Based on our experience , successfully executing an M & A portfolio strategy requires the establishment of well-defined processes and teams backed by a strong organizational infrastructure and clearly defined prerequisites .
01 Strategy and portfolio management
• Define M & A / divestment goals , budget , and go / nogo criteria
• Develop a blueprint for bringing strategic goals into deal-sourcing and divestment scenarios
03 M & A operating model
• Build an end-to-end operating model with clear KPIs , incentives , and governance processes
• Provide periodic updates and reports to all stakeholders
Success factors
02 Deal execution
• Tackle due diligence and integration / carve-out planning while also getting ahead of processes and having resources ready early on
• Consider corporate culture and organizational health and involve all stakeholders
04 Governance and teams
• Establish a permanent corporate-development and M & A team
• Establish enduring M & A structures , skills , and capabilities
Value creation
Define an equity story for divestment candidates Validate revenue and cost synergies frequently
Create an organizational infrastructure across all M & A stages Establish best practices across all M & A stages
Source : goetzpartners
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