M&A Consulting

Providing guidance and expertise to navigate every step of the M&A process.

Transactions bring added complexity to organisations and their various business units. When working with Protiviti, complexity becomes simplicity.

Mergers & acquisitions are a great way to drive growth, stay competitive, and increase shareholder value.  The M&A process is one of the most challenging endeavor a company can undertake. Protiviti’s M&A Consulting solution provides the guidance and expertise needed to navigate every step of the process. 


Complexity becomes simplicity with Protiviti
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Our approach


Protiviti offers a unique approach based on decades of hands-on corporate leadership roles in transitions to help guide organisations through the rigorous and often chaotic transaction lifecycle. Our M&A consulting team assists clients in all aspects of preparing, planning, managing, supporting, and cleaning up all components arising from integration or divestiture activity.

Protiviti’s M&A framework provides a starting point for answering the core questions identified in mergers and acquisitions (M&A) deals – from due diligence to the integration of people, processes and technology, supported by key project and change management enablers.

Our Playbook for Mergers, Acquisitions, and Divestitures is a crucial resource for any company going through the M&A Process.

View Playbook

Leadership

Elaine Cheung
Elaine is a director with more than 10 years of consulting and advisory experience. She specialises in business development, account relationship management and overall project management, working alongside Protiviti’s subject matter experts to deliver solutions to ...
Vincent Leung
Vincent is a managing director with more than 20 years’ experience. He specialises in internal audit, and other business and risk consulting services including Sarbanes-Oxley and financial reporting controls compliance, enterprise risk management, business process ...

Transactions tend to fall short of their overall goal when attempted to tackle alone and unprepared

How we help


“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

M&A transactions are like assembling a complex puzzle with thousands of unique pieces. Companies will need to consider the following to capture the targeted value:

  • carefully articulate a growth strategy that aligns with overall corporate strategy
  • identify the right markets and targets
  • define and execute a thorough but fast-paced diligence process
  • prepare a detailed integration plan by phases; and
  • follow up with a well-resourced and communicated integration execution across many complex functions, dispersed technologies and geographies

The chaos, speed, and pressure that transactions bring can overwhelm organisations that do not have the proper protocols and procedures in place. When attempting to tackle transactions alone and unprepared, organisations realise 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.


Transactions tend to fall short of their overall goal when attempted to tackle alone and unprepared

Leveraging our “readiness” framework

Readiness


Transactions are often untimely and inherently disruptive to operations. Our M&A consulting experts have a proprietary process leveraging our “readiness” framework that can be completed in a matter of hours or over a multi-day workshop specifically designed to help our clients prepare for their next transaction activity.

Readiness sessions typically include:

  • Define transaction guiding principles
  • Develop success metrics (i.e., synergies)
  • Develop comms and change management plans
  • Stand-up Diligence Management Office
  • Execute readiness workshops with key stakeholders
  • Define 30-, 60-, and 100-day plans

Leveraging our “readiness” framework

Identifying what is important to specific transaction

Planning


Protiviti’s M&A consulting team of seasoned deal-professionals assists client with identifying what is important to their specific transaction and mapping these activities to a functional integration or separation plan, all with fitting into the “big picture” and achieving financial metrics as outlined in the deal model.

Our key focus areas include:

Define Target Operating Model (TOM)
Establish transaction governance structure
Identify core closing activities
Develop Day 1 execution plan
Identify critical resource requirements
Identify and align critical dependencies
Finalise key milestones


Identifying what is important to specific transaction

Support post-deal management activities

Execution


Once the deal is closed, it’s up to the transaction management office to successful combine or separate operations and transition to business as usual.

Our M&A consulting team will support post-deal management activities by:

  • Assess & align Target Operating Model (TOM)
  • Confirm and assess governance structure
  • Set-up transaction management office
  • Develop detailed post close execution plans
  • Deliver human capital transition plan
  • Stand-up and staff closing “situation room”
  • Implement risk plan

Support post-deal management activities

Transactions brings in extra work for an organisation

Delivery


The usual day-to-day requirements don’t stop during a transaction. Now, everybody in the company has the extra work a transaction brings. 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 rationalisation.

  • Manage transaction work stream(s)
  • Operationalise “master plan” from transaction management office
  • Develop and execute synergy identification and validation
  • Develop, implement, and execute reporting mechanism
  • Monitor resource leveling and staff augmentation requirements

Transactions brings in extra work for an organisation

Identification of synergies across all workstreams

Clean up


Once a transaction is completed and transitioning to business as usual, clients are often expected to realise synergies set forth in the deal thesis. Our team of professionals is experienced in identification of synergies across all workstreams, implementation and monitoring of financial performance metrics. Our M&A Consulting professionals can also clean up back-office functions that arise from combining ERP’s and other various systems into one unified operating system.

Our focus areas include:

  • Address performance and demand issues while also filling operational roles
  • Stand-up new or relocate existing functions
  • Clean-up accounting and risk backlog

Identification of synergies across all workstreams

Analyse and assess your transaction activities

Assessment


No matter how many transactions you’ve completed, our M&A consulting experts can help analyse and assess your transaction activities for better future results. We can perform “look back” assessments on current and prior activities to identify pain points and better prepare your organisation for the next transaction.


Analyse and assess your transaction activities
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