M&A Analysis
Supporting clients in process of conducting in-depth analysis (target screening) and due diligence on potential merger or acquisition targets. It involves gathering relevant information, evaluating financial and operational data, and providing insights and recommendations to support decision-making during the M&A process.
Strategy & Target Screening
Organizing a framework for conducting a Merger and Acquisition (M&A) project involves creating a structured approach to guide the entire process.
1. Defining M&A Strategy & goals.
2. Market Screening & Target Identification (long & short list).
3. Company profiles, cultural and strategic fit, initial valuation.
4. Contact potential targets and check readiness to transaction.
5. NDA signing.
5. Synergies analysis.
6. Submitting letter of intent.
Due Diligence
Preparing for the due diligence process in a M&A transaction is a critical step that involves a comprehensive examination of the target company's business. Usually this process is setting up with additional partners.
1. Forming a multidisciplinary team comprising internal and external experts such as financial analysts, lawyers, HR professionals, IT specialists, and industry experts.
2. Defining the Scope of Due Diligence (Legal, Financial, Operational, Strategic, Cultural).
3. Conducting M&A.
4. Comping and analyzing findings.
Transaction Execution
Preparing critical stage of M&A Process: Transaction Execution.
1. Defining deal structure.
2. Presenting deal offer.
3. Negotiating deal terms.
4. Plan M&A integration.
5. Conducting deal closing & signing.
Post-Merger Integration
It involves combining the operations, cultures, and strategies of the acquiring and acquired companies to realize the anticipated synergies and value from the transaction.
1. Establish Integration Management Office.
2. Communicate integration plan.
3. Integration of customers, markets, products, IT infrastructure, data and systems.
4. Integration of organization: workforce, functions, operations, locations and facilities.