For a PowerPoint of MDA’s M+A services download this document: Management Design-M&A BSS-PPT
Phase I: Pre-transaction Phase: Are you really ready?
The first step is to validate your position in the market place. Validate your strengths & weaknesses. Then roll those together to determine whether this is a good time for you to consider a transaction.
- Is it the right time to acquire or merge in your industry?
- Evaluate key market indicators and opportunities.
- What would the financial aspects of a transactions look like?
- What your goals for the transaction?
- Do you gain economies of scale?
- Do you have the A-team management to endure through a merger or acquisition?
- Establish your personal goals.
- Help you understand the process of acquiring or merging a business.
Phase II: Transaction Strategy:
You’ve determined that it is the right time to acquire another or merge your company (or see Phase III).
- Determine strategic goals and develop buying strategy. See Questions to Ask.
- Identify universe of likely acquisition or merger prospects based on strategic and financial parameters.
- Confidentially contact prospects and screen to establish qualified and serious prospects.
- Assist in evaluation, negotiation and due diligence.
- Complete Acquisition, including final negotiations, documentation and post-acquisition merger issues.
Phase III: It’s not the right time:
You’ve determined that it is not the right time to acquire another or merge your company.
- You would like to position your company for a future transaction.
- You will monitor the market for changes that may support a future transaction.
- You decide not to move forward and grow your business organically.