Subscribe: iTunes / Spotify In this episode of M&A Plus: The Art After the Deal, host Lisa Scott sits down with Keith Crawford, Global Head of Corporate Development at State Street, one of the world’s most respected financial institutions. With over 20 years at State Street and experience as a CFO, Keith shares valuable insights into tackling complex and high-value carve-out acquisitions and integrating them for long-term success. Watch Full Interview: https://youtu.be/TtQNx3087lw Key Discussion Points: Keith’s Career Journey: From accountant to global M&A leader, Keith recounts the pivotal moments that shaped his career and leadership at State Street. Carve-Out Challenges: Exploring the unique…
Author: Lisa Scott
Subscribe: iTunes / Spotify In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Jim Buckley, a veteran in M&A integration with leadership experience at tech giants like Microsoft, PayPal, and VMware. With a career spanning over 150 integrations, Jim shares his insights on managing complex, multi-acquisition environments, working effectively with legal teams, and leveraging technology for seamless integration. Jim discusses the challenges of integrating companies of varying sizes, his hands-on approach to due diligence, and the art of balancing value creation with employee impact. From sharing his experiences with acquisition fatigue to his thoughts on the role…
Subscribe: iTunes / Spotify In this insightful episode of M&A+ The Art After the Deal, host Lisa Scott is joined by Brant Wilson, president of Customer Value Systems. With over 30 years of marketing and management experience across industries such as technology, healthcare, and financial services, Brant shares his journey to leading a successful marketing research firm. This episode dives into the strategic role of customer insights and market research in driving successful mergers and acquisitions, emphasizing customer retention and the importance of listening to both employees and clients during significant transitions. Watch Full Interview: https://youtu.be/vGlLfPZqvpM Key Topics Discussed: Brant’s career journey in marketing…
Subscribe: iTunes / Spotify In this episode, I sit down with Aaron Mikulsky, an expert in operations and leadership, to discuss key principles for effective leadership and operational success. We explore themes from his book, Learning2Lead, discussing the importance of self-reflection and humility in leadership. Aaron emphasizes the need to focus on people’s strengths and how leveraging these can create high-performing teams. We also touch on the significance of Six Sigma in streamlining processes and reducing inefficiencies. Aaron breaks down the critical differences between transition and integration in business operations, stressing the importance of building a strong foundation and thorough planning in both phases. Whether…
Subscribe: iTunes / Spotify Join us on this episode of “M&A+ The Art After the Deal” as I discuss the intricate world of cross-border mergers and acquisitions with our esteemed guest, Lawrence Howorth. With his vast international experience, Lawrence brings invaluable insights into the challenges and nuances of helping US companies venture into foreign markets and assisting foreign entities in establishing a presence in the US. Watch Full Interview: https://youtu.be/KBC07UIKpCU Key Discussion Points: Global Expertise: Lawrence shares his extensive experience across various global markets, highlighting his understanding of diverse business environments. Insights into cultural, operational, and regulatory aspects crucial for successful international ventures.…
Subscribe: iTunes / Spotify Peter Connor, author of The T-Shaped Lawyer, shares his extensive experience transitioning from traditional legal roles into significant business-oriented positions, enhancing both legal and business outcomes. His T-Shaped Lawyer program, instrumental in over 50 workshops worldwide, advocates for a multidisciplinary skill set, preparing lawyers to work not just on the business but in it, enhancing their impact across industries. Watch Full Interview: https://youtu.be/offGbP9Tjfo Key Discussion Points: Peter’s Journey and Inspiration: Background on transitioning from legal to business roles. Inspiration behind advocating for broader skill sets among lawyers. The Evolving Legal Profession: Current shifts and future trends in the legal…
Subscribe: iTunes / Spotify In this enlightening episode, we welcome John Troxel, a seasoned procurement expert, to discuss the critical role of procurement in mergers, acquisitions, and corporate spin-offs. John shares invaluable insights on the strategic importance of involving procurement early in the M&A process, the methodologies for extracting maximum value, and the nuances of standing up a new procurement team during these transitions. Watch Full Interview: https://youtu.be/NcIiVXk9C2c What You Will Learn: * The strategic value of focusing on procurement processes during M&A and spin-offs. * The benefits of involving procurement teams early in the deal-making process to ensure seamless transitions. * Real-world…
Subscribe: iTunes / Spotify In this episode of our podcast, we’re joined by John Shin, the Managing Director at RSI Security, who brings over 18 years of experience in information technology and cybersecurity leadership. John discusses the critical role of cybersecurity in the mergers and acquisitions (M&A) process, emphasizing how advanced security measures are pivotal in safeguarding assets and ensuring a smooth transition. Listen in as John provides expert insights into integrating cybersecurity strategies into M&A deals to protect and maximize value. Watch Full Interview: https://youtu.be/9W5hqogJYCg What You Will Learn: The importance of cybersecurity in the M&A due diligence process. Strategies for integrating…
Subscribe: iTunes / Spotify In this insightful episode of M&A+ The Art After the Deal, we’re joined by Vidur Bhandari, most recently Senior Vice President of Strategy and Value Creation at Shiseido. With extensive experience in leading transformation programs and managing M&A integrations globally, Vidur shares his expert insights on the three pillars of successful integration: people, value capture, and clarity of the asset purchased. This discussion dives into the critical aspects of M&A from initial negotiations to the strategic implementation of post-merger integrations. Watch Full Interview: https://youtu.be/zgFrOewWQKM What You Will Learn: The importance of focusing on the people involved in M&A transactions.…
Subscribe: iTunes / Spotify In this compelling episode of our podcast, we sit down with David Edgar, an esteemed M&A deal lawyer at the international law firm K&L Gates. David brings his extensive experience to the table, discussing the often overlooked but critical aspects of integration in the M&A process. The conversation sheds light on the pitfalls that businesses might encounter if integration isn’t properly managed from the outset of deal-making. Watch Full Interview: https://youtu.be/FtB_JTcFSjM What You Will Learn: The essential role of integration in preserving the value of M&A transactions. Common deficiencies in integration that can lead to value loss. The importance…
Subscribe: iTunes / Spotify In this insightful episode of M&A+ The Art After the Deal, we’re joined by Cliff Gardner, an accomplished M&A strategist and a visionary behind ECP Ventures. Cliff shares his extensive journey from a CPA to a leading M&A advisor, delving into the critical importance of cultural fit, strategic negotiation, and personalized advisory in mergers and acquisitions. Watch Full Interview: https://youtu.be/8-vnIgAIcOA What You Will Learn: How a deep understanding of cultural fit influences the success of M&A transactions. The significance of personal attention in M&A advisory services. Strategies for first-time sellers to navigate negotiations with experienced buyers. The impact of…
Subscribe: iTunes / Spotify In this enlightening episode, we welcome Dr. Kevin Karlson, a unique professional with a dual background in law and psychology, to explore the intricate connections between mergers and acquisitions, leadership, and employee wellness. Dr. Kevin shares valuable insights from his recent research, discussing the real impacts of corporate wellness programs and effective strategies for enhancing employee satisfaction and customer service during corporate transitions. Watch Full Interview: https://youtu.be/B7WIHTpZXvs What You Will Learn: How mergers and acquisitions can impact employee psychology and well-being. The effectiveness (or lack thereof) of traditional corporate wellness programs according to recent studies. The significant positive effects…