Mergers and Acquisitions (M&A)

  1. The M&A Process Lifecycle
    1. Phase 1: Pre-Acquisition Strategy
      1. Strategic Planning
        1. Internal Readiness Assessment
          1. Stakeholder Alignment
            1. Resource Allocation
            2. Phase 2: Target Identification and Screening
              1. Market Mapping
                1. Long List Development
                  1. Short List Development
                    1. Initial Outreach
                    2. Phase 3: Valuation and Preliminary Due Diligence
                      1. Gathering Public Information
                        1. Initial Valuation Models
                          1. High-Level Risk Assessment
                            1. Preliminary Financial Analysis
                            2. Phase 4: Negotiation and Deal Structuring
                              1. Initial Contact and Discussions
                                1. Non-Disclosure Agreements
                                  1. Preliminary Term Sheets
                                    1. Price Discovery
                                    2. Phase 5: Formal Due Diligence
                                      1. Comprehensive Data Collection
                                        1. Management Presentations
                                          1. Site Visits
                                            1. Expert Consultations
                                            2. Phase 6: Definitive Agreement and Closing
                                              1. Obtaining Approvals
                                                1. Closing Mechanics
                                                  1. Funding Arrangements
                                                  2. Phase 7: Post-Merger Integration
                                                    1. Integration Planning
                                                      1. Day-One Readiness
                                                        1. Ongoing Integration Management
                                                          1. Performance Monitoring

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                                                        3. Types of M&A Transactions

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                                                        5. Business Valuation