M&a Science

Greg Stein, Vice President, M&A and Strategy at Xerox (NASDAQ: XRX) This episode is sponsored by FirmRoom, the fastest virtual data room used to get deals done. Leave the pay-per-page world behind by going to https://firmroom.com/  Episode Timestamps 00:00 Intro 06:42 From public equity analyst to doing deals 07:32 Executing M&A against the strategy 10:49 Assessing M&A processes of companies 13:58 Trends between announcement of a deal and stock price  15:50 Transition from PE analyst role into corp dev 17:48 How to evaluate a business 19:26 Walking away from a deal 21:11 Integration aspects 24:09 Potential pitfalls in a deal 25:25 Prioritizing diligence 26:54 Guiding principles 28:08 Deal timeline and who gets involved 30:52 People overlap 32:25 Preliminary diligence as a Public Equity Analyst 35:59 Tips for negotiations 38:09 Advice for people transitioning from public equity role to M&A 40:10 Craziest thing in M&A