A Modern Approach To Mergers & Acquisitions: An Expert’s Guide To Success
Finding Genius Podcast
Richard Jacobs
4.4 • 1K Ratings
🗓️ 14 April 2025
⏱️ 31 minutes
🧾️ Download transcript
Summary
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
Transcript
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| 0:00.0 | Forget frequently asked questions. |
| 0:02.3 | Common sense. |
| 0:03.2 | Common knowledge. |
| 0:04.1 | Or Google. |
| 0:04.8 | How about advice from a real genius? |
| 0:06.9 | 95% of people in any profession are good enough to be qualified in license. |
| 0:11.3 | 5% go above and beyond. |
| 0:13.1 | They become very good at what they do. |
| 0:14.9 | But only 0.1% are real geniuses. |
| 0:18.2 | Richard Jacobs has made it his life's mission to find them for you. |
| 0:22.2 | He hunts down and interviews geniuses in every field. |
| 0:25.1 | Sleep science, cancer, stem cells, ketogenic diets, and more. |
| 0:28.7 | Here come the geniuses. |
| 0:30.3 | This is the Finding Genius podcast. |
| 0:32.8 | The Richard Jacobs. |
| 0:37.4 | Hello, this is Richard Jacobs with the Finding Genius podcast. My guest. James. |
| 0:41.1 | Hello, this is Richard Jacobs with the Finding Genius podcast. |
| 0:42.8 | My guest is Kisan Patel. |
| 0:46.8 | He's the founder and CEO of Deal Room and M&A science. So we're going to talk about both of these platforms and M&A, meaning mergers and acquisitions, |
| 0:52.1 | and Kisan's work with Deal Room. So welcome. Thanks for |
| 0:55.3 | coming. Thanks for having me, Richard. Yeah, tell me, what is Deal Room? What's the premise of the |
| 0:59.7 | company? And, you know, what kind of work do you do in the M&A space? Deal Room is software for |
... |
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