How to Overcome M&A Hurdles - a podcast by Kison Patel

from 2023-06-26T05:13

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Ritika Butani, Head of Corporate Development at Toast 

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

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Episode Timestamps

00:00 Intro

04:22 Secrets to overcoming hurdles

05:51 Challenges in M&A

09:58 Complexities of smaller deals

12:43 Handling people in a smaller company

13:50 Cultural assessment

15:24 Culture ends up killing the deal

17:03 Tax Issues

18:58 HR issues

20:44 Contractual Issues

23:41 Change of control and assignment

25:05 Risks Mitigation

26:58 Finding good lawyers

28:34 Integration planning

30:05 Integration planning vs. hypothesis

32:44 No dedicated integration lead

34:34 Principles of doing deals

37:31 Non-negotiables

39:40 Dealing with issues

41:44 Surprise Issues

44:08 Craziest thing in M&A

 

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