Karen Williams, Vice President of Corporate Development at Progress

Achieving exponential growth through M&A requires more than signing agreements. It’s about balancing cultures, systems, and people. In this episode of the M&A Science Podcast, Karen Williams, Vice President of Corporate Development at Progress, provides a roadmap for a balanced M&A integration.

Things you will also learn from this episode:

• Side effects of a forceful integration

• Information crucial to Integration planning

• Measuring integration success

• Biggest challenges when executing an integration

• What is vendor rationalization?

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This episode of the M&A Science Podcast is brought to you by Insight.

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This episode is also sponsored by DealRoom.

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Episode Timestamps

00:00 Intro

08:07 Importance of balanced integration

09:41 Side effects of a forceful integration

13:16 When to involve the integration lead

17:12 Information crucial to Integration planning

20:06 Integration lead’s role during diligence

21:35 Balancing integration execution

26:27 Working with the seller

29:22 Realization versus timeline

32:42 What makes integration successful

35:42 Tips for effective communication

41:49 Creating and refining M&A Playbooks

43:18 Ensuring a positive employee experience

52:32 Measuring integration success

55:26 Biggest challenges when executing an integration

58:09 What is vendor rationalization

1:01:21 Craziest thing in M&A

How to Execute a Balanced M&A Integration

M&A Science