Mergers & Acquisitions

Strategic Planning and Assessment

• Market Analysis: thorough assessment of industry size, trends, companies, and innovation.
• Target Identification: determine if potential acquisition opportunities align with client’s strategic goals.
• Feasibility Studies: evaluate whether a potential merger or acquisition is possible.
• Risk Identification and Mitigation: identify potential risks and develop risk mitigation strategies.

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Due Diligence

• Financial Due Diligence: review and analyze finances, performance metrics, and projections of the target company.
• Operational Due Diligence: examine operational capabilities, processes, and efficiencies of the target company.
• Market Due Diligence: assess industry trends and innovation with product, service, and market fit.

Full-Potential Plan

• Utilize a bold vision to think innovatively about the future. Align incentives throughout the organization to create an ownership mindset at all levels, and adapt ways of working to drive meaningful impact. Progress tracking focus shifted from activity or process metrics to real-world impact.

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Risk Management

• Risk Identification and Mitigation: identify potential risks associated with the merger or acquisition. Strategies developed to mitigate any risks.

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Organization / Talent Review

• Organizational Strategy: thorough review of client’s organization and stakeholders with a focus on developing an org strategy.

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Communication

• Internal Communication: provide help with communication to employees and internal stakeholders for optimal productivity and morale.
• External Communication: ensure a positive perception of the merger through timely communication with investors, customers, suppliers, and the media.

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Market Research

• Market Analysis: careful evaluation of the market for positioning, and identification of competitors.
• Brand/Portfolio/Services Review: comprehensive study of client’s marketing position through brand, products, services, and offerings.

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Strategic Planning and Assessment

• Strategy Development: in-depth development of short- and long-term initiatives, informed by research and in line with investment plan.

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Value-Capture Plan

• Apply a consistent methodology across departments and functions within teams, tools, and templates to achieve expected acquisition integration value and benefits

Integration Strategy

• Develop comprehensive integration plan to combine the operations, cultures, and systems of the merging entities.
• Provide oversight of the integration plan implementation. Monitor progress to ensure anticipated benefits are realized.

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Transformation

• Minimize disruptions and ensure a smooth transition through close management of the change process.

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Portfolio management

• Assess the portfolio of initiatives and decide what to accelerate, stop, or continue. Can include divestitures of key assets.

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Translate strategy into action

• Establish an office of the CEO 
• Provide an embedded team scaled to meet your short- or long-term needs for implementation of strategy, operations, marketing, sales, and more.
• Act as your Chief of Staff while the acquired company is assessed.
• Supplement your team with fractional C-level support.

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Capability and capacity building

• Work to enhance your organization’s skills, knowledge, and competencies while utilizing strategic plans to strengthen infrastructure and operational abilities.

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AI Strategy

• Guide leaders and teams through the transformative AI landscape, focusing on adoption, enhancement, governance, and security