Best Merger And Integrations Podcasts (2025)

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M&A Science Podcast Ep #395: Building Your M&A Reputation: Why Relationships Beat Transactions Every Time with Andrew Cohen 1:08:16

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6h ago1:08:16

1:08:16

Andy Cohen, Vice President of Corporate Development at F5 Andy has built a career that proves M&A is fundamentally about relationships, not just transactions. With 30 years of experience and 60 deals closed across high-growth tech companies including Citrix, Acquia, and F5, Andy has cultivated the kind of reputation where every CEO he's worked with…

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Building Your M&A Reputation: Why Relationships Beat Transactions Every Time with Andrew Cohen 1:08:16

7h ago1:08:16

1:08:16

Andy Cohen, Vice President of Corporate Development at F5 Andy has built a career that proves M&A is fundamentally about relationships, not just transactions. With 30 years of experience and 60 deals closed across high-growth tech companies including Citrix, Acquia, and F5, Andy has cultivated the kind of reputation where every CEO he's worked with…

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Leapfrogging Into the Future: Central Asia Goes Digital-First with Nika Kurdiani 24:05

6d ago24:05

24:05

How does a region skip the traditional path of banking entirely and jump straight into a digital future? Central Asia has become one of the fastest-moving digital banking regions in the world. In this episode, Nika Kurdiani, CEO of TBC Uzbekistan, reflects on what’s driving this rapid shift and how it’s reshaping competition, customer expectations,…

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How Law Firm Partners Succeed by Leading with Culture and Collaboration with David Stewart 57:19

2h ago57:19

57:19

In this episode of Beyond Billables, host Stephen Rodney speaks with David Stewart, Managing Director at Coriats Trust Company Limited. From his early legal roots in London to his transformative leadership at Olswang and current work with high-net-worth clients in the Turks and Caicos, David reflects on the dynamics of partnership, leadership, and …

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My Daughter Interviews Me About M&A | Holiday Special Episode with Shyla Patel 1:07:26

7d ago1:07:26

1:07:26

In this special father-daughter episode, My daughter interviews me on my new book on Buyer-Led M&A™. We break down the framework built from over 400 practitioner interviews—covering why traditional M&A is flawed, how to shift from reactive auction-chasing to proactive deal sourcing, and why integration planning must begin during diligence. Things y…

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Law Firm Merger Leadership for Managing Partners to Unite Culture & Drive Change with Philip Rodney 54:04

8h ago54:04

54:04

In this episode of Beyond Billables, Stephen Rodney speaks with Philip Rodney, former Chair of Burnes & Co, about his 40-year legal career and leadership journey. From his early days as a litigator to leading the transformation of a mid-market firm into a Scottish powerhouse, Philip shares his insights on what it takes to succeed in law and leaders…

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How to Score Culture Fit in M&A with Sharon Van Zeeland 59:32

12d ago59:32

59:32

Sharon Van Zeeland, Vice President of Strategy and Corporate Development at Rockwell Automation Sharon brings a unique engineer's perspective to the softest parts of M&A. In this episode, Sharon reveals how Rockwell developed a systematic scoring system for evaluating culture fit during due diligence—complete with numerical rankings across key dime…

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Disrupting Traditional Payments: Abdulaziz Al Jouf on the Future of Fintech in the Middle East 19:35

20d ago19:35

19:35

What does it take to create payment infrastructure from the ground up in one of the world’s fastest-growing fintech regions? Recorded at Money 20/20 in Riyadh, PayTabs CEO and Founder, Abdulaziz Al Jouf, reflects on how the company helped establish one of the Middle East’s earliest fintechs. We explore the challenges of launching in a cash-reliant …

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How Law Firm Partners Succeed by Leading Teams, Balancing Family & Growing Strategy with Sarah Lee 58:18

8d ago58:18

58:18

In this episode of Beyond Billables, host Stephen Rodney speaks with Sarah Lee, former Head of Disputes and Investigations at Slaughter and May, about her journey through the legal profession and what it takes to become a successful partner. Drawing from over two decades at one of the UK’s top firms, Sarah reflects on the evolving nature of leaders…

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Making M&A Boring (And Why That's a Good Thing) with Leon Brujis 1:07:50

19d ago1:07:50

1:07:50

Leon Brujis, Partner and Co-Head of U.S. at 65 Equity Partners Leon Brujis shares how his firm is redefining private equity through non-control investments in founder-led businesses. In this conversation, Leon breaks down why the best companies are never for sale, how immigrant adaptability translates to investing success, and why boring, disciplin…

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How Law Firm Partners Really Succeed by Leading Teams and Owning Responsibility with Sarah Rees 42:33

27d ago42:33

42:33

In this episode, host Stephen Rodney sits down with Sarah Rees, a leading partner in the commercial litigation team at Blake Morgan, who shares her journey from trainee to partner. She reflects on key leadership lessons, navigating the challenges of work-life balance, and the future of law firms in an evolving legal world. With decades of experienc…

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Private Equity Career Lessons from 25 Years with Meranee Phing Naaman 59:32

21d ago59:32

59:32

Meranee Phing Naaman, a trailblazer with over 25 years in private equity and two decades as a senior investment partner at Riverside Company, shares hard-won lessons from building and scaling businesses in consumer markets. She explains why IQ alone isn't enough in PE—you need EQ to sell your vision and LQ (learning quotient) to keep pattern recogn…

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Integration Starts with Hiring, Not the Deal with Brandon Batt 57:34

24d ago57:34

57:34

Brandon Batt – Chief People and Transformation Officer at Quadient Brandon Batt joins us to discuss how successful M&A integration starts long before you sign an LOI. Brandon shares how Quadient built M&A capability across the organization through strategic hiring, created a transformation office that breaks down traditional silos, and executed por…

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The Future of Money Movement: Crypto Security and Payments with Michael Shaulov 25:24

1M ago25:24

25:24

Money moves digitally across invisible networks every day — but what actually carries it from one place to another? Fireblocks CEO Michael Shaulov joins us to unpack the evolution of digital payment rails; the networks and infrastructure that move money in our digital world. We explore how cybersecurity, blockchain, and new forms of currency are re…

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How Senior Lawyers Succeed in Big Law by Mastering Integration and Politics with John Balsdon 59:23

1M ago59:23

59:23

In this episode, host Stephen Rodney sits down with John Balsdon, a former senior partner at Latham & Watkins and a seasoned leader in the energy and infrastructure project finance sector. John discusses his dynamic legal career, from his early days as a partner to his decision to retire and pursue a passion for photography. He shares invaluable in…

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Strategic M&A Framework: IFS's Acquisition Playbook with Rachel Hindley 1:02:25

1M ago1:02:25

1:02:25

Rachel Hindley, Vice President of Corporate Development, IFS Rachel oversees transformative acquisitions for the global leader in industrial AI and enterprise software. In this episode, Rachel shares how IFS navigates the unique dynamics of having three major private equity backers—EQT, HG, and TA Associates—while executing strategic deals that enh…

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From Hospital Beds to Healthy Homes: The Power of RSV Vaccination 10:09

1M ago10:09

10:09

For a long time, RSV has sent too many babies to the hospital—but new breakthroughs in vaccine science are turning the tide. New York State Department of Health Commissioner Dr. Jim McDonald puts on his pediatrician coat for this episode of New York Public Health now - he and Executive Deputy Director Johanne Morning explores why prevention matters…

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Private Equity Valuation: Academia vs. Reality 48:09

1M ago48:09

48:09

Sean Mooney, Doug McCormick, and Lloyd Metz dissect the gap between textbook valuation methods and what actually happens when private equity firms decide what to pay for a business. They compare DCF models to LBO models, debate the usefulness of terminal value assumptions, and explain why market-based approaches trump theoretical frameworks. The co…

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The Lateral Moves in the Law for Partners to Avoid Career Failure & Build Success with Simon Bushell 55:10

1M ago55:10

55:10

In this episode of Beyond Billables, Stephen Rodney is joined by Simon Bushell, the Founding Partner at Seladore Legal, a conflict-free litigation boutique. Simon shares his journey through top UK and US law firms before founding his own firm. With over 30 years of experience in commercial litigation and fraud cases, Simon discusses the key attribu…

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Mastering Carve-Out Transactions with Keith Crawford 58:07

1M ago58:07

58:07

Keith Crawford, Global Head of Corporate Development and M&A at State Street Corporation Keith Crawford, Global Head of Corporate Development and M&A at State Street Corporation, brings over 20 years of expertise executing some of the most intricate custody business carve-outs in financial services. In this episode, Keith breaks down the realities …

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Redefining Wealth Management in Asia-Pacific: How Syfe Is Building Trust and Access with Dhruv Arora 30:11

2M ago30:11

30:11

How can wealth management become more intuitive, transparent, and accessible? Dhruv Arora, Founder & CEO at Syfe, a leading wealth management platform based in Singapore, shares how Syfe is redefining investing for the mass-affluent segment in Asia-Pacific. Drawing on his background in traditional finance, Dhruv reflects on building trust in emergi…

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The Law Firm Success Formula for Senior Lawyers to Lead with Culture over Star Power - Karen Seward 53:21

2M ago53:21

53:21

In this episode, host Stephen Rodney sits down with Karen Seward, Director at Seward Advisory Limited, who has held influential leadership positions throughout her legal career. Karen offers a candid and insightful reflection on what it takes to succeed in Big Law from succeeding as a partner to navigating leadership and cultural integration. With …

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Integration-Led M&A: Cisco's Approach to Deal Success Part 2 with Johanna Jaakola and Tesia Hostetler 45:43

2M ago45:43

45:43

Johanna Jaakola – Integration Lead, Corporate Development Integration Team, Cisco Tesia Hostetler – Leader, Acquisition Integration Practice, Cisco Johanna Jaakola, Integration Lead on Cisco's Corporate Development Integration Team, and Tesia Hostetler, Leader of Cisco's Acquisition Integration Practice, continue their deep dive into Cisco's integr…

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Critical Mistakes When Using Microsoft Copilot for Negotiation 9:14

2M ago9:14

9:14

Send us a text Struggling with AI in your negotiation prep? You're not alone. After training hundreds of B2B negotiation professionals, I've identified two critical mistakes that limit AI effectiveness in negotiations. In this video, I'll show you exactly how to fix them using Microsoft Copilot. What you'll learn: ✅ Why most people investigate the …

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AI, Law & the Deal: Rob Taylor on Risk, IP, and Post-Merger Reality 49:05

2M ago49:05

49:05

AI isn’t just a buzzword in deal rooms—it’s changing how due diligence, contracts, privacy, and integration actually work after close. In this episode, Lisa sits down with tech lawyer Rob Taylor to unpack what “AI risk” really means, why lawyers must understand the technology to spot legal exposure, and how companies can move fast and responsibly. …

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Life-Saving Economics: Naloxone’s Cost-Effective Role on the Opioid Crisis 21:46

1M ago21:46

21:46

In this episode of "New York Public Health Now," Commissioner Dr. Jim McDonald and Executive Deputy Commissioner Johanne Morne are joined by Dr. David Holtgrave as they explore the remarkable story of the cost effectiveness of naloxone in New York State. This episode dives into the real-world impact of naloxone, illuminating stories, budget realiti…

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How Law Partners Succeed Beyond Billables by Mastering EQ and Leadership with Simon Levine 54:31

2M ago54:31

54:31

In this debut episode of Beyond Billables, host Stephen Rodney is joined by Simon Levine, Strategic Innovation Partner and Global co-CEO and Managing Partner at DLA Piper. With over 30 years of experience in the legal industry, Simon discusses his journey from making partner to leading one of the largest global law firms. He shares valuable insight…

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Integration-Led Diligence: Cisco's M&A Approach with Johanna Jaakola & Tesia Hostetle 39:39

2M ago39:39

39:39

Johanna Jaakola – Integration Lead, Corporate Development Integration Team, Cisco Tesia Hostetler – Leader, Acquisition Integration Practice, Cisco Johanna Jaakola, Integration Lead on Cisco's Corporate Development Integration Team, and Tesia Hostetler, Leader of Cisco's Acquisition Integration Practice, share how one of the world's most prolific a…

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Money Made Personal: Adrianna Adams on Financial Planning for Millennials and Gen Z 24:18

2M ago24:18

24:18

How can financial planning evolve from numbers on a spreadsheet to a tool for shaping life goals? Adrianna Adams, Head of Financial Planning at Domain Money, joins Fintech Files to explore how technology and new fee models are transforming the way millennials and Gen Z engage with their financial futures. Drawing on her journey into the field, Adri…

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New Episode Coming Soon! 0:40

2M ago0:40

0:40

Welcome to Beyond Billables, the essential podcast for law firm leaders where host Stephen Rodney, founder of Intogreat Coaching, tackles the critical challenge: The Integration Gap. Why do new senior lawyer hires often fail to reach their full potential, even after a successful recruitment process? Stephen and his guests will provide the tangible …

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When Integration Beats Roll-Ups with Tim Hall 1:12:42

2M ago1:12:42

1:12:42

Tim Hall - Managing Partner and Founder, Brenton Point Capital Tim brings 29 years of private equity experience to this conversation about what actually works in buy-and-build strategies. After launching Brenton Point in 2024 following a 20-year run at CI Capital Partners, where he completed 200+ acquisitions across 12 platforms, Tim breaks down th…

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When Things Go Wrong, Part II: Taking Action When Performance Slips 45:44

2M ago45:44

45:44

In this continuation of their conversation on portfolio performance, co-hosts Lloyd Metz (ICV Partners), Doug McCormick (HCI Equity Partners), and Sean Mooney (BluWave) move from diagnosis to action: what to actually do once you know a business isn’t performing to plan. They cover how to tell a temporary headwind from a structural problem, where to…

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Buyer-Led M&A™ Strategy at Snowflake with Stefan WIlliams 55:46

3M ago55:46

55:46

Stefan Williams - Vice President of Corporate Development and Snowflake Ventures at Snowflake Stefan Williams, Vice President of Corporate Development and Snowflake Ventures at Snowflake, leads the company's acquisition strategy, corporate venture capital, and startup accelerator programs. In this episode, Stefan takes us inside Snowflake's discipl…

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From DOJ to Digital Assets: Joshua Smeltzer on Deals, Courts & Crypto 48:46

3M ago48:46

48:46

Lisa sits down with litigator and tax specialist Joshua Smeltzer to unpack how Texas is positioning itself as a digital-asset hub, what the new business-court and “business judgment rule” mean for companies, and how tax and regulatory choices ripple through M&A, treasury strategy, and day-to-day operations. From plain-English explanations of blockc…

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Corporate Development Strategy: Notion's M&A Approach with Hilary Shirazi 1:02:21

3M ago1:02:21

1:02:21

Hilary Shirazi - Head of Corporate Development at Notion Hilary Shirazi, Head of Corporate Development at Notion, brings over a decade of M&A experience from LinkedIn, Pinterest, and Zendesk to discuss building corporate development strategy at high-growth tech companies. She shares her proven deal thesis methodology, the "Four T's" framework for c…

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From Tax Partner to Bitcoin Builder: Tim Savage on Value Creation Post-M&A 42:06

3M ago42:06

42:06

In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Tim Savage, CPA and Tax Partner at Weaver, who leads the firm’s Blockchain & Digital Assets practice. Tim shares how he built a crypto-forward tax practice inside a traditional firm, where digital assets fit in M&A due diligence, and the tax levers that quietly drive value (o…

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How Corporate Venture Capital 2.0 is Reshaping M&A with Jennifer Miller 50:41

3M ago50:41

50:41

Jennifer Miller - Senior Director of Corporate Development, Oshkosh Corporation Jennifer Miller, Senior Director of Corporate Development at Oshkosh Corporation, brings over 24 years of M&A experience spanning investment banking, boutique advisory, and corporate development. In this episode, she reveals how Oshkosh evolved their corporate venture c…

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When Things Go Wrong: Diagnosing and Fixing Portfolio Problems 39:37

3M ago39:37

39:37

Private equity is messy in real time. In this episode, co-hosts Lloyd Metz (ICV Partners), Doug McCormick (HCI Equity Partners), and Sean Mooney (BluWave) lay out practical ways to spot trouble early, separate market shifts from operator errors, and use forward indicators, not just rear-view financials, to steer. They cover KPI design by business m…