I'm joined today by my Global PMI colleagues Michael Scherer and , Jon Burke and we are listening to Jon as he walks us through his personal and somewhat accidental journey into M&A integration. Jon's story like many of us starts with his corporate career in an organisation that was making multiple acquisitions. Somewhat disillusioned by the limited communication, Jon stepped in and proposed a communication strategy that could help 'sell' the acquisition both internally to employees but also externally. Before too long, Jon was being asked to help finance quantify some of the likely ..read more

In Today's Episode I am joined by two Italian colleagues; Sergio Bruno and Manuel Zaccaria and our 'Argomento della giornata' is SPACS. OK, you are forgiven if like me, you are sitting there thinking WHAT is a SPAC?  Well, SPAC is an acronym for Special Purpose Acquisition Company and Manuel and Sergio provide plenty of insight in this podcast. The result for anyone listening is an in-depth and informed discussion that will help you understand why a SPAC exists, Its primary purpose, the value proposition of a SPAC and much more. You will leave with a solid understanding, another piece ..read more

First of all, Happy New Year to all of our friends, colleagues, and clients around the world. Here's hoping 2022 is safe, healthy, prosperous and successful for everyone. This first of many podcasts for 2022 is based on a recent article authored by our North America Partner, Scott Whitaker and with Scott's permission, I have aimed to narrate the article and Scott's extensive experience, into this podcast episode.  You can find a direct link to the article here http://ow.ly/20Vw50HgH9J The purpose of this podcast is to share best practices and lessons learned from many years of carve-out ..read more

In this episode I'm joined by my  Global PMI Partners colleagues, Michael Scherer and Jon Burke M&A integration is a pressured and stressful environment at any time and it's an environment that calls for deep experience that goes well beyond following a bouncing ball. In fact the skills of a merger and acquisition integration consultant sometimes extend way beyond those that we would normally expect.  Michael  outlines his experience of a scenario that developed when two executives decided to publicly and vocally air their disagreements during a project review meeting that ..read more

We are joined today by Stefan Hofmeyer, one of Global PMI Partners founding members. Global PMI Partners initially started as an informal group of M&A professionals working collectively and then quickly and purposely formed into the global brand that you see today. Stefan looks back over the 10 years plus since all that started and reflects on some of the early challenges, the authoring of our first two books that became the catalyst for the uniform and successful way we do things and to the more than 450 successful M&A projects that have brought a sense of pride and real accomplishme ..read more

In today's podcast, I'm joined by my Global PMI Partners friend and colleague,  Matt Podowitz   Matt is going to walk us through the pro's and con's of two very similar transactions that had very different outcomes. Transaction A and Transaction B both were add-on acquisitions to existing platforms, and both were being executed and integrated in a similar manner.  Both transactions were structured as asset purchases to leave behind liabilities. The investment thesis for both envisioned consolidation of SG&A functions and rationalisation of PP&E to create cost synergies ..read more

In this episode, we are joined by Global PMI's Nordics Partner, Michael Holm. Michael has more than  10 years experience with acquisitions and carve out's   in multiple countries. Michaels  start point in this podcast is that carve-out's are more complex than acquisitions and particularly so  when it's a Private Equity buyer, because there is usually no target company to integrate into so everything must be done to ensure the carve out can 'stand on it's own two feet' Michael also points out that sellers will usually prepare the carve out in financial and legal terms, but ..read more

In today's episode, we discuss the necessities of strong Risk Management with my Global PMI  colleague from Sweden, Herwig Stockl. Herwig will be drawing on more than 25 years of risk management expertise and will be giving an insight into a hands-on training program that he will deliver on 25th and 26th August  'Risk Management for M&A Integration' And the good news is, you don't need to have experience or fancy qualifications to benefit from Herwig's expertise.  Everybody will come out of that course with a set of knowledge and skills in risk management that will allow t ..read more

Diethard (Hardy) Engle and Robert Heaton  both experienced M&A advisors with  Global PMI Partners discuss common M&A pitfalls. In this podcast, they focus on the "Just get it done!" and "Justify it!" pitfalls which basically describe scenarios in which a deal can be pushed through although the preset approval criteria are not met. At times, in a game of pride and power, rules get bent, and acquisitions are completed despite the sober indicators recommend otherwise. Rob and Hardy discuss the reasons and make suggestions how to avoid the same mistakes to be made over and over a ..read more

There are TWO critical success areas on any acquisition 1. Operational Transformation and 2. Value Creation so if you are in a middle or senior management role you must add these skills to your repertoire. That's why my colleague Rich Dever, a 20 year veteran of successful M&A transactions  is providing a hands on training / development program on 29th and 30th June 2021 specifically to pass on those skill sets.,  And you can register directly from this link Operational Transformation for Value Creation in Acquisitions — Global PMI Partners (gpmip.com) At US$195 per person, the ..read more