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.

Download the Full Presentation

EXPLORE MORE SLIDES FROM THIS PRESENTATION

EXPLORE MORE PRESENTATIONS ON

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

Are you familiar with Flevy? We are you shortcut to immediate value.

Flevy provides business best practices—the same as those produced by top-tier consulting firms and used by Fortune 100 companies. Our best practice business frameworks, financial models, and templates are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience.

Trusted by over 10,000+ Client Organizations

Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.

Flevy is the world's largest knowledge base of best practices.

Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.

Read Customer Testimonials

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I

... [read more]

– Nishi Singh, Strategist and MD at NSP Consultants

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World

"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The

... [read more]

– Roderick Cameron, Founding Partner at SGFE Ltd

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor

... [read more]

– Michael Duff, Managing Director at Change Strategy (UK)

"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact

... [read more]

– Roberto Pelliccia, Senior Executive in International Hospitality

"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy

... [read more]

– Ed Kemmerling, Senior Lean Transformation Expert at PMG