Strategic M & A Process

It begins with Strategy.

Corporate strategy will determine what type of merger or acquisition will pursue.

Strategic Merger and Acquisitions has a customizable, client-focused proven multi-step process to address and make order of the multi-phased, complex effort that M & A consists of.

Pre-Deal Key Components:

  • Strategy

  • KPI determination and goal-setting

  • Integration or Divestiture Planning (People, Systems, Processes)

  • Due diligence, Non-disclosure agreements, Data Rooms, Analysis and Assessment

Deal:

  • Valuation and the Deal is a negotiation

Post-Deal Key Components:

  • Initial Integration/Divestiture Implementation

    • Initial Organization Reformation

    • Initial Systems Integrations or Divestitures

  • Wave 2 Integration/Divestiture Implementation

    • Priority 2 Organization Reformation

    • Priority 2 Systems Integrations or Divestitures

  • Wave 3 Integration/Divestiture Implementation if appropriate

 

Multi-Phase Process