Houdeshell Advisors, LLC
Creating Value for Business Owners™
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.
Houdeshell Advisors can provide you professional assistance to ensure a successful transaction.
Monty Houdeshell has successfully completed more than 70 mergers, acquisitions, and divestitures.
See Other Solutions and Services:
CFO Advisory Services
Business Assessments
Strategic Planning
Capital Raises
Exit Strategy
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
