
On the latest episode of Drinks With The Deal, Vertex Inc. (VERX) head of corporate development Nigel Rughani shared his insights from leading M&A at the tax compliance software provider.
Rughani explained how the company’s initial public offering enabled it to accelerate growth through nearly a dozen acquisitions and described how he built Vertex’s deal playbook from scratch. He emphasized the importance of internal cross-functional collaboration, stakeholder alignment and assumption-driven modeling throughout the deal lifecycle.
He also detailed how sourcing high-quality deals often stems from relationships inside the King of Prussia, Pa.-based company rather than banker-led processes, particularly in a competitive market.
Rughani framed corporate development as a bridge between strategy and execution — translating strategic goals into actionable M&A decisions.
Listen to the podcast with Nigel Rughani below:
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