Are you considering whether to merge your business with another business?
Or, are you considering acquiring a business and integrating it into your existing business? Perhaps you’ve been charged with bringing two or more businesses together and it’s not clear whether it will be a merger or an acquisition.
Maybe you are mid-way through a merger or acquisition and find yourself (or others) struggling to make sense of the process…
Leading a merger or acquisition can be overwhelming. It is understandable if you feel lost as to where to start. Whether it is the first time you have been asked to lead a project like this or not, unless you are an investment banker it’s not a path you are required to tread on a regular basis.
Our checklist has been created to help you understand the role of a Facilitator in leading a merger or acquisition.
It also caters to the needs of someone who is trying to choose an appropriate Facilitator. It will help orient you to the task at hand and assist you determine whether to consider enlisting professional assistance in successfully leading organisational transformation initiatives.
What the checklist includes
In the downloadable “Facilitator Checklist” PDF you will find:
- An outline of the role of a M&A Facilitator
- A detailed checklist of some of the key tasks the Facilitator needs to attend to with respect to the parties, transaction and validating the fit
- Things you should consider when assessing your capacity to perform the role
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