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April 14, 2025 31 mins

In today’s episode, we connect with Kison Patel, the Founder and CEO of DealRoom, a project management software for complex financial transactions. With more than a decade of experience as a mergers and acquisitions advisor, Kison developed DealRoom after experiencing various profound, industry-wide inefficiencies first-hand. 

Kison is on a mission to bring better process solutions to an industry with growing market pressures, transaction values and competition. How does he achieve this? Through developing technology, educational content, specialized training, and more…

Click play to uncover:

  • The types of companies that can benefit from strategic M&A planning.
  • The factors that go into identifying executable business targets. 
  • How to model and value a business efficiently and effectively.
  • The overall process of business integration.
  • The strategic drivers that push companies to acquire others. 

Want to find out how to stay relevant amidst the rapidly evolving technological landscape? Why do so many promising transactions fail due to poor diligence and integration processes? Join the conversation now to learn more about this complex and fascinating topic!

Discover more about Kison and his current projects, including podcasts featuring M&A experts, by visiting his website. You can also find his latest book, Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value, available on Amazon.

Episode also available on Apple Podcasts: http://apple.co/30PvU9C

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