Mergers & Acquisitions

Introduction

• Unlocking growth through M&A

1. Identify M&A Targets

• Assess if M&A is right for you
• Identify targets
• Assess a target's strategic fit
• Make an investment case

2. Approach the Target

• Approach the target directly
• Approach the target indirectly

3. Assess the Deal

• Identify sources of value
• Consider market and competitive dynamics
• Evaluate your organization's readiness

4. Negotiate the Deal

• Model the valuation
• Define the deal structure
• Negotiate the price
• Use holdbacks and earnouts
• Define other deal terms

5. Conduct Due Diligence

• Assemble the diligence team
• Conduct due diligence analysis
• Work with outside advisors
• Renegotiate based on diligence

6. Consummate the Transaction

• Finance the deal
• Sign purchase agreements
• Communicate the deal

7. Integrate the Acquisition

• Plan the first 100 days
• Build the integration team
• Conduct integration activities

Conclusion

• Avoid acquisition pitfalls