• The importance of focusing on the people involved in M&A transactions.
• Strategies for capturing value and ensuring clear understanding of assets.
• The role of technology and AI in transforming the due diligence process.

• Importance of People in M&A
• Value Capture During Integration
• Clarity in Asset Acquired
• Benefits of Collaborative Integration and Deal Teams
• Technological Advancements in M&A
• Handling Transitional Service Agreements

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

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.

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 of thorough reviews of contracts, including supplier and customer agreements, during the M&A process.
• How technology can help break down silos and facilitate smoother integration.
• Strategies for better planning and execution of post-merger integration.

Key Topics Covered:

1. The Overlooked Importance of Integration: David discusses why integration should be a focal point during M&A negotiations, not an afterthought.

2. Risks of Poor Integration: Exploration of how value can diminish due to integration mishaps, and why thorough planning is crucial.

3. Contractual Oversight: Insights into the common oversight in contract reviews during M&A, emphasizing the need for detailed attention to supplier and customer contracts.

4. Breaking Down Silos: Discussion on how M&A can exacerbate silo issues within organizations and how technology can be leveraged to enhance connectivity and collaboration.

Connect with David Edgar:

LinkedIn: https://www.linkedin.com/in/david-edgar-a8841548/

Website: https://www.klgates.com/

Call to Action:

- Visit our website for additional resources and expert guidance at Home - Intuitive Edge | Streamlining the Contract Process (in2edge.com)

- If you found this episode insightful, don't forget to follow and leave us a review. We value your feedback and are eager to hear how we can improve your listening experience.

Next Episode Preview:

Join us in our next episode as we explore another critical aspect of mergers and acquisitions with a new guest expert. Stay tuned for more in-depth discussions and actionable insights.

Thank you for tuning in to today's episode with David Edgar. Remember, successful M&A is not just about closing the deal—it's also about seamless integration that maximizes value and enhances growth. Join us next time on “M&A+ The Art After the Deal” for more valuable M&A insights.

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

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.

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 technology on modern M&A practices and what the future holds for the industry.

You can find information about Cliff and his firm ECP Ventures at:

https://ecpventures.com/

Thank you for joining us today, and don't forget to tune in next time as we continue to explore valuable insights in M&A+ The Art After the Deal. Also pick up the book M&A+ on Amazon: https://a.co/d/f2H9uDU

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

• 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 of paid time off and community volunteering on employee wellness.
• Practical tips for leaders on fostering a supportive environment during M&A processes.

• Introduction to Dr. Kevin - Background on his unique blend of legal and psychological expertise.
• Overview of Recent Research - Dr. Kevin discusses his findings on corporate wellness initiatives.
• Real Impact of Wellness Programs - A critical look at what does and does not work in enhancing employee well-being.
• Positive Strategies for Employee Wellness - Exploration of the two effective measures: paid time off and volunteering.
• Leadership’s Role in Employee Wellness - How effective leadership during M&A can promote better employee and customer satisfaction.
• Q&A with Dr. Kevin - Dr. Kevin answers questions about applying these insights in various corporate settings.

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

Welcome back to another episode of "M&A+ The Art after the Deal," where we dive into the real-world narratives that shape mergers and acquisitions.

Today, we're thrilled to host Joanne Hirase-Stacey, a powerhouse in the legal world of M&A transitions, bringing with her a treasure trove of experience and expertise.

Highlights:

• Joanne Hirase-Stacey’s career journey and how she ventured into the realm of compliance and M&A transitions.
• The critical role of compliance from the get-go in M&A and the emerging trends professionals should keep an eye on.
• Joanne’s approaches to risk management, including the most formidable risks she's faced and her methodologies to mitigate them.
• Insights into the labyrinth of post-merger integration, its hurdles, and the strategies for ensuring seamless transitions.
• An exploration of how technology is reshaping compliance and risk management in M&A, with a spotlight on the tools that In2edge finds most effective.
• Reflections on moments from Joanne’s career, including challenging projects that have offered learnings within the M&A landscape.
• Joanne's take on what it feels like to steer through the transition phase of an acquisition.
• 
  

Stay tuned as we line up more experts in the upcoming episodes, including a cybersecurity due diligence wizard in M&A, an expert in procurement strategies, and insights from a psychologist on the human elements of M&A transitionary periods.

A huge thanks to Joanne for sharing her wisdom with us. We hope her stories and strategies have provided valuable insights for anyone navigating the waters of M&A.

Be sure to join us for more expert discussions on "M&A+ The Art After the Deal," where we unravel the complexities behind successful mergers and acquisitions.

Remember to follow, share, and subscribe to our podcast on your favorite platform for more episodes with expert insights and transformative stories in the world of M&A.

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

Welcome to M&A+ The Art After the Deal, where we dive deep into the strategies and stories behind successful post-merger integrations and acquisitions. In today's episode, we're joined by Phil Abraham, a noted complexity scientist, AI futurist, and a master at navigating complex transformations.

Introduction to Phil Abraham

• Phil Abraham is celebrated for his trailblazing and innovative approach to solving complex business problems through the lens of technology, blockchain, and AI.
• With a rich history of working with giants such as Walmart, Kmart, and GM, Phil has been at the forefront of tech evolution, and revolution, specializing in logistics, security, and supply chain simplicity via cloud transition.

Early Days and Foundation

• Phil shares his journey, highlighting the early experiences that shaped him into the expert he is today also highlighted in this article: From the Rafters to the Cloud - DBusiness Magazine
• Discussion on how challenges in logistics and supply chain management at major retailers provided a unique foundation for his expertise.

Major Transformation Case Study

• Phil recounts a significant transformation project he spearheaded, detailing the challenges faced and the strategies implemented for a successful turnaround.
• Insight into the roles of technology and integration in reshaping the future of businesses like Kmart and GM and the healthcare industry.

AI and Business Operations

• Exploring the current and future impact of AI on business operations.
• Phil provides his perspective on how AI is transforming strategic planning and execution in complex business environments.

Merging Giants: Strategy and Advice

• Strategies for successfully merging large companies, with a focus on the realities of integration and overcoming technological hurdles.
• Phil offers advice to businesses undergoing transitions, emphasizing the importance of planning and expertise.

Getting in Touch

• Information on how listeners can connect with Phil for insights, advice, or consultations. Email Phil at pabraham6@gmail.com

Closing and Upcoming Episodes

• A thank you to Phil for sharing his invaluable experiences and insights. We will have Phil on again to do a deeper dive into subjects such as selecting and using a blockchain.
• Upcoming episodes featuring a contract risk and compliance practitioner and an M&A cybersecurity expert, promising more deep dives into the art of post-deal success.

Thank you for tuning in to "Transforming Futures: A Deep Dive with Phil, the AI Futurist and Complexity Scientist". Stay subscribed for more insights into making the most out of mergers and acquisitions. See you next time on M&A+ The Art After the Deal.

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

In this inaugural episode of M&A+ podcast, we explores the intricacies of mergers and acquisitions beyond the initial deal, focusing on the transition and integration phases. The host, Lisa Scott, emphasizes the importance of thorough contract review and early engagement in the M&A process. She shares examples of how neglecting contract terms can lead to operational hurdles and financial losses. The episode also highlights the role of integration teams in creating value and optimizing contracts. Additionally, the regulatory landscape and its impact on M&A transactions are discussed. The episode concludes with a recap and a preview of future episodes.

Story Notes:

• Introduction and Host Background
• The Importance of Contract Transition in M&A
• The Role of Integration in M&A
• Value Creation During Transitions
• Navigating the Regulatory Landscape
• Recap and Future Episodes

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