These transactions are like assembling a complex puzzle with thousands of unique pieces. Companies considering such endeavors will need to consider the following to capture the targeted value:
For these reasons, the need for guidance and lessons learned on managing through these transactions has never been greater.
“Protiviti successfully delivered four integrations simultaneously while standing up our M&A function – truly an amazing customer experience!”
CIO, Head of Integrations
Fortune 500 Tech Company
The Mergers and Acquisitions Life Cycle
Letting the dust settle from completing a transaction can take months, if not years, for our clients. On top of that, transactions can also bring added complexity to organizations and their various business units. However, when working with Protiviti, complexity becomes simplicity.
Transactions are often untimely and inherently disruptive to operations. By preparing for a transaction, management teams can self-identify critical “must haves” and items that are less important to business operations. To assist our clients, Protiviti has a proprietary process leveraging our “readiness” framework that can be completed in a matter of hours or during a multi-day workshop designed to help our clients prepare for their next transaction activity.
Readiness sessions typically include:
“Realizing transaction value is only as good as the plan to get there.” Protiviti’s M&A consulting team assists client with identifying what is important to their specific transaction and mapping these activities to a functional integration or separation plan, all of which fits into the “big picture” and achieves financial metrics as outlined in the deal model.
Our key focus areas include:
Now that the deal is closed, it’s often up to the transaction management office to successful combine or separate operations and transition to business as usual.
Protiviti M&A consulting experts support all management activities after a deal is closed by:
When undertaking a transaction, employees are not only burdened with their “day jobs”, but are also expected to support transaction activities until the businesses transition to a combined entity. In addition to supporting at the transaction level, Protiviti’s transaction team can support within workstreams as strategic advisors or as “boots on the ground” to alleviate pressures on existing employees. Our typical focus areas are IT, Human Capital, Supply Chain, Communications, Finance / Accounting (Treasury, FP&A, AP, AR, etc…), as well as legal support relating to contract rationalization.
Our focus areas include:
Once a transaction is completed and transitioning to business as usual, clients are often expected to realize synergies set forth in the deal thesis. These synergies are often combined into two buckets: (1) sales and (2) costs. Our team of professionals is experienced not only in identification of synergies across all workstreams, implementation and monitoring of financial performance metrics, but cleaning up back office functions that arise from combining ERP’s and other various systems into one unified operating system.
Our focus areas include:
Additionally, our team of individuals can look back on current or prior transaction activities and perform “look back” assessments to identify pain points and better prepare your organization for the next transaction.
The chaos, speed, and pressure that transactions bring can overwhelm organizations that do not have the proper protocols and procedures in place. When attempting to tackle transactions alone and unprepared, organizations realize that their transactions tend to fall short of their overall goal. With the help of our dedicated team of professionals, clients can feel that their business and people are in good hands throughout the entirety of their transaction.