Program Benefits

Actionable ‘Deal Ready’ Roadmap, set to implement

Immediate, applied learning based on our latest global research

Interaction and discovery with peers across industries during the MasterClass series and in group coaching calls

1-on-1 coaching provided by Karen Isely during and following the program

Supporting templates, tools and checklists

Participant Requirements

Suitable for CEO, Head of Strategy/BD, Head of People Function.

Proxies for these roles considered as long as they have deal experience and hold clear accountability for improving deal outcomes.

Investment covers two participants so that learning opportunities and workload can be shared.

Participating organizations selected on application to ensure balanced peer group with no direct competitors.

Apply for 'Deal Ready' Roadmap Program

If you want to join our next available group program, please complete all application elements for both participants. If you have not yet selected a collaborator, leave the second form blank for now.

If you prefer a single company program, just complete the application elements for one participant.

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Program Options*
Participant 1 *

What To Expect

Everyone starts with their prerequisite M&A Preparation Assessment or M&A Capability Audit results.

Master Class Series is Frame for Roadmap Development

Karen Isely facilitates online Master Classes (six two-hour sessions) over 4 weeks to provide the knowledge, process, tools and support for ‘Deal Ready’ Roadmap creation.

  • Essentials for M&A Success – Explore the link Between People Experience and Deal Objectives
  • Mastering Clarity to Improve People Experience and Deal Outcome
  • Mastering M&A Leadership to Improve People Experience in Deals
  • Mastering Culture – Before, During and After the Deal
  • M&A Foundation – Capability and Execution
  • Wrap Up Session – Roadmap Meets Business Rhythm

Weekly group guidance sessions facilitate participant development and Roadmap preparation

Personalized Support

Karen’s aim is to do everything possible to support each participant as they create their ‘Deal Ready’ Roadmap. She provides:

  • 1-on-1 coaching calls as required to provide tailored direction and practical, actionable recommendations
  • Expert review of completed Roadmap
  • Five 1-on-1 progress calls following completion: first quarter monthly, then quarterly


A prerequisite for this ‘Deal Ready’ Roadmap Program  is the completion of either our Team M&A Preparation Assessment or M&A Capability Audit.

Both are confidential assessments of M&A preparation level against factors known to contribute to deal success.

Allow for a minimum of two weeks before the program begins for completion of the Assessment and four weeks for the Audit.


Professional fees on application + local tax as required


½ to 1 day per week, per participant, for Master Class participation and application of learning to build Roadmap in stages

The Cost of Playing
Catch Up is Significant

Having a well-prepared “go to” team is essential to maximize deal value captured.

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