Transformational Thinkers with Sara Sheehan
Oct 13, 2026 · 33 min · 17 segments
What happens when a leader combines an M&A mindset with an operator’s commitment to people, process, and continuous transformation? In this episode of *Transformational Thinkers with Sara Sheehan*…
Sara SheehanHost
What's interesting about you is that you have experience doing this as an entrepreneur, acquiring and building, and you have experience with M&A and integration in a publicly held company.

Talk with me a little bit about the changes between deal-making and pure stakeholder management within a company and how they're different.
I would say the first thing for me is that in a public company, there's obviously lots of regulations around public company reporting.
You know, there's audit committees, there's just lots of governance, and that's already institutionalized.
It's really about making good choices about how you wanna cater to your stakeholders.
I sat in the IR desk for investor relations for two public companies, and when I would talk to the analysts on Bay Street and Wall Street, and there was one point where we were a bit of the darling on the street, and there was another time where we were a bit of a, a dog on the street.
And I remember the conversations that I enjoyed the most were when we're a dog, because I was really trying to get into understand what the analysts were seeing that we weren't seeing.
And a lot of it came down to the issues that we had priced in a lot of synergies into some of our acquisitions, and the analysts hadn't really seen a track record from us.
And I was obviously very optimistic about what we would achieve, and I'm in the meetings with our teams, and we're in these integration meetings and having we believe success.
But, you know, there was definitely a lag between what we were telling the street and what we delivered, and there was definitely underperformance.
But understanding how central these analysts were to essentially uncovering truth in the company, and I think that's a thing that they carry that I valued a lot.
I would say the opportunity to build things in a more methodical, patient manner is obviously much greater.
You're certainly not having, like, hysteria after an analyst call because the analyst didn't understand something, or they wrote a bad note, or they put a sell recommendation on your stock.
There's definitely more, I would say, palpitations when you're going through the public side.
On the private side, you, you obviously have your metrics and your board meetings, and you have your financial.
Now, I don't know the exact stats, but I know that companies are staying private much, much, much longer, and I think 'cause you have more time to build your business outside of the public scrutiny, and where expectations can get sometimes a little bit unreasonable.
I mean, when you look at the market, what is the market? It's a collection of people's views.

What's interesting about you is that you have experience doing this as an entrepreneur, acquiring and building, and you have experience with M&A and integration in a publicly held company.

Talk with me a little bit about the changes between deal-making and pure stakeholder management within a company and how they're different.
I would say the first thing for me is that in a public company, there's obviously lots of regulations around public company reporting.
You know, there's audit committees, there's just lots of governance, and that's already institutionalized.
It's really about making good choices about how you wanna cater to your stakeholders.
I sat in the IR desk for investor relations for two public companies, and when I would talk to the analysts on Bay Street and Wall Street, and there was one point where we were a bit of the darling on the street, and there was another time where we were a bit of a, a dog on the street.
And I remember the conversations that I enjoyed the most were when we're a dog, because I was really trying to get into understand what the analysts were seeing that we weren't seeing.
And a lot of it came down to the issues that we had priced in a lot of synergies into some of our acquisitions, and the analysts hadn't really seen a track record from us.
And I was obviously very optimistic about what we would achieve, and I'm in the meetings with our teams, and we're in these integration meetings and having we believe success.
But, you know, there was definitely a lag between what we were telling the street and what we delivered, and there was definitely underperformance.
But understanding how central these analysts were to essentially uncovering truth in the company, and I think that's a thing that they carry that I valued a lot.
I would say the opportunity to build things in a more methodical, patient manner is obviously much greater.
You're certainly not having, like, hysteria after an analyst call because the analyst didn't understand something, or they wrote a bad note, or they put a sell recommendation on your stock.
There's definitely more, I would say, palpitations when you're going through the public side.
On the private side, you, you obviously have your metrics and your board meetings, and you have your financial.
Now, I don't know the exact stats, but I know that companies are staying private much, much, much longer, and I think 'cause you have more time to build your business outside of the public scrutiny, and where expectations can get sometimes a little bit unreasonable.
I mean, when you look at the market, what is the market? It's a collection of people's views.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.