We help clients ensure they maximize the value of the deal at each stage of the M&A process. Our data and behavioral science disciplines paired with our operational expertise and rigor make our team a trusted resource in the most important decisions such as:
Target Identification – clearly articulate the investment thesis, create a universe of opportunities, filter to realistic acquisitions, and operationally assess each final candidate to create a ranked shortlist of investible operations.
Due Diligence – deliver a realistic, timely, and neutral assessment of available synergies, target operations, joint value creation opportunities, and potential integration considerations.
Upside Identification – uncover synergies and white space opportunities
Merger Planning – finalize business case for the transaction, ensure all functions have identified all necessary integration activities, and communicate the upcoming transaction elegantly to all stakeholders.
Post-Merger Integration – establish an integration management office (IMO) and manage initiatives and activities post-merger to ensure all operations are functioning seamlessly.
Synergy Realization – create additional value from the transaction by focusing on longer-term synergy and improvement opportunities in the areas of: