Before you embark on any significant journey, while it sounds obvious, it is necessary to understand where you expect to arrive, be clear about the starting point with all who are coming along, and at least have a feel for the minimum you will need along the way to arrive safely and successfully at your destination.
Our first step with clients always is to deliver actionable insights, which inform any further work we do together. We begin with an M&A Preparation Assessment to understand the starting point. This can take the form of an online ‘Deal Ready’ Team Assessment or a detailed M&A Capability Audit to work out broadly what is needed. Some organizations take the next step to create a detailed ‘Deal Ready’ Roadmap. The roadmap is organized around the M&A Fundamentals as discovered in our research.