Podcasts Archives - Intuitive Edge | Streamlining the Contract Process

Mastering Operations and Leadership: Insights from Aaron, a Multi-Faceted Consultant

October 23, 2024/in Podcasts

In this episode, I sit down with Aaron Mikulsky, an expert in operations and leadership, to discuss key principles for effective leadership and operational success. We explore themes from his book, L.O.V.E. 2 Lead, discussing the importance of self-reflection and humility in leadership. Aaron emphasizes the need to focus on people’s strengths and how leveraging these can create high-performing teams.

We also touch on the significance of Six Sigma in streamlining processes and reducing inefficiencies. Aaron breaks down the critical differences between transition and integration in business operations, stressing the importance of building a strong foundation and thorough planning in both phases. Whether you’re leading a team or managing a business shift, this episode offers valuable insights on how to navigate and succeed in today’s fast-paced world.

L.O.V.E. 2 Lead – Key takeaways from Aaron’s leadership journey

Self-reflection and humility as leadership cornerstones
The value of focusing on strengths within teams
Six Sigma and its role in operational efficiency
Transition vs. Integration – Understanding the difference and why it matters
The importance of setting a solid foundation and strategic planning

Notable Quotes:

“Leadership starts with knowing yourself first—self-reflection is key to understanding your strengths and areas for growth.” — Aaron Mikulsky

“It’s not just about transition; integration is where the real work begins, and that requires planning and a strong foundation.”

Tune in for an enlightening conversation packed with actionable advice for leaders at all levels!

Aaron’s book: https://a.co/d/fNQTdGK

Aaron’s website: Home – Love 2 Lead Consulting Services

More M&A+ The Art After the Deal Podcast Episodes: (801) M&A+ The Art After the Deal – YouTube

About In2Edge:

At In2edge, we specialize in guiding businesses through the complexities of spin-offs and carve-outs, offering hands-on, expert-driven solutions to ensure seamless transitions. Our approach focuses on executing efficient, data-backed strategies—whether it’s optimizing contract management, ensuring operational continuity, or maximizing value creation. With our deep expertise and commitment to delivering exceptional outcomes, In2edge is your partner for navigating the intricate challenges of spin-offs and carve-outs, setting your business up for long-term success.

To learn more, visit: https://in2edge.com/

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Beyond Boundaries: The Complexities of Cross-Border M&A with Lawrence Howorth

October 23, 2024/in Podcasts

Join us on this episode of “M&A+ The Art After the Deal” as I discuss the intricate world of cross-border mergers and acquisitions with our esteemed guest, Lawrence Howorth. With his vast international experience, Lawrence brings invaluable insights into the challenges and nuances of helping US companies venture into foreign markets and assisting foreign entities in establishing a presence in the US.

Key Discussion Points:

Global Expertise:
- Lawrence shares his extensive experience across various global markets, highlighting his understanding of diverse business environments.
- Insights into cultural, operational, and regulatory aspects crucial for successful international ventures.
Strategic Planning:
- Emphasis on the necessity of meticulous planning when entering new markets.
- Discussion on the importance of aligning acquisitions with strategic business goals.
Understanding Local Dynamics:
- The critical role of local knowledge and expertise in navigating foreign regulatory landscapes.
- Lawrence discusses potential pitfalls and how companies can be blindsided by local regulations if not adequately prepared.
Comprehensive Business Planning:
- The need for a robust business plan that covers all aspects of the venture, ensuring no element is overlooked.
- Practical advice on integrating local considerations into broader business strategies.

Guest Information:

Lawrence Howorth is available through his website at Howorth International | business strategy (howorthllc.com)

Closing Thoughts:

This episode offers a deep dive into the complexities of cross-border M&A, providing listeners with the tools and knowledge necessary to navigate the challenges. Whether you’re a company looking to expand abroad or a professional in the M&A field, this discussion with Lawrence’s will provide additional information that will guide you through international business deals.

Connect with Us:

Don’t forget to subscribe to “M&A+ The Art After the Deal” for more insights into M&A strategies and experiences, particularly those related to transition and post-close integration. Join us next time as we continue to explore the art and science of mergers and acquisitions with top experts in the field.

To learn more, visit: https://in2edge.com/

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Redefining Legal Expertise: The Strategic Advantage of T-Shaped Lawyers with Peter Connor

October 8, 2024/in Podcasts

Peter Connor, author of The T-Shaped Lawyer, shares his extensive experience transitioning from traditional legal roles into significant business-oriented positions, enhancing both legal and business outcomes. His T-Shaped Lawyer program, instrumental in over 50 workshops worldwide, advocates for a multidisciplinary skill set, preparing lawyers to work not just on the business but in it, enhancing their impact across industries.

Key Discussion Points:

Peter’s Journey and Inspiration:
- Background on transitioning from legal to business roles.
- Inspiration behind advocating for broader skill sets among lawyers.
The Evolving Legal Profession:
- Current shifts and future trends in the legal field due to regulatory changes, cost pressures, and technological advancements.
Understanding the T-Shaped Lawyer:
- Definition and significance of the T-Shaped Lawyer.
- The relevance and necessity of this model in contemporary legal practice.
Legal vs. Business Contributions:
- Exploring how lawyers can transcend traditional roles to add tangible business value.
- Discussion on the business mindset vs. the traditional legal approach.
Educational Perspectives:
- The role of law schools in preparing lawyers for business-engaged roles.
- Key skills from legal education that translate into business success.
Building and Leading T-Shaped Legal Teams:
- Strategies for hiring and developing T-Shaped Lawyers.
- Coaching methods to enhance team performance and business integration.
Career Paths and Advice:
- Potential career trajectories for T-Shaped Lawyers.
- Guidance for young lawyers aspiring to develop a balanced skill set.
Peter’s Guiding Principle and Final Takeaways:
- Summarizing his philosophy into a core guiding principle for success.
- Contact information and how to access Peter Connor’s resources and book.

Episode Highlights:

Peter’s rich background and the transformative impact of the T-Shaped Lawyer model on legal and business practices.
Insights into the future of the legal profession and the critical role of multidisciplinary skills in driving legal and business success.
Practical advice for legal professionals and law students on adapting to and excelling in a rapidly evolving business landscape.

Additional Resources:

Link to Peter Connor’s website where you can find his book and information about his workshops: T-Shaped Lawyer (tshapedlawyer.com)
Subscribe to “M&A+ The Art After the Deal” for upcoming episodes featuring industry experts.

To learn more, visit: https://in2edge.com/

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Procurement Power, Unlocking M&A Success with John Troxel

October 8, 2024/in Podcasts

In this enlightening episode, we welcome John Troxel, a seasoned procurement expert, to discuss the critical role of procurement in mergers, acquisitions, and corporate spin-offs. John shares invaluable insights on the strategic importance of involving procurement early in the M&A process, the methodologies for extracting maximum value, and the nuances of standing up a new procurement team during these transitions.

What You Will Learn:

* The strategic value of focusing on procurement processes during M&A and spin-offs.

* The benefits of involving procurement teams early in the deal-making process to ensure seamless transitions.

* Real-world examples of value extraction through effective procurement strategies.

* Steps to establish a robust procurement team post-M&A.

* Analysis of common successes and pitfalls experienced during procurement phases of M&A.

* Specific challenges associated with IT procurement during corporate restructuring.

Key Topics Covered:

1. Introduction to John – Overview of John’s extensive experience in procurement within M&A contexts.

2. Importance of Procurement in M&A – Discussing why procurement should be a focal point during mergers and spin-offs.

3. Early Involvement of Procurement – The advantages of integrating procurement expertise at the onset of deal negotiations.

4. Extracting Value Through Procurement – Practical examples of how procurement can drive value in M&A transactions.

5. Building a Procurement Team – Insights into the steps necessary for setting up a successful procurement department post-M&A.

6. Learning from Successes and Failures – John shares lessons learned from both successful integrations and challenging experiences.

7. IT Procurement Challenges – Discussing the particular difficulties faced when merging or splitting IT resources during corporate changes.

To learn more, visit: https://in2edge.com/

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Securing the Deal: Cybersecurity’s Role in M&A with John Shin

October 8, 2024/in Podcasts

In this episode of our podcast, we’re joined by John Shin, the Managing Director at RSI Security, who brings over 18 years of experience in information technology and cybersecurity leadership. John discusses the critical role of cybersecurity in the mergers and acquisitions (M&A) process, emphasizing how advanced security measures are pivotal in safeguarding assets and ensuring a smooth transition. Listen in as John provides expert insights into integrating cybersecurity strategies into M&A deals to protect and maximize value.

What You Will Learn:

The importance of cybersecurity in the M&A due diligence process.
Strategies for integrating cybersecurity measures during and after the M&A transaction.
The potential risks and consequences of neglecting cybersecurity in M&A deals.

Thanks to John for sharing his invaluable expertise and shedding light on the essential role of cybersecurity in mergers and acquisitions. For more insights from John and to learn more about RSI Security’s services, visit About Us – RSI Security.

If you found this episode enlightening, please subscribe to our podcast. We appreciate your feedback and are dedicated to bringing you valuable content in every show. Stay secure and informed with M&A+ The Art After the Deal, where integrators are the heroes!

To learn more, visit: https://in2edge.com/

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Strategic Synergies: Mastering M&A Integration with Vidur Bhandari

October 8, 2024/in Podcasts

In this insightful episode of M&A+ The Art After the Deal, we’re joined by Vidur Bhandari, most recently Senior Vice President of Strategy and Value Creation at Shiseido. With extensive experience in leading transformation programs and managing M&A integrations globally, Vidur shares his expert insights on the three pillars of successful integration: people, value capture, and clarity of the asset purchased. This discussion dives into the critical aspects of M&A from initial negotiations to the strategic implementation of post-merger integrations.

What You Will Learn:

The importance of focusing on the people involved in M&A transactions.
Strategies for capturing value and ensuring clear understanding of assets.
The role of technology and AI in transforming the due diligence process.

Key Topics Covered:

Importance of People in M&A
Value Capture During Integration
Clarity in Asset Acquired
Benefits of Collaborative Integration and Deal Teams
Technological Advancements in M&A
Handling Transitional Service Agreements

Thanks to Vidur for sharing his profound expertise and practical experiences with us. For more insights and to connect with Vidur, visit (7) Vidur Bhandari | LinkedIn.

Be sure to tune into M&A+ The Art After the Deal for more expert discussions on making the most of your mergers and acquisitions. Thank you for joining us, and keep innovating and integrating for success in all your M&A transition and integration ventures!

To learn more, visit: https://in2edge.com/

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From Negotiation to Integration: M&A Insights from David Edgar

October 8, 2024/in Podcasts

In this compelling episode of our podcast, we sit down with David Edgar, an esteemed M&A deal lawyer at the international law firm K&L Gates. David brings his extensive experience to the table, discussing the often overlooked but critical aspects of integration in the M&A process. The conversation sheds light on the pitfalls that businesses might encounter if integration isn’t properly managed from the outset of deal-making.

What You Will Learn:

The essential role of integration in preserving the value of M&A transactions.
Common deficiencies in integration that can lead to value loss.
The importance of thorough reviews of contracts, including supplier and customer agreements, during the M&A process.
How technology can help break down silos and facilitate smoother integration.
Strategies for better planning and execution of post-merger integration.

Key Topics Covered:

1. The Overlooked Importance of Integration: David discusses why integration should be a focal point during M&A negotiations, not an afterthought.

2. Risks of Poor Integration: Exploration of how value can diminish due to integration mishaps, and why thorough planning is crucial.

3. Contractual Oversight: Insights into the common oversight in contract reviews during M&A, emphasizing the need for detailed attention to supplier and customer contracts.

4. Breaking Down Silos: Discussion on how M&A can exacerbate silo issues within organizations and how technology can be leveraged to enhance connectivity and collaboration.

Connect with David Edgar:

LinkedIn: https://www.linkedin.com/in/david-edgar-a8841548/

Website: https://www.klgates.com/

Call to Action:

– Visit our website for additional resources and expert guidance at Home – Intuitive Edge | Streamlining the Contract Process (in2edge.com)

– If you found this episode insightful, don’t forget to follow and leave us a review. We value your feedback and are eager to hear how we can improve your listening experience.

To learn more, visit: https://in2edge.com/

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Cliff’s Blueprint: Insider Secrets on Driving Success in M&A

October 7, 2024/in Podcasts

In this insightful episode of M&A+ The Art After the Deal, we’re joined by Cliff Gardner, an accomplished M&A strategist and a visionary behind ECP Ventures. Cliff shares his extensive journey from a CPA to a leading M&A advisor, delving into the critical importance of cultural fit, strategic negotiation, and personalized advisory in mergers and acquisitions.

What You Will Learn:

How a deep understanding of cultural fit influences the success of M&A transactions.
The significance of personal attention in M&A advisory services.
Strategies for first-time sellers to navigate negotiations with experienced buyers.
The impact of technology on modern M&A practices and what the future holds for the industry.

You can find information about Cliff and his firm ECP Ventures at:

https://ecpventures.com/

Thank you for joining us today, and don’t forget to tune in next time as we continue to explore valuable insights in M&A+ The Art After the Deal. Also pick up the book M&A+ on Amazon: https://a.co/d/f2H9uDU

To learn more, visit: https://in2edge.com/

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Frontline Perspectives: A Legal Pro’s M&A Adventures

May 15, 2024/in Podcasts

Welcome back to another episode of “M&A+ The Art after the Deal,” where we dive into the real-world narratives that shape mergers and acquisitions.

Today, we’re thrilled to host Joanne Hirase-Stacey, a powerhouse in the legal world of M&A transitions, bringing with her a treasure trove of experience and expertise.

Highlights:

Joanne Hirase-Stacey’s career journey and how she ventured into the realm of compliance and M&A transitions.
The critical role of compliance from the get-go in M&A and the emerging trends professionals should keep an eye on.
Joanne’s approaches to risk management, including the most formidable risks she’s faced and her methodologies to mitigate them.
Insights into the labyrinth of post-merger integration, its hurdles, and the strategies for ensuring seamless transitions.
An exploration of how technology is reshaping compliance and risk management in M&A, with a spotlight on the tools that In2edge finds most effective.
Reflections on moments from Joanne’s career, including challenging projects that have offered learnings within the M&A landscape.
Joanne’s take on what it feels like to steer through the transition phase of an acquisition.

Stay tuned as we line up more experts in the upcoming episodes, including a cybersecurity due diligence wizard in M&A, an expert in procurement strategies, and insights from a psychologist on the human elements of M&A transitionary periods.

A huge thanks to Joanne for sharing her wisdom with us. We hope her stories and strategies have provided valuable insights for anyone navigating the waters of M&A.

Be sure to join us for more expert discussions on “M&A+ The Art After the Deal,” where we unravel the complexities behind successful mergers and acquisitions.

Remember to follow, share, and subscribe to our podcast on your favorite platform for more episodes with expert insights and transformative stories in the world of M&A.

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Beyond the Boardroom: Unpacking M&A and Leadership Wellness with Dr. Kevin

May 15, 2024/in Podcasts

In this enlightening episode, we welcome Dr. Kevin Karlson, a unique professional with a dual background in law and psychology, to explore the intricate connections between mergers and acquisitions, leadership, and employee wellness. Dr. Kevin shares valuable insights from his recent research, discussing the real impacts of corporate wellness programs and effective strategies for enhancing employee satisfaction and customer service during corporate transitions.

What You Will Learn:

How mergers and acquisitions can impact employee psychology and well-being.
The effectiveness (or lack thereof) of traditional corporate wellness programs according to recent studies.
The significant positive effects of paid time off and community volunteering on employee wellness.
Practical tips for leaders on fostering a supportive environment during M&A processes.

Key Topics Covered:

Introduction to Dr. Kevin – Background on his unique blend of legal and psychological expertise.
Overview of Recent Research – Dr. Kevin discusses his findings on corporate wellness initiatives.
Real Impact of Wellness Programs – A critical look at what does and does not work in enhancing employee well-being.
Positive Strategies for Employee Wellness – Exploration of the two effective measures: paid time off and volunteering.
Leadership’s Role in Employee Wellness – How effective leadership during M&A can promote better employee and customer satisfaction.
Q&A with Dr. Kevin – Dr. Kevin answers questions about applying these insights in various corporate settings.

Here’s the Slide discussed on the episode:

https://www.dropbox.com/scl/fi/2hxmqs73op64z9buz1wny/Slide-Show.png?rlkey=obbxwy46e39u9i0e4r7c08k4z&st=w6myrkyz&dl=0

Connect with Dr. Kevin:

https://www.linkedin.com/in/kevinkarlsonjdphd?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

Thank you for joining us today, and don’t forget to tune in next time as we continue to explore valuable insights in M&A+ The Art After the Deal. Also, pick up the book M&A+ on Amazon:

https://a.co/d/f2H9uDU

Listen to this podcast at: