M&A Toolkit | By ex-JP Morgan Investment Bankers
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Mergers and Acquisitions Toolkit

This M&A Toolkit was created by former JP Morgan Investment Bankers, and McKinsey & Deloitte Consultants, after more than 4,000 hours of work. It is considered the world's best & most comprehensive Mergers and Acquisitions Toolkit. It includes all the Frameworks, Best Practices & Templates required to improve the M&A capability of your organization and boost your personal career.

Editable Toolkit to help you reuse our content: 900 Powerpoint slides | 65 Excel sheets | 7 Word pages | 70 minutes of Video training

Number of users:

US $1,990

One-off payment & lifetime use

Content

contents

Objectives

This Toolkit includes frameworks, tools, templates, tutorials, real-life examples, best practices, and video training to help you:

  • Improve the M&A capability of your organization and boost your personal career with our 7-phase approach: (I) Define your M&A Strategy, (II) Identify Target Companies, (III) Build a Business Case and Financial Model, (IV) Conduct a Due Diligence, (V) Execute Transaction, (VI) Conduct the Post Merger Integration, (VII) Activities specific to Carve-outs
  • (I) Define your M&A Strategy: (1) Company mission, vision and values, (2) M&A key considerations, (3) M&A strategic objectives and key performance indicators, (4) M&A team, (5) M&A guiding principles, (6) Target screening criteria, (7) Current M&A pipeline
  • (II) Identify Target Companies: (1) Potential target companies and data collection, (2) High-level assessment of potential target companies, (3) Shortlisted potential targets, (4) Financial statements analysis, (5) Valuation: DCF model, comparable company analysis, and precedent transaction analysis, (6) Targets approved for the business case phase
  • (III) Build a Business Case and Financial Model: (1) Strategic benefit, (2) Feasibility, (3) Financial benefit, (4) Comprehensive M&A financial model including acquirer model, target model, merger assumptions & analysis, and pro forma model, (5) Simple Financial model including integration cost, revenue synergy, cost synergy, NPV, ROI, and IRR, (6) Letter of intent or term sheet
  • (IV) Conduct a Due Diligence: (1) Data room and clean room, (2) Work plan including key business case hypotheses & assumptions, (3) Due diligence to validate key hypotheses and assumptions, (4) Updated valuation, business case, and financial model, (5) Recommendation to make (or not) a formal offer to acquire the target company
  • (V) Execute Transaction: (1) Deal structure, (2) Sale and purchase agreement (SPA), (3) M&A negotiations, (4) Signing and closing the M&A deal
  • (VI) Conduct the Post Merger Integration: (1) Integration strategy, (2) Integration & synergy initiatives, (3) Detailed Plans, (4) Implementation & Monitoring, (5) Change Management and Internal Communication, (6) Stakeholder Engagement
  • (VII) Activities specific to Carve-outs: (1) Exit readiness, (2) Transaction perimeter , (3) Separation concepts, (4) Management presentation, (5) Legal entity, (6) Separation execution

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  • Improve the M&A capability of your organization and boost your personal career with our 7-phase approach: (I) Define your M&A Strategy, (II) Identify Target Companies, (III) Build a Business Case and Financial Model, (IV) Conduct a Due Diligence, (V) Execute Transaction, (VI) Conduct the Post Merger Integration, (VII) Activities specific to Carve-outs
  • (I) Define your M&A Strategy: (1) Company mission, vision and values, (2) M&A key considerations, (3) M&A strategic objectives and key performance indicators, (4) M&A team, (5) M&A guiding principles, (6) Target screening criteria, (7) Current M&A pipeline
  • (II) Identify Target Companies: (1) Potential target companies and data collection, (2) High-level assessment of potential target companies, (3) Shortlisted potential targets, (4) Financial statements analysis, (5) Valuation: DCF model, comparable company analysis, and precedent transaction analysis, (6) Targets approved for the business case phase
  • (III) Build a Business Case and Financial Model: (1) Strategic benefit, (2) Feasibility, (3) Financial benefit, (4) Comprehensive M&A financial model including acquirer model, target model, merger assumptions & analysis, and pro forma model, (5) Simple Financial model including integration cost, revenue synergy, cost synergy, NPV, ROI, and IRR, (6) Letter of intent or term sheet
  • (IV) Conduct a Due Diligence: (1) Data room and clean room, (2) Work plan including key business case hypotheses & assumptions, (3) Due diligence to validate key hypotheses and assumptions, (4) Updated valuation, business case, and financial model, (5) Recommendation to make (or not) a formal offer to acquire the target company
  • (V) Execute Transaction: (1) Deal structure, (2) Sale and purchase agreement (SPA), (3) M&A negotiations, (4) Signing and closing the M&A deal
  • (VI) Conduct the Post Merger Integration: (1) Integration strategy, (2) Integration & synergy initiatives, (3) Detailed Plans, (4) Implementation & Monitoring, (5) Change Management and Internal Communication, (6) Stakeholder Engagement
  • (VII) Activities specific to Carve-outs: (1) Exit readiness, (2) Transaction perimeter , (3) Separation concepts, (4) Management presentation, (5) Legal entity, (6) Separation execution

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  • Aurelien Domont

    Ex-Deloitte Consultant

    15 years of experience

  • Daniel Curtis

    Daniel Curtis

    Ex-McKinsey Consultant

    16 years of experience

  • Tony Altimore

    Tony Altimore

    Ex-Booz Allen Hamilton Consultant

    15 years of experience

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    Syed Ali Usman Gardezi

    Ex-McKinsey Consultant

    15 years of experience

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    Abhishek Bhalla

    Ex-Accenture & IBM Consultant

    15 years of experience

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    Karola McArthur

    Ex-Deloitte Consultant

    20+ years of experience

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    Akshata Prabhu

    Ex-Bain & Company

    5+ years of experience

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    Ilija Sovilj

    Ex-Ernst & Young Consultant

    10 years of experience

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    Hussein Al-Aaraj

    Ex-Accenture Consultant

    26 years of experience

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    Raimonds Kulbergs

    Ex-Deloitte & EY Consultant

    12 years of experience

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    Ex-PWC & Kurt Salmon Consultant

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    Ricardo Agostini

    Ex EY and PWC Consultant

    19 years of experience

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    Gabriela Hrasko

    Ex-McKinsey Consultant

    15 years of experience

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    Yoann C.

    Ex-Mckinsey Consultant

    20 years of experience

  • Swati Lohiya

    Swati Lohiya

    Ex-Mckinsey Consultant

    17 years of experience

Strategy

Helping a global automotive company increase market share by 15% over 2 years through a comprehensive market entry strategy in Asia.

Business Plan

Developing a 3-year business plan for a small tech startup, resulting in a 50% increase in revenue and a successful Series A funding round within 12 months.

Operating Model

Redesigning the operating model for a global pharmaceutical company, resulting in a 20% reduction in operational costs and a 30% increase in efficiency within 18 months.

Digital Transformation

Implementation of a digital transformation strategy for a small retail business, resulting in a 40% increase in online sales and a 25% reduction in operational costs within 12 months.

Mergers & Acquisitions

Facilitating the merger of two mid-sized tech companies, resulting in a 25% increase in market share and $50 million in cost synergies within 18 months.

Valuation

Conducting a valuation for a mid-sized manufacturing company, resulting in a 35% increase in perceived market value and securing $75 million in investment within 6 months.

Post Merger Integration

Helping the post-merger integration of two financial services firms, achieving $100 million in cost synergies and a 15% increase in combined revenue within 24 months.

HR and Talent Management

Implementing a new performance management system across a multinational technology company, resulting in a 20% increase in employee productivity.

Leadership Development

Defining and implementing a global mentoring program that cut employee turnover by 29% through mentorship.

Supply Chain

Helping a leading global fashion brand cut down on its manufacturing lead times by nearly 60% by improving its sales & operations planning.

Lean Six Sigma

Implementing a Lean Six Sigma project to reduce production cycle time by 25% and increase customer satisfaction by 15% for a manufacturing client.

Mergers & Acquisitions

Helping on the acquisition of a European fintech company by a global bank, resulting in a 20% increase in digital banking customers and $200 million in cost synergies within 12 months.

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