Lifetime at Work: Finding the Meaning in Our Careers
Your career is more than just a job—it’s a chance to create an impact and find personal fulfillment. This podcast explores the journeys of business leaders, uncovering how work shapes our lives, the world, and what makes a career truly meaningful.
Hosted by Greg Martin, a Toronto-based investment banker and M&A advisor, the show dives into the deeper questions behind our careers—why we work, what drives success, and how our professional lives shape the world around us. In an era of AI, career freedom, and globalization, the meaning of work is evolving, leaving many to question its true purpose.
Through conversations with founders, business leaders, and investors across private equity, public markets, and venture capital, the podcast uncovers insights from those who have built, grown, and influenced some of North America's most successful companies. It also features advisors, consultants, and investment bankers who help shape the future of business, sharing lessons from their wins, losses, and defining career moments.
Lifetime at Work: Finding the Meaning in Our Careers
Mastering the Future of M&A and Deals with DealRoom Founder Kison Patel
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