When Deals Get Weird: Stories You Don't See in the CIM

Podcast: M&A Science · Kison Patel

Opublikowano: 2026-06-18

Nathan Rust, Lutz Lehmann, Troy Pospisil, Jeremy Segal, Patrick Mumman, Tej Brahmbhatt, George Helock, and Angie Astle A background check killed a deal a week before close, after the QoE and the IT and cyber diligence were already done. George Helock's fix: run background checks on everyone with money tied into the business, and ask for them at the NDA stage. Recorded live at DealMax, this episode collects eight deal surprises the CIM never shows. Troy Pospisil was told revenue-by-customer data didn't exist, asked how the company invoiced, and pulled eight years of it off a...