DealRoom Blog - The Art and Science of M&A | Kison Patel

Feb 12. 2018

The Important of Conducting Quality of Earnings in M&A Transactions

Andrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. ...

author: Kison Patel

Post Merger Integration Due diligence M&A legal
Dec 12. 2017

Balancing Legal and Business Concerns in M&A Transactions

Summary Prioritize business concerns over legal concerns Make clear the nature of inquiries to the management team Consider integration complexity ...

author: Kison Patel

Due diligence M&A data room data room providers data room pricing
Dec 07. 2017

The Pitfalls of Per-Page VDR Pricing

Summary Per-page VDR pricing is a barrier to a more efficient due diligence process. Providers ...

author: Kison Patel

Due diligence Jeremie Bacon
Nov 21. 2017

Decisive Communication Key To Successful Integration

“When you walk into the deal knowing how you want to use the assets, the rest of the diligence process is just you figuring out if your assumptions and hypothesis are correct. And if they’re correct, then you’ve already made the plan, so executing that plan ...

author: Kison Patel

Due diligence community banking banking consolidation banking
Nov 01. 2017

The Ups and Downs of Banking M&A

Consolidation of the US banking industry continues. Since 1996, the number of banks nationally is down 48% to 5,980 from 11,454, according to the Federal Deposit Insurance Corporation. The first wave of consolidation was driven by growth. The recession drove a ...

author: Kison Patel

mergers and acquisitions Due diligence M&A target company Mark Miller
Oct 16. 2017

Advice on Advisors: Thoughts from the Frontlines

What should you look for when you pick an advisor for your deal team? Those with years of experience on both sides of M&A transactions agree that experience working with companies in your targeted size range and ...

author: Kison Patel

Due diligence Jeremie Bacon
Oct 05. 2017

Why the Right Fit is More than Dollars and Cents

Like entering into a romantic relationship, an M&A deal is a lot about finding “the right fit.” That’s something Jeremie Bacon has learned from his years of experience in both investment banking and building SaaS companies. He is currently the co-founder and ...

author: Kison Patel

Post Merger Integration change management Due diligence John Derusso Culture
Sep 19. 2017

How Empathy Makes Mergers and Acquisitions Successful

“This is the first time I’ve been acquired by a company that felt like it had a soul.”

author: Kison Patel