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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