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 through 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.
In some circumstances program fees cover 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 the application elements, including for a second participant if you have been offered this opportunity.
If you prefer a single company program, just complete the application elements for one participant.
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What To Expect
This ‘Deal Ready’ Roadmap Program delivers laser focus for deal preparation efforts, and so much more. The program runs over four months following completion of a prerequisite M&A Preparation Team Assessment, the foundation upon which a tailored roadmap is built. Fundamental to the program is a four week intensive masterclass series that guides participants through all aspects of creating an implementable plan to address critical M&A blind spots, and to manage-deal related business risk.
Four Week Intensive Master Class Series is Frame for Roadmap Development
Karen Isely facilitates live virtual 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
During this four week intensive to start, weekly group guidance sessions and 1:1 progress sessions with Karen 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 progress calls as required during the four week intensive to provide tailored direction and practical, actionable recommendations
Expert review of completed Roadmap
1-on-1 coaching calls monthly following Roadmap completion through program duration.
Prerequisites
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.
Investment
Fees: Professional fees on application + local tax as required
Build: Time investment of ½ to 1 day per week, per participant, for Master Class participation and application of learning to build Roadmap in stages
Implement: Time investment varies depending on Roadmap requirements
The Cost of Playing
Catch Up is Significant
Having a well-prepared “go to” team is essential to maximize deal value captured.