Strategy

M&A strategy sets the tone for an entire transaction and should be used as a tool that to achieve corporate strategy. Learn the importance of an M&A strategy, how a well-planned strategy can help source deals, and strategy-creation tips with our collection of resources.

How to Tie Deal Origination to Strategy Deployment

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

Creating and Utilizing a Buy and Build Strategy

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.

Formulating an M&A 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.

Managing a Multi-Vertical M&A 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.

How to Work with Business Leaders to Build an M&A Strategy

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.

7 Steps for Developing an Acquisition Strategy

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.

Roll-Up Strategy: A High-Growth Approach for 2022

A roll-up strategy is a focused acquisition strategy that involves the acquisition of multiple smaller companies. The end goal of a roll-up strategy is to create a company of much larger value that is more than the sum of its parts.

Integrating Companies After an Acquisition: How to Have A Powerful Strategy

The acquisition of a new company will probably mean that the buyer’s existing strategy will have to be adapted at the very least, if not changed entirely.

5 Advantages & Disadvantages of M&A as a Growth Strategy

Mergers and acquisitions are a popular growth strategy for companies hoping to expand into new markets, rise above competition or acquire new skill sets in their industries.