M&amp;A Plays

Budgeting Integration

Use this play to properly assess your potential integration cost. Execute this play towards the end of due diligence after you have gathered enough information about the target company.

Galina Wolinetz

Assessing Your Company for a Divestiture

This play is designed to assess your company if anything needs to be divested.

Russ Hartz

Setting Up an Employee Announcement

This play is designed to fully prepare your company to announce the deal to employees.

Promoting Quick Decision Making

This play is designed to get the executives and leaders focused on making cornerstone decisions in a timely manner to avoid delays in integration.

Christian von Bogdandy

Technology Due Diligence Checklist

In this play, you will have everything you need to prepare for a technical or IT due diligence.

Hazem Abolrous

Organizational Engagement Assessment

Use this play to measure the level of engagement and support of your key stakeholders.

Internal Communication

In this play, learn how to build an internal communication plan to engage all key stakeholders throughout the divestment.

Stakeholder Change and Impact Analysis

In this play, learn how to create a stakeholder change and impact analysis in order to maintain strong communication with everyone impacted by the deal.

Program Delivery Tracking

In this play, learn how the Separation Management Office should manage program delivery tracking.

Workstream Roadmapping and Planning

In this play, learn how to workstream a road map and plan, including effort, resource, and risks estimates.

Program Management

In this play, learn how to plan a program management process to help you manage several related projects at a time.

Handover & TSA Exit

In this play, learn how to plan for a handover and TSA exit.

Day 1 Operating Model

In this play, learn how to create a Day 1 operating model to get an idea of what the business should look like post close.

Current State Operating Model

In this play, learn how to determine a current state operating model, including which assets are for sale and which ones will stay with the parent company.

Signing and Closing

In this play, learn how to plan and prepare for a smooth divestiture signing and closing.

Final TSA & Costing

Use this play to learn how to negotiate and finalize a divesture's TSA before signing and closing.

Negotiation

In this play, learn how to negotiate the share/asset purchase agreement and all its ancillary documents.

Provisional TSA & Costing

In this play, learn how to create a divestiture's TSA documentation and costing.

Value Communication

In this play, learn how to communicate to buyers a compelling set of data points, aligned with a credible business story, in order to generate trust and excitement.

Bidding Management

This play is designed to teach you how to properly manage the different bidders for a transaction.

Go-To-Market Plan & Materials

This play is designed to help teams build a go-to-market plan and gather / organize necessary materials.

Data Room Setup

Use this play to help organize and manage your VDR. A well-structured VDR can help reduce costs, save time, and facilitate better execution with more timely and accurate advice.

Potential Buyers' Sourcing and Management Process

This play helps define what the buyers' sourcing and management process will look like, who needs to be involved, and the respective tasks.

Third-Party / Advisor Utilization and Management

Use this play to help define upfront the external resources needed to conclude the sale and separation of the target business.

Deal Formation

In this play, learn how to approach the sale of the target, the sale process, and how to structure the deal that best delivers on the objectives.

M&A Center of Excellence

This play is designed to help teams facilitate the creation of an M&A Center of Excellence.

Philip Pratt

Red Team Exercise

In this play, Red Team Exercise, learn how to properly assess the deal thesis and combat cognitive decision biases.

Jerry Will

Determining Governance

This play has been designed to help determine what the governance structure and process should look like for a particular divestiture.

Developing Guiding Principles

This play is focused on developing guiding principles - a set of beliefs, precepts, values and maxims; short, sharp strategic statements that indicate the course of the divestiture and its intended goals.

Determining a Divestiture Approach

This play is focused on the overall divestiture approach, a roadmap and the impacts that need to be identified upfront.

Determining Divestiture Rationale & Objectives

This play is focused on the divestiture rationale and the objectives it is intended to achieve.

Determining Organizational Readiness

An organizational readiness assessment is a formal analysis and measurement of the seller’s ability to undertake such a major initiative.

Integration Knowledge Transfer Kickoff

This play has been designed with the part-time integration lead in mind and is particularly applicable to integration environments targeting high-speed, high-volume integration exercises with varying levels of commercial diligence.

Aaron Whiting

Setting Up Your Steering Committee

Get the guidance, recommendations, and leadership to driving successful outcomes from the acquisition.

Setting Up Your Integration Pulse Survey

Understand what is going well and what needs to improve throughout the integration process by using an integration pulse survey.

Starting Your Integration Management Office Document Repository

Create an Office Document Repository to capture intrinsic knowledge, eliminate work silos, and to have a reference point for future integrations.

Building a Proper DACI for the Team

Build a DACI to help all members of an integration workstream have knowledge transparency.

Identify Key People and Roles for Retention

Use this play to determine which roles you want to retain.

Determining a Key Employee's Flight Risk

Use this play to assess the likelihood that a key employee will leave the business.

Design Retention Incentives

Decide what kind of incentives to offer key employees in exchange for remaining onboard.

Due Diligence Prioritized Backlog

Build a due diligence backlog to ensure that everyone is working on the highest priority tasks throughout the diligence process.

Kison Patel

Backlog

Learn how to maintain a quality backlog to enable team-wide collaboration on the highest priority tasks.

Kison Patel

Standup

Utilize quick meetings, called standups, for transferring essential knowledge, resulting in transparency, efficiency, and risk reduction between team members.

Kison Patel