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Methodology By Phase & Stage
Click on one of the colored boxes below to open up the associated Task Packages of each stage
Phase 6 - Program Management & Governance
Plan Program
Mobilize Program
Manage Program
Phase 1
Strategy & Target Assessment
Strategic
Alternatives
Target
Screening
Approaching
Companies
Preliminary Evaluation/
Target Assessment
NDA LOI ◆
Phase 2
Valuation & Deal Structuring
Valuation
Synergies
Interloper
Analysis
Deal Structuring/
Forms of Consideration
Deal
Economics
◆
Phase 3
Due Diligence, Negotiations & Agreement
Merger/
Purchase Agreement
TSA
Negotiations
Integration
Planning
Board
Approval
Signing ◆
Phase 4
Regulatory Approvals & Closing
Regulatory
Approvals
Day 1
Preparation
Strategic
Alternatives
Phase 5
Post-Merger Integration & Value Realization
TSA
Administra-
tion
Integration
Execution
Synergies
Realization
Post Deal
Review
Closing / Day 1
Phase 7 - Culture & Change Management
Stakeholder Impact
Cultural Assessment & Targets
Comms Strategy & Plan
Formulate Bridging Initiatives
Cultural Integration