Transaction Advisors Institute’s Post

The M&A landscape is evolving rapidly, influenced by factors such as economic flux, technological advancements, and shifting market dynamics. Leading consulting firms McKinsey and Bain project an increase in merger and acquisition activities, with a particular emphasis on the need for strategic realignments and technological integrations. In this complex environment, the role of specialized support becomes not just beneficial but essential. Private equity firms and their portfolios are seeking ways to maximize value, mitigate risks, and navigate the uncertainties that come with large-scale transactions. According to Bain, buy-and-build remains #1 for value creation, but synergies matter. At Hoagland Management & Consulting LLC, we understand these challenges. Our team of seasoned experts provides critical support in areas like investment research, due diligence, interim leadership, and pre- and post-merger integration management—ensuring your M&A activities are both strategic and successful. #MergersAndAcquisitions #PrivateEquity #InvestmentStrategy #BusinessLeadership

Expertise on the major stages of the M&A process is critical. Have you empowered your team? The annual M&A Academy at Wharton San Francisco covers the links between the deal thesis and value drivers during the diligence process. #mergersandacquisitions #corporatedevelopment #mergersandacquisitions

Maximize the Value of Your M&A Deals with Culture Exploit 💼 In mergers and acquisitions, culture is often the make-or-break factor in realizing value. At Culture Exploit, we understand the complexities of aligning leadership, behaviors, and culture across newly acquired companies. Our data-driven SaaS platform helps private equity firms: ✅ Assess 36 cultural dimensions to ensure smooth integration. ✅ Evaluate leadership and behaviors across 55 key areas to identify development opportunities. ✅ Correlate stress and culture to address hidden risks before they impact performance. ✅ Access over 3,000 leadership training tips to drive immediate improvement post-acquisition. ✅ Track progress through continuous follow-up and weekly surveys. Whether you're preparing for a new acquisition or working to integrate a recent deal, Culture Exploit can help your portfolio companies align cultures, strengthen leadership, and drive long-term success. Ready to make culture your competitive edge in M&A? 👉 https://lnkd.in/dVrY3_ij #PrivateEquity #MergersAndAcquisitions #PostMergerIntegration #LeadershipDevelopment #CompanyCulture #CultureExploit #MandAIntegration #ValueCreation #OrganizationalDevelopment

I'm excited to share that I've completed the elective on M&A Strategies as part of the ongoing Chief Strategy Officer executive programme at INSEAD. A big thank you to the Faculty Philipp Meyer-Doyle and Brad Bell for an enriching learning experience as well as the full class for sharing valuable insights. The course covered a wide range of topics including Creating Value through M&A, Valuing Targets, Deal Structuring, Capabilities, and Post-Merger Integration. One key perspective highlighted during the course focused on the M&A of Technology Organizations. It emphasized the importance of not acquiring companies solely for their products but for their capabilities in developing new products. Targets should be chosen based on capability gaps rather than gaps in the product portfolio. #INSEAD #MandAStrategies #ChiefStrategyOfficer #ExecutiveEducation #LearningExperience #M&A

“Knowing Something” M&A in a Minute ⏰— M&A: Just Do It Practice makes perfect. This principle applies to almost everything in life, including M&A. I’ve heard it said that M&A—the art and science of doing deals—is fraught with risk. Why do experienced businesspeople continue to believe that? In fact, the research shows the opposite. Companies that don’t regularly and programmatically engage in M&A significantly underperform those that do—and, more importantly, are less resilient in times of uncertainty and rapidly fluctuating economic conditions. 🎯 The reality is that “programmatic M&A”—which is focused on building your M&A muscles by doing a lot of small, incremental deals—is the most effective way to juice total shareholder return while reducing risk. So, the next time you hear about all the risks associated with M&A, you can nod politely but don’t lose focus on building your M&A capabilities—otherwise, they won’t be there when you need them most. Here’s The Wharton School’s Emilie R. Feldman driving this point home ⬇️ _________ If you like “Knowing Something” M&A in a Minute ⏰, please share AND click the 🔔 on my profile so you don’t miss any new posts. #mergersandacquisitions #mergersacquisitionsdivestitures #creativity #ideas #deals

The global M&A resurgence presents strong opportunities for companies to capture value in Australia. This was the consensus at the 2024 Australian M&A Conference hosted by McKinsey & Company and Goldman Sachs in Sydney in early May. Four key takeaways for M&A leaders emerged: 1. A complex geopolitical landscape requires leaders to factor volatility into deals. 2. Increasing regulation compels leaders to build a new M&A tool kit. 3. Winners will be programmatic, not just opportunistic. 4. Focusing on people is critical to the success of the future operating model. Here’s a more detailed overview from my colleague Ben Stretch: https://lnkd.in/eUr_wdNP #McKMandA #MergersandAcquisitions #Australia

The global M&A resurgence presents strong opportunities for companies to capture value in Australia. This was the consensus at the 2024 Australian M&A Conference hosted by McKinsey & Company and Goldman Sachs in Sydney in early May. Four key takeaways for M&A leaders emerged: 1. A complex geopolitical landscape requires leaders to factor volatility into deals. 2. Increasing regulation compels leaders to build a new M&A tool kit. 3. Winners will be programmatic, not just opportunistic. 4. Focusing on people is critical to the success of the future operating model. Here’s a more detailed overview from my colleague Ben Stretch: Link #McKMandA #MergersandAcquisitions #Australia

🎓 Just returned from Singapore with a M&A certificate from INSEAD and I’d like to share a few things I learned: 📈 Did you know that 20% of M&As (merger and acquisitions) happen in tech, the largest industry cluster, and it's still growing? 🧮 When considering M&A deals, it's essential to capture company value and synergies and compare them with different scenarios, including the cost of doing nothing. How much is at risk if the deal is lost to a competitor? 📉 Shockingly, 80% of M&A projects fail to deliver expected results. But why? Corporate strategy, alignment, and people play a key role. In a nutshell, M&A projects tend to fail during implementation, just like any change/innovation projects. 👏 I want to give a big shoutout to my professors and fellow students who made this possible: Jammie Cheng Philipp Meyer-Doyle massimo massa Henrik Bresman #growthmindset #corporatestrategy #mergersandacquisitions #insead #inseadalumni #singapore #strategyimplementation

The global M&A resurgence presents strong opportunities for companies to capture value in Australia. This was the consensus at the 2024 Australian M&A Conference hosted by McKinsey & Company and Goldman Sachs in Sydney. Four key takeaways for M&A leaders emerged: ➡️ A complex geopolitical landscape requires leaders to factor volatility into deals. ➡️ Increasing regulation compels leaders to build a new M&A tool kit. ➡️ Winners will be programmatic, not just opportunistic. ➡️ Focusing on people is critical to the success of the future operating model. For a more detailed overview of the Australian M&A landscape: https://lnkd.in/gkuVkRsx #McKMandA #MergersandAcquisitions #Australia

The global M&A resurgence presents strong opportunities for companies to capture value in Australia. This was the consensus at the 2024 Australian M&A Conference hosted by McKinsey & Company and Goldman Sachs in Sydney in early May. Four key takeaways for M&A leaders emerged: 1. A complex geopolitical landscape requires leaders to factor volatility into deals. 2. Increasing regulation compels leaders to build a new M&A tool kit. 3. Winners will be programmatic, not just opportunistic. 4. Focusing on people is critical to the success of the future operating model. Here’s a more detailed overview from my colleague Benjamin Stretch : https://lnkd.in/gvaaNkJ6 #McKMandA #MergersandAcquisitions #Australia