M&A Lifecycle

7 guides for the decisions and work in this part of corporate development.

M&A Process Overview

Run the acquisition lifecycle as a sequence of evidence-backed decisions, with concurrent workstreams, explicit commitments, and a controlled transfer into operations.

Target Identification & Sourcing

Find and engage acquisition targets through thesis-led market research, coordinated relationships, disciplined outreach, and evidence-based qualification.

Letter of Intent & Term Sheet

Prepare an authorized LOI position that makes price assumptions, transaction perimeter, diligence access, exclusivity, and open decisions explicit.

Due Diligence in M&A

Design diligence around investment-critical hypotheses, reliable evidence, cross-workstream implications, and explicit decisions on price, terms, and integration.

M&A Negotiation Strategies

Prepare and control an M&A negotiation through explicit mandates, package economics, evidence-led concessions, and a disciplined response to changing terms.

Issue & Risk Management in M&A

Maintain a decision-oriented transaction risk register that connects evidence, financial exposure, contractual responses, integration actions, and accepted residual risk.

Post-Merger Integration (PMI)

Design and execute integration around the investment thesis, business continuity, accountable value initiatives, dependency management, and a verified transition into operations.