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StrategyJulia Schottenstein (dbt Labs)

Inflict Pain, With a Smile

Get acquired by becoming the competitor your buyer cannot ignore — while staying their friendliest partner

Difficulty
Advanced
Time to result
~months to results
Steps
6
Confidence
95%

M&A is about manufacturing Plan Bs, not about being for sale. Julia Schottenstein's counterintuitive play: identify the two or three companies for whom your product is genuinely strategic, then deliberately compete where you are strongest so they feel the pain — while simultaneously positioning yourself publicly as their partner, integrating with their ecosystem, and never closing the door on a conversation. The pain gets you noticed; the friendliness keeps you acquirable and makes post-acquisition integration cheap.

Origin

Developed by Julia Schottenstein from both sides of the table — as an early-stage investor at NEA and then as the dbt Labs product leader who led the acquisition of Transform (announced Feb 2023). She credits Transform's own founders with running the playbook on dbt Labs so effectively that it became the template.

Core principles

  • 01M&A is always about creating Plan Bs — the strongest negotiating position is a credible willingness to stay independent
  • 02For any given company there are only two to three buyers who find what you build genuinely strategic
  • 03Pain gets attention; a competitive posture without pain gets ignored
  • 04Never take so competitive a stance that you shut the door on a future buyer
  • 05Being technically integrated with the buyer before the deal is itself a form of deal value

How to run it

  1. 1

    Build the offense first

    Start thinking about M&A strategy when you don't need one. A credible independent path is what gives you the upper hand in every acquisition conversation, because your alternative is to do nothing and stay the course.

    Pro tip If you genuinely have runway and an independent path, do not talk about M&A at all. Talk about partnerships, collaboration and knowledge sharing instead.

    Watch out Most companies do not have a viable path to independence forever. Be honest about which case you are in before choosing a posture.

  2. 2

    Name the two or three strategic buyers

    Identify the small set of companies for whom your product closes a real gap in their roadmap or ecosystem. Not the dozen you would call in a fire sale — the handful who would actively want what you have.

    Pro tip Look for buyers who have strong distribution but a product gap in your exact area — that asymmetry is what makes you strategic rather than merely interesting.

  3. 3

    Find the seam where you have a real advantage

    Locate the specific area where you genuinely out-execute the target buyer — a technical problem you solved and they haven't, a use case they serve badly. That is the surface where pain can be inflicted credibly.

    Watch out Do not manufacture pain in an area where you are not actually better. It will be read as noise, not threat.

  4. 4

    Be loud and vocal about that advantage

    Publicly and repeatedly demonstrate that you solve the hard problem they haven't. Make it impossible for them not to notice you, so their leadership starts asking internally what is going on with your company.

    Pro tip Aim the volume at the buyer's own community and users — that is where the pressure actually registers internally.

  5. 5

    Position as a friendly partner throughout

    While competing, frame yourself as a partner to the buyer's ecosystem. Build integrations with their product, court their community, and keep every conversation open. This is the step most founders skip because they take too competitive a stance.

    Pro tip Integrating with the buyer's product before any deal materially lowers their post-acquisition integration cost — and buyers price that in.

    Watch out Prematurely shutting down conversation with an incumbent forecloses optionality you may badly need later.

  6. 6

    Farm Corp Dev for an internal sponsor

    If a buyer is active, they have a Corp Dev team whose job is to meet everyone. Take that meeting, say you are not looking to be acquired right now, and push them to introduce you to a product leader or GM who could sponsor a deal. Start a partnership conversation with that person.

    Pro tip Get the Corp Dev team working for you — sponsorship comes from product, not from Corp Dev.

In the wild

Transform inflicts pain on dbt Labs — and gets acquired

Transform was a pure-play semantic/metric layer company founded by ex-Airbnb data people (Airbnb's Minerva metric layer is famous in the data world). They had solved the hard technical problems of the semantic layer early and were extremely vocal and loud about it. dbt Labs had exactly the opposite profile: excellent distribution and ecosystem, but behind on bringing a semantic layer product to market. dbt Labs felt the pressure. Yet Transform simultaneously positioned itself as a partner to dbt, courting the dbt community and building for dbt compatibility, so the two never became publicly hostile.

dbt Labs announced the acquisition of Transform in February 2023. Schottenstein led it, and cited two reasons for the enthusiasm: the product was genuinely good, and Transform had already done the integration work with dbt, making post-acquisition integration far easier. Transform's founder Nick Handel then led dbt Labs' competition philosophy exercise.

Common mistakes

Taking too competitive a stance and slamming the door

Founders refuse to talk to incumbents or shut down conversations early because they see them as the enemy. This destroys optionality precisely when you cannot know whether you can go the distance as an independent company.

Starting M&A conversations only when you need one

A buyer should know who you are long before an exit moment. Relationships built under duress are priced under duress.

Being cute with code words when you are out of time

Everyone in the room knows 'exploring strategic alternatives' means you are for sale. If you are in a Hail Mary situation, a plain transparent note casting a wide net beats coy signalling.

Is it for you?

Best for

Venture-backed founders with a defensible technical wedge but weak distribution, who suspect independence may not be viable and want to manufacture acquisition optionality 12-24 months ahead of needing it

Not ideal for

Companies already out of cash and time — at that point transparency and a broad buyer list beats the slow-burn pain play; also inappropriate if you have no genuine area of technical advantage over the buyer

From the transcript

I would figure out the area that you bring a competitive advantage and I would inflict pain on that potential buyer make it impossible for…

00:00

I see a lot of Founders get this wrong and they prematurely will shut down a conversation or they won't talk to an incumbent or…

00:30

because they had positioned themselves as a friendly partner when when really we we weren't we were trying to compete for this similar use case…

17:30

use that Corp Dev team to your advantage like it's their job to meet absolutely every company that could be potentially interested

40:00

instead you're talking about maybe collaborating or Partnerships how do we work together knowledge sharing

45:30

From the episode

M&A, competition, pricing, and investing

Julia Schottenstein (dbt Labs)