logo
episode-header-image
Feb 2017
37m 31s

How Strong Relationships Lead to Success...

KISON PATEL
About this episode

In this interview, we touch on a range of topics from how Scott handles hurdles to post-closing surprises, deal disasters to integration management, and ultimately, the keys to running a successful process.

00:00 - 00:40 Intro

00:40 - 04:25 Scott's corporate development background

04:25 - 06:36 Small vs large transactions

06:36 - 12:25 Diligence lessons learned

12:25 - 17:55 Walking away from deals

17:55 - 19:53 Post closing surprises

19:53 - 25:08 Bad deals

25:08 - 32:08 Post merger integration

32:08 - 36:26 Key lessons learned

 

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

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

Up next
Aug 27
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 career investing in and advising on secondaries, Richard has seen what happens when ... Show More
54m 31s
Aug 20
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 avoiding exactly that. Rather than treating each acquisition as an isolated transac ... Show More
57m 42s
Aug 13
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 the output is a different skill entirely. Aaron Binstock, a partner at Cooley with ... Show More
47m 1s
Recommended Episodes
Feb 2024
M&A in 2024, World-Class Mentors & More
<p><span style="font-size: 10pt;">Are you curious about the current state and future of eCommerce mergers and acquisitions? Today I'm joined by Emmett Kilduff, co-founder and CEO of The Fortia Group, and we're diving into the mergers and acquisitions landscape, looking at the ins ... Show More
42m 41s
Sep 2021
Commercial Diligence with Cici Zheng
Devin and Cici sit down to discuss how we do commercial due diligence at ParkerGale. You know, all the market sizing, customer calls, surveys, competitive analysis you do after LOI but before you close the deal. We have two eras here at PG -- the way we did commercial diligence b ... Show More
52m 26s
May 2025
Crisis Management and Resolving Contentious Conversations
Learn from a retired SWAT negotiator how to handle workplace crises and difficult conversations as an HR professional. Scott Tillema, keynote speaker and corporate trainer at The Negotiations Collective, goes over the four principles of crisis negotiation with host Monique Akanbi ... Show More
33m 46s
Jan 2024
#245 - Building a Framework to Involve Your Entire Company in Winning Deals (Jessica Klek @ User Interviews)
FOUR ACTIONABLE LEADERSHIP TAKEAWAYS Attach specific questions and MEDDPICC fields to each stage so all managers can catch the same exact deal blindspots Get product involved in your big deals. Put together win strategy docs for key deals and tag them in the risks where you need ... Show More
32m 26s
May 2022
Lessons Learned from Integrating Companies - and why you need an Integration Management Office (IMO)
Your company acquired another company - congrats! But what happens next? In this episode, Operating Partners Cici and Jimmy break down the Integration Management Office, or IMO. They discuss what it is and how they deploy it inside the portfolio to integrate recently acquired bus ... Show More
28m 35s
Jun 2024
How To Exit Using Private Equity - Alexis Sikorsky
In the world of entrepreneurship, we dream about the BIG EXIT. We talk about mergers, acquisitions and IPOs… But there's one exit strategy that's often whispered about Selling to private equity. Today, we're pulling back the curtain on this mysterious world with someone who's not ... Show More
1h 21m
Apr 2016
How to Maximize Business Relationships with Jon Halverstadt
Learn how to create and maintain profitable relationships. Learn how to become a partner in a niche as a generalist. Connect with me on LinkedIn Check out these freebies: Partnership Guide Car Negotiation Guide Negotiation Style Guide List of Negotiable Business and Personal Expe ... Show More
52m 4s
Apr 2024
Is The Customer Always Right?
In this episode, we'll hear the inspiring story of Brian Scudamore, the CEO of 1-800 GOT JUNK?, who faced a major business setback but was able to turn things around by embracing failure and focusing on his team. Through personal anecdotes and lessons learned from other successfu ... Show More
12m 1s
Nov 2023
M&A Explained Part 1: Economies of Scale & Reacting to Competition
<p>Over the next four episodes, we will use the latest deal announcements to better understand why M&amp;A happens.&nbsp;</p><br><p>We will look at textbook (and non-textbook) deal rationale for acquiring, and selling, which will help you nail interviews and assessment centres.</ ... Show More
32m 53s