Advisory

Strategic Mergers and Acquisitions

A merger or acquisition can accelerate growth, expand market access, add capabilities, achieve scale, strengthen supply chains or create a planned exit. Successful transactions require strategic fit, reliable information, disciplined due diligence and carefully negotiated documentation.

Objectives

Typical transaction objectives

  • Market or geographic expansion.
  • Product or service diversification.
  • Capability, technology, talent or intellectual-property acquisition.
  • Economies of scale and operating efficiencies.
  • Supply-chain integration.
  • Succession or shareholder exit.
  • Turnaround or consolidation.
Two advisors reviewing transaction documents in an office

Process

An illustrative transaction journey

Every transaction differs. This sequence is indicative only, and professional advice is essential at each stage.

  1. 1Define objectives and acquisition or merger criteria.
  2. 2Prepare a preliminary profile and valuation range.
  3. 3Identify and screen potential counterparties.
  4. 4Execute confidentiality arrangements.
  5. 5Exchange appropriate information.
  6. 6Submit or receive an indicative proposal.
  7. 7Conduct commercial, financial, legal, tax, operational and technology due diligence.
  8. 8Negotiate structure, consideration, representations, warranties and conditions.
  9. 9Obtain required approvals and complete definitive agreements.
  10. 10Close and implement post-transaction integration.

Share your mandate and we will help identify credible counterparties.