Mergers & Acquisitions
Reimagine what’s possible for your business
Our Mergers and Acquisitions (M&A) strategic services are your gateway to transformative growth and success. We empower businesses, providing a comprehensive suite of services that ensure every M&A transaction is not just successful, but creates opportunities of growth and innovation. We have the flexibility to jump in and support at any stage of the M&A process. Let us know how we can help.
Pre-Deal
Market Analysis: thorough assessment of industry size, trends, companies, and innovation.
Target Identification: determine if potential acquisition opportunities align with client’s strategic goals.
Feasibility Studies: evaluate whether a potential merger or acquisition is possible.
Risk Identification and Mitigation: identify potential risks and develop risk mitigation strategies.
Financial Due Diligence: review and analyze finances, performance metrics, and projections of the target company.
Operational Due Diligence: examine operational capabilities, processes, and efficiencies of the target company.
Market Due Diligence: assess industry trends and innovation with product, service, and market fit.
Post-Close
Risk Identification and Mitigation: identify potential risks associated with the merger or acquisition. Strategies developed to mitigate any risks.
Organizational Strategy: thorough review of client’s organization and stakeholders with a focus on developing an org strategy.
Internal Communication: provide help with communication to employees and internal stakeholders for optimal productivity and morale.
External Communication: ensure a positive perception of the merger through timely communication with investors, customers, suppliers, and the media.
Market Analysis: careful evaluation of the market for positioning, and identification of competitors.
Brand/Portfolio/Services Review: comprehensive study of client’s marketing position through brand, products, services, and offerings.
Strategy Development: in-depth development of short- and long-term initiatives, informed by research and in line with investment plan.
Post-Merger Integration
Develop comprehensive integration plan to combine the operations, cultures, and systems of the merging entities.
Provide oversight of the integration plan implementation. Monitor progress to ensure anticipated benefits are realized.
Minimize disruptions and ensure a smooth transition through close management of the change process.
Assess the portfolio of initiatives and decide what to accelerate, stop, or continue. Can include divestitures of key assets.
Establish an office of the CEO
Provide an embedded team scaled to meet your short- or long-term needs for implementation of strategy, operations, marketing, sales, and more.
Act as your Chief of Staff while the acquired company is assessed.
Supplement your team with fractional C-level support.
Work to enhance your organization’s skills, knowledge, and competencies while utilizing strategic plans to strengthen infrastructure and operational abilities.
Guide leaders and teams through the transformative AI landscape, focusing on adoption, enhancement, governance, and security
Dive into Our Case Study
Dive into Our Case Study
Merger Integration for SaaS Start-up
B2B healthcare SaaS start-up facing industry consolidations achieves critical growth and acquisitions while maintaining customer and employee engagement.