I’m working on a “How To” series on Strategic Mergers and Acquisitions for Fast Growth Firms. It covers the tools, skills and processes needed by firms pursuing acquisitions as a tempting path to growth. This is an audio presentation accompanied by detailed notes, checklists and templates.

Strategic Mergers and Acquisitions for Fast Growth Firms, Series 1 – Buy Side, Capturing Value Beyond Price

Highlights from Series 1: Buy Side

• The M&A Process from the buy side
• The Wealth Esteem M&A Checklist Methodology
• Special types of M&A deals
  • the true “merger”
  • “Bolt-on” acquisitions
  • Vertical and horizontal integration
  • Diversification
• M&A target identification and deal flow
• Managing the M&A Project
• Key roles and members of the M&A team
• Valuing the business
• M&A Negotiation
• Earnouts
• Financing the deal
• M&A Due Diligence
  • Finance
  • Legal
  • Intellectual Property
  • Human Resources, learning & development
  • Marketing
  • Sales
  • Manufacturing and operations
  • R&D and innovation
  • Logistics and distribution
• Integrating the Acquisition – the forgotten part of the Deal
  • the whole is greater than the sum of the parts
  • mitigating risk
  • integration planning
  • measuring integration success
  • practical integration improvement
• Good to great: Post-Acquisition Review

Coming soon: Strategic Mergers and Acquisitions for Fast Growth Firms, Series 2 – Sell Side, Your Exit Strategy.