While rebadging is a term HR practitioners are quite familiar with, knowledge of rebadging has not caught on outside of the HR function. Today, we will lean on rebadging expert Sachin Kumar to provide a thorough overview of the rebadging process.

While new products are regularly launched behind large marketing campaigns, research shows it is often the same products that continue to drive revenue for companies. This means many products (or services) must be discontinued or wound down for a company to continue to succeed. However, you cannot just “turn off the light switch” - wind downs are complicated and must be treated as such.

y now it is common knowledge that integration planning should begin early, and integration leads should be part of the deal’s lifecycle, at least from due diligence on. However, integrations still face friction and obstacles in terms of culture and achieving synergies because of a myriad of factors.

70% of serial acquirers feel they do not do a good job of assessing leaders and culture - a staggering stat to say the least given that culture and poor leadership are often cited as the top two reasons deals fail to meet their thesis. Consequently, it is quite obvious if practitioners (especially on the buy-side) do not fully investigate culture and leadership during a deal’s lifecycle, they cannot build a plan to address potential differences and problem areas, which will ultimately have a negative impact on business.

Time and time again, culture is cited as one of the top five reasons for integration failure, and there are a variety of key reasons. The culture waters can be murky as culture might be defined differently company to company, and, let’s face it, everyone tends to point to someone else when it comes to culture.

Perhaps you know the feeling: that sinking feeling after a deal is done that more could have been accomplished - more value extracted, more thoughtful examination of the intricacies of the deal, more forward, original thinking applied.

When integration practices and past integrations are not closely examined and learned from, it can be easy to revert back to old ways and/or rely on standardized playbooks in the midst of the chaos of a deal. Integration is a delicate art that must value people and culture, and more and more practitioners are realizing this, yet still making mistakes and falling victim to common, incorrect assumptions. Today, we examine six incorrect approaches to integration and attempt to learn from them. 

Divestiture, often seen as far less exciting and glamorous than traditional acquisition, has many nuances that make it complicated, but it is a powerful tool in gaining value. Here we pull advice from practitioners with 1,000 deals behind them so you know specifically what to do and what not to do when it comes to divesting. 

Hostile M&A has been part of the transaction space for decades and was especially popular in the late 1900s. In fact, perhaps you have heard the sometimes soap-opera- like stories behind the AOL-Time Warner hostile takeover, or the InBev and Anheuser-Busch hostile takeover, or more recently the Sanofi-Aventis takeover of Genzyme Corp.

The business acquisition manager role within a company is a privileged one; the role, which sometimes overlaps with that of the corporate development officer, involves finding suitable target businesses for their company to acquire, and managing the process from initial contact right through to change management and integration.

Simply put, strategy drives transactions; however, those less experienced in the realm of M&A might fall into the trap of confusing M&A for strategy. Expert practitioners caution that M&A by itself is not a strategy, rather M&A is a powerful tool that can help a company achieve its objectives (sometimes at an accelerated pace).

The sooner the due diligence phase of your transaction starts, the better. This means creating a comprehensive checklist of the documents that will be required from both sides of the transaction (see below) and coordinating who is accountable for each element of due diligence.

The largest seller challenges in M&A transactions often revolve around the preparation of financials and other documents for due diligence. The seller’s ability to do this well can allow him/her to address weaknesses and anticipate the questions of potential buyers; however, it is a taxing process that benefits from the help of others, such as investment bankers and lawyers, and methodical organization and project management.

The current global pandemic known as COVID-19 is impacting all aspects of life as we know it and virtually causing world economies to grind to a near standstill, as energies are focused on treating victims, stopping the virus spread, and finding both therapeutic and vaccination solutions to the disease.

This blog is a walk through of the DealRoom platform from a general user point-of-view.

With data breaches, phishing emails, and hacking become all the more common, IT security measures and the role of the CTO (and the CIO) is increasingly critical. Security decisions need to be aligned with business goals and strategies; however, even when they are, they are often viewed as unpopular - at least initially.

The traditional M&A playbook is generally thought of as a set of best practices that guides an organization through the complexity of M&A. However, something we all know: every M&A deal is totally unique with the kind of gotchas capable of challenging even the most experienced professional.

A major problem is that M&A is very traditional in its approach. These days M&A is very much about business model change. Whether it’s about new technologies, channels to market or capabilities, the purpose of M&A today is very different to the past. Since the purpose of M&A has changed, the process of M&A must change too.

It is well recognized that data rooms are indispensable in the M&A process.

One of the aspects of M&A science still missing in many companies is the lack of focus on growth capabilities.

When selling your business, there are several advantages to having due diligence documents prepared in advance.

When buying a business, the decision whether to structure the transaction as an asset purchase or a purchase of common stock is an extremely important consideration. On the surface, many company acquisitions appear to be straight common equity purchases until further investigation reveals that the buyer has just purchased the target’s assets and selected liabilities.

Undoubtedly, Human Resources deserves a seat at the M&A table. As more practitioners are taking culture, the change curve, employee satisfaction (a satisfied employee equals a productive employee), and employee expertise into account during deals, HR’s role continues to grow.

It is not uncommon for M&A practitioners or business players to think of divestitures as being similar to acquisitions.

In much the same way that buyers of businesses need to conduct due diligence to extract maximum value from transactions, sellers can maximize the value they gain from selling their business through conducting sell-side due diligence. Below, we have together a list of steps to be followed in chronological order.

There is a rich and growing literature on mergers and acquisitions.

Once the buyer and seller have reached an agreement in principle, it’s time for the buyer to draft the letter of intent (LOI)

Several enormous M&A deals occurred in 2019. Although the volume of total mergers and acquisitions decreased somewhat as to previous years, the average deal size has substantially increased. 

One-off costs are regularly overlooked in the M&A process. pre-transaction costs’ and ‘post-transaction costs’ is testament to this.

There are a number of reasons why M&A deals and M&A integrations fail, and educating yourself and your team on why they fail can help prevent this from happening or at least from happening as frequently. 

Mergers and acquisitions are some of the most difficult maneuvers to pull off in business. From making sure that the company cultures are compatible with each other, to sorting out the leadership structure of one’s new enterprise, it seems there’s no end to the tasks that must be completed.

With the beginning of the year balance sheet showing a healthy cash balance, you may be encouraged to seek out an acquisition in the coming months.But there’s more than one way to fund an acquisition than simply tapping company funds.

Earlier this year, in a piece on Disney’s Chief Executive Officer, Bob Iger, CNBC confidently proclaimed that Iger had successfully completed “one of the most remarkable revitalizations of any iconic American brand.”

As soon as you don’t have a good answer to the question ‘why are we doing this?’ the merger or acquisition has just run into its first problem and the chances of others arising are already higher as a direct consequence. A good way to avoid this happening is to go back to basics. Establish what you want and whether M&A is even the way to go about it achieving it. 

When important M&A transactions occur, it can have a major impact on markets and stock prices...

We have seen over the last decade how technology has disrupted how information is stored and shared during the various stages of the M&A lifecycle. Some of these disruptions have also led to improved and new ideas surrounding workflow. 

In the typical business plan, the SWOT analysis is little more than an afterthought, hidden away at the back of the document...

Before you do anything, there has to be a good ‘why'.What motivates you to buy a company?

Before deciding to sell a business without an investment bank, it’s useful to understand the role that the banker plays when representing a seller in a transaction.

M&A is full of risks and surprises. Here are five crucial steps to take which help to avoid M&A transaction risks.

Public companies are traded on the stock market, while private companies are not, therefore, private equity refers to investments based on the capital that is not public.

M&A transactions are complicated and meticulous, and M&A teams are often juggling more than one transaction at a time.

Making a deal can often be very attractive, with senior leadership imaging all of the growth opportunities that could be derived from making a deal. Sometimes people get infected with a disease called deal fever. View this guide on deal fever as a prescription of sorts, so the disease can be treated before you even catch it.

A thorough investigation into, and understanding of, a company during due diligence is essential to a deal’s success - whether you are buying a small business or a larger corporation. However, it is no secret that it can be hard to keep your head above water during diligence. 

DealRoom was announced number 25 of the top 50 B2B technology companies in Chicago

A vertical merger is one form of transaction that holds a lot of strategic value for organizations looking to grow their presents in the marketplace. But what is a vertical merger and how do organizations decide to conduct these unique transactions?

Due diligence is defined as the research and analysis of a company or organization done in preparation for a business transaction..

M&A refers to the combining of two companies - the buy-side, or the acquirer, and the sell-side, or the target. More specifically, a merger is combining the buy-side and the sell-side into one company...

M&A transactions are intricate and involve a lot of moving parts. Deal pipeline management helps teams keep track of where deals are in their lifecycle, what deals are coming up, and any areas of concern.

Equity research sell-side is related to investment banking, though it often does not get the same amount of attention. The research analysts relay information to the investment banks’ sales-forces and executives. We will discuss additional differences between these two areas in the career section below. 

Investment bankers are a key part of mergers and acquisitions because they work to determine the appropriate value of the companies involved in the merger or acquisition. In this case, the banker represents either the sell side or the buy side. However, investment bankers also participate in deal sourcing where they will research the market and initiate a conversation with companies, proposing potential deals

Whether you are on your commute to work, at the gym, or just relaxing, podcasts are a great way to educate yourself and stay informed about the latest happenings and trends in the finance industry, such as corporate development. 

Merger and acquisition deals make the world go round and with time, deal values and complexities continue to increase. US companies have always been prone to M&A deals, and here are some of the largest M&A deals in our history.

Data room users tend to be busy people. They need their virtual data room to be straightforward, innovative, and easy to manage. Luckily, data rooms typically don’t take long to open. No matter which provider you use, you will need to follow these simple steps in order for your virtual data room to be active.

Podcasts are a unique and convenient way to stay informed about the latest happenings in the investment banking industry. Let’s take a look at the 10 best investment banking podcasts out there.Here's a quick look at the best investment banking podcasts.

Podcasts are a unique and convenient way to stay informed about the latest happenings in the financial world. Let’s have a look at the 10 best private equity podcasts available.

Deal software is designed to assist teams in the initiation, planning, execution, and closure of deals. Deal management software also helps teams manage diligence, integration, and deal pipelines.

With any business, keeping great records and staying organized is essential for success. Thanks to virtual data rooms, teams now have an easier way to store and access organized data. With a virtual data room index, you can have every document you need neatly organized and just a click away.

Corporate development teams work day in and day out building relationships and mastering a cadence of communication in order to favorably position themselves to prospective sellers. In this article, we will explore how the best corporate development teams identify their targets, move past “gatekeepers” to build relationships with sellers...

The legwork behind VDR shopping is of the utmost importance, and while it takes a bit of time, it does not have to be complicated and will surely yield positive outcomes for your business and its stakeholders. Here, we simplify and fortify the process of selecting a virtual data room.

From finance, to mergers and acquisitions, real estate, healthcare and more, VDRs have become a staple in how people all over the world gather and share information. Consequently, more VDR use means more VDRs are popping up on the market and finding the right one can be difficult- especially with the escalating number of fake reviews being placed to promote specific VDRs.

Legal due diligence is an examination into a business by re-viewing documents and interviewing employees. Legal due diligence is completed when a company or interested party is looking to buy or invest in a business.

Podcasts are a fun and convenient way to stay informed about the latest happenings in the financial world. Let’s have a look at the 10 best M&A podcasts available.

Virtual data rooms designed with M&A in mind allow stakeholders to work more collaboratively, effectively, and efficiently throughout the lifecycle of a deal.

Virtual Data Rooms (or VDRs) are secure, cloud-based storage systems for confidential information. While they can be utilized for almost any data-sensitive application...

A virtual data room is a cloud-based platform designed to organize and share data. And more modern VDRs help make the due diligence process smoother and more efficient.

Virtual data rooms are the best place to store information online in a safe location. They not only speed up the due diligence process, but also help teams stay organized while sharing data and files.

Virtual data rooms have become increasingly popular over the past few years and the market doesn’t appear to be slowing down anytime soon.

Free virtual data rooms may seem like an attractive option, especially to smaller companies. But here are the reasons teams should steer away from free virtual data room providers.

Over the last 15 years, Virtual Data Rooms (VDRs) have become one of the fastest growing and most powerful tools in computing software. They have stripped away all roadblocks between place, time and location, by bringing people together all over the world. The market for VDRs is at a steady increase and predicted to keep growing.

It goes without saying, the business landscape has changed greatly over the last two decades, but integration strategy, planning, and execution remain in the 1990s because they are all too linear in a world that is constantly changing. The takeaway here is value creation has shifted.

Deal management is the organization and processes behind deal workflows, that includes strategies, team members’ roles, software and technology, and more. Deal management is each and every step that gets a deal through the full lifecycle, from day one to close.

By the time many deals get to the integration phase, team burnout and fatigue, along with all of the moving pieces of two companies coming together, can create some murky, complicated waters. Here are four common integration problems facing M&A practitioners.

Private equity vs. investment banking, which is better? These are age old financial questions that are dependent on the individual circumstances of the investor. The first thing to understand, though, is that both investment banks and private equity firms have their sights set on the same goal: maximizing profits for investors. But they do so from different directions.

Effective deal tracking is no easy task. It requires diligence and the proper tools to keep everything in order and flowing in the right direction. You have to delegate and communicate with the right people, all while conducting due diligence and managing different personalities and operations.

DealRoom's CEO and Founder, Kison Patel, was recently accepted into Forbes Technology Council

DealRoom's CEO and Founder recently presented on Agile M&A at the 2019 Silicon Valley Scrum(mit)

These DealRoom software help guides review the requests, documents, groups, and analytics tabs in detail.

M&A professionals and stakeholders deserve a platform designed for their needs and specific pain points. While traditional CRM software can be useful to other industries, the high-pressure, complex and ever-changing nature of the M&A industry calls for something more advanced and targeted.

The lesson here is a simple one related to human nature: people will follow the leader if they believe in the leader and his/her mission.