1 Year from Board engagement to acquisition integration
Research phase (3 - 4 months)
Preparation
Goals/Deliverables
-
Search criteria
-
Strategic rationale
-
Investment story
-
Alignment
-
Kick-off
Selection
Goals/Deliverables
-
Target selection
-
Short list
-
Board paper
Approach
Goals/Deliverables
-
One paper per target
-
Approach angle
-
Anonymous
-
Key info
-
Start discussion
Transaction phase (4 - 8 months)
Negotiation
Goals/Deliverables
-
Cultural fit
-
Valuation
-
Term sheet/LOI
-
Management approval
Due Diligence
Goals/Deliverables
-
Confirmation
-
Synergies assessment
-
Financing
-
Board approval
Integration
Goals/Deliverables
-
Day 1
-
90 days
-
Staff
-
Clients
-
Systems