CEO.works’ Post

Why is leadership diligence pre-deal not a norm given the importance of key talent in delivering the thesis? With the acquirer and target wooing each other at this stage, conventional "assessment" is too heavy, feels risky for the acquirer, and is a tense subject for the target's leadership team. But done sensitively, this can provide critical additional pixels on human capital risks in transition; and talent, teams and org. risks to the emerging thesis. AND this can be done quickly, with limited or even no access to the target's leadership team. Ultimately this can help the deal team to underwrite risks better, and if the acquirer chooses to go ahead with deal, provides a starting point to proactively and precisely mitigate human capital risks in the first 100 & 300 days. Sandy Ogg Sumeet Salwan Shefali Salwan Chris Gagnon Alex Kopitsas Pradeep Nambiar Sudhir Variyar Renuka Ramnath Richard Cleverly James Carolin Sanjay Kukreja Sunil Mishra

Companies involved in M&A spend a lot of time and money on advisors – legal, financial and more. Yet studies* show 70-90% of all acquisitions fail.   One critical overlooked component: Human Capital. In other words, does the resulting or target company have the people and skills to succeed?       At CEO.works, we call it human capital due diligence. By understanding the strengths of existing talent and the gaps that need to be quickly filled, the resulting enterprise is set up to start delivering value when the deal closes.      Reach out to Rajev Shukla to learn more about how we use our proprietary Talent to Value method to assess and value your next investment.      *Research from Harvard Business Review. #mergers #acquisitions #duediligence #privateequity #talenttovalue

Strategic acquisitions are the quickest way to grow your business. However, you can't simply wake up one day and decide to acquire a practice. Successful acquisitions require careful planning and the ability to scale and manage the resulting growth. Before embarking on this journey, you must ensure your practice is properly prepared, with the right infrastructure, team, and resources in place to handle the expansion effectively.  At Elite Advisor Successions, we are here to guide you through every step of this process, ensuring you are ready to take full advantage of acquisition opportunities and achieve sustainable, long-term growth. Learn more by visiting https://lnkd.in/ezriytVq.  #EliteAdvisorSuccessions #EliteConsultingPartners #FinancialAdvisor #FinancialProfessional #RIA #SuccessionPlanning #MergersandAcquisitions #Mergers #Acquisition #Consulting #StrategicAcquisitions #BusinessGrowth 

Thinking about strategic acquisitions as the key to accelerated business growth? Absolutely! But before diving into purchasing a practice, it's essential to ensure that your current practice is equipped to handle the attention and growth that acquisitions bring.  The best buyers in the industry are those with the capacity and the team behind them to scale effectively. By investing in infrastructure, technology, and talent within your current practice, you set yourself up for success in integrating and managing new acquisitions seamlessly.  Don't just aim for growth—aim for a sustainable and scalable future. Learn more by calling 856-519-5300 or emailing info@eliteadvisorsuccessions.com. #EliteAdvisorSuccessions #EliteConsultingPartners #FinancialAdvisor #FinancialProfessional #RIA #SuccessionPlanning #MergersandAcquisitions #Mergers #Acquisition #Consulting #AdvisorTalk #FrankLaRosa #StrategicAcquisitions 

Mergers and acquisitions (M&A) often promise growth, expansion and in our case improved services. However, one of the most overlooked yet critical challenges in this process is addressing cultural integration. Culture forms the bedrock of any organisation, influencing its values, behaviours and identity. When two organisations merge, the clash of cultures can lead to inefficiencies, conflicts and even failure. Therefore, navigating cultural integration is paramount to realising the full potential of a merged entity. Hear more about our journey over the last year from Tina Edwards MSc , Director of Learning and Culture, in our latest blog here ⬇️ https://lnkd.in/eh2M5hqC #SouthernHousing #UKHousing #mergers #serviceimprovement #culturalintegration

Simon Sinek famously stated, “A team is not a group of people who work together. A team is a group of people who trust each other.” But what can trust say about the culture of your organization, especially when it comes to the health of your team? Robust team health is not merely about facilitating smoother daily operations – it has the power to impact a business’s overall market value, especially during critical phases, such as ownership transitions, and mergers and acquisitions. Learn more: https://lnkd.in/eKN3UHjH #StrategicExitAdvisors #mergers #acquisitions #Scalability #InvestmentBanking

One major aspect that drove me to Elite Consulting Partners was having an arm dedicated towards mergers & acquisitions. Advisors are always looking to grow with acquisitions being one of the most powerful tools.

When others fall short, Quantum delivers. 🚀 Facilitating complex transactions under pressure is no easy task—especially when multiple teams are struggling to align. But Quantum Performance Partners doesn’t just get the job done; they lead with precision, bringing cross-functional teams together to drive progress and deliver results. ✅ 💡 Two months ahead of schedule? That’s the Quantum difference. Let’s talk about how we can help your firm navigate its next big challenge. #QuantumTeam #Acquisitions #Mergers #Consultancy

Cultural alignment doesn't just build teams—it creates lasting value and the secret weapon that transforms business exits into strategic windfalls. When entrepreneurs forge cultures anchored in shared values, they're not just creating great workplaces—they're building acquisition-ready organizations that command premium valuations. At Strategic Exit Advisors (SEA), we transform cultural alignment into maximum value during the biggest deal of your life. Learn more https://lnkd.in/eQFFRnHs  #StrategicExitAdvisors #mergers #acquisitions #Scalability #InvestmentBanking

Why Synergy is Key in Successful Mergers & Acquisitions 🤝 In M&A, synergy isn’t just a buzzword—it’s the backbone of successful deals. Here’s why it matters: 💡 Value Creation → Synergy means the combined value of two companies is greater than the sum of their parts. ↳ This might be through cost savings or increased revenue. ⚙️ Efficiency Gains → Merging can streamline operations by eliminating redundancies. 📈 Enhanced Market Reach → Two companies together expand market share, tapping into new customer bases and regions. 💥 Innovation Boost → Merging teams sparks new ideas, driving competitive advantage. 🌍 Risk Diversification → A merger diversifies risk across more products, services, or markets. 💪 Strengthened Competitive Position → With more resources, the merged entity competes stronger. 🤝 Cultural Fit → Aligned cultures ensure smooth integration and boost morale. How to ensure synergy in M&A? • 🔍 Conduct due diligence to identify potential value. • 💬 Communicate openly to align goals. • 📋 Plan for seamless integration of culture and processes. #MergersAndAcquisitions #Synergy #BusinessGrowth #ValueCreation #Efficiency #MarketExpansion #Innovation #RiskManagement #CompetitiveAdvantage #CorporateCulture #BusinessStrategy #Integration #DueDiligence #DealMaking #BusinessAdvisory #Leadership #Mergers #Acquisitions #StrategicGrowth