The M&A due diligence process has (thankfully) moved well beyond physical data rooms and floor to ceiling stacks of folders. The new normal for an increasing number of companies is the use of software, digital playbooks and automated analytics across reports and dashboards. Such advances have increased the speed, efficiency and security of the M&A due … Read more
The M&A software market is relatively new to the B2B technology landscape. Consequently, it can be difficult to have a firm grasp on the questions you should be asking — as well as the criteria you should be leveraging — to effectively narrow down the best M&A software solution. The adoption and success of a new software … Read more
Since the year 2000, 52% of the Fortune 500 companies have disappeared from the rankings – largely as a result of digital disruption. Now – more than ever – it is essential to remain current. For many companies, it’s come down to a case of survival of the fittest. At the outset, it’s worth mentioning that continuous … Read more
Not too long ago, corporate development departments were focused almost exclusively on acquisitions. Now, these teams run a whole spectrum of deal types including corporate venturing, divestments, joint ventures, alliances and partnerships. Additionally, companies have started to systematize key processes beyond the core deal sourcing, M&A due diligence and central integration management. Now, key value capture and … Read more
Reporting across multiple projects for routine (or ad hoc) status reports is typically characterized as a draining manual process – where a vast PowerPoint of jumbled dashboards that has a shelf life of about 5 minutes is created. This archaic process is often repeated week after week, resulting in inconsistent presentation of information and overworked team … Read more
Intro: Tracking pipeline metrics goes a long way to providing a constant health check of M&A and corporate development initiatives. Doing so can provide valuable insight into the number of potential acquisition targets being evaluated & in what stage, why targets are being rejected, where things are being held up and how a company is … Read more
M&A reporting has traditionally been characterized by a manual process, whereby deal teams collate reams of data and work it into a static PowerPoint report – which inevitably becomes out of date within hours. The process is repeated week-after-week prior to Monday morning progress meetings – often by a number of ambitious analysts, who are at … Read more
In looking to establish an M&A process, it’s important to start with the basics and add detail gradually. A common mistake is to “copy & paste” a sophisticated best practice process and to attempt layering it upon your organization. While the process might look great on paper, in reality there are likely to be too … Read more
Slack is worth over $5 billion. Shopify, $10 billion. LinkedIn was acquired for $26 billion and Salesforce is nearing $100 billion in market cap. The shared trait among these tech stars: a SaaS (software as a service) business model. Unlike physical inventory and brick and mortar-governed growth, cloud- based software has created a rapid and profitable way … Read more
Information Technology within companies has moved from a position in which it is seen as a cost to one in which it is seen as an asset. In the digital era, with customers increasingly expecting service anytime, anywhere, IT is at the core of meeting and exceeding customer expectations. Consequently, considerations related to IT post-merger integration are becoming increasingly … Read more