Strategic Growth Through M&A and AI with Kison Patel

How do you take one of the most complex and high-stakes processes in business, mergers and acquisitions (M&A), and bring clarity and innovation to it? In this episode, host John Rebecchi (M.B.A. ’83), Ph.D. welcomes Kison Patel, Founder and CEO of DealRoom, a project management platform designed specifically for complex financial transactions. With over a decade of experience as an M&A advisor, Kris witnessed firsthand the pain points dealmakers face, which inspired him to create DealRoom.

Kison will share how he identified the need for a purpose-built platform, and how DealRoom helps connect the full lifecycle of the transaction process from managing pipelines and overseeing due diligence to post-merger integration. We will explore the role of emerging technologies such as AI and what they mean for the future of the M&A industry. Kison will also discuss a personal mindset he describes as “impatience,” a strategic approach that emphasizes the urgency of identifying inefficiencies, optimizing operational processes and aligning organizational goals for long-term success.

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About The In Reality Podcast:

Lessons from Leaders and Entrepreneurs, a School of Management podcast, is hosted by John Rebecchi (M.B.A. '83), Ph.D., founder of Strategy + Culture Consulting, and features interviews with thought leaders, entrepreneurs from startups to multinational companies, and experts in fields shaping the future of business.