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.

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 complexities of carve-out acquisitions, including managing third-party contracts and ensuring operational alignment post-deal.

• Integration as a Success Factor: Why integration teams are critical, the importance of early involvement, and how unstructured environments demand agile leadership.

• Emerging Trends in Financial Services: Keith’s take on technology disruption, the future role of blockchain, and the evolving FinTech landscape.

• Failed Deals and Lessons Learned: What constitutes a "failed deal," how to manage due diligence under pressure, and the importance of maintaining deal vision through leadership continuity.

• Essential Skills for M&A Leaders: The importance of accounting knowledge, anticipating challenges, thriving in chaos, and balancing high-level strategy with detailed execution.

Whether you’re an M&A professional, corporate leader, or curious about the financial world’s transformation, Keith’s insights offer a masterclass in strategic acquisitions, integration planning, and adapting to emerging industry trends.

Connect with Keith Crawford:

Find Keith on LinkedIn for professional inquiries and insights.

Learn More About In2edge:

In2edge helps businesses tackle the most complex challenges of mergers, acquisitions, and spin-offs. With our hands-on, results-driven approach, we ensure seamless transitions, exceptional outcomes, and real value creation—without the top-dollar expenses. Discover how we turn execution into success at www.in2edge.com.

Don’t Miss Out:

If you enjoyed this episode, subscribe to M&A+ The Art After the Deal on your favorite platform, leave a review, and share it with your network. Join us again for more behind-the-scenes conversations on strategy, challenges, and successes that define the art after the deal.

To learn more, visit: https://in2edge.com/

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 of AI in future integrations, this episode is a masterclass in what it takes to drive success in the post-deal phase.

Key Topics:

• Types of Due Diligence
• Legal Team Partnerships
• Employee Impact and Acquisition Fatigue
• Customer and Partner Communication:
• Value Creation Post-Deal:
• The Role of AI and Technology
• Personal Lessons and Advice

Featured Quotes:

“Integration is all about endurance. It’s not a sprint; it’s a marathon.” - Jim Buckley

“Synergies are not evident on an Excel model; real value is created by what you do post-close.” - Jim Buckley

“In M&A, every deal is a snowflake—no two are the same, but the principles remain consistent.” - Jim Buckley

Resources Mentioned:

Connect with Jim Buckley on LinkedIn for further insights and resources: (27) Jim Buckley | LinkedIn

Check out Jim’s other podcast appearances, linked on his LinkedIn profile, for deeper dives into specific integration case studies.

About the Podcast:

M&A+ The Art After the Deal is your go-to resource for uncovering the real stories behind M&A integrations. Join host Lisa Scott as she brings in industry experts to share their experiences, lessons learned, and strategies for successful post-deal integration. Subscribe for insights.

Connect with Us:

Website: www.in2edge.com

LinkedIn: (27) LinkedIn

Subscribe: M&A+ The Art After the Deal - YouTube

Call to Action:

If you enjoyed this episode, please share it with colleagues and friends. Don’t forget to subscribe for more in-depth discussions on what really happens after the deal.

Until next time, keep pushing boundaries, creating value, and mastering the art of integration.

To learn more, visit: https://in2edge.com/

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.

Key Topics Discussed:

• Brant’s career journey in marketing and his transition to founding Customer Value Systems
• The role of market research in understanding customer behavior and its impact on business strategies
• Effective customer retention strategies during mergers and acquisitions
• The link between employee morale, leadership communication, and customer retention
• The evolving role of data analytics and AI in market research and customer insights
• Insights on how businesses, large and small, can use data to make informed decisions during acquisitions
• Real-world examples of successful M&A strategies focused on customer retention, such as Oracle’s acquisition of Hyperion

Key Takeaways:

• Listening to customers and maintaining open communication during transitions is critical for retaining business relationships.

• Market research can help predict customer behavior, pricing strategies, and sales potential, ultimately supporting better decision-making during mergers.

• Employee morale and communication during transitions have a direct impact on customer satisfaction and retention.

• The increasing role of AI in marketing and research will continue to transform how companies gather and use customer insights.

Connect with Brant Wilson:

Website: www.customervaluesystems.com

Subscribe:

Don’t forget to subscribe to M&A+ The Art After the Deal on your favorite podcast platform for more insights on the world of post-merger transitions.

To learn more, visit: https://in2edge.com/

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, L.O.V.E. 2 Lead, 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 you're leading a team or managing a business shift, this episode offers valuable insights on how to navigate and succeed in today’s fast-paced world.

L.O.V.E. 2 Lead – Key takeaways from Aaron’s leadership journey

• Self-reflection and humility as leadership cornerstones
• The value of focusing on strengths within teams
• Six Sigma and its role in operational efficiency
• Transition vs. Integration – Understanding the difference and why it matters
• The importance of setting a solid foundation and strategic planning

Notable Quotes:

"Leadership starts with knowing yourself first—self-reflection is key to understanding your strengths and areas for growth." — Aaron Mikulsky

"It’s not just about transition; integration is where the real work begins, and that requires planning and a strong foundation."

Tune in for an enlightening conversation packed with actionable advice for leaders at all levels!

Aaron’s book: https://a.co/d/fNQTdGK

Aaron’s website: Home - Love 2 Lead Consulting Services

More M&A+ The Art After the Deal Podcast Episodes: (801) M&A+ The Art After the Deal - YouTube

About In2Edge:

At In2edge, we specialize in guiding businesses through the complexities of spin-offs and carve-outs, offering hands-on, expert-driven solutions to ensure seamless transitions. Our approach focuses on executing efficient, data-backed strategies—whether it’s optimizing contract management, ensuring operational continuity, or maximizing value creation. With our deep expertise and commitment to delivering exceptional outcomes, In2edge is your partner for navigating the intricate challenges of spin-offs and carve-outs, setting your business up for long-term success.

To learn more, visit: https://in2edge.com/

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.

Key Discussion Points:

1. 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.
2. Strategic Planning:
   • Emphasis on the necessity of meticulous planning when entering new markets.
   • Discussion on the importance of aligning acquisitions with strategic business goals.
3. Understanding Local Dynamics:
   • The critical role of local knowledge and expertise in navigating foreign regulatory landscapes.
   • Lawrence discusses potential pitfalls and how companies can be blindsided by local regulations if not adequately prepared.
4. Comprehensive Business Planning:
   • The need for a robust business plan that covers all aspects of the venture, ensuring no element is overlooked.
   • Practical advice on integrating local considerations into broader business strategies.

Guest Information:

• Lawrence Howorth is available through his website at Howorth International | business strategy (howorthllc.com)

Closing Thoughts: This episode offers a deep dive into the complexities of cross-border M&A, providing listeners with the tools and knowledge necessary to navigate the challenges. Whether you're a company looking to expand abroad or a professional in the M&A field, this discussion with Lawrence's will provide additional information that will guide you through international business deals.

Connect with Us:

• Don't forget to subscribe to "M&A+ The Art After the Deal" for more insights into M&A strategies and experiences, particularly those related to transition and post-close integration. Join us next time as we continue to explore the art and science of mergers and acquisitions with top experts in the field.

To learn more, visit: https://in2edge.com/

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.

Key Discussion Points:

1. Peter’s Journey and Inspiration:
   • Background on transitioning from legal to business roles.
   • Inspiration behind advocating for broader skill sets among lawyers.
2. The Evolving Legal Profession:
   • Current shifts and future trends in the legal field due to regulatory changes, cost pressures, and technological advancements.
3. Understanding the T-Shaped Lawyer:
   • Definition and significance of the T-Shaped Lawyer.
   • The relevance and necessity of this model in contemporary legal practice.
4. Legal vs. Business Contributions:
   • Exploring how lawyers can transcend traditional roles to add tangible business value.
   • Discussion on the business mindset vs. the traditional legal approach.
5. Educational Perspectives:
   • The role of law schools in preparing lawyers for business-engaged roles.
   • Key skills from legal education that translate into business success.
6. Building and Leading T-Shaped Legal Teams:
   • Strategies for hiring and developing T-Shaped Lawyers.
   • Coaching methods to enhance team performance and business integration.
7. Career Paths and Advice:
   • Potential career trajectories for T-Shaped Lawyers.
   • Guidance for young lawyers aspiring to develop a balanced skill set.
8. Peter's Guiding Principle and Final Takeaways:
   • Summarizing his philosophy into a core guiding principle for success.
   • Contact information and how to access Peter Connor’s resources and book.

Episode Highlights:

• Peter’s rich background and the transformative impact of the T-Shaped Lawyer model on legal and business practices.
• Insights into the future of the legal profession and the critical role of multidisciplinary skills in driving legal and business success.
• Practical advice for legal professionals and law students on adapting to and excelling in a rapidly evolving business landscape.

Additional Resources:

• Link to Peter Connor’s website where you can find his book and information about his workshops: T-Shaped Lawyer (tshapedlawyer.com)
• Subscribe to "M&A+ The Art After the Deal" for upcoming episodes featuring industry experts.

To learn more, visit: https://in2edge.com/

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.

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 examples of value extraction through effective procurement strategies.

* Steps to establish a robust procurement team post-M&A.

* Analysis of common successes and pitfalls experienced during procurement phases of M&A.

* Specific challenges associated with IT procurement during corporate restructuring.

Key Topics Covered:

1. Introduction to John - Overview of John’s extensive experience in procurement within M&A contexts.

2. Importance of Procurement in M&A - Discussing why procurement should be a focal point during mergers and spin-offs.

3. Early Involvement of Procurement - The advantages of integrating procurement expertise at the onset of deal negotiations.

4. Extracting Value Through Procurement - Practical examples of how procurement can drive value in M&A transactions.

5. Building a Procurement Team - Insights into the steps necessary for setting up a successful procurement department post-M&A.

6. Learning from Successes and Failures - John shares lessons learned from both successful integrations and challenging experiences.

7. IT Procurement Challenges - Discussing the particular difficulties faced when merging or splitting IT resources during corporate changes.

Guest Contact Information:

Connect with John on LinkedIn ((12) John Troxel | LinkedIn) to follow his insights and experiences in procurement and M&A.

Call to Action:

* Interested in more insights into the pivotal role of procurement in M&A success, visit the resources page at in2edge.com.

* Don’t forget to subscribe to "M&A+ The Art After the Deal" on your favorite podcast platform for more expert discussions on making the most of post-deal opportunities.

Next Episode Preview: Join us next time as we dive into the world of integration and M&A transition with more expert guests who will share strategies to maximize synergy.

Thank you for tuning in to "Procurement Power: Unlocking M&A Success with John." We hope this episode has provided you with valuable insights into optimizing procurement strategies during major corporate transformations.

To learn more, visit: https://in2edge.com/

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.

What You Will Learn:

• The importance of cybersecurity in the M&A due diligence process.
• Strategies for integrating cybersecurity measures during and after the M&A transaction.
• The potential risks and consequences of neglecting cybersecurity in M&A deals.

Thanks to John for sharing his invaluable expertise and shedding light on the essential role of cybersecurity in mergers and acquisitions. For more insights from John and to learn more about RSI Security's services, visit About Us - RSI Security.

If you found this episode enlightening, please subscribe to our podcast. We appreciate your feedback and are dedicated to bringing you valuable content in every show. Stay secure and informed with M&A+ The Art After the Deal, where integrators are the heroes!

To learn more, visit: https://in2edge.com/