M&A Science
Jul 6, 2021
113. Deal Origination from a PE Investor's Perspective
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Jay Jester, Partner at Plexus Capital, LLC
Explore the world of private equity and deal sourcing with me and Jay Jester, Partner at Plexus Capital, LLC. Here are some of my key takeaways:
- Deal origination for PE vs corporate development
- The one deal at a time system
- Developing an origination process
To join our network of M&A practitioners, sign up for our newsletter, and listen to more episodes, go to mascience.com.
More episodes from M&A Science
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You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today! Episode Timestamps
00:00 Intro
03:57 Changes in the M&A landscape
04:39 Changes in private equity acquisitions
08:14 Go-to-market
10:48 Deal origination
12:19 International deals
14:25 How PE firms look at acquisitions
15:48 Bad cultural fit
18:40 Relationship with PE firms
20:20 Ideal PE-sponsor relationship
21:45 Managing deal sourcing conflicts
22:38 Approval process
24:44 Sustaining support from PE firms
27:08 Reporting structure
29:54 Advice for PE firms in supporting portfolio companies
32:54 Staging productive meetings
35:01 Keys to pitching a deal
38:46 Approaching target company relationships
41:28 Managing underperforming acquired companies
42:18 PE firms buying other PE firms
43:26 Craziest thing in M&A
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Sep 11, 2023
The Art of M&A: Striking the Right Balance Between Integration and Autonomy
Glenn Sanford, CEO eXp World Holdings, Inc. (NASDAQ: EXPI)
Join us on October 5th, 2023, in New York City for the M&A Science Fair 2023. Dive into a transformative M&A experience that not only emphasizes participant-driven topics but also offers an unparalleled opportunity to network with the industry's top minds.
You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today! Episode Timestamps
00:00 Intro
03:51 EXP’s acquisition history
05:31 Reasons behind EXP’s acquisitions
10:12 Acquiring Success Magazine
14:22 Factors to consider when looking at potential targets
17:49 Understanding a company’s culture
20:13 Reverse merger
24:38 Capital structure evolution
27:05 Managing relationships with the board of directors and shareholders
31:19 Managing integration
36:47 Other lessons and takeaways
39:03 Craziest thing in M&A
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Sep 4, 2023
Ensuring Alignment for Deal Success
Andrew Bilbao, current CFO of Noble Education Acquisition Corp.
Join us on October 5th, 2023, in New York City for the M&A Science Fair 2023. Dive into a transformative M&A experience that not only emphasizes participant-driven topics but also offers an unparalleled opportunity to network with the industry's top minds.
You can elevate your M&A practice with actionable insights and top-tier networking. The event is invitation-only to ensure a curated experience. Secure your invite today! Episode Timestamps
00:00 Intro
04:47 Areas where alignment is important
07:03 Approach to Alignment
11:19 Prioritizing the pipeline
14:11 Identifying an opportunity to LOI
15:56 Target Market Competitiveness
19:50 Evolving from first conversations
20:59 Go/No-go decision
25:47 Bidding process
28:45 Things to not do when dealing with the Board
29:55 Working with functional leads
33:41 Alignment with functional leads
35:53 Keeping alignment to strategy
38:16 The hardest part of achieving alignment
39:10 How do you not fall in love with your deal?
46:41 Craziest thing in M&A
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