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Mergers & Acquisitions process

Milestones and Key steps

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Strategy

Transaction

Post-Merger-

Integration

Milestones

Key Steps

  • Strategy Concept
  • M&A strategy
  • Market screening & target identification (long & short list)
  • Company profiles, strategic and cultural fit, initial valuation
  • Project team and advisors
  • Game plan
  • Internal project approval

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  • Approach target
  • Sign NDA
  • Negotiations
  • MoU or Letter of Intent
  • Due Diligence
  • Business plan & final valuation (incl. synergies)
  • SPA Negotiations
  • Deal structuring (incl. tax)
  • Internal board approval
  • Define integration plan
  • Deal Signing & Closing
  • Internal & external communication
  • Day1 Kick-off
  • Integration implementation and management
  • Maintain focus - track and realize synergies
  • One year after closing: Review and report to board
  • Portfolio Management
  • Lessons learned (improve the internal process)

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