Understanding M&A Deals

Kison is a man who’s studied every aspect of deal-making in M&A, including corporate M&A. In this episode, Kison shares helpful problem-solving techniques in deals. This is definitely an episode you don’t want to skip!

Best Practices That Could Apply Across M&A Spectrum

It’s now about the finance-focused M&A approach — concentrating your resources on building a financial model to create a business case and doing the deal. Then you go from there to executing a series of templates, checklists, and playbooks on the agreement. Kison mentions the old ways aren’t completely ruled out as it is still effective if you’re trying to buy factories or hard assets.

The definition of failure is very vague in the industry. The meaning of failure always goes back to the original financial model — the investment plan they have for the deal. Most times, failure isn’t a total implosion; it may be success that took longer.

Threats In M&A

The important thing to focus on is the capability to create value, and we mostly lose sight of that.

Of course! None of these matters if you don’t understand the organization’s value. Executives from both sides should spend time understanding the organization’s value. Understanding the values allows you to understand the organization’s culture, leadership approach, decision-making, and problem-solving model. That’s when you get a sense of “what are some of these differences that could be complementary,” and many more important questions that will inform your decision on the deal.

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Corey Kupfer

Corey Kupfer

Corey Kupfer is an expert strategist, negotiator and dealmaker with 30+ years of experience. He is also the creator and host of the DealQuest Podcast.