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Corporate Development Strategy: Notion's M&A Approach with Hilary Shirazi
Manage episode 509327955 series 2574631
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 categorizing acquisitions, and why integration without an IMO might be the better approach for agile teams.
Things you will learn:
The Deal Thesis Framework – How to crystallize strategy before identifying targets using Hilary's proven document template
The Four T's of M&A – Talent, Tech, Traction, and Terrain categories that determine your acquisition approach and integration strategy
Integration Without IMO – Why embedding integration throughout the process beats traditional handoff models for most deals
___________________
The Buyer-Led M&A™ Summit is back.The virtual event built for dealmakers who want to eliminate chaos and take control from sourcing through integration. 📅 October 30, 2025 🕚 11:00 AM – 2:30 PM ET 💻 Free & Virtual Learn from leaders who’ve built scalable, repeatable strategies that keep deals on track - Register now.
____________________
Join us for the 3rd M&A Science Fair IN PERSON
Get pure, off-the-record collaboration between corporate development, private equity, and integration leaders. Instead of passive listening, you’ll be sharing real frameworks, trading ideas, and testing what actually works in modern deal execution. Everything’s practitioner-led, and every topic is surfaced by the attendees themselves.
October 16th — NYC 8AM-7:30PM Request an invite here: https://luma.com/khkuh6yw
____________________
Episode Chapters[00:02:00] Hilary's career evolution and why in-house M&A beats advisory work
[00:05:00] Building M&A Best Practices – Why starting at a mature organization teaches critical fundamentals before going solo
[00:08:30] Getting to know executives' M&A fears and biases before sourcing deals
[00:11:00] The Deal Thesis Methodology – Creating strategy documents before naming targets to avoid "solution shopping"
[00:16:00] Deal Sponsor Selection
[00:20:00] Front-Loading Vision Alignment
[00:30:00] The Four T's Framework – Categorizing acquisitions as Talent, Tech, Traction, or Terrain deals
[00:35:00] Integration Without IMO – Why Corp Dev should own integration instead of handing off to separate teams
[00:42:00] Using Notion for M&A
[00:51:00] AI in Corporate Development Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.
147 episodes
Manage episode 509327955 series 2574631
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 categorizing acquisitions, and why integration without an IMO might be the better approach for agile teams.
Things you will learn:
The Deal Thesis Framework – How to crystallize strategy before identifying targets using Hilary's proven document template
The Four T's of M&A – Talent, Tech, Traction, and Terrain categories that determine your acquisition approach and integration strategy
Integration Without IMO – Why embedding integration throughout the process beats traditional handoff models for most deals
___________________
The Buyer-Led M&A™ Summit is back.The virtual event built for dealmakers who want to eliminate chaos and take control from sourcing through integration. 📅 October 30, 2025 🕚 11:00 AM – 2:30 PM ET 💻 Free & Virtual Learn from leaders who’ve built scalable, repeatable strategies that keep deals on track - Register now.
____________________
Join us for the 3rd M&A Science Fair IN PERSON
Get pure, off-the-record collaboration between corporate development, private equity, and integration leaders. Instead of passive listening, you’ll be sharing real frameworks, trading ideas, and testing what actually works in modern deal execution. Everything’s practitioner-led, and every topic is surfaced by the attendees themselves.
October 16th — NYC 8AM-7:30PM Request an invite here: https://luma.com/khkuh6yw
____________________
Episode Chapters[00:02:00] Hilary's career evolution and why in-house M&A beats advisory work
[00:05:00] Building M&A Best Practices – Why starting at a mature organization teaches critical fundamentals before going solo
[00:08:30] Getting to know executives' M&A fears and biases before sourcing deals
[00:11:00] The Deal Thesis Methodology – Creating strategy documents before naming targets to avoid "solution shopping"
[00:16:00] Deal Sponsor Selection
[00:20:00] Front-Loading Vision Alignment
[00:30:00] The Four T's Framework – Categorizing acquisitions as Talent, Tech, Traction, or Terrain deals
[00:35:00] Integration Without IMO – Why Corp Dev should own integration instead of handing off to separate teams
[00:42:00] Using Notion for M&A
[00:51:00] AI in Corporate Development Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.
147 episodes
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