M&A Blog and News

January 13, 2024

Fundamentals of Near-Term Acquisition Strategy and Planning 
By M&A Leadership Council 

When considering the integration strategy and planning for a near-term acquisition, there are fundamental factors to consider, especially regarding timing, the approach to integration, differentiation between deal types, .....

January 11, 2024

Understanding Value Drivers, Value Creation and Synergies
By M&A Leadership Council 

In the landscape of mergers and acquisitions, understanding and harnessing the concepts of value drivers, value creation, and synergies are paramount to the success of any strategic transaction.....

January 8, 2024

The Art of M&A® / Integration: The Postmerger Plan
An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux

Some plans never get implemented or get implemented poorly. How can postmerger planners avoid this problem?
The following 15-point M&A planning checklist can help integration planners at the senior .... 

January 4, 2024

How to Execute Your First Acquisition
By Mark Herndon, Chairman Emeritus of M&A Leadership Council 

Over the years, we've met with dozens of executive teams ranging from roughly $100M to well over $3B in annual revenues that were just then venturing out to buy their first-ever company – or in some cases, their first .... 

December 19, 2023

What Workstream Leads Need to Develop to Improve Deal Success

M&A is a team sport. Just like other team sports, it takes people with a variety of strengths, skills and knowledge to put a winning M&A team together. M&A success is heavily dependent upon top-down leadership to provide the strategy....

December 13, 2023

Success Depends on Planning and Coordination Across the Enterprise
By Lori DeVincent, CMAS, M&A Leadership Council Alumna and Director of Information Technology at ResCap Liquidating Trust

Many times the decision to divest a business entity is made in a board room, kept quiet or shared with a limited audience until the close of the deal. Of course, there are many good reasons to limit those in the know. But if you are responsible .....

December 11, 2023

The Story of the 2-Day TSA
By Mark Juergens, Senior Partner, M&A Partners

Over dinner one night during a recent client engagement, the Vice President of Corporate Development leaned forward across the table, and as if whispering a stock tip, asked, “What is the fastest you’ve ever developed a transition services agreement (TSA)?”

October 30, 2023

Sometimes Complete Integration Isn't the Right Answer
By Jeffrey Cartwright, M&A Leadership Council Alum and Managing Partner of Shoreview Advisors

After only one day of due diligence, our integration team had to decide whether to Newellize Holson Burnes. We initially identified no synergies in sales, marketing or product development. Thus we opted to Newellize Holson Burnes as a hybrid......