What You Need to Know About SaaS Due Diligence

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Slack is worth over $5 billion. Shopify, $10 billion. LinkedIn was acquired for $26 billion and Salesforce is nearing $100 billion in market cap. The shared trait among these tech stars: a SaaS (software as a service) business model. Unlike physical inventory and brick and mortar-governed growth, cloud- based software has created a rapid and profitable way … Read more

How to Approach IT Post-Merger Integration

A Guide to M&A Deal Flow and M&A Pipeline Management

Information Technology within companies has moved from a position in which it is seen as a cost to one in which it is seen as an asset. In the digital era, with customers increasingly expecting service anytime, anywhere, IT is at the core of meeting and exceeding customer expectations. Consequently, considerations related to IT post-merger integration are becoming increasingly … Read more

GDPR Compliance: New Rules For M&A?

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n May 25th, 2018, the major data privacy legislation known as General Data Protection Regulation (GDPR) takes effect. GDPR introduces substantial changes to existing European Union privacy laws and provides a regulatory framework for the treatment of personal data belonging to EU citizens. Given the linkage between personal data exchange and transaction activity, teams engaged in deal … Read more

Digitalization of Retail Banking & Implications for M&A

A Guide to M&A Deal Flow and M&A Pipeline Management

Few industries are undergoing shifts and transformation the way retail banking is today. An industry that, for decades, has struggled under the burden of regulation, complexity and legacy systems – appears poised to emerge. As technology increasingly becomes an enabler of better customer experience and more efficient operations, the sector is on the cusp of … Read more

How to Plan & Execute a Post-Merger Integration

A Guide to M&A Deal Flow and M&A Pipeline Management

Whether the objective is obtaining a new business unit by acquisition or merger, re-organizing different divisions of a company or building up an in-depth partnership, a successful integration can be a challenge. Creating an operative base to reach strategic M&A goals may take a long time – indeed, post-merger integration processes often take much longer than expected, … Read more

Success Factors in Corporate Venturing

A Guide to M&A Deal Flow and M&A Pipeline Management

The impetus for corporate venturing is obvious: a corporation’s investment in startup companies can create new means to drive growth, financial return and advance strategic priorities. Generating valuable growth for shareholders, whether in the present or future, requires that companies clearly understand their strategy and operational capabilities. Clarity in these areas, and a demonstrated commitment … Read more

Spend More Time Thinking About IT Due Diligence

A Guide to M&A Deal Flow and M&A Pipeline Management

Technological advancement is changing the way companies compete. The torrid pace of innovation requires commitment to digital transformation in a way that few companies can keep up with using internal capabilities alone. This is why M&A transaction rates continue to climb. Companies with well-oiled deal processes find that these campaigns safeguard and advance their business models, … Read more

7 Post-Merger Integration Best Practices – Deal ROI

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First, the bad news. HBR cites research suggesting that 60% of significant mergers actually destroy shareholder value. Other published research notes deal failure rates of anywhere between 50% and 85%. One KPMG study found that 83% of deals were unsuccessful in delivering any discernible business benefit. A separate study by A.T. Kearney concluded that total returns on M&A were negative (source). … Read more

5 Key Steps To Capturing M&A Synergies

A Guide to M&A Deal Flow and M&A Pipeline Management

Closing a deal is difficult – however, the capturing of synergies post-deal is arguably even more difficult. The objective of M&A is to create value – yet once the dust has settled, “deal fever” has subsided and post-merger integration is underway, it is easy for an acquirer to lose sight of the goal of synergy capture. For a … Read more

Talent Retention in M&A: Best Practices

A Guide to M&A Deal Flow and M&A Pipeline Management

An M&A strategy might make perfect sense on paper, but the core driver – people – can easily be ignored. While for many organizations hard facts relating to revenue and costs lie at the heart of the deal rationale, the less tangible, human side of M&A can be equally important. Indeed, in today’s era of … Read more