Reporting across multiple projects for routine (or ad hoc) status reports is typically characterized as a draining manual process – where a vast PowerPoint of jumbled dashboards that has a shelf life of about 5 minutes is created. This archaic process is often repeated week after week, resulting in inconsistent presentation of information and overworked team … Read more
Intro: Tracking pipeline metrics goes a long way to providing a constant health check of M&A and corporate development initiatives. Doing so can provide valuable insight into the number of potential acquisition targets being evaluated & in what stage, why targets are being rejected, where things are being held up and how a company is … Read more
M&A reporting has traditionally been characterized by a manual process, whereby deal teams collate reams of data and work it into a static PowerPoint report – which inevitably becomes out of date within hours. The process is repeated week-after-week prior to Monday morning progress meetings – often by a number of ambitious analysts, who are at … Read more
In looking to establish an M&A process, it’s important to start with the basics and add detail gradually. A common mistake is to “copy & paste” a sophisticated best practice process and to attempt layering it upon your organization. While the process might look great on paper, in reality there are likely to be too … Read more
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
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
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
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
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
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