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April 12, 2024 16 mins

This episode was recorded at Deloitte University in Westlake, Texas during the Deloitte M&A Executive Forum on March 7 & 8, 2024. I was joined by my friend and colleague Kim Baird, Principal at M&A Maximizer, a boutique integration consulting firm based in California. 


In this episode, Kim and I took a break from the rich sessions we enjoyed at the Executive Forum to share our key learnings and insights from a series of panel sessions that included dealmakers and leaders from Deloitte's M&A practice, Bank of America, DLA Piper,  and Generac Power Systems. Our discussion covers the key takeaways from the forum on the future of deal-making in 2024, the macro and micro-economic factors that will influence deal-making in the SaaS ecosystem.


Big thank you to Dan Helfrich, Chair and CEO of Deloitte Consulting for inviting us to the Deloitte Campus and for a great discussion on M&A!


Episode Highlights

00:00 Introduction 

00:29 Setting Up

01:59 Deloitte's CEO: Market Optimism for 2024 

03:14 Deloitte's Chief Economist: Economic Outlook 

04:28 Potential Instability of Relations with China

05:51 Cross-Border Investment Patterns

8:10 Macroeconomics' Impact on SaaS Valuations

10:15 Generative AI in M&A 

11:19 Utilizing Copilot

13:04 Mining Customer Data 

15:11 Session on Gen AI: Takeaway

15:48 Closing 


Connect with Christian & In/organic Podcast

Christian's LinkedIn: https://www.linkedin.com/in/hassold/

In/organic on LinkedIn: https://www.linkedin.com/company/inorganic-podcast


In/organic on the web: 

https://www.inorganicpodcast.co/


Connect with Kimberly Baird on LinkedIn

https://www.linkedin.com/in/kimberlybaird1/


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