next
Aug 18
Founder Exit Strategy: Xavier Gury on M&A Deal Terms vs Valuation
Xavier Gury, Founding Partner at Wind Xavier Gury, founding partner at Wind venture capital firm, brings a unique triple perspective to M&A: serial entrepreneur, acquisition target, and now investor. In this episode, Xavier unpacks the critical lessons from his three successful e ... Show More
1h 6m
Aug 11
M&A Execution: Strategy from Skadden Expert Arash Attar
Arash Attar-Rezvani - M&A Partner, Skadden, Arps, Slate, Meagher & Flom LLP In part two of this masterclass conversation, Arash Attar-Rezvani gets into the execution challenges that separate successful M&A practitioners from the rest. From deconstructing French labor consultation ... Show More
38m 40s
Aug 4
Cross-Border M&A Strategy: Navigating Complex International Deals with Arash Attar-Rezvani
Arash Attar-Rezvani - M&A Partner, Skadden, Arps, Slate, Meagher & Flom LLP Arash Attar-Rezvani, M&A Partner at Skadden based in Paris, brings over two decades of cross-border M&A strategy experience to this in-depth conversation. From billion-dollar telecom deals across Latin Am ... Show More
42m 25s
Recommended Episodes
Sep 2024
Building Trust and Connection in Negotiation: Lessons from Kasia Jagodzinska
Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ Buy Kasha's book on Amazon: The Financial Times Guide to High Impact Negotiation https://www.amazon.com/High-Impact-Negotiation-Kasia-Jagodzinska/dp/1292400382/ref=sr_ ... Show More
29m 33s
Jul 24
July 24, 2025 - Legal AI: The New Frontier of Practice
Welcome to 'AI Lawyer Talking Tech,' the podcast that explores the profound transformation occurring within the legal world. Artificial intelligence is no longer just a futuristic concept; it is actively reimagining legal services, from sophisticated tools capable of managing mul ... Show More
16m 2s
Apr 2025
Is Your AI Knowledge Mature Enough With Eryn Peters
Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this insightful episode, we delve into the critical question surrounding AI literacy and job security with our expert guest, Eryn Peters, who specializes in AI maturity and workforce transformation.Eryn shares ... Show More
31m 41s
Nov 2024
Future-Proofing Law: The Rise of AI, Automation, and Strategic Innovation in Legal Tech
In today’s episode of AI Lawyer Talking Tech, we explore the transformative power of artificial intelligence, automation, and data-driven tools in the legal industry. From law firms grappling with the need for technological modernization to in-house teams harnessing AI for strate ... Show More
15m 43s
Oct 2024
Building Trust and Effective Negotiation in Business Partnerships with Joam Alisme
Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ In this enlightening episode of "Negotiate Anything," hosts Joam Alisme and Kwame Christian delve into the complexities of navigating difficult conversations in busine ... Show More
44m 25s
Aug 2024
Client Retention and the Performance Economy
In the evolving landscape of AI, professional service companies face a critical juncture: productize or risk being left behind. But what does it mean to productize services in an AI-driven economy? Join Knownwell's Chief Marketing Officer, Courtney Baker, CEO David DeWolf, Chief ... Show More
37m 14s
Jul 27
LegalOn Gets $50M to Modernize Law with AI Insights
With fresh funding of $50 million, LegalOn is setting out to streamline complex legal workflows. We look into how artificial intelligence might reduce bottlenecks and increase efficiency. Join us as we analyze the implications for both legal professionals and clients. Its technol ... Show More
9m 13s
May 26
Is Your Expertise Killing Your Consulting Deals with Scott Curran
How does a seasoned corporate lawyer and former General Counsel for a global foundation transition from a world of high-stakes legal and philanthropic work to building a specialized social impact consulting firm - all while initially harboring deep skepticism about the consulting ... Show More
40m 57s
Oct 2024
Nisha Mehta on Negotiation, Burnout, and Career Sustainability
Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ In this insightful episode of "Negotiate Anything," host Kwame Christian engages in a thought-provoking conversation with Nisha Mehta, a radiologist dedicated to physi ... Show More
39m 5s
Oct 2024
How to Set Boundaries and Boost Your Career with Expert Eliana Goldstein
Enroll in THE CAREER UPGRADE COURSE Discount link: https://www.elianagoldsteincoaching.com/offers/hgjebgSL?coupon_code=NEGOTIATEANYTHING BOOK A CAREER ASSESSMENT CALL!: https://calendly.com/loveyourcareer/assessment?month=2023-10 Request A Customized Workshop For Your Company: ht ... Show More
28m 49s