Play

M&A Plays

Our library of free plays are designed to help teams revamp their deal lifecycle workflows.

Determining Governance

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

Toby Tester

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Developing Guiding Principles

This play is focussed on the 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.

Toby Tester

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Determining a Divestiture Approach

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

Toby Tester

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Determining Divestiture Rationale & Objectives

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

Toby Tester

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Determining Organizational Readiness

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

Toby Tester

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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

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Setting Up Your Steering Committee

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

John Morada

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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.

John Morada

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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.

John Morada

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Building a Proper DACI for the Team

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

John Morada

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Identify Key People and Roles for Retention

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

Klint Kendrick

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Determining a Key Employee's Flight Risk

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

Klint Kendrick

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Design Retention Incentives

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

Klint Kendrick

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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

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Backlog

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

Kison Patel

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Standup

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

Kison Patel

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