An infographic providing the key strategies needed to maximize deal value during the Merger and Acquisition process.

1. COLLEEN POUND
M&A: How to maximize deal value
STRATEGIC
Pre-Acquisition
Deal
Screen
LOI Warranty Operations
Due
Diligence
Rapid
Implementation
Integration Post-Integration
FINANCIAL OPERATIONAL
• Develop an Integration Strategy & Vision – be
prepared and able to answer the tough questions
• Identify expected deal value
• Plan for all phases NOW
• Assign deal measures to milestones – establish
tracking and monitoring
• Identify Integration Team, Leadership, Roles and
Responsibilities/Authorities - clarity (both sides)
• Prioritize (80/20)
• Assess culture fit (asset or liability?)
• Make sure you budget for Post-Close sufficiently
• Integrate fast
• Execute deal fundamentals early
• Make sure you have Exec representation from
both sides to quickly resolve strategic issues
• Ensure integration team is intimate with deal
rationale and expected long term value for
decision making
• Make sure all decisions being made consider
pre-acquisition synergies
• Support your internal team with advisors -
high performers & experienced
• Maximize the opportunity to develop
new culture
Risk Management Exposure: Decisions made
under compressed timelines with long term
implications
DEDICATED EXTERNAL RESOURCES
COMMUNICATION
• Stabilize the organization
• Align leadership
• Ensure effective stakeholder
communication
• Have new workforce
work together to solve
business problems
• There is opportunity in chaos
• 100 Day plans – focused on
encompassing the whole org,
link to Board metrics
• Start thinking Process and
Systems (next level planning
for Operations)
• Strategy for People and
Organization (ready for
Operations)
• This is the time to cement
the culture and leadership
values/norms
• Capture value in financial
planning process and the
financial plan
• Develop integrated
organizational structure,
people management and work
practices for optimization
• Integration is a process
not an event
• Leverage what you have
learned from the culture
earlier on
• Leadership continues to be
key and must be forefront
in having behavior
changes stick
• The opportunity to
determine best option
for new organization vs.
default migration
• Executives need to
stay involved
DEAL SIGN
AND
ANNOUNCE
DEAL
CLOSE