A revolutionary shift in the M&A world took place years ago. This is when deal teams began post-merger integration planning prior to Day One of legal ownership of the acquired company. The concept is now recognized as one of many M&A best practices. Forward-thinking organizations in M&A have built a repeatable process, including proven playbooks and effective technology, … Read more
A common question posed by buying/selling shareholders is “how much is the company worth” and/or “how can we make it worth more”? Valuation rests a lot on prevailing market conditions. Changes in valuation may occur due to certain types of company being in greater demand, or due to some sectors being perceived to be more … Read more
If you have decided to pursue an M&A strategy, and have identified a Target, consideration must be given to Due Diligence – an in-depth fact-finding exercise helping you to understand a Target in detail and establish whether the acquisition makes Strategic, Commercial and Financial sense for your organization. M&A due diligence is a crucial stage in … Read more
In the mergers and acquisitions landscape there is very little margin for error, which could explain why more deals fail than meet or exceed goals. The number of factors contributing to failed acquisitions is certainly a long list, and applies to every stage of the process, from M&A pipeline management through post-merger integration. This post focuses on one crucial … Read more
In my time at Midaxo, I’ve spoken with hundreds of M&A professionals who work for a wide variety of companies, ranging from a one-person deal team at $12M annual revenue all the way up to a Fortune 10 company where hundreds of people are involved across many deals per year. The challenges that all these corporate … Read more
While experiencing a burst in growth over the past decade, current customer and leading brand experience company Freeman Co decided it was time to reevaluate its M&A process structure in order to support its quickly expanding pipeline of acquisition opportunities. When Dawnn Repp, Chief Legal & Administrative Officer at Freeman, came across Midaxo as a … Read more
Article revisited on June 19th, 2017 Post-merger integration requires resolute action. An M&A software platform makes it easy to define and communicate a clear integration project plan and track its completion. In this article we’ll run an integration project, following these 4 steps: 1. Define streams, objectives and relevant due diligence findings Typically, integration is divided into functional streams such as legal, financial, sales, … Read more
Article revisited on June 6th, 2017M&A capability is built around people, processes, and tools. Good people are, of course, the most important thing to have, but a good process + good tools can significantly increase the success rate. A good M&A process helps people focus on the right things and follow M&A best practices. Good M&A tools help run the … Read more
Handling a deal flow of dozens to hundreds of prospects requires a systematic approach to manage both the M&A pipeline and the deal-making process. You’ll need to store information about individual deals in a standardized format, have a clear process of stages that each deal goes through with an orderly flow of tasks, as well as arrange … Read more