Buyer-Led Plays

Real-world playbooks from operators who actually ran the deals. Most M&A “playbooks” are abstract or theoretical. Buyer-Led Plays are not. Each Play is built from a real deal scenario and shows how a buyer ran the work, step by step

All Buyer-Led Plays

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Bank
Integration / IMO

Balancing Due Diligence with Integration Goals

Synchronize due diligence with integration planning to maximize deal success and streamline operational integration. Aligning these processes enhances resource efficiency and improves team integration, ensuring smoother transitions and better outcomes for all involved.

Matt Arsenault
Matt Arsenault
VP of Corporate Development & Strategic Alliances at Jamf
stages
Diligence
Integration & Value Capture
Pillars
P3
Private Equity
Integration / IMO

Managing Large-Scale Acquisitions

This M&A play focuses on successfully executing large-scale acquisitions by emphasizing strategic alignment, thorough integration planning, cultural sensitivity, and proactive stakeholder communication. The approach combines rigorous upfront due diligence with robust post-merger integration strategies to maximize value creation and minimize disruption.

Sanjay Poonen
Sanjay Poonen
Sanjay Poonen, CEO & President of Cohesity
stages
Strategy & Sourcing
Diligence
Integration & Value Capture
Pillars
P3
P5
Non-bank / Proprietary
Corp Dev

Validating the Acquisition Plan

This play is designed to validate the acquisition plan before proceeding with the transaction.

Adam Harris
Adam Harris
CEO of Cloudbeds
stages
Strategy & Sourcing
Valuation & Deal Thesis
Diligence
Pillars
P1
P3
One-Time / First-Time
Corp Dev

How to Sign A Deal in 30 Days

Time is crucial in M&A. Buyers must quickly decide whether to pursue a deal to save time and money.

Jeremy Segal
Jeremy Segal
Executive Vice President Corporate Development at Progress
stages
Strategy & Sourcing
Contracting & Negotiations
Pillars
P1
P2
Non-bank / Proprietary
Corp Dev

How to Craft Effective Cold Outreach Emails

Proactive M&A is one of the most effective ways to transform your business and stay ahead of the competition.

Thomas Le
Thomas Le
Vice President, Corporate Development at Ziff Davis, Inc.
stages
Strategy & Sourcing
First Contact & NDA
Pillars
P4
P5
Serial Acquirer
Corp Dev

Decision-Making Framework

M&A is complex and requires quick decision-making to overcome overlapping challenges. Efficient decision-making frameworks can help resolve issues and avoid bottlenecks.

Andy Wijaya
Andy Wijaya
Senior Director, M&A at KLA
stages
Strategy & Sourcing
Pillars
P1
P2
Serial Acquirer
Corp Dev

Filtering the Due Diligence List

Diligence is usually separated into two phases, with totally different purposes, and the questions need to be asked accordingly. This play is designed to speed up the due diligence process and make your list as efficient as possible.

James Harris
James Harris
Principal, Corporate Development Integration at Google
stages
Diligence
Pillars
P2
P4
One-Time / First-Time
Integration / IMO

Selecting an Integration Lead

An integration lead must fit a specific type of profile/role that can only be found within an organization. Run this play to identify who is best suited, from your own organization, to lead integration efforts for a specific deal.

Kison Patel
Kison Patel
Founder and CEO, DealRoom
stages
Diligence
Integration & Value Capture
Pillars
P3
P4
Serial Acquirer
Integration / IMO

Executing a Tabletop Exercise to Validate Integration Plans

A tabletop exercise is a great way to stress test processes and plans involving functional leads and domain experts. Use this play to perform a tabletop exercise, and simulate a deal to solidify existing integration plans and identify areas that would break if said integration plans were to be executed.

James Harris
James Harris
Principal, Corporate Development Integration at Google
stages
Integration & Value Capture
Pillars
P3
P4
Corporate Development
Corp Dev

Building a Dedicated Clean Team

The clean team is a group of special people operating under specific protocols before regulatory approval and deal closure. This play is designed to help organizations build a dedicated clean team.

Liz Lockhart
Liz Lockhart
Sr. Director, PMO, Training and Business Applications
stages
Diligence
Pillars
P2
P3
Bank
Integration / IMO

Handling Disputes

In any post-deal management, there are always disagreements on how to get things done. Each side will have varying beliefs about what is permissible and what is not regarding contracts, legislation, or risk tolerance. Execute this play to settle disputes and arrive at an objective solution peacefully.

Emma Barton
Emma Barton
Director, Alliance and Integration Management at AstraZeneca
stages
Integration & Value Capture
Pillars
P2
P5
Corporate Development
Corp Dev

Developing a Corporate Strategy to M&A Thesis (Creating a Buy-Plan)

M&A is a powerful tool that can accelerate business value, but it requires hard work and vision. A thesis serves as the blueprint of an acquisition’s projected value that is aimed toward achieving the overall corporate strategy. This play is designed to help new acquirers develop a corporate strategy and an M&A thesis.

Michael McDonald, CFA, CPA
Michael McDonald, CFA, CPA
Director, Strategy at Koch Engineered Solutions
stages
Strategy & Sourcing
Valuation & Deal Thesis
Pillars
P1
Serial Acquirer
Integration / IMO

How to Compress a Diligence Memo for an Effective Integration Hand-Off

This play, created by Kerry Perez, Vice President, Enterprise Strategy at AMN Healthcare, is designed to shorten the diligence memo for readability during hand-off to the integration team.

Kerry Perez
Kerry Perez
Vice President, Enterprise Strategy at AMN Healthcare
stages
Diligence
Integration & Value Capture
Pillars
P3
P4
Serial Acquirer
Integration / IMO

How to Keep Your Integration Plan Simple

This play is designed to maintain alignment between your integration team by keeping your integration plan simple.

Jim Buckley
Jim Buckley
VP, Strategy, Planning and Operations at Omnissa
stages
Integration & Value Capture
Pillars
P2
P4
Non-bank / Proprietary
Corp Dev

Business Sponsor Lab

Use this guide to set instant alignment with business leaders and developers. Identify key roles to be engaged in the next steps of business development or integration.

Michael Frankel
Michael Frankel
Founder and Managing Partner of Trajectory Capital
stages
Strategy & Sourcing
Pillars
P1
P5
One-Time / First-Time
Integration / IMO

Budgeting Integration

Find out how to effectively determine integration cost. Avoid and prepare for often overlooked costs and integrate the target company properly.

Galina Wolinetz
Galina Wolinetz
Managing Director at Virtas Partners
stages
Integration & Value Capture
Pillars
P2
P3
Sell-Side
CEO / Founder

Assessing Your Company for a Divestiture

See whether the business performs optimally. Increase time for sale preparation. Maximize the value for your business. Assess the business units.

Russ Hartz
Russ Hartz
VP of Corporate Development at ANSYS, Inc.
stages
Strategy & Sourcing
Valuation & Deal Thesis
Pillars
P1
P2
One-Time / First-Time
Integration / IMO

Setting Up an Employee Announcement

Learn how to retain acquired employees and inform them about the change the best way. See how to prepare for the changes that will come after announcement day.

Klint Kendrick
Klint Kendrick
Chair of the HR M&A Roundtable and Former HR M&A Leader at Oracle & Boeing
stages
Integration & Value Capture
Pillars
P3
P5
Private Equity
Integration / IMO

Promoting Quick Decision Making

Avoid negative effects on Integration. Educate the corporate executives about quantity of decisions they need to make. Simple 5-Step tutorial.

Christian von Bogdandy
Christian von Bogdandy
Global Lead M&A - Managing Director, Slalom
stages
Integration & Value Capture
Pillars
P1
P2
Serial Acquirer
Functional Leader

Technology Due Diligence Checklist

Uncover the best M&A Technical Due Diligence Checklist and Practices. Learn about the critical points such as Strategy and Leadership.

Hazem Abolrous
Hazem Abolrous
stages
Diligence
Pillars
P2
P4
Sell-Side
CEO / Founder

Organizational Engagement Assessment

Manage the level of support and engagement of your stakeholders during a divestment. Learn about different & best methods how to measure engagement.

Toby Tester
Toby Tester
Senior Consultant & Project Manager at BTD
stages
Strategy & Sourcing
Pillars
P2
P5
Sell-Side
CEO / Founder

Internal Communication

"Engage all key Stakeholders with this communication plan. 5 fundamental steps to drive engagement throughout the divestment. Increase M&A value."

Toby Tester
Toby Tester
Senior Consultant & Project Manager at BTD
stages
Strategy & Sourcing
Pillars
P2
P5
Sell-Side
CEO / Founder

Stakeholder Change and Impact Analysis

Learn how to Maintain strong communications with your staff and customers after acquisition. Ensure the performance and value of the business entity.

Toby Tester
Toby Tester
Senior Consultant & Project Manager at BTD
stages
Strategy & Sourcing
Integration & Value Capture
Pillars
P2
P5
Sell-Side
CEO / Founder

Program Delivery Tracking

Learn about popular function that provides support, information and direction. Ensure the M&A process is consistent, transparent and managed correctly.

Toby Tester
Toby Tester
Senior Consultant & Project Manager at BTD
stages
Strategy & Sourcing
Integration & Value Capture
Pillars
P2
P4
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We’re continuously adding new Plays as we extract them from M&A Science interviews and as practitioners share what’s working in the field.

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