In this SaaS Buyers' Club Episode 43, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Iris Hu, former VP of M&A Finance at Salesforce

Learn about Iris's 18-year journey through over 40 acquisitions, where she developed a robust playbook for successful business integrations.

Explore the critical importance of internal diligence, unified strategy, and leadership alignment in the M&A process. Iris shares raw, unfiltered insights on maintaining customer satisfaction, the necessity of communication and humility, and how to retain key talent during transitions.

Reflect on iconic acquisitions like Jigsaw, ExactTarget, and Slack, and understand the challenges of aligning company cultures, managing integration budgets, and fostering cross-functional cooperation.

Through vivid personal experiences, including a memorable face-painting event, Iris emphasizes empathy, culture, and vision in creating thriving blended organizations.

This episode is a must-watch for anyone navigating the intricate world of mergers and acquisitions, offering invaluable lessons and practical advice on successful integration strategies.

00:00 Introduction to SaaS Buyers Club
01:05 Meet Iris Hu: VP of M&A Finance at Salesforce
04:44 The Importance of Internal Diligence
07:36 Building a Change Process
08:50 Challenges in Acquisition Integration
10:27 Developing a Playbook for Acquisitions
13:46 The Role of Communication and People
20:31 Framework for Successful Integration
23:12 First Major Acquisition: Jigsaw
26:00 The Importance of Doing M&A Right
26:17 Culture Matters in Acquisitions
27:08 Addressing Gaps in Integration
28:24 Challenges and Assumptions in M&A
29:44 Training Executives for M&A Success
31:45 Notable Acquisitions and Their Processes
32:46 Recalibrating Processes for Bigger Deals
45:21 The Role of Culture in Successful Integration
51:09 Final Thoughts and Personal Stories
53:21 Conclusion and Farewell

Follow the Guest: Iris Hu

► https://www.linkedin.com/in/irishucyr/

Follow the Host: Omeed Tabiei

► https://www.linkedin.com/in/Omeed-Tabiei

► https://www.facebook.com/omeedt

►https://www.instagram.com/saasbizlawyer

How to reach Optimist Legal about your SaaS M&A transaction to explore working with us

► https://www.optimistlegal.com

►Omeed@OptimistLegal.com

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About Optimist Legal:

Optimist Legal is a SaaS corporate and business focused law firm with extensive experience in M&A. When you work with Optimist Legal for your next SaaS M&A transaction, you can rest assured that you're working with diligent experts that are going to get you the best deal possible.

Navigating M&A mastery: Leadership, Lessons, and Integration with Iris Hu

SaaS Buyers' Club