Mergers & Acquisitions Strategic Analysis Toolkit (Excel XLS)

This toolkit is used to develop M&A strategy and prioritize potential targets.

Table of Content
•  Introduction
•  Business base & Market aspiration
•  Strategic criteria
•  Capabilities & Gaps/Diagnostic questions
•  Criteria ranking
•  Skill & Importance analysis
•  Portfolio evaluation/positioning
•  Internal & External analysis
•  Target identification
•  Secondary filtering
•  Screening results
•  Criteria level analysis
•  Selected target deep-dive comparison
•  Comparison matrix

This toolkit provides a comprehensive approach to evaluating potential M&A targets, ensuring that all critical factors are considered. The detailed instructions guide users through the process of determining market segments and business units, identifying strategic drivers, and evaluating the value proposition. The toolkit also emphasizes the importance of understanding barriers to entry and profitability through the cycle, providing a robust framework for making informed decisions.

Moreover, the toolkit includes a thorough analysis of financial size and performance, covering key aspects such as revenue growth, cost structure, and distribution channels. The inclusion of customer expectations and dedicated distribution channels ensures that all relevant factors are considered in the evaluation process. This holistic approach helps in identifying the most promising M&A opportunities.

The toolkit also features a comprehensive competency analysis, focusing on technology leadership, differentiating competencies, and cultural alignment. By evaluating these factors, users can identify potential synergies and areas for improvement. This ensures that the selected targets align with the strategic goals and capabilities of the acquiring organization.

The toolkit also includes a detailed comparison matrix, allowing users to compare various candidates side-by-side. This feature simplifies the decision-making process by providing a clear visual representation of each candidate's strengths and weaknesses. The ability to rank and score different criteria ensures that the most suitable targets are identified, facilitating a successful M&A strategy.