Mergercast by Booz and Company
By Booz & Company
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Podcast Description
Mergercast by Booz & Company is a podcast exploring the world of mergers, acquisitions and restructurings. It is a talk show with each episode focusing on a specific area of M&A/restructuring.
| Name | Description | Released | Price | ||
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1 |
Episode 40 – The Capabilities Premium in M&A, Part 2 | In this second episode in a two-part series, Gerald Adolph, Senior Partner and leader of Booz & Company's Mergers and Restructuring group, continues his interview with J. Neely, a Partner at the firm, about new Booz & Company research finding that transactions designed to enhance or leverage companies' core capabilities outperformed other deals (http://www.booz.com/global/home/what_we_think/cds_home/m_and_a/cds_our-leading-research-on-ma). They explore some specific cases where capabilities took center stage, looking at companies including Danaher Corp., Li & Fung Ltd. and Walgreen Co. | 3/14/12 | Free | View In iTunes |
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2 |
Episode 39 – The Capabilities Premium in M&A, Part 1 | In this first episode in a two-part series, Gerald Adolph, Senior Partner and leader of Booz & Company's Mergers and Restructuring group, interviews J. Neely, a Partner at the firm, about new Booz & Company research (http://www.booz.com/global/home/what_we_think/cds_home/m_and_a/cds_our-leading-research-on-ma) finding that transactions designed to enhance or leverage companies' core capabilities outperformed other deals. The premium was on average 12 percentage points in terms of shareholder return. These findings are also the focus of a recent strategy+business magazine article (http://www.strategy-business.com/article/12105?gko=996eb). | 2/21/12 | Free | View In iTunes |
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3 |
Episode 38 -- Spinoffs | In this episode, J. Neely, a Partner at Booz & Company, examines the renewed interest in spinoffs seen in 2011, when a number of major companies announced plans to slim down their organizations. He explores a number of topics including whether the spinoff trend will continue into 2012, strategies behind major 2011 spinoffs including Kraft and Sara Lee, other spinoff transactions of note such as Fortune Brands and McGraw Hill, and whether this spinoff trend suggests a move away from mergers and toward corporate shrinkage and pure-play competitors. | 11/28/11 | Free | View In iTunes |
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4 |
Episode 37 -- The Changing Face of Private Equity | In this episode, J. Neely, a Partner at Booz & Company, explores the private equity industry in light of Carlyle Group's recent IPO announcement. He discusses a number of topics including whether the Carlyle announcement is indicative of any kind of fundamental change in the private equity industry, major challenges faced by private equity firms today, and what may be in store as a next act for private equity. His discussion is based in part on the recent strategy+business article "The Next Winning Move in Private Equity," which he co-authored with Booz & Company Senior Partner Ken Favaro. | 5/31/11 | Free | View In iTunes |
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5 |
Episode 36 – Lean Post Merger Integration | In this episode, Gerald Adoph, Senior Partner and leader of Booz & Company's Mergers and Restructuring Group, interviews Kelley Mavros, a Booz & Company Principal based in Chicago, on the topic of lean. The two discuss a client engagement in which lean was used in the post-merger integration of two global financial services operations. This is one of the first times lean has been used this way in the financial services industry. For more detail, download the Booz & Company viewpoint "Unlock the True Value of Your Merger: Tap the Power of Lean". | 5/31/11 | Free | View In iTunes |
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6 |
Episode 35 – Managing a Global Portfolio | In this episode, Karim Sabbagh, a Senior Partner at Booz & Company based in the Middle East, shares the details of a client engagement where the firm assessed an international telecommunications company's portfolio of acquisitions. Topics include the initial assessment of the portfolio itself, recommendations for how the portfolio might be adjusted, whether this analysis impacted the company's investment strategy going forward, and overall lessons on managing such a portfolio. | 4/26/11 | Free | View In iTunes |
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7 |
Episode 34 – Coherence in Consumer Goods M&A, Part 3 | In this final episode of our 3-part series, J. Neely, a Partner at Booz & Company, builds on the concept that coherence is the new scale in M&A by exploring transactions where this was achieved. He analyzes four specific consumer products deals driven by the concept of coherence, including well-known transactions such as Wrigley/Mars, to understand how each was successful and what lessons they might provide for the future. | 12/13/10 | Free | View In iTunes |
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8 |
Episode 33 – Capabilities-Driven Strategy in M&A | In this episode, Paul Leinwand, a Booz & Company Partner and author, interviews Gerry Adolph, Senior Partner and leader of the firm’s Mergers and Restructuring group, about the value of taking a capabilities-driven approach to the M&A space. Leinwand is co-author of the new book “The Essential Advantage: How to Win with a Capabilities-Driven Strategy.” The two take on a number of important topics, including the popular concept of mergers driven by the idea of becoming too big to fail. | 12/1/10 | Free | View In iTunes |
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9 |
Episode 32 – Coherence in Consumer Goods M&A, Part 2 | In this second episode of a 3-part series, J. Neely, a Partner at Booz & Company, discusses the trap of thinking scale alone guarantees success in the consumer goods space. He explores topics including the idea that coherence is really the new scale in consumer goods, how companies are competing around capabilities today, and the extent to which organizations are gravitating away from scale alone in selecting M&A targets. | 11/8/10 | Free | View In iTunes |
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10 |
Episode 31 – Coherence in Consumer Goods M&A, Part 1 | In this first episode of a 3-part series, J. Neely, a Partner at Booz & Company, explores the importance of developing coherence-driven M&A strategies, beginning with how coherence creates better performing organizations. He addresses topics including: what companies must do to develop a coherent approach to their portfolios, how transactions can further a coherence strategy, and exactly how companies should design or tune their M&A efforts to maximize coherence. | 10/7/10 | Free | View In iTunes |
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11 |
Episode 30 – M&A and the Board | In this episode, Gerry Adolph, a Senior Partner at Booz & Company and leader of the firm’s Mergers and Restructuring group, shares his insights on what boards of directors need to keep in mind as the M&A environment continues to heat up. He addresses topics including the biggest risks for boards in looking at prospective transactions, how directors should assess different types of deals, what boards should consider when a suitor comes knocking, and how to deal with hostile transactions | 9/16/10 | Free | View In iTunes |
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12 |
Episode 29 – The China Strategy | In this episode, Gerry Adolph, a Senior Partner at Booz & Company and leader of the firm’s Mergers and Restructuring group, sits down to interview Edward Tse, Chairman of Greater China for Booz & Company and author of the new book: The China Strategy. They speak about the book, which describes how to build the capabilities that business leaders need for operating an integrated China-global strategy, with a particular focus on M&A. | 5/23/10 | Free | View In iTunes |
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13 |
Episode 28 – Heathcare M&A | In this episode, Justin Pettit, a Partner at Booz & Company, shares his thinking on what the healthcare M&A market will look like over the remainder of 2010 and beyond now that deals have heated up again. He explores issues including: the key drivers in healthcare M&A at this point in the cycle, the importance of capabilities and their impact on post-merger integration, those areas that must be addressed in order to properly complete a capabilities-driven merger integration, and the extent to which this applies to other industries. | 4/11/10 | Free | View In iTunes |
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14 |
Episode 27 – Consumer Goods M&A | In this episode, J. Neely, a Partner at Booz & Company, examines the state of mergers and acquisitions in the consumer goods space, particularly in light of Kraft’s recently announced agreement to acquire Cadbury. He explores topics including: whether the Kraft-Cadbury transaction signals the beginning of a new M&A cycle in the sector, the types of deals we may see going forward, and which capabilities he expects to drive future transactions. | 1/2/10 | Free | View In iTunes |
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15 |
Episode 26 – M&A in Late 2009 | In this episode Gerald Adolph, a Senior Partner at Booz & Company and leader of the firm's Mergers and Restructuring group, discusses the current state of the M&A marketplace as the economy begins to recover from recession. Adolph explores topics that include: Whether the transactions making headlines today represent an actual turnaround in the deal-making arena, the roles of both strategic and financial buyers as we move forward into 2010, and what types of transactions we are likely to see as this merger cycle progresses. | 11/12/09 | Free | View In iTunes |
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16 |
Episode 25 – Deep Pockets | Ahmed Youssef, a Principal at Booz & Company based in Dubai, discusses the idea of deep pockets, exploring the role private equity, hedge and sovereign wealth funds play in today’s M&A marketplace. This is the last of four episodes exploring ideas from the new book “Merge Ahead: Mastering the Five Enduring Trends of Artful M&A” by Booz & Company's Gerald Adolph and Justin Pettit. Topics include: the role sovereign funds will play as the world’s economies begin to recover, differences between private equity firms and sovereign funds in the assets they seek, and the types of deals deep-pocketed buyers will pursue going forward. | 8/31/09 | Free | View In iTunes |
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17 |
Episode 24 – Velocity and Impatience | In this episode, Tom Flaherty, a Senior Partner at Booz & Company, discusses the concept of velocity and impatience as it impacts the deal environment. He approaches this topic, which is described in the book "Merge Ahead: Mastering the Five Enduring Trends of Artful M&A" by Booz & Company's Gerald Adolph and Justin Pettit, by exploring: whether the pace of business has become too fast; the reason deals are closing more quickly today and its implications for merger integration; and the need for interlocking integration plans, ranging from immediate to 100-day and 1,000-day. | 6/23/09 | Free | View In iTunes |
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18 |
Episode 23 – Merganic Growth | Gerald Adolph, a Senior Partner at Booz & Company and leader of the firm's Mergers and Restructuring group, discusses the concept of merganic growth, which is described in his new book with Booz & Company Partner Justin Pettit titled "Merge Ahead: Mastering the Five Enduring Trends of Artful M&A" (McGraw Hill, June 2009). Topics include: the extent to which a merganic growth plan is a necessity today, the biggest mistakes to avoid in adopting merganic growth, and building the skills necessary to be a successful merganic acquirer. | 6/5/09 | Free | View In iTunes |
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19 |
Episode 22 – "Merge Ahead" Authors Interview | In this episode, Gerald Adolph and Justin Pettit discuss their new book, "Merge Ahead: Mastering the Five Enduring Trends of Artful M&A" (McGraw Hill, June 2009). Adolph, a Senior Partner at Booz & Company and leader of the firm's Mergers and Restructuring group, and Pettit, a Partner at Booz & Company, together touch on a number of key topics from the book, including: the concept of "Merganic” growth; the five enduring trends, which include "Bigger is Better than Ever" and "Velocity and Impatience"; and how to craft a successful Merganic growth plan. | 5/18/09 | Free | View In iTunes |
| 20 | VideoEpisode 21 – M&A Outlook for 2009 (Video) | Gerald Adolph, a Senior Partner at Booz & Company and leader of the firm's Mergers and Restructurings group, explores the future of M&A for the balance of 2009. He addresses issues including whether M&A activity has started to come back, the importance of "stressed strategic" transactions in the current environment, and the biggest challenges dealmakers will face in completing transactions this year. | 4/26/09 | Free | View In iTunes |
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21 |
Episode 20 – The Perils of Financial Industry M&A | Ivan de Sousa, a Senior Partner at Booz & Company in Brazil, discusses the key mistakes to avoid in financial sector M&A, specifically focusing on the post-merger integration (PMI) phase. Ivan focuses on mistakes made in three critical areas: planning, execution and result tracking, and governance and integration structure. | 4/1/09 | Free | View In iTunes |
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22 |
Episode 19 – Winning Turnarounds | Justin Pettit, a Partner at Booz & Company, explores the secrets of successful turnarounds based on an article he co-authored with Booz & Company Senior Partner William Jackson for Financier Worldwide. Topics include why turnarounds are so difficult, the four common characteristics of successful turnarounds and how to implement them, and expectations for future turnaround activity in the current environment. | 1/5/09 | Free | View In iTunes |
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23 |
Episode 18 – Bank Merger Integration in the Current Environment | Seamus McMahon, a Partner at Booz & Company, discusses how the current environment has impacted the way post-merger integration should be handled in bank transactions. Topics include the importance of retaining top customers, how to deal with managing credit risk for the combined entity, and the need for a more deliberate approach to cost savings. | 12/2/08 | Free | View In iTunes |
| 24 | VideoEpisode 17 – Banking Industry Turmoil (Video) | Mike McKeon, Senior Partner at Booz & Company, shares his insights into the current banking industry meltdown in this first video edition of Mergercast by Booz & Company. Mike takes on topics including the crisis’ impact on business and the economy, its acceleration of the existing trend toward industry consolidation, the government bailout, and what has to happen for the crisis to truly end. | 10/6/08 | Free | View In iTunes |
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25 |
Episode 16 – Measuring Employee Engagement | Christopher Hannegan, Principal at Booz & Company, and Sean McDade, founder and CEO of PeopleMetrics, discuss the importance of measuring employee engagement as part of the transaction process and how to use that data to create effective communications. McDade and Hannegan explain the proper time to begin measurement, the kinds of questions asked, and the way this approach can add value to a merger. | 7/23/08 | Free | View In iTunes |
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26 |
Episode 15 – The 3-Year, 100-Day Plan | Gerald Adolph, Senior Vice President of Booz & Company and leader of the firm's Mergers and Restructurings group, discusses the importance of integration planning that incorporates both the first 100 days and the merged organization's longer-term strategic goals. He explores three areas where this type of planning is most important and analyzes the impact of the current economic environment on planning. | 6/23/08 | Free | View In iTunes |
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27 |
Episode 14 – M&A in China | Andrew Cainey, a Senior Executive Advisor for Booz & Company in Greater China, discusses the state of the M&A market in China today. He explains why foreign companies typically buy stakes or create partnerships with Chinese entities rather than buying them outright and the recent boom in Chinese companies entering into transactions with foreign targets. | 3/10/08 | Free | View In iTunes |
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28 |
Episode 13 – Banking's Haves and Have-Nots | Paul Hyde, a Vice President in Booz & Company's Financial Services group, discusses how nearly two decades of banking industry mergers have created a group of "have-not" banks struggling to survive. He describes just what sets these banks apart from their more successful brethren, what they should do to remedy the situation, and where banking industry M&A is headed. | 12/4/07 | Free | View In iTunes |
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29 |
Episode 12 – Third Quarter 2007 Roundup | Gerald Adolph, Senior Vice President at Booz & Company and leader of the firm's Mergers and Restructurings group, discusses the impact of the tighter credit environment on third-quarter 2007 M&A activity. He looks at the types of deals hindered by tighter credit, its impact on private equity firms and some new opportunities this presents for strategic buyers. | 11/4/07 | Free | View In iTunes |
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30 |
Episode 11 – First Half 2007 Roundup | Gerald Adolph, Senior Vice President at Booz & Company and leader of the firm's Mergers and Restructurings group, discusses the M&A environment in the first half of 2007, looking at the strength of the current merger wave as well as the types of transactions seen. He then turns to the remainder of the year, examining critical, ongoing trends such as the potential impact of tighter credit on deal flow. | 8/12/07 | Free | View In iTunes |
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31 |
Episode 10 – The Next Big Thing | Justin Pettit, Vice President at Booz & Company, spoke on July 27 at the Wall Street Journal Deals & Deal Makers 2007 conference on "The Next Big Thing: 7 Ways For Dealmakers to Make Money Tomorrow." This episode brings the presentation to you as recorded at the conference, which was held at the New York Stock Exchange. | 7/9/07 | Free | View In iTunes |
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32 |
Episode 9 – Seven Reasons Divestitures Are Harder Than You Think | J Neely, Vice President at Booz & Company, explains why divestitures in today's environment are much harder than they appear, potentially impacting not only the divested entity but the seller itself. Booz Allen has identified seven key hurdles to successful divestitures and J discusses several of them in detail during the interview. | 5/3/07 | Free | View In iTunes |
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33 |
Episode 8 – The Case for Pricey Acquisitions | Justin Pettit, Vice President at Booz & Company, discusses a recent finding that, perhaps counterintuitively, the priciest acquisitions usually serve buyers better. He explains why this is the case and offers advice to those interested in considering an M&A strategy focused on pricier, growth-oriented partners. | 4/2/07 | Free | View In iTunes |
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34 |
Episode 7 – Value in the Balance | Tom Flaherty, Senior Vice President at Booz & Company, discusses the challenges facing merging utilities in the regulatory approval process. Success in this area requires tough negotiation supported by innovative proposals to ensure that both shareholders and customers are treated equitably. | 3/15/07 | Free | View In iTunes |
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35 |
Episode 6 – The 10 Merger Imperatives | Gerald Adolph, Senior Vice President at Booz & Company and leader of the firm’s global merger and restructuring practice, discusses the 10 merger imperatives as a framework for planning a merger and keeping it on track. The use of these imperatives allows the process to be broken down into a set of manageable components. | 12/4/06 | Free | View In iTunes |
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36 |
Episode 5 – Strategic Due Diligence in the Merger Process | Simon Gillies, a Vice President at Booz & Company, discusses the importance of strategic due diligence in the merger process. Strategic due diligence is a third, critical component of the due diligence process, going beyond the traditional legal and financial reviews. It explores whether the potential of a transaction is realistic - or not." | 10/25/06 | Free | View In iTunes |
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37 |
Episode 4 – Execution-Related Risks Inherent in all Transactions | J Neely, Vice President at Booz & Company, discusses the execution-related risks inherent in all transactions – the nine deadly sins of mergers. More than two-thirds of the transactions that fail do so at the execution stage. The keys to avoiding this fate are understanding the nine deadly sins and establishing a program integration team early in the merger process that can address them. | 6/30/06 | Free | View In iTunes |
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38 |
Episode 3 – The Importance of IT Integration to Merger Success | Tom Casey, Vice President of Booz & Company specializing in information technology, discusses the importance of IT integration to merger success. He explains why senior management tends to approach IT integration in a perfunctory, arms-length manner and makes some suggestions for avoiding major IT integration mistakes. | 6/25/06 | Free | View In iTunes |
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39 |
Episode 2 – The Importance of Merger Communications to Successful Transactions | Gerald Adolph, Senior Vice President of Booz & Company and leader of the firm’s global merger and restructuring practice, describes the importance of merger communications to successful transactions. He provides some valuable, practical advice about just how to set up and administer such a merger communications program. | 6/13/06 | Free | View In iTunes |
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40 |
Episode 1 – Why Mergers are More Successful Today than over the Past Decade | Gerald Adolph, Senior Vice President of Booz & Company and leader of the firm’s global merger and restructuring practice, explains why mergers are more successful today than over the past decade, when one-half to two-thirds of them failed. Adolph attributes the change to a jump in the number of consolidation deals (rather than strategic deals), better pre-merger planning, and greater oversight from key stakeholders. | 4/12/06 | Free | View In iTunes |
| Total: 40 Episodes |
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