M&A Fundamentals Framework

M&A Fundamentals Framework

Great programs need structure! Our research findings inspire an M&A Fundamentals Framework that shapes our practical advice and client guidance. It stands to reason that leaders of growth-oriented organizations will aim to address the fundamentals known to improve the experiences people have during M&A transactions. 

Three M&A Fundamentals – Clarity, Capability and Execution – are significantly associated with both achieving expected deal outcomes and creating a deal culture that fosters positive people experiences. M&A Leadership, like Clarity, a predictor of people experience, links these. And as we have learned, Culture touches everything.

Check out this 6 1/2 minute presentation to discover what we learned from our research and how these results inspired our M&A Fundamentals Framework.

M&A Frameworks

When we say Clarity, we mean that the context, premise and strategy of your deal is clear, documented and ready for communication as and when appropriate. 

M&A Frameworks

An important value creator (or detractor) in mergers is the capability of your leadership team as a whole, as well as the behaviour of individual leaders. 

M&A Frameworks

A sure way to accelerate value creation in your transaction is by identifying potential cultural alignments, enablers, mismatches and disruptors well before deal time.

M&A Frameworks

There is no excuse for going into deals unprepared when you have a clear growth strategy that includes mergers, acquisitions or similar activity. 

M&A Frameworks

When we say Execution, we mean getting things done at all deal stages. Whilst tempting to risk a “learn as you go” approach, this often exacts a heavy toll.

Deal Cycle Meets M&A Fundamentals Framework

Our work in the old days was anchored by steps in the deal cycle – Strategy, Deal, Implementation – with a checklist of what needs to be done at each stage.

This deal cycle and sequence of what needs to be done at each stage has not gone away. But based on our research we have fine-tuned how we help organizations to become ‘Deal Ready’ and to be in the best position possible at each deal stage, having critical capabilities already in place.

Check out this just under 4 minute presentation to see how old meets new, providing a practical way to address people risks as we prepare for and execute M&A transactions.

As you can see, work on all M&A Fundamentals begins at the Assessment stage of the Deal Cycle and continues through all stages. Guided by this framework, our first step with clients always is to deliver actionable Insight, which informs any further work we do together. What happens next depends on what the most critical issues are for our clients. 

Isely Associates brings focus and experience to what matters most when navigating mergers and acquisitions – whether it is your first deal or your next deal of many.