M&A Services

Before completing a transaction, it’s critical to understand the current state of the target organization’s business processes, systems, and technology risks.

We conduct a comprehensive Current-State Business and Technology Assessment, including:

• SWOT Analysis – Identify internal strengths and weaknesses, as well as external opportunities and threats.
• Critical Success Factors (CSFs) – Determine what must go right for the acquisition to achieve its objectives.
• Systems Architecture Review – Evaluate core systems (ERP, CRM, HRIS, etc.) and integrations, identifying current benefits, pain points, and redundancies.
• Requirements Analysis – Define the key business and technical requirements to support post-acquisition goals.

We evaluate efficiency and effectiveness of existing IT infrastructure and software including ERP, CRM and HRIS:

• High-level – through surveys and current-state documentation.
• In-depth – through detailed business process reviews.

We will provide benefits and costs of alternative technologies including integration. This would include ROI for each alternative.

• High level – based on existing knowledge and discussions
• In-depth – based on RFI(s) and analysis of benefits in eliminating problems

Based on these findings, we recommend a future-state IT infrastructure and software roadmap aligned with both short-term integration needs and long-term growth objectives.

The post-acquisition phase builds on the pre-acquisition assessment and focuses on execution. Activities may include:

• System(s) Selection –We prepare an analysis of the potential systems which include costs, scoring of requirements responses with a % fit, underlying technology, developer and implementer information. The analysis will allow a logical selection of a short list of systems to be demonstrated based on scripted demonstrations.
• Contract Negotiation – Assist in reviewing vendor contracts to ensure favorable terms.
• Integration Requirements – Define system interfaces and data migration strategies.
• Change Management – Support alignment between processes, systems, and people.
• Project Management – Oversee implementation activities to ensure delivery on time, in budget and within scope.