Mergers & Acquisitions

There are many scenarios in which mergers and acquisitions can take place. Whatever the situation, Investrend Accountants are able to take the stress out and maximise the opportunity for you by helping you to make the right decisions.

Make the Right Decision

The decision to merge with or acquire another business is not a decision to be taken lightly. You need to carefully weigh the risks and benefits and give serious consideration to the compatibility of the two businesses.

Mergers and acquisitions can provide you with outstanding growth and financial returns. However, there is also a risk that the merger or acquisition will fail if not properly executed. You can reduce the risk before you commit by examining the necessary issues through our M&A Advisory service, including:

  • Whether the two businesses are a good strategic ˜fit;
  • The expected returns to be gained from the transaction;
  • The indicators you will need to identify when youve achieved the expected returns;
  • An independent appraisal of the purchase price;
  • Support for a single vision for the future of the business from both parties;
  • An understanding of how the new business will operate after the transaction;
  • Whether all potential legal risks and obligations have been identified.

Planning for Strategic Success

Imagine having access to all the information you need to evaluate and develop your merger or acquisition strategy. Expert advice that gives you the peace of mind of knowing exactly how your merger or acquisition will succeed, and solutions to address all the key issues, including:

  • An analysis of operational and competitive synergies;
  • Business Case modelling to determine a fair acquisition price;
  • Developing a Business Plan for the combined business;
  • Facilitating communication to ensure both parties establish a common vision and strategy for the new business;
  • Aligning the corporate culture and values of the two businesses to support a common vision;
  • Developing new marketing, communications and brand strategies;
  • Identifying potential financial, tax and legal issues.
  • Post-deal support and tracking of financial returns.

Investrends Thorough Approach to M&A Advisory Will Ensure the Best Possible Deal for Our Clients.

MERGERS AND ACQUISITIONS INTEGRATION: THE INTELLIGENT APPROACH

Mergers and acquisitions can deliver outstanding returns but not without risk. Effective post-merger integration is the key to optimising financial returns and mitigating risk.

The execution of post-merger integration is critical to the success of any merger or acquisition. The next three highest ranking factors are professional integration project management, innovative integration approach, and Communications.

All of these success factors demonstrate the importance of post-merger integration in making your transaction a success, and the need to engage professional specialists.

EFFECTIVE POST-MERGER INTEGRATION STARTS WITH GOODWILL

The purchase price that you have paid for your acquisition has two main components, the value of the physical assets you have acquired and goodwill.

Goodwill is usually the larger of these two components, with the opportunity for you to leverage the greatest returns. The assets that underpin Goodwill are your Employees, Customers, Brand and Intellectual Property.

Imagine the financial returns you can gain from an aligned culture with motivated, dedicated employees, strong brand positioning, and ensuring that you retain your best people and customers, rather than losing them to your competitors. This is the power of the post-merger integration of your Goodwill assets.

THE ESSENTIAL INGREDIENT OF GOODWILL IS CULTURE

Establish an aligned Culture and you will retain your best people rather than risking losing them, and their intellectual property, to your competitors. Motivated employees give great customer service, which leads to customer and brand loyalty.

Therefore, through culture you optimise returns from your four Goodwill assets Employees, Customers, Brand and Intellectual Property.

Seamless post-merger integration of physical assets, such as systems and operations, is important and will provide returns from cost-savings. However, also addressing Goodwill, and its underlying assets, will provide much more significant returns from growth.

DELIVERING OPTIMAL FINANCIAL RETURNS FOR YOU

At Investrend Corporate Advisory we provide you with an intelligent approach to post-merger integration that delivers not only the integration project to scope, deadline and budget, but will also identify and deliver all measurable financial returns for you.

Our innovative post-merger integration approach includes:

  • Cultural alignment;
  • Brand alignment and positioning;
  • Protection of intellectual property;
  • Customer retention;
  • Seamless integration of systems and operations;
  • Internal and external communications strategies;
  • Effective change management;
  • Identification of financial returns and how they can be captured.

SUCCESSFUL OUTCOMES

In addition to ensuring your post-merger integration is a financial success, you will also have the benefits of:

  • Retention of key talent;
  • High morale and a sense of shared values among employees;
  • Motivated, productive employees;
  • Retention of loyal customers;
  • Improved customer service levels;
  • Strong brand positioning and reputation.