M&A Lifecycle

7 guides for the decisions and work in this part of corporate development.

M&A Process Overview

The stages of an acquisition, the decision each stage must make, and how to plan the timetable from first screen to post-close review.

Target Identification & Sourcing

Find companies that fit your strategy, research them carefully, and approach their owners in a way that builds relationships before anything is for sale.

Letter of Intent & Term Sheet

Write an approved letter of intent that states the price basis, what is being bought, the diligence process, and what is still unknown.

Due Diligence in M&A

Test the assumptions the deal depends on, judge how reliable the evidence is, and turn each finding into a change in price, terms, plan, or decision.

M&A Negotiation Strategies

Prepare for an acquisition negotiation by knowing your alternative, learning what the seller values, trading whole packages, and tracking the full economics.

Issue & Risk Management in M&A

Keep one deal risk register that ties each risk and issue to its evidence, the financial case, the contract, and a named owner with authority to act.

Post-Merger Integration (PMI)

Plan integration around the deal thesis, keep the business running on Day 1, deliver the promised value, and hand the work over to operations.