About this episode

Eight deal professionals share unexpected M&A moments that highlight the complexities of the deal process.

Nathan Rust , Lutz Lehmann , Troy Pospisil , Jeremy Segal , Patrick Mumman , Tej Brahmbhatt , George Helock , and Angie Astle Eight deal professionals share the M&A moments that never make the CIM. A birthday cake in a management presentation that confirmed a culture fit and influenced a bid. A buyer who died before close, forcing a nine-month restart from scratch. Eight years of customer revenue data on a 1980s IBM that management claimed did not exist. A target quietly heading toward Chapter 11 while diligence was underway. Unexpected events mid-deal are not exceptions. They are the deal. How you read them is what separates experienced practitioners from everyone else. What You'll Learn: How cultural signals in a management presentation can influence a bid decision What to do when a buyer dies before close and the sell process has to restart How to find data that management says does not exist Why late-stage valuation surprises from founders are a signal you could have caught earlier How to take a bankrupt target through Chapter 11 and still close the deal Why experienced advisors document every surprise the moment a deal closes If you're running deals and want pattern…

People in this episode

Host: Kison Patel

Guests: Nathan Rust, Lutz Lehmann, Troy Pospisil, Jeremy Segal, Patrick Mumman, Tej Brahmbhatt, George Helock, Angie Astle

Topics covered

• M&A stories
• deal surprises
• cultural signals
• valuation surprises
• bankruptcy
• deal guidance

Keywords

• M&A
• deal professionals
• management presentation
• buyer death
• valuation surprises
• Chapter 11
• deal guidance
• cultural fit
• customer revenue data

Sponsors

DealRoom

Mentioned in this episode

Organizations: M&A Science

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