M&A: Hit the ground running faster - Making your M&A processes repeatableMidaxo
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This document summarizes a presentation about improving post-merger integration (PMI) processes. It discusses how PMI is becoming more complex with increasing deal sizes and cross-border mergers. Many companies have tried to formalize PMI processes through playbooks and checklists, but standard templates do not always fit diverse deals. The presentation recommends digitizing PMI processes using a cloud-based platform to centralize information, customize processes for each deal, and drive efficiency. Adopting such a system provides benefits like faster ramp-up of project teams, better due diligence insights, and quicker realization of synergies. The platform discussed is from Midaxo, a company that helps organizations manage mergers and acquisitions.
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M&A: Hit the ground running faster - Making your M&A processes repeatableMidaxo
- 1. Hit the ground running faster Making your PMI processes repeatable European Workshop on Merger Integration May 23, 2017 Frankfurt, Germany
- 2. Who is speaking today? Karim Elmorsi + =
- 3. About Midaxo 3 2011 Founded in Finland by: • Kaija Katariina Erkkilä (M&A expert) and • Kalle Kilpi (serial cloud-computing entrepreneur) >3000 End-users & 100+ happy customers at: • global giants, mid-market, PE, advisors, and law firms across various industries ~50 Employees, aggressively growing • Helsinki: Headquarters, development, customer support • Boston: sales, marketing, customer support • Amsterdam: Key account management, sales, customer support 24 Awards won since 2013 Dozens Executive processes supported beyond M&A: • Alliances, JV’s, Contract Management, Strategy initiatives, innovation pipelines, Cost cutting/restructuring, Patents, Real Estate, Legal, and more Total Transaction Value Managed: • M&A, PMI, Divestments & Separations €200B+ Helping M&A, PMI & business development professionals maximize value creation & “Change the way M&A is done!”
- 4. Supporting M&A at Leading Companies
- 5. Challenges in Today’s PMI
- 6. PMI’s are becoming more complex …and the next project may start tomorrow ???? Deliver Synergies Quicker! • PMO Management • Project Management • Reporting • …. • Increasingly cross-border • Higher valuations • Value leakage • Legal & regulatory Compliance • Culture • Budget / cost cuts
- 7. So what have companies been doing? • Building PMI expertise & competence • Defining playbooks & checklists • Defining & documenting processes • Creating PMI as a function • Starting PMI planning earlier • Attending events & workshops like today • …
- 8. Has this been successful? Companies where processes & business models are highly standardized
- 9. Has this been successful? “Cookie cutter” method“Plug + Play” +
- 11. How do you operationalize a process, but keep it flexible to tailor for deals? • Need for scaling up and/or down quickly • Quick onboarding • New team members • External consultants • How do you ensure a consistent approach?...
- 12. Digitize, plan & manage your process end-to-end • Digitize playbooks and process as a baseline • Customize for each deal type / integration approach • Codify tasks, instructions, assignments, tracking, etc. “make it easy to use” • Link due diligence findings to your integration plan • Ensure continuity throughout the deal cycle by having dedicated resources for the entire deal
- 13. Systematize the process and create discipline § Cloud platform that centralizes information & replaces disparate tools 13 § Manage the end-to-end process from screening to integration § Operationalize your playbook to drive value through efficiency § Real-time reporting transparency on status and progress Project management Schedules Document management Team management Process tracking KPIs Issues Audit Privileges / Access Management CollaborationReporting and analytics Process management Bank-grade ISO27001 certified security § Ensure repeatability and constant learning (Templates)
- 14. All deal documents &communication in one secure place Project Team DD Documents DD Findings Risks & Issues Team Discussions Meeting Notes Important Emails Project Schedule Events & Milestones Project/Deal Documents Action Plans Project Tracking Workstreams
- 15. Engage Stakeholders • Bring everyone to the same table, including external partners • Use controls to limit what stakeholders can see and do • Technology helps manage the process and reduces admin work • Continuously drive change & improvement in your way of working, increasing ROI & speed with each transaction
- 16. How do you get there? Executive Sponsorship
- 17. How do you get there? Start Small Gain Experience Expand & Embed
- 18. What have Midaxo subscribers achieved?
- 19. What have Midaxo subscribers achieved? • Faster ramp-up of project teams from multiple regions & functions across the globe • Shorter but more granular due diligence = Better insight into potential targets • DD findings better embedded into PMI plans • More effective communication • Easier onboarding of new members during project • Better prepared for litigation, claims, and audits • Quicker decision making • Faster realization of quick-win synergies
- 20. Feel like you’ve hit a wall? Raise your PMI process to the next level!
- 21. Or maybe supercharge it!
- 22. www.midaxo.com