Essential Activities in the Pre-Deal Phase PPT

This PPT slide, part of the 56-slide Mergers, Acquisitions Best Practices PowerPoint presentation, outlines the key activities involved in the pre-deal phase of mergers and acquisitions, emphasizing the importance of strategic planning prior to executing any transactions. It is structured into 3 primary segments: Corporate Strategy/Portfolio Planning, Target Screening, and Integration Planning. Each segment lists specific actions that organizations should undertake to ensure a successful deal.

In the Corporate Strategy/Portfolio Planning section, companies are encouraged to develop corporate strategies and identify the necessary capabilities for future growth. This involves evaluating whether to pursue acquisitions or build capabilities internally, creating criteria for screening potential candidates, and securing internal support for the initiatives. A communication plan is also essential to align stakeholders.

Moving to Target Screening, the focus shifts to financial modeling to evaluate potential acquisition targets. This includes screening and prioritizing candidates based on their attractiveness and the willingness of their owners to engage in a deal. Identifying operational sources of value for the client's business is highlighted as a critical step, along with assessing possible synergies between the entities involved.

Finally, Integration Planning emphasizes the need to define unique value drivers that will guide the integration process post-acquisition. Developing an integrated operating plan is crucial for ensuring that the merger or acquisition achieves its intended outcomes. Input for negotiations and a well-crafted communication plan are also vital components to facilitate a smooth transition.

Overall, this slide serves as a roadmap for organizations looking to navigate the complexities of mergers and acquisitions, ensuring that they are well-prepared before entering into any agreements.

This slide is part of the Mergers, Acquisitions Best Practices PowerPoint presentation.

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M&A (Mergers & Acquisitions) Strategic Planning Corporate Strategy Best Practices Financial Modeling

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