This is the debut episode in our "Quarterback the Quarter" series, brought to you by the Merge with Caution Podcast, a show dedicated to helping M&A deal teams and advisors execute their deals more effectively and efficiently. This quarterly series brings together market leaders in M&A insurance brokerage, M&A underwriting and M&A technology to explore market highlights, deal trends and emerging patterns in M&A risk management. Hosted by Rob Cant, Co-Founder and CEO of...

In this episode of Merge with Caution, host Rob Cant interviews Al Zucker, a corporate lawyer turned M&A powerhouse who executed over 40 deals in just 36 months. Al shares his experiences and insights on programmatic M&A, discussing the unique challenges and strategies involved in high-volume deal-making. He explains the mindset shift required when moving from traditional to programmatic M&A, the importance of systematizing processes, and why due diligence remains crucial even in...

In this episode of the Merge with Caution Podcast, Rob Cant (Co-Founder and CEO of SingleSource Technologies) welcomes insurance industry veteran, Simon Dodsworth (Head of Specialties, Senior Vice President at Lockton), to get to the heart of the “how?”, the “why?” and the value of undertaking insurance due diligence on M&A deals. Key takeaways include: - The change of control / ownership of a target company will usually have an impact on the insurance profile of that business. Both in...

In the hustle of deal-making, cyber diligence is often a last thought or a quick tick box exercise. But in today's world of hacking scandals and cancel culture, neglecting cyber risks can hit hard on M&A deal values. Join host Rob Cant and cyber gurus Annie Haggar (Founder and Principal of Cyber GC / MRGD) and Remy Coll (Director and Principal Consultant at Redacted Information Security / MRGD) as they unpack the ins and outs of cyber diligence on M&A deals. Key Takeaways:How to...

In this episode of the Merge with Caution Podcast, Matt Van Itallie, Founder and CEO of SEMA Software joins host Rob Cant, Founder and CEO of SingleSource Technologies to talk about how and why some of the most sophisticated investors undertake source code due diligence, including in relation to GenAI code, in the context of their M&A deals. Matt breaks down for the audience the key risks to look out for - and how to do that - as part of a fulsome functional and non-functional technical...