M&amp;A Plays

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.

Klint Kendrick

Determining a Key Employee's Flight Risk

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

Klint Kendrick

Design Retention Incentives

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

Klint Kendrick

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