eBooks

Interested in learning more about the ever-changing world of M&A? Check out our library of online books that cover a range of M&A topics such as change management, Agile, best practices, and more.

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How to Adopt Buyer-Led M&A™: 5 Key Steps From Corporate Development Leaders

In this eBook, you'll learn how to adopt Buyer-Led M&A™ with 5 actionable steps from top corporate development leaders—covering strategy, diligence, integration, and value creation.

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The Definitive Guide to Mastering Roll-Up Acquisitions

In this guide, we’ll explore how roll-up strategies help M&A teams hit aggressive growth goals by consolidating markets, streamlining operations, and scaling efficiently.

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Buyer-Led M&A™: A Framework that Redefines Deal-Making to Deliver Long-Term Growth

In this guide, we’ll uncover how Buyer-Led M&A™ is reshaping the deal-making landscape, why it offers a competitive advantage, and how you can implement this transformative framework to drive sustainable growth.

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Top M&A Change Management Challenges & How to Overcome Them

Explore our comprehensive guide to navigating the complexities of change management that occur when adopting new approaches and technologies during the M&A process. This ebook explores various aspects of M&A, from understanding the current state of M&A to addressing common change management challenges and how to overcome them.

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How PE Should Support Portfolio Companies Acquisitions

This eBook outlines the dynamic relationship between PE firms and portfolio company acquisitions. Learn about different go-to-market strategies, role ownership, deal origination, and more.

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Modern M&A Integration Approaches

This eBook combines the learnings of many M&A Integration practitioners. Learn about different approaches, different roles of integration leaders, structural plans, and more.

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How to Approach M&A Negotiations

Learn How to Approach M&A Negotiations from Larry Foreman, an M&A Practitioner with over twenty years of experience in both acquisitions in divestitures.

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The Exit Strategy Playbook: The Definitive Guide to Selling Your Business with Adam Coffey

In this ebook, get a comprehensive overview of selling your business, looking at both the buyer's and seller's side.

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The First Conversation to LOI with Michael Frankel

In this ebook, get a comprehensive overview of the process of sourcing a target, signing an LOI, and closing a deal.

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The First Conversation to LOI with Ken Bond

In this ebook, learn the basic steps involved in sourcing a target all the way through to getting them to sign an LOI/IOI.

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The M&A Process: First Conversation to LOI with Jeremy Segal

In this ebook, learn what steps to take during the entire M&A process, from the first conversation, all the way through to LOI.

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How to Formulate Your M&A Strategy

Read how to create an M&A strategy from Matt Arsenault, VP of Corp Dev at Jamf. Matt goes over the differences between corporate strategy and M&A strategy, how to communicate a strategy, and lessons he has learned throughout his career.

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Why and How to Source Companies That are Not for Sale

Two of the main reasons to source companies that are not for sale include more accurate valuations and avoiding competitive situations. In this ebook, learn from Rishabh Mishra about how to uniquely source deals.

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Successfully Executing Deals as a One Man M&A Team & Building a Governance Structure / Integration Strategy

In this ebook, Tomer Stavitsky, Corporate Development, M&A Lead at Intuitive Surgical, talks about creating the proper governance structure in M&A deals.

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Standing Up an M&A Function

Two main topics were brought to a roundtable discussion with nine corporate development professionals: how to increase your top-funnel M&A pipeline and how to close deals faster.

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M&A Buy and Sell Side Steps

While no two deals are alike, there are items that need to be addressed in every transactions. In this ebook, we walk through the main steps of a buy and sell-side transaction.

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Architecting M&A

Learn how to optimize your M&A practice. In this ebook, you will learn how to develop an M&A management methodology and how to align it with your tech stack.

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M&A Tactics Handbook

Practitioners are breaking away from traditional M&A. This book is a compilation of knowledge from M&A professionals that have come up with proven techniques to move the industry forward.

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How to Set Up Your Integration Team For Success

A team can make or break a company post-close. In this ebook, learn ways to guide your integration team and set them up for future achievements.

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Utilizing Leadership to Understand Culture

Culture can be directly tied into leadership at all levels. In this ebook, learn how to utilize your strongest leaders to positively influence and define company culture.

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The Value of Divestitures

Learn about how divestitures add value that impacts both the company procuring the asset & the seller as they both restructure themselves in a variety of ways.

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12 Biggest Mistakes in M&A Integration

By understanding the big mistakes that can negatively impact the success of an M&A integration you can begin to correct those mistakes, and prevent future ones.

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An Introductory Guide to Talent Focused Acquisitions

A talent focused acquisition is a services-based acquisition that focuses on acquiring people for their skills. In this ebook, learn the ins and outs of talent focused acquisitions.

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Building a Sustainable Joint Venture

Joint ventures have their realities, challenges, processes, perceptions, as well as means of achieving successful results. Gathering the right information about it will reveal all of these and, in this short guide, we will take you through the basics and knowledge you need to have about joint ventures.

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Keeping Teams Aligned During Integration

During the M&A Science Virtual Summit, M&A practitioners talked about integration alignment challenges and tips. Download this free ebook to read the key takeaways from their discussion.

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The Future of M&A

Now more than ever M&A teams are relying on tech. In this PDF, you can access the key takeaways from Dr. Karl-Michael Popp's discussion about the future of M&A tech.

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How to Create an Internal, Effective M&A Communication Plan

Making communication happen, especially when two separate entities with their own cultural DNA are involved, is one of the many monumental challenges of M&A.

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Guide to DealRoom: M&A Lifecycle Management Software

Manage the entire deal lifecycle on one platform. Learn how to use DealRoom's M&A Lifecycle Management Software in this introductory user guide.

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Transforming Through M&A

In this PDF you’ll learn about how M&A is increasingly shifting toward a transformational model and how Agile practices can be incorporated into deal workflows.

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Agile M&A 101

DealRoom’s Agile M&A white paper introduces readers to the principles and benefits of Agile M&A and teaches them how to incorporate the methodology into everyday processes.

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Agile M&A Book

Teams are incorporating Agile methodologies into their strategies. Discover actionable techniques to close more efficient and successful M&A transactions.

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M&A Origination Process Guide

In order to have the proper deals in your pipeline, you need to have a well-thought out origination strategy. Learn how to build your own origination process.

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Top 10 M&A Tips and Practices

Reliable team workflows are critical during any transaction. Discover the top ten best practices for completing successful M&A transactions, and maintaining that success post-close.