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Kison Patel

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Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value Kindle Edition

by Kison Patel (Author) Format: Kindle Edition

3.9 78 ratings

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Corporate mergers and acquisitions (M&A) professionals — whether they work at banks, in corporate development groups, or integration teams — often complain that their industry is falling behind in modern process solutions. While M&A is becoming an increasingly accepted first-line growth strategy for companies around the world, and deal volume continue to set jaw-dropping new records quarter to quarter, the M&A industry itself has not adopted new innovations in technology or techniques since the late 1990s.

It’s time to bring M&A into the 21st century.

The Agile M&A Practitioner’s Guide lays forth a new vision for completing M&A initiatives in the information age: the Agile M&A Process Model. Created by industry veteran Kison Patel, the Agile M&A Process Model advocates applying the “Agile” project management style first popularized in silicon valley to the M&A industry.

The Agile approach to project management was originally developed to address workflow inefficiencies in the software development industry. This approach is based around universally applicable operational values such as speed, flexibility, cross-functional transparency, and teamwork — values that are perfectly suited to highly dynamic, informationally complex undertakings like M&A.

As a project management style, Agile has proven to be uniquely suited to the modern globalized business landscape, which is defined by its unpredictability, instantaneous communication, and focus on rapid growth and innovation. The success of the Agile approach has led to its adoption throughout a variety of industries.

In this book you will learn:
- The complete history of Agile and its advantages over traditional, programmatic approaches to project management.
- How large tech firms like Google and Atlassian are already applying Agile techniques to their internal M&A functions.
- How to apply Agile strategies over the course of the entire M&A lifecycle — from the earliest stages of analyzing potential targets through the end of post-merger integration.
- How to adapt established Agile techniques like the daily standup, priority backlog, and team retrospectives to help support the M&A project.
- How to use change management techniques to help your company transition to an Agile project management style.

Product details

ASIN ‏ : ‎ B07YK33ZF5
Publication date ‏ : ‎ September 28, 2019
Language ‏ : ‎ English
File size ‏ : ‎ 3235 KB
Simultaneous device usage ‏ : ‎ Unlimited
Text-to-Speech ‏ : ‎ Enabled
Screen Reader ‏ : ‎ Supported
Enhanced typesetting ‏ : ‎ Enabled
X-Ray ‏ : ‎ Not Enabled
Word Wise ‏ : ‎ Enabled
Sticky notes ‏ : ‎ On Kindle Scribe
Print length ‏ : ‎ 154 pages

Best Sellers Rank: #766,094 in Kindle Store (See Top 100 in Kindle Store)
- #42 in Private Equity (Kindle Store)
- #69 in Business Consolidations & Mergers
- #208 in Private Equity (Books)

Customer Reviews:
3.9 78 ratings

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Kison Patel

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Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward.

He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform.

In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step by step training to those looking to master M&A featuring courses created by top level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.

Customer reviews

3.9 out of 5

78 global ratings

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Kyle Hutch

Rethinking M&A as we know it

Reviewed in the United States on January 13, 2020

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This book was a real thought provoking read. It successfully argues the importance of rethinking an old and static M&A process into a new fluid one through Agile principles. By creating a process that is more adaptive and focused on collaboration, current bottlenecks that exist now can be virtually eliminated. By adopting this new agile approach, the book argues that more deals can be closed efficiently and effectively. Overall, this was a very informative read that could greatly change the way M&A deal process as we know it.

12 people found this helpful

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Kindle Customer

Very helpful book for the modern M&A practitioner.

Reviewed in the United States on August 4, 2021

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This is a must read for M&A professionals who are currently looking to explore the agile methodology and how it can transform their overall framework.

5 people found this helpful

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Alex

Very useful concepts...especially for engineers/tech consultants that have pivoted to M&A.

Reviewed in the United States on January 21, 2020

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Great concepts that are very helpful for practical implementation!

7 people found this helpful

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Amazon Customer

Limited info in this book

Reviewed in the United States on October 12, 2020

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I had high hopes for the book as a private equity professional looking for for a way to be forward leaning in the MA process. However I was disappointed by the lack of information in this book.

8 people found this helpful

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CMF

Fantastic strategies and techniques to implement in an M&A practice

Reviewed in the United States on January 8, 2020

Overall, I think this is a great read for anyone currently functioning in the M&A/Consulting space, though it may be more difficult to follow for those who are trying to break into the space as they simply don’t have some of the experience to relate to scenarios described. The book does an excellent job of outlining similarities between M&A and other industries that currently use agile. It also delves into the history of traditional project management strategies and techniques used in M&A and shows what they were initially intended to be used for.

As someone who came from Big4 M&A and Consulting, I can tell you there are several strategies and frameworks discussed in the book that were implemented in our firm during my tenure. There were also areas where some of the Agile strategies used in software development would have been helpful as we still relied heavily on traditional hierarchy and standardized templates which may not have always worked in every situation.

This book doesn’t appear to be a step by step guide for implementing Agile techniques into M&A and that is inherent with Agile, as a fluid model that can be easily adapted to changing circumstances. Rather, this book provides analysis and loose framework of Agile techniques showing where traditional M&A techniques may have short-comings and where an Agile thought process, team culture, and overall framework, can drive efficiencies and increase the flow of communication and overall deal knowledge – something traditionally was not always adequately conveyed to the post transactions/integration teams. This was a major point that I will implement in my firm; including integration teams in the initial planning of strategy for due diligence procedures to remove the redundant questions proposed to management and make sure integration has an understanding of the risks found during diligence.

The book does stress the importance of parallel simultaneous workstreams so there is no lag time of waiting for one person to finish before another begins. In my opinion this isn’t always possible however, it can be improved upon in many cases I have seen. Many times, due diligence engagements are very much a fire drill and everyone on the team is working on anything and everything. Other times, the target is slow to provide support, or incapable, so procedures are performed out of order because that is the only thing you can work on at a given time.

Overall, I think this is a solid read for anyone currently functioning in M&A and relies heavily on the opinions of experts throughout the book, intertwined with commentary. It is a very easy read and not quite as dry as some other M&A guides on the market.

10 people found this helpful

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Jaxon

Weak upsell

Reviewed in the United States on June 20, 2020

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let’s work together, let’s communicate, buy my software and everything will be better

11 people found this helpful

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Alexandra R. Lajoux

Agile author practices what he preaches

Reviewed in the United States on November 14, 2019

The key to successful authorship they say, is to “write what you know.” Such is the case with this book, written by a dealmaker who has developed a proprietary solution to solve the “maddening” problems he has seen in poor M&A implementation. Agile M&A, the approach described in this book, entails “flexibility, collaboration, adaptability to change, and continuous improvement.” That sums up the life story of its creator. As recounted in the preface, Kison Patel worked in M&A for several years before realizing that the field was suffering from poor project management—not only at the integration stage but all along the process. “From the marketing phase through due diligence and post-close integration, maintaining team alignment, facilitating collaboration, and ensuring that the team remains focused on the larger goals presents a considerable challenge,” he writes. His short but solid book is full of good advice to meet that challenge—e.g. ”Tool Setup Checklist: • Create accounts • Configure access rights for each account • Create custom workflow for project and customized statuses for the process flow • Provide walkthrough/training for workflow.” To develop a suite of such solutions, and to write a book about it, Patel himself had to be flexible; had to collaborate; had to adapt to change; and had to keep improving. The result is this worthwhile guide to agile M&A written compellingly by a dedicated and resourceful practitioner in this ever-changing field.

12 people found this helpful

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Top reviews from other countries

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Anitha Anu

Agile understanding

Reviewed in India on September 22, 2022

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After having a glance agile is the best project management methodology. It
Made me to gain knowledge in agile methodology.

bigbendraculo

Livre moyennement intéressant pour les professionels m&a

Reviewed in France on February 4, 2022

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Livre qui aborde les concepts de l'agilité m&a. Intéressant pour les non professionels.
Pour les professionels du m&a, vous n'apprendrez pas grand chose: il faut inclure plus les fonctions support, lancer la réflexion sur le PMI le plus en amont possible... concepts qui sont souvent évoqués dans des articles sur le sujet.

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Rob P

Good Agile Tips for M&A Integration

Reviewed in Canada on June 21, 2020

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Easy read with good tips for switching up your traditional approach to M&A Integration by infusing agile techniques & methodology.

AmazonUser

50 - 70% of deals don't meet their objectives

Reviewed in Canada on January 21, 2020

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