Episode 84: Mastering the Future of M&A and Deals with DealRoom Founder Kison Patel

Synopsis

Episode 84. M&A is an ever evolving world that we can always keep learning from. It’s a world based on relationships, but technology is creeping in more and more leaving lots to discuss with two M&A junkies.

In this episode of the Lifetime at Work podcast, host and M&A advisor himself Greg Martin interviews Kison Patel, founder and CEO of the M&A software tool, DealRoom, and host of the podcast M&A Science.

Patel shares his journey from working as an M&A advisor to transitioning into technology. They discuss the inception of DealRoom and the challenges faced in its early days, the trends and future of the M&A industry, and the benefits of integrating software tools in M&A processes. The conversation also touches on Patel's philosophies on entrepreneurship, the importance of customer feedback, and the strategic use of AI in improving efficiency.

This episode provides valuable insights for M&A professionals, entrepreneurs, and anyone interested in the intersection of technology and business.

  • 00:00 Introduction to Lifetime at Work Podcast

  • 00:23 Meet Kison Patel: M&A Expert and Entrepreneur

  • 01:08 Kison's Journey from M&A Advisor to Tech Founder

  • 02:06 The Birth and Growth of Deal Room

  • 03:47 Challenges and Lessons in Entrepreneurship

  • 06:47 The Role of Technology in M&A

  • 12:41 Insights from M&A Science Podcast and Agile M&A Book

  • 22:08 Balancing Multiple Roles and Continuous Learning

  • 28:41 Advice for Aspiring Professionals and Entrepreneurs

  • 38:27 Final Thoughts and Closing Remarks

Background and Key Links

  • Kison Patel is the founder and CEO of M&A Science and DealRoom, a leading M&A lifecycle management platform that streamlines deal execution.

  • He is the author of Agile M&A, where he explores how agile principles can be applied to mergers and acquisitions to reduce risk and improve outcomes. As the host of the M&A Science Podcast, Kison has interviewed hundreds of deal professionals, sharing insights on M&A best practices, integration, and industry trends.

  • Connect with Kison Patel on LinkedIn and visit mascience.com and dealroom.net to learn more.

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Episode 83: The Myth and Reality of Passion at Work with Drew Ingle