M&A Resources for Your Team

With so many companies out there, how do you know who to approach as a potential M&A target? Having a solid origination process helps teams save time and money by enabling them to target the right entities

Learn how private equity teams use a buy and build strategy as a strategic way to add new capabilities to a company's existing platform. In this interview with, Adam Coffey, CEO at CoolSys, Refrigeration and HVAC Systems, learn how PE firms can ramp up the growth of their businesses using the buy or build strategy.

Too many times, we've seen M&A used as a strategy to grow businesses. But in fact, M&A is not a strategy, it's a tool that organizations should use to achieve their corporate strategy.

When it comes to prioritizing what industry to focus on, it all revolves around commitment to stakeholders and investors to deliver growth while looking at the fundamental strengths, strategic attractiveness, and the financial attractiveness of the market.

In order to build an M&A strategy, you need alignment and focus from the business leaders. You also need to keep them motivated and accountable for the deal post-close.

If the growth you plan to achieve over the next five years is ambitious, or your company intends to enter new markets or offer new services, acquiring another company is one of the best ways to make a head start in these endeavours. This requires a clear acquisition strategy.

Learn how to navigate intangible asset valuation in today’s market, avoid the most common mistakes when conducting a valuation, and how the current M&A climate is impacting valuation.

Valuation needs to be adjusted all the time as you discover more things in the process. The diligence and integration planning are the inputs and the valuation is the output.

Establishing an accurate value of a business, whether you’re on the buy-side or sell-side, is an essential component of extracting value from a transaction.

Accurate valuations are a vital component of almost all successful transactions. If you are interested in learning more about valuations, here is a list of the best valuation courses out there.

Not every company uses the same method for valuation. In this session, Brian Buchert and PJ Patel give insight to their team's valuation "secret sauce".

An LOI outlines the structure of the deal, the duration of due diligence, management arrangements and other provisions. And LOI negotiation is best conducted using a legal team

How you approach negotiations can determine the success of the overall transaction and future relationship with the other party.

Throughout Gene and John’s years of experience, they know that plans never go perfectly. Always expect the unexpected. In this webinar, Gene Hugh, Chief Financial Officer at Procure Analytics, and John Morada, COO at M&A Science + DealRoom, discuss how to execute an integration plan on day one

M&A deals are notorious for going belly up, particularly during the integration phase. Why is it that this phase of the process is the most difficult? Kison sits down with Galina Wolinetz from Virtas Partners and James Payne from Merger Integration Consulting to discuss.

This discussion focuses around the topic of how to approach M&A with integration. Hear from Stacy Hendricks, Carlos Cesta, and Javid Moosaji on the importance of finding a well-rounded integration leader and how to get the C-suite aligned and in agreement with one another.

How can companies set the tone for trust and transparency on each side of the deal throughout the deal process? During this session, Jill, Cole, Josh, and Amy discuss ways to help employees navigate through an M&A experience.

Teams are trying to figure out how to modernize IMO, and how to build a synergy plan that actually delivers. In this session, Jonathan and Bill discuss bench strength, creating the right IMO team, tips for modernizing, and more.

Culture and integration start before the deal closes. Do you have the same values? How do you praise performance? In this session, Valeria and Jonathan discuss why culture is so important to deal success.