Roles and Responsibilities in M&A Process PPT

This PPT slide, part of the 118-slide Mergers & Acquisitions Training PowerPoint presentation, outlines the roles and responsibilities of various stakeholders involved in the M&A process, specifically focusing on the contributions of XYZ, investment banks, lawyers, and accountants. It employs a bar graph format to illustrate the percentage of professional time allocated to different phases of the M&A process, which includes identifying candidates, due diligence, valuation, development approach, deal structure, negotiation, board approvals, and implementation.

XYZ is positioned as a key player throughout the M&A process, engaging in activities such as market valuation, screening studies, and portfolio assessments. The slide emphasizes the importance of XYZ's involvement in the initial stages, where they conduct investigations into key issues and identify potential candidates. This foundational work is critical for setting the stage for subsequent phases.

Investment banks are depicted as providing essential support in pricing and terms, as well as preparing presentations for the board. They play a crucial role in communicating the value proposition and strategic rationale behind the M&A deal. Lawyers are highlighted for their involvement in legal due diligence and drafting necessary documents, such as non-offer letters and scripts for presentations. Their support is vital in ensuring compliance and addressing legal considerations.

Accountants are also mentioned, indicating their role in financial due diligence and ensuring that the financial aspects of the deal are sound. The slide suggests a collaborative approach among these professionals, where each contributes specialized expertise at different stages of the M&A process. This structured framework can guide potential customers in understanding how to effectively leverage these resources for successful deal execution.

This slide is part of the Mergers & Acquisitions Training PowerPoint presentation.

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M&A (Mergers & Acquisitions) Synergy Due Diligence Value Proposition Mergers & Acquisitions M&A Compliance

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