Episode 84. M&A is an ever evolving world that we can always keep learning from. It’s a world based on relationships, but technology is creeping in more and more leaving lots to discuss with two M&A junkies.

In this episode of the Lifetime at Work podcast, host and M&A advisor himself Greg Martin interviews Kison Patel, founder and CEO of the M&A software tool, DealRoom, and host of the podcast M&A Science.

Patel shares his journey from working as an M&A advisor to transitioning into technology. They discuss the inception of DealRoom and the challenges faced in its early days, the trends and future of the M&A industry, and the benefits of integrating software tools in M&A processes. The conversation also touches on Patel's philosophies on entrepreneurship, the importance of customer feedback, and the strategic use of AI in improving efficiency.

This episode provides valuable insights for M&A professionals, entrepreneurs, and anyone interested in the intersection of technology and business.

• 00:00 Introduction to Lifetime at Work Podcast
• 00:23 Meet Kison Patel: M&A Expert and Entrepreneur
• 01:08 Kison's Journey from M&A Advisor to Tech Founder
• 02:06 The Birth and Growth of Deal Room
• 03:47 Challenges and Lessons in Entrepreneurship
• 06:47 The Role of Technology in M&A
• 12:41 Insights from M&A Science Podcast and Agile M&A Book
• 22:08 Balancing Multiple Roles and Continuous Learning
• 28:41 Advice for Aspiring Professionals and Entrepreneurs
• 38:27 Final Thoughts and Closing Remarks