Go to www.slidebooks.com to access the full editable version of our M&A Toolkit (200 Powerpoint slides and 40 Excel sheets) created by our team of Management Consultants (former Deloitte and McKinsey) and Investment Bankers (former JP Morgan)

1. 11
M&A Toolkit
By Former Deloitte and McKinsey
Management Consultants and JP Morgan
Investment Bankers

2. 22
M&A Essentials - Agenda
M&A Life Cycle
Zoom on the due diligence phase
Framework to resolve a M&A problem during a case interview
1
2
3
The 3 key growth strategies available to companies4
Overview of the key company valuation methods5
Bonus slides and discounted business toolkit6

3. 33
M&A Life Cycle
Target
Screening
Due
Diligence
Transactio
n
Execution
Integration
•The M&A Life Cycle includes 6 key phases:
Divestiture
M&A
Strategy
Pre - Announcement Post - AnnouncementAnnouncement

4. 44
Zoom on Phase 1 – M&A Strategy
Target
Screening
Due
Diligence
Transactio
n
Execution
Integration Divestiture
M&A
Strategy
1. Define overall Corporate Strategy, including the target state of the corporate
business unit portfolio
2. Develop long-term M&A goals and objectives, ensuring alignment with the
overall Corporate Strategy
3. Determine and develop internal M&A capability
Key Steps

5. 55
Zoom on Phase 2 – Target Screening
Target
Screening
Due
Diligence
Transactio
n
Execution
Integration Divestiture
M&A
Strategy
1. Define Target Screening criteria, ensuring alignment with the M&A Strategy
2. Collect data to undertake a high level assessment of potential targets
3. Short list potential targets
4. Undertake a detailed screening of potential targets on the basis of
Desirability (synergy), Feasibility and Viability
Key Steps

6. 66
Zoom on Phase 3 – Due Diligence
Target
Screening
Due
Diligence
Transactio
n
Execution
Integration Divestiture
M&A
Strategy
1. Determine the key questions the due diligence will have to answer. These
questions should help you to assess the desirability (synergy target),
feasibility and viability of the deal
2. Conduct due diligence and gather required data to answer the questions
listed in step 1
3. Summarize key insights and decide whether or not the company should
make an offer to acquire the target company
Key Steps

7. 77
Zoom on Phase 4 – Transaction Execution
Target
Screening
Due
Diligence
Transactio
n
Execution
Integration Divestiture
M&A
Strategy
1. Determine appropriate deal structure based on previous phase insights
2. Conduct M&A negotiations
3. Close deal
Key Steps

8. 88
Zoom on Phase 5 – Integration
Target
Screening
Due
Diligence
Transaction
Execution
Integration Divestiture
M&A
Strategy
1. Develop detailed synergy targets
2. Define integration plan (includes communication plan, workforce transition
plan and programs of work required to reach synergy targets and mitigate
risks)
3. Determine day 1 requirements
4. Execute integration plan
Key Steps

9. 99
Zoom on Phase 6 – Divestiture
Target
Screening
Due
Diligence
Transaction
Execution
Integration Divestiture
M&A
Strategy
1. Develop clear separation strategy, ensuring alignment with the overall
Corporate Strategy
2. Develop separation plan (includes communication plan, workforce transition
plan and programs of work required to reach synergy targets and mitigate
risks)
3. Develop Day 1 requirement
4. Execute separation plan
Key Steps

10. 1010
Click here or go to
www.slidebooks.com to
access all the Powerpoint
slides in an editable
format
To be continued…

11. Comparable Company
Analysis Valuation
Template & Examples
Created by Management Consultants (former
Deloitte and McKinsey) and Investment Bankers
(former JP Morgan)

12. 1212

13. 1313

14. 1414

15. 1515

16. 1616
Click here or go to
www.slidebooks.com to
access all the Powerpoint
slides in an editable
format
To be continued…