Agile M&A Plays

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

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.

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.

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.

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.

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.

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.

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.

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

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.

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

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

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.

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

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

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

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

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

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

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

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.

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.

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.

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.

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

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.

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.

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

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

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

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

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

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

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

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

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

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.

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.

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

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

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

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

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

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

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

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

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

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.

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

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.

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

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

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

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.

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.

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