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cover of episode A Modern Approach To Mergers & Acquisitions: An Expert’s Guide To Success

A Modern Approach To Mergers & Acquisitions: An Expert’s Guide To Success

2025/4/14
logo of podcast Finding Genius Podcast

Finding Genius Podcast

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Kisan Patel
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我创建了Dealroom,这是一个用于管理复杂金融交易的项目管理软件。它不同于其他专注于卖方的数据室软件,Dealroom 专注于买方,服务于财富500强公司和私募股权支持的企业,帮助他们管理并购交易的整个生命周期,从资源获取到尽职调查、整合和报告,最近还增加了利用AI进行合同分析的功能。 帮助客户识别并购目标通常需要客户公司内部团队根据公司战略制定具体的并购战略,并利用第三方数据集或专业机构进行目标公司识别。并购交易通常需要一年左右的时间来培养与目标公司之间的关系,最终达成可执行的交易。 公司并购的目标多种多样,包括扩大市场份额、拓展地域、进入新行业、获取新技术、获得客户群体以及补充人才等。亚马逊的成功案例表明,通过多次并购整合技术和资源,可以获得先发优势并扩大业务范围。 买方主导的并购战略需要明确公司长期愿景,并据此制定并购策略,从而清晰地识别符合标准的目标公司,避免浪费时间和资源。选择合适的并购目标,需要考虑文化契合度、技术兼容性以及财务指标等因素。 并购交易中价值创造的关键在于协同效应,包括成本协同和收入协同。成本协同例如整合财务和人力资源部门,收入协同例如交叉销售产品。 Dealroom 平台帮助公司更高效地完成并购交易,并通过规模化交易案例展现其价值。AI 技术在并购领域的应用,正在逐步降低交易成本,未来有望将交易成本降低到 1%。AI 技术的合同分析功能,可以帮助识别合同中的关键条款,例如变更控制条款,从而降低并购风险。AI 技术可以帮助识别财务数据中的异常情况,并辅助进行尽职调查。 Dealroom 平台的核心优势在于它能够有效地连接尽职调查和整合规划两个阶段,帮助客户在并购交易中最大化价值。AI 技术能够快速处理非结构化数据,并帮助识别关键信息,加快尽职调查过程。 Dealroom 平台的目标客户是将并购作为公司战略一部分,每年进行两次或两次以上并购的公司。

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Shownotes Transcript

In today’s episode, we connect with Kison Patel, the Founder and CEO of DealRoom), a project management software for complex financial transactions. With more than a decade of experience as a mergers and acquisitions advisor, Kison developed DealRoom after experiencing various profound, industry-wide inefficiencies first-hand. 

Kison is on a mission to bring better process solutions to an industry with growing market pressures, transaction values and competition. How does he achieve this? Through developing technology, educational content, specialized training, and more…

Click play to uncover:

The types of companies that can benefit from strategic M&A planning. The factors that go into identifying executable business targets.  How to model and value a business efficiently and effectively. The overall process of business integration. The strategic drivers that push companies to acquire others. 

Want to find out how to stay relevant amidst the rapidly evolving technological landscape? Why do so many promising transactions fail due to poor diligence and integration processes? Join the conversation now to learn more about this complex and fascinating topic!

Discover more about Kison and his current projects, including podcasts featuring M&A experts, by visiting his website). You can also find his latest book, Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value), available on Amazon.

Episode also available on Apple Podcasts: http://apple.co/30PvU9C)