M&amp;A Plays

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

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

Assessing Your Company for a Divestiture

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

Russ Hartz

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.

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

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

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.

Internal Communication

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

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.

Program Delivery Tracking

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

Workstream Roadmapping and Planning

See how governance structure and process should look like for a particular divestiture. Learn and plan scenarios and work-out divestiture activities.

Program Management

See how you can lower costs and enhance operating efficiencies. Avoid poor decision making and execution. Manage several M&A projects with ease. Increase revenue.

Handover & TSA Exit

De-risk a transaction while enabling business. TSAs area necessary overhead, and it’s in the interests of buyers and sellers that their use should be minimized.

Day 1 Operating Model

Explore the crucial steps to maximize sale price, transaction speed as well as reduce deal risks. Enhance the proccess of your new entity working standalone.

Current State Operating Model

Improve final stages of deal negotiation. Learn about crucial analysis to determine the assets for sale. Get the clarity on how the business works and plan ahead.

Signing and Closing

Learn about organizing the process, obtaining signatures, and drafting and negotiating all closing documents. Bring attention to detail and preparation.

Final TSA & Costing

Learn how to negotiate and finalize a divesture's TSA before signing and closing. See the TSA's complete list of all transition-related services to be provided.

Negotiation

Read a complete checklist of what to look out for in order to set the purchase value as high as possible. learn how to assure a win-win outcome.

Provisional TSA & Costing

Discover how to pick the best path to separate the targeted business. Learn how Transition Services Agreements help in case if conflict how quickly can be a deal closed.

Value Communication

Show buyers a compelling set of data aligned with a credible story of the business. Learn how to Generate excitement, confidence, and trust.

Bidding Management

"See how to establish and maintain a competitive process. Learn how to prepare and structure sales approach. Emerge and manage competition."

Go-To-Market Plan & Materials

"Identify the right marketing and sales approach. Discover how to Minimize the chances of the sale from becoming known. Maximize the sale price."

Data Room Setup

Utilize a Data Room to reduce costs, save time, and facilitate better execution. Store information relevant to the transaction that might be requested conveniently.

Potential Buyers' Sourcing and Management Process

Prepare for due diligence requests from the potential buyer. Define what the process will look like and who needs to be involved.

Third-Party / Advisor Utilization and Management

"Support before, during, and after the sale. Get help defining the external resources. Conclude sales successfully with a third-party service selling advisor."

Deal Formation

Learn How to Approach a business sale. See how to Structure Deal Process that best delivers on the objectives.

M&A Center of Excellence

Improve the return on investment post-close. Execute deals more efficiently and reduce costs. Repository of knowledge at your disposal.

Philip Pratt

Red Team Exercise

Give your Red Team the right platform to speak up. Allow unrestricted access to data. Let your team use arguments in the best interest of the company.

Jerry Will

Determining Governance

Stay on a top of your game and use this template to assure the most effective divestiture process. Learn how to determine leadership aligned with other parts of the business.

Developing Guiding Principles

Explore our template to help decision-making. Create the desired behaviors and improve business performance. Development of guiding principles made easy.

Determining a Divestiture Approach

See How to Avoid Delays in Divesture execution. Learn how to Develop a Roadmap. Identify Impacts Upfront. Ensure the divestiture approach is Understood.

Determining Divestiture Rationale & Objectives

Increase transaction value. Reduce time-to-close. Set divestiture for success via Careful financial analysis to preparation of the deal for the market.

Determining Organizational Readiness

Measure the ability to undertake divestiture. Explore requirements for a successful divestment. Address any potential issues. Improve delivery of shareholder returns.

Integration Knowledge Transfer Kickoff

Ensure business continuity through knowledge transfer. Learn how to drive this knowledge transfer with newly acquired personnel on strict timelines.

Aaron Whiting

Setting Up Your Steering Committee

"Learn how to set up bulletproof Guidance, Recommendations, and Leadership to assure successful outcomes from the acquisition. Tailored your specific integration."

Setting Up Your Integration Pulse Survey

Learn how to improve throughout the integration process. Use this Survey Template to find out if you need to make changes. Measure what matters.

Starting Your Integration Management Office Document Repository

Capture, Store & Access Knowledge with Ease. Comment and collaborate within a single tool. Useful and Smart permission management.

Building a Proper DACI for the Team

Get through complex business and technical problems with ease. Improve a team's effectiveness and velocity on projects. Assign specific roles.

Identify Key People and Roles for Retention

Avoid negative impact on integration plans and ongoing operation of the combined business. Learn how to keep key team members and retain the current value.

Determining a Key Employee's Flight Risk

Assess the likelihood that a key employee will leave the business. Prevent negative impact on integration plans and ongoing operation of the combined business.

Design Retention Incentives

Learn how to best approach plan integration and ongoing operations of the combined business. Understand how to keep key employees onboard to achieve key business objectives.

Due Diligence Prioritized Backlog

"Organize the highest priority tasks through diligence process. Focus on top tasks that keep the deal moving forward. Project management platform & solutions."

Backlog

Concentrate important collaborative efforts on constantly changing priorities. Ease the process of reassessing priorities. Improve your team's effectivity.

Standup

Transfer essential business project knowledge and reduce risks. Allow transparency between departments. Resolve intra-team issues.

Retrospective

Determine a plan for future improvement. Identify ways to improve processes and strengthen team alignment. Extract important lessons from M&A deals to improve future outcomes.

Kickoff Meeting

Explore how to Ensure everyone on board of M&A and Due Diligence shares common knowledge of the project and roles. Learn how to explain the process in a simple manner.

Parallel Planning for Integration

Learn how to meet deal’s ultimate objectives, approach it from the right angle, provide a tactical perspective and execute strategically well-planned integration.