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This guide is written primarily for the first time business buyer, but can also be used as a checklist for the experienced M&A professional. This field manual and guide will take the business leader and his team of experts through the Mergers & Acquisitions operations process from Due Diligence to completed integration or transition. Many books describe how to value acquisitions, and how to negotiate a fair price. This book describes the entire systematic process to fully execute the transaction - from Due Diligence review through completed integration. Throughout the text, action steps are highlighted using underlined italic text to simplify the guide's use. The numbering convention used throughout the guide - for example "2.3.2 - Executive Advocates" - could be used as a basis for work paper or filing purposes. This manual outlines the timing, a description of the personnel requirements, and actual activities necessary to complete a successful merger. Example analyses and forms will serve as a guideline to the M&A teams. Every M&A transaction is different. The templates included are thought provoking guides to consider rather than forms that must be 100% completed. While a $100 million acquisition may be more complex, the checklist of major review issues will be the same.This Field Manual will discuss the 'experience side' of doing the M&A deal, and will not describe business strategy, target company selection or valuation techniques. Steps required to successfully complete any merger & acquisition (M&A) transaction are listed chronologically. The guide will define practical, proven methods: oTo thoroughly examine the acquisition candidates during Due Diligence review, oTo provide the basis for financial experts to value a target, and oTo identify the critical steps necessary to realize the value through proper integration management.Using this guideline will help companies avoid expensive mistakes and help insure a successful M&A transaction.
About the Author
Mike Gendron is the founding partner of CFO Insight LLC. He has extensive global experience throughout Europe, Latin America and the Far East in companies ranging in size from "Business Week's Hottest Growth Companies in America" to billion dollar global organizations. Industry experience includes high-tech electronics, telecom equipment, FDA regulated operations, and industrial instruments. During his career, he has been the CFO of global corporations - both public & private - and he has extensive executive experience in Fortune 500 corporations. He has led or participated in M&A buy/sell transactions in France, Germany, China, Mexico, Canada and the US in industries such as high-tech electronics, telecom equipment, FDA regulated and industrial instruments companies. He frequently speaks and writes about topics such as mergers & acquisitions, strategy, and E-Business, and he maintains a website (http: //www.cfoinsight.net) dedicated to financial management, and mergers & acquisitions. In addition to flying high-performance airplanes as an instrument rated pilot, Mike enjoys backpacking, skiing and golf. Mike is Vice-Chairman of the Management & Entrepreneurship Advisory Board at Xavier University, and a member of numerous private company advisory boards.