Education is the starting point of the thought process and preparation for a transaction. Executive Programs provide an overview of the process for decision makers. Workshops provide an in-depth view to business managers and functional teams involved in the process. Programs and Workshops are tailored for buy-side, sell-side and cross-border needs.
Pre-Deal
- Exit Strategy and Value Maximization
- Strategic Drivers for M&A
- Preparing for the deal
Preparing
- Company Self Assessment
- Identifying and Analyzing Targets
- The Executive Overview
- The Information Memorandum
- Developing the Letter of Intent
Art & Techniques
- Valuation — Art & Techniques
- Bid Strategies — Art & Techniques
- Negotiation — Art & Techniques
Due Diligence
- Organizing Due Diligence Teams
- Advisors, Roles, Expectations & Deliverables
- Due Diligence Findings and Integration
The Purchase & Sales Agreement
- Scope
- Price & Structure
- Representation & Warranties
Integration
- Internal and External Communication Plan
- Performance Measurement and Reward Systems
- Cultural Integration
- Key Vendor Transition
- Knowledge Transfer and Retention
- Aligning Products and Product Management Processes
- Aligning Brands
Cross Border Deals & Complexities
- Culture Shock
- Currency Shock
- Distances and Time Zones
- Local Issues
- Business Knowledge & Practices
- Laws
- Authorities
- Living with Inequalities