Inorganic growth has played a key role in CareAbout Health’s rapid expansion, helping the company deliver tailored, value-based healthcare to over a million patients. To support this strategy, CareAbout relies on complex M&A transactions involving multiple stakeholders and highly sensitive, HIPAA-protected data. But in the last few years, as the volume and complexity of deals … Read more
Why M&A Processes Are Often Suboptimal Inorganic growth is a powerful driver of business success. Its influence is only increasing—yet so are the challenges. With the growing reach of Private Equity, a more connected global marketplace, greater access to data and intelligence, and the introduction of emerging technologies like AI, the M&A landscape is more … Read more
For Alex Whitley, Director of Corporate Development at Allstar Services, driving multiple deals a year is made far easier by using a purpose-built software platform. “You get pretty good at formatting Excel to make a pipeline look presentable…but it’s not exactly user-friendly.” Alex recalls. By transitioning to Midaxo, Allstar Services unlocked faster processes and a … Read more
In the complex world of M&A, there’s no one-size-fits-all approach to tracking and leveraging Key Performance Indicator (KPI) data. But one thing is certain: successful acquirers understand that M&A KPIs have a lifecycle. What does that mean in practice? Simply put, the KPIs that matter most will shift depending on where you are in the … Read more
When Jennifer Williams and her colleague at Optum first took on the challenge of building their company’s M&A process, it was just the two of them. No playbook. No established workflows. And a mandate to get deals done—fast. “We started from scratch,” Jennifer says. “It was a lot of Google Sheets and meetings, trying to … Read more
The Need for KPI Management Inorganic growth is a critical driver to business success. However, despite this importance—along with the relative high failure rates in executing on M&A— the M&A process has often lacked the same rigorous scrutiny and end-to-end optimization that is applied to other core functions such as sales and manufacturing. As private … Read more
In the fast-paced world of mergers and acquisitions (M&A), success doesn’t happen by accident. This is especially true for small teams, from single-person operations to groups with just a handful of Corporate Development professionals. Over the past few years, we’ve worked with many highly successful, small but mighty M&A teams. We asked these experts to … Read more
In the ever-evolving landscape of mergers and acquisitions (M&A), the key to success lies not just in strategic decision making but in the execution of those strategies. Programmatic M&A, combined with the transformative capabilities of cloud technologies, has emerged as a powerful tandem that can drive seamless, efficient, and successful deals. As the McKinsey article … Read more
Inorganic growth through M&A and corporate development has become an integral strategy for companies seeking innovation and competitive advantage. However, the journey to successful inorganic growth is often riddled with challenges, uncertainties, and complex decision-making processes. To successfully navigate this intricate landscape, teams must embrace the concept of living playbooks — dynamic, adaptable frameworks saved … Read more
As we entered the last quarter of 2023, corporate development leaders, in-house counsels and private equity investors discussed a wide range of trends and issues impacting M&A at the Transaction Advisors Institute’s most recent conference. Among the topics discussed were shifting M&A strategies, artificial intelligence, antitrust dynamics, assessing and advancing M&A targets, and divestiture. Below, … Read more