M&A Value Creation

With a winning product or service, you have shown that your strategic choices, creativity and operational discipline are a winning combination. But the next steps are less clear. How to move to new territories, how to expand your capabilities, how to deliver for bigger clients, how to realise some value for your hard work, how to create an exit / capital event, how to move to the next phase of maturity — these are less clear.

A clearly defined future, with the characteristics of size, scale, commercial and value that makes it tangible. After helping you work that out, we work backwards - defining the conditions that need to be real for that future to come about. We look at your business structure, governance, talent attraction, partnerships, finances, commercial model - and prepare a set of near term, transition and long term actions. Getting you ready for sale, finding your next acquisition, creating geographical scale, enhancing your capabilities — all possibilities that require expertise, contacts and the right deal flow. 

Mergers and acquisitions can be expensive or value enhancing. Finding the right opportunities, getting those before they are on the market, and connecting with other owners in the right way are key parts our search programme. We will help you map out, compare and engage with the right opportunities, advisors and structures to make your business work for you and the value you want to realise. 

A transaction is the starting point, value is realised in the integration. We will help you design an integration charter and path that increases your chances of success. Synergies will be identified, operational change management will be designed, communications & cultural considerations applied and implementation managed. Doing no harm to the existing teams and customers while providing space for teams to interact in new ways don’t happen by accident. We create the paths to you arriving at a point in the future with the value and benefits that work for all. 

Many business owners lack a plan for realising value from what they built. The business may fund a comfortable lifestyle - but can’t be sold. The business may be working - but is not set up for scale. The business may have a solid offering in the market - but is at risk of remaining relevant. M&A is a tool alongside organic growth to increase the scale, solidity and value realisation of your business. 

Successful extract value from your business, plan for retirement or include your teams in the future of the firm. Gain new funding or resources to take the business to the next level. Be on the front foot for consolidation or roll-up opportunities. 

• M&A strategy
• Market analysis
• Investment strategy
• Opportunity qualification
• Valuation & financial modelling
• Deal structure & negotiation
• Management of due diligence & deal process
• Process & documentation
• Exit planning
• Post-merger planning
• Synergy & change management