Houdeshell Advisors, LLC
 Creating Value for Business Owners™

Mergers and Acquisitions

Business combinations or divestitures can be a source of significant value creation. However they are complex events that require meticulous planning and precise execution to be effective.

Houdeshell Advisors can provide you professional assistance to ensure a successful transaction.
Monty Houdeshell has successfully completed more than 70 mergers, acquisitions, and divestitures.
The successful, value-creating  M&A transaction requires a disciplined process. Some of the elements included in such an approach are summarized below.

  • Development of acquisition strategy
  • Integration of acquisition strategy with strategic plan and strategic vision
  • Identification of acquisition targets
  • Financial analysis, projections, and modeling
  • Pre-transaction operations integration plan
  • Identification of synergies
  • Value creation models
  • Valuation and pricing
  • Presentation packages to Boards, investors, lenders

  • Transaction support
  • Development of an integrated due diligence plan
  • Management of the due diligence process
  • Verification of assumptions and financial projections
  • Validation of synergies
  • Deal structure and negotiation
  • What if deal structure analysis
  • Working capital and price adjustments
  • Escrows and earn-outs
  • SEC filings

  • Post-transaction Integration planning and execution
  • Identification of  timelines, responsibility, and accountability
  • Operations plan
  • Human resources and organizational plan
  • Change Management
  • Communications plan
  • Post transaction metrics and monitoring
Website Builder