Planning, Execution, Integration.
Strategic acquisitions are an important component in a company's overall growth strategy. At the same time, they can be extremely complex and risky endeavours that are not without risk. A range of disciplines are needed to complete successful transactions – finance, legal, tax, organizational development and others. The process of integrating these new assets into your company is even more complex than acquiring them in the first place. As experts with experience across all aspects of M&A we provide valuable support throughout the entire process from initial deal structuring through to post-closing integration planning. Our services include:
Specialized due diligence
processes:
Understanding target risks and opportunities; Corporate valuation tools and analysis; Integration planning including transition team executive leader sourcing, development and assignment; Reverse due diligence to help identify target company value drivers; Merger agreement review, negotiation and preparation in addition to dispute support; Anti-trust/competition law planning/support including transaction strategy and structure analysis and consumer welfare impact assessment.
Defining the M&A Strategy that Meets Your Goals:
As part of our advisory services, we will work with you to define a proper acquisition strategy for your company or division. We can develop an acquisitions road map that is consistent with your overall corporate objectives as well as link directly into strategic plan milestones (i.e., be on track by year end etc.). This approach allows us to not only manage the details of an individual transaction but also ensures that they fit within your existing strategic framework.
Commitment to Your
Success:
After working with your team, we will develop recommendations to help you integrate and operate the company successfully in order for you to achieve your desired result. We can deploy change management and training experts to your 'key' projects. We don't just guide you through this process; we are partners committed to achieving a successful outcome for everyone involved.
M&A Financing
Strategies:
We can help you source financing options that may not be available internally, and by helping you optimize internal resources before reaching out beyond your current cash balance, we can help improve the likelihood of success for an acquisition strategy when it's absolutely necessary. It is important to consider not only the funding requirement for the actual acquisition itself, but also financing plans that address how you are going to operate the combined business on an ongoing basis. We have access to a wide variety of partners and will work with you on meeting your financial requirements while minimizing any potential risks or concerns.
Leadership:
It's important to choose leadership teams that support both your internal culture as well as the company's larger corporate strategy. We have extensive experience in this area and can assist you in both training and finding qualified candidates who are experts within their field but also welcome new challenges and opportunities that cross multiple functional boundaries. Our organizational development services include project planning; staffing structural analysis job descriptions; target qualification and screening approach including positional match assessment; sourcing, recruiting, interview planning, prepping and conducting interviews; candidate counseling to help with 'deal breaker' issues.
Integration Planning:
The actual process of merging two companies is not a simple task. As an example, it's common for mergers & acquisitions to fail due to poor integration planning (foundations are not laid properly). We provide a variety of services as part of our overall transaction support that will help guide you through this complex process that often involves cultural shifts. Our experience includes building strong bridge teams for key players during the transition phase in addition to managing the entire acquisition team during post-closing. In cases where there are multiple international entities involved we can assist you with integration planning throughout the world.
Preparing for Success:
Throughout our work on your M&A transactions we will provide you with a variety of tools, processes and deliverables that will help you achieve your desired results both during the actual acquisition and after closing (i.e., 3 to 6 month retention period). This approach ensures that you have a detailed outline of what is required as well as step by step guidance on how to successfully accomplish each task. We begin this process early on when working with you as part of our overall corporate due diligence review so that all aspects of the transaction are considered (i.e., target considerations include buyer opportunity analysis; key financial, operational forecasts; pipeline analysis and recommendations to improve performance etc.). During this process we will provide you with a variety of tools, templates and documents to help optimize the success of your acquisition.
We look forward to assisting you with your M&A acquisitions. Please contact us for more information or set up an appointment to discuss how our services can best serve your specific needs throughout each phase of the process.