The Merger & Acquisition Leader's Playbook (eBook)

A Practical Guide to Integrating Organizations, Executing Strategy, and Driving New Growth after M&A or Private Equity Deals

George B. Bradt, Jeffrey P. Pritchett (Autoren)

eBook Download: PDF

2022 | 1. Auflage
400 Seiten
John Wiley & Sons (Verlag)
978-1-119-89987-7 (ISBN)

Infos

Make your next merger or acquisition one for the ages

Meant to create value potentially fueled by synergies, the reality is that most mergers and acquisitions fail. It's estimated that 83% of mergers and acquisitions do not hit their desired results.

The Merger & Acquisition Leader's Playbook tells you why most mergers fail. More importantly, it tells you how to make your next one a sweeping success. In the book, a team of private equity experts deliver a masterful walkthrough of how to integrate organizations by driving commercial success, instead of focusing purely on cutting costs.

Readers will find:

* Concrete strategies for increasing the odds of success and reducing the risk of failure - of a new merger or acquisition

* A comprehensive, easily deployed and implemented plan to realize synergies

* Proven tools, techniques, and tricks of the trade to help leaders stay on top of their latest merger and keep everything on track

A must-read resource for business leaders considering a fresh merger or acquisition, The Merger & Acquisition Leader's Playbook: A Practical Guide to Integrating Organizations, Executing Strategy, and Driving New Growth after M&A or Private Equity Deals will also earn a place in the libraries of investors, agents, corporate service providers, and consultants trying to get two or more businesses to pull in the same direction.

Autor

GEORGE B. BRADT is Chair of PrimeGenesis, helping lead the revolution in how people start new jobs. Prior to founding PrimeGenesis, George served in sales, marketing, and general management roles around the world at companies including Procter & Gamble, Coca-Cola and J.D. Power and Associates as chief executive of its Power Information Network spin-off. JEFFREY P. PRITCHETT is Senior Managing Director and a Senior Operating Executive for Cerberus. He is a seasoned chief executive with extensive experience driving strategic initiatives and improving companies' overall commercial, financial and operating performance. He has worked in leadership, officer, director and advisory roles for Fortune 500 companies and middle market businesses in both public and private settings.

Inhalt

Acknowledgments ix

Executive Summary xi

Part I The Strategic Playbook 1

Chapter 1 The Investment Case: The Heart of the Merger and Acquisition Leader's Playbook 3

Tool 1.1 Investment Case 18

Chapter 2 Focus:It Drives Everything Else 19

Chapter 3 Plans: Strategy Precedes Execution 29

Tool 3.1 Situation Analysis Checklist 38

Tool 3.2 SWOT 40

Tool 3.3 Business Planning 41

Chapter 4 Innovation: A Fundamental Strategic Choice 43

Tool 4.1 BRAVE Innovation 74

Part II The Commercial Playbook 75

Chapter 5 Organic Revenue Growth: So Valuable 77

Chapter 6 Customers: From Which All New Value Flows 83

Chapter 7 Marketing and Sales: Which Every Organization Must Do 87

Tool 7.1 Purchase and Sales Funnel Management 88

Tool 7.2 Marketing Planning 90

Tool 7.3 Creative Brief 95

Tool 7.4 Strategic Selling 99

Part III The Operational Playbook 103

Chapter 8 Cost Optimization: To Free Up Resources to Fuel Commercial Growth 105

Chapter 9 Operational Excellence: Supply Chain, Distribution, Continual Improvement 111

Tool 9.1 Team Charter 122

Tool 9.2 Milestone Management 123

Chapter 10 Technology: Because All Companies Are Technology Companies Today 125

Part IV The Financial Playbook 129

The Financial Playbook 129

Chapter 11 The Deal and Due Diligence: Iteratively 131

Tool 11.1 Culture 153

Tool 11.2 Negotiating 155

Tool 11.3 Due Diligence Checklist 157

Chapter 12 Financing the Deal: The Different Options 165

Chapter 13 Further M&A: Enabling Commercial and Operational Success 171

Part V The Governance Playbook 173

Chapter 14 Regulatory: And the License to Play 175

Chapter 15 Financial Governance: Always Necessary 179

Chapter 16 The Board: And Its Multiple Roles 185

Part VI The Organizational Playbook 195

Chapter 17 Culture: The Underlying Root Cause of Nearly Every Merger's Success or Failure 197

Chapter 18 Incentives: Show Me How They're Paid and I'll Tell You What They Do 223

Chapter 19 Leadership: Starting with the Core Leadership Team 227

Tool 19.1 Team and People Assessment 243

Chapter 20 People: Acquire, Develop, Encourage, Plan, Transition 245

Tool 20.1 Future Organizational Capability Planning 264

Tool 20.2 Talent Management 265

Tool 20.3 Recruiting Brief 267

Chapter 21 Politics: What Current and New Leaders Need to Know Organizationally and Personally 269

Part VII The Change Management Playbook 279

Chapter 22 Integration Leadership: Start Here 281

Chapter 23 Change Management: Leading Through the Point of Inflection 291

Tool 23.1 Alignment Workshop 303

Chapter 24 Communication: Everything Communicates 305

Tool 24.1 Communication and Presentation Planning 320

Chapter 25 Announcement Cascade: Emotional, Direct, Indirect 321

Tool 25.1 Announcement Cascade 328

Tool 25.2 Press Interviews 329

Chapter 26 Adjustments: Because You'll Need Them 331

Tool 26.1 Management Cadence 349

Part VIII Prototypical Order 351

Chapter 27 Prototypical Order 353

About the Authors 361

Guest Contributors 365

Bibliography 367

Index 369

Produkt-Details

• Erscheint lt. Verlag: 7.9.2022
• Sprache: englisch
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Unternehmensführung / Management
• Schlagworte: Business & Management • Business & Management Special Topics • Management • Mergers and acquisitions • Spezialthemen Wirtschaft u. Management • Wirtschaft u. Management
• ISBN-10: 1-119-89987-7 / 1119899877
• ISBN-13: 978-1-119-89987-7 / 9781119899877