M&A Consulting Providing guidance and expertise to navigate every step of the M&A process. Transactions bring added complexity to organisations and their various business units. When working with Protiviti, complexity becomes simplicity. Mergers & acquisitions are a great way to drive growth, stay competitive, and increase shareholder value. The M&A process is one of the most challenging endeavor a company can undertake. Protiviti’s M&A Consulting solution provides the guidance and expertise needed to navigate every step of the process. Complexity becomes simplicity with Protiviti Our M&A consulting services Pro Briefcase IPO Readiness Preparing to become a public company is time-consuming and complex. Once public, companies need to meet a new set of requirements and expectations. The Protiviti experts assist management with all stages of an initial public offering (IPO) and beyond. Pro Building office Private Equity Protiviti’s team of Private Equity Consulting professionals provides valuable assistance and guidance to Private Equity firms worldwide as they seek to reinforce, rationalise and/or adapt internal investment and financial operations. Pro Document Consent Managed Solutions Managed Business Solutions seamlessly integrates world-class solution-based consulting with the largest global network of highly-skilled, specialised staffing resources. Our approach Protiviti offers a unique approach based on decades of hands-on corporate leadership roles in transitions to help guide organisations through the rigorous and often chaotic transaction lifecycle. Our M&A consulting team assists clients in all aspects of preparing, planning, managing, supporting, and cleaning up all components arising from integration or divestiture activity. Protiviti’s M&A framework provides a starting point for answering the core questions identified in mergers and acquisitions (M&A) deals – from due diligence to the integration of people, processes and technology, supported by key project and change management enablers. Our Playbook for Mergers, Acquisitions, and Divestitures is a crucial resource for any company going through the M&A Process. View Playbook Transactions tend to fall short of their overall goal when attempted to tackle alone and unprepared How we help “Protiviti successfully delivered four integrations simultaneously while standing up our M&A function – truly an amazing customer experience!” CIO, Head of Integrations - Fortune 500 Tech Company M&A transactions are like assembling a complex puzzle with thousands of unique pieces. Companies will need to consider the following to capture the targeted value: carefully articulate a growth strategy that aligns with overall corporate strategy identify the right markets and targets define and execute a thorough but fast-paced diligence process prepare a detailed integration plan by phases; and follow up with a well-resourced and communicated integration execution across many complex functions, dispersed technologies and geographies The chaos, speed, and pressure that transactions bring can overwhelm organisations that do not have the proper protocols and procedures in place. When attempting to tackle transactions alone and unprepared, organisations realise that their transactions tend to fall short of their overall goal. With the help of our dedicated team of professionals, clients can feel that their business and people are in good hands throughout the entirety of their transaction. Transactions tend to fall short of their overall goal when attempted to tackle alone and unprepared Leveraging our “readiness” framework Readiness Transactions are often untimely and inherently disruptive to operations. Our M&A consulting experts have a proprietary process leveraging our “readiness” framework that can be completed in a matter of hours or over a multi-day workshop specifically designed to help our clients prepare for their next transaction activity. Readiness sessions typically include: Define transaction guiding principles Develop success metrics (i.e., synergies) Develop comms and change management plans Stand-up Diligence Management Office Execute readiness workshops with key stakeholders Define 30-, 60-, and 100-day plans Identifying what is important to specific transaction Planning Protiviti’s M&A consulting team of seasoned deal-professionals assists client with identifying what is important to their specific transaction and mapping these activities to a functional integration or separation plan, all with fitting into the “big picture” and achieving financial metrics as outlined in the deal model. Our key focus areas include: Define Target Operating Model (TOM) Establish transaction governance structure Identify core closing activities Develop Day 1 execution plan Identify critical resource requirements Identify and align critical dependencies Finalise key milestones Identifying what is important to specific transaction Support post-deal management activities Execution Once the deal is closed, it’s up to the transaction management office to successful combine or separate operations and transition to business as usual. Our M&A consulting team will support post-deal management activities by: Assess & align Target Operating Model (TOM) Confirm and assess governance structure Set-up transaction management office Develop detailed post close execution plans Deliver human capital transition plan Stand-up and staff closing “situation room” Implement risk plan Transactions brings in extra work for an organisation Delivery The usual day-to-day requirements don’t stop during a transaction. Now, everybody in the company has the extra work a transaction brings. Protiviti’s transaction team can support within workstreams as strategic advisors or as “boots on the ground” to alleviate pressures on existing employees. Our typical focus areas are IT, Human Capital, Supply Chain, Communications, Finance / Accounting (Treasury, FP&A, AP, AR, etc…), as well as legal support relating to contract rationalisation. Manage transaction work stream(s) Operationalise “master plan” from transaction management office Develop and execute synergy identification and validation Develop, implement, and execute reporting mechanism Monitor resource leveling and staff augmentation requirements Transactions brings in extra work for an organisation Identification of synergies across all workstreams Clean up Once a transaction is completed and transitioning to business as usual, clients are often expected to realise synergies set forth in the deal thesis. Our team of professionals is experienced in identification of synergies across all workstreams, implementation and monitoring of financial performance metrics. Our M&A Consulting professionals can also clean up back-office functions that arise from combining ERP’s and other various systems into one unified operating system. Our focus areas include: Address performance and demand issues while also filling operational roles Stand-up new or relocate existing functions Clean-up accounting and risk backlog Analyse and assess your transaction activities Assessment No matter how many transactions you’ve completed, our M&A consulting experts can help analyse and assess your transaction activities for better future results. We can perform “look back” assessments on current and prior activities to identify pain points and better prepare your organisation for the next transaction. Analyse and assess your transaction activities Leadership Anneke Wieling Anneke is the practice lead for Protiviti’s European business performance improvement practice and the Amsterdam office. She joined Protiviti in January 2006. Previously she worked in the advisory practice of KPMG. In addition to her consulting experience, Anneke has ... Learn more Esen Orhan Coming into the firm with a broad range of international business experience, Esen joined Protiviti in 2006 as an associate director. She is experienced in business process optimization, finance transformation, and risk management thus combining hands on operational ... Learn more A Playbook for Mergers, Acquisitions and Divestitures View our M&A Playbook, your guide to Mergers, Acquisitions and Divestitures! Learn more Featured insights RESEARCH GUIDE Sustainability: Frequently Asked Questions The subject of sustainability continues to evolve and present challenges and opportunities for businesses. Protiviti has created a guide of frequently asked questions to provide helpful insight to help businesses navigate sustainability matters.... INSIGHTS PAPER Sustainability and Private Markets: A Structured Approach to Value Creation The ESG regulatory landscape is starting to form: In the public markets worldwide, companies are trying to determine how to respond to and incorporate stringent sustainability-related disclosure requirements from the EU. Meanwhile, the International... NEWSLETTER Sharpening the Board’s Focus on M&A Due Diligence Whether an acquisition is a stand-alone, complementary entity or an integration, the due diligence process is undergoing a paradigm shift due to the higher cost of funding and the impact of failed transactions. Boards should expect a more aggressive... Button Button
