Mergers and Acquisitions

Buy and scale

A well executed Merger and Acquisition can add significant value to your business.

Mergers and Acquisitions can be complex, challenging and fraught with unseen risks. Such risks when missed by the untrained eye, can spell disaster to one or all parties involved.

As a trusted partner in the process, our clients can rely on us to spot a good deal from a bad one, identifying and assessing risks early in the process.

A typical M&A strategy will include:

  • Acquisition strategy
  • M&A search criteria
  • Acquisition planning and positioning
  • Due diligence and vetting
  • Valuation analysis
  • Financing requirements
  • Negotiations
  • Purchase and sale closing agreement

A crucial step in M&A practices is understanding the motives of the company or investor.

Motivations and the drivers behind them, determine the types of deals being pursued. The most common reasons for pursuing an M&A include:

  • Consolidation of assets
  • Position for growth
  • Greater access to a target market
  • Additional resources
  • Gain a competitive advantage
  • Improving financial performance

We partner with clients and investors to maximize M&A opportunities.

We bring our clients alignment and integration expertise, in-depth risk assessed data, decision support, and deep industry knowledge supported by a strategic network of trusted professionals and deal makers built over 25 years. We have experience closing deals of most sizes and types, including JVs, Strategic alliances, and Project Partners.

  • Joint Ventures, Strategic Alliances: A joint venture is a contractual agreement between two or more business entities, with obligations to perform. Joint ventures can also include the formation of a legal entity.
  • A strategic alliance is an agreement between two or more entities collaborating to enhance each others business.
  • Project partnerships: A project partnership is a project specific short term formal agreement or arrangement between two or more entities in pursuit of a project. The partners may team as a one-off or multiple times.

Reasons to consider a project partner include:

  • Strengthening and enhancing the project technical experience, project proposal and project team resume
  • Pooling of resources
  • Improve the chances of winning the project
  • A potential M&A opportunity
  • Relationship with the project owner (Client)

M&A Council: Our clients can rely on our seasoned team of professionals for confidential impartial advice and counsel on M&A issues. We combine our expertise learned across all stages of M&A process, to deliver value and success to our clients.

Our M&A client program focuses on several priorities:

Seamless End-to-end process:

From business and resource needs analysis, strategy planning and market assessment to project procurement, business development, teaming and partnering, we offer a full suite of services, customizable and scalable to meet your needs.

M&A proprietary process:

We’ve developed a unique M&A opportunity risk assessment process, developed from years of deals done over 25 yrs. The process is organized and structured into risk assessment milestones, not unlike project risk management techniques deployed by project management professionals. (PMPs)

Identifying M&A opportunities:

We partner with our clients to identify and assess potential acquisition targets aligned to their strategic interests, deploying methods to qualify and measure the strategic and financial value of potential deals. Our clients take full advantage of our experience team members and view us as an extension of their team. As a team we are focused on one primary goal, delivering a result that satisfies our clients.

To achieve this, we deploy methods to assemble and collate a list of potential opportunities, vetting each opportunity through a criteria and screening process agreed with our clients. We work to ensure M&A opportunities align with our clients strategic goals and objectives.

Deal structuring:

An M&A deal structure is a negotiated contractual agreement between parties in a merger or acquisition. The agreement identifies the main objectives and expectations, as well as the terms and conditions of both parties. It outlines what each party is entitled to and commitments each party is obliged to deliver under the agreement. It is important to create the right deal structure.

Elements of a good deal structure will include:

  • Asset acquisition
  • Stock purchase
  • Merger
  • Risk sharing


M&A deals can be complex and time-consuming, involving multiple parties each with their own interests, agendas and motivations. Its common for parties to hold different positions on the valuation of the Merger or acquisition. We work with our clients, deploying valuations tools and processes, as well as strategic information, to reach and assess the financial value and worth of each opportunity.

When conducting a valuation, it’s important to consider:

  • Net Assets
  • EBITDA (Earnings Before Interest, Tax, Depreciation & Amortisation)
  • P/E Ratio (Price Earnings)
  • Revenue Multiple
  • Comparable Analysis
  • Precedent Analysis
  • Dividend Yield

Risk management and AI decision support:

It’s impossible to make risk-smart decisions from poor, inaccurate or incomplete information. Our team deploys modern MBA standard quantitative and qualitative research methodologies, to help ensure our clients see the full picture in all its detail, and ensure decision quality. We utilize the power of modern AI decision support systems, processes and tools, to drive and inform the M&A opportunity assessment process.

  • We guide our clients through a risk assessment process, providing actionable information for decisions and tying M&A objectives to strategic growth through optimized deal structuring and integration. We focus on prioritizing the objectives of the merger or acquisition to help ensure top-priority objectives of all parties involved are satisfied, giving careful consideration and due diligence to the balance of risk each party must bear. Our tools and processes help to assess and quantify risk tolerance and acceptance of all parties.

Due diligence:

Problems can occur at any point during negotiations or during a post merger integration. We help clients identify and resolve potential pitfalls in the M&A process, reducing cost, eliminating risk and saving time and resources.

Cultural alignment:

Company culture plays a critical role in an organization’s success. The right organizational culture can help a company attract and retain top talent. It can also improve employee engagement and help the company gain a competitive edge in the market.

An experienced M&A practitioner understands the value and importance of assessing a company’s culture prior to completing a merger or acquisition. If two organizations don’t fit culturally, the financials don’t mean much.

Culture is not a program, or the behavior of one individual or a even company event. It is a set of shared values, attitudes, behaviors, beliefs, social styles, personal and collective integrity and the standards that make up a work-place environment.

Company culture is about the type of experience people have at work, and the level of trust and empowerment workers have, to make decisions. It is also about company’s actions and its leadership style. These principles and practices shape and influence the views and opinions of each individual and groups across the organization, as well as its clients and partners, which in turn determines the level the success of the business.

Our team comprises MBA and organizational development professionals with decades of experience developing and building successful businesses using modern standards, practices, systems, tools and processes, needed determine an organizations culture fit. This careful approach helps to save time and reduce cost and risk to our clients.

Post Merger Integration:

The adage begin with the end in mind, is as relevant today as it has always been in the World of Mergers and Acquisitions. Businesses considering M&A as a pathway to scale and achieve strategic growth, should be cleared-eyed on its core objectives and rationale for pursuing a M&A. According to Stephen Covey, Author of ‘The 7 Habits of Highly Effective People “begin each day, task, or project with a clear vision of your desired direction and destination” An important consideration when contemplating a merger or acquisition, is the post-merger integration stage in the process. Our team has the know how to forecast should be performed at each stage of the process to help ensure a smooth and seamless of the hard and soft systems of the organizations.

Post merger resource needs analysis:

M&As provide a unique and timely opportunity to evaluate existing resources and experience across both organizations, to determine what resources are needed going forward. The skills assessment matrix stage in our M&A process, helps identify the most valuable skills and experience across the organization. This helps all parties understand overlap, shortage and over-capacity of skills across each job function and discipline