This workflow is designed to walk you through every stage of the M&A program from creating your search criteria to integrating the new organization.

For step-by-step guidance on creating, editing, managing, and running workflows, read Getting Started with Process Street: The 5 Stages of Process Building.

This task utilizes Forms Automation features such as Dropdown MenuDate Selection, and File Upload. Read Getting Started: How to Use Form Fields for detailed instructions, or watch the video below. 

Determine your strategic rationale

Before you even begin your search for a Target company, you need to determine your strategic rationale

Common rationales for top-performing deals include:

  • To improve company performance
  • Consolidate to remove excess capacity
  • Improve a product's time-to-market
  • Acquire technology, expertise, products, and/or resources
  • Exploit economies of scale in specific industries
  • Invest in a young company with a high level of promise

Enter Target Company's details

Use this task to document the reasons and motivations behind selecting the Target company. 

Begin valuing and evaluation

Enter the details of the valuation process such as who will be leading the valuation, who your contact at the Target company will be, and details of any outside counsel you intend to consult. 

This task uses the Conditional Logic feature. Read about Conditional Logic in our Knowledge Base. 

Negotiate the deal

Document the agreed-upon deal

INFO: The next task is an Approval. Approvals help streamline any processes that require authorization. Read more about Approvals in our Knowledge Base, or watch the video below. 

INFO: The next task utilizes a Stop Task. This stops the workflow run at a given point. No tasks past that point (or the workflow run itself) can be completed until the stop task is completed. Read more about Stop Tasks in our Knowledge Base, or watch the video below. 

Approval: Accept the deal

Will be submitted for approval:
  • Document the agreed-upon deal
    Will be submitted

Perform due diligence

During the due diligence process, ensure you have reviewed the following documentation from the Target:

  • Corporate structure & general matters
  • Financials & taxes
  • Strategic fit with your company
  • Intellectual property & technology
  • Material assets
  • Contracts
  • Employees & management
  • Litigation
  • Compliance & regulatory matters

Approval: Approve the report

Will be submitted for approval:
  • Perform due diligence
    Will be submitted

Create an integration strategy

Most mergers fail as a result of a poorly executed post-merger integration process. Establishing a firm strategy for how this process will go in advance will help make sure yours runs smoothly and successfully. 

Confirm that the lead for each of the teams has submitted their integration plan:

  • 1
  • 2
    HR & personnel
  • 3
  • 4
    Communication & culture
  • 5
  • 6
    Sales & marketing
  • 7
    Production & supply chain

Approval: Accept the PMI strategies

Will be submitted for approval:
  • Create an integration strategy
    Will be submitted

Create purchase and sale contracts

When you're ready to close, your M&A counsel will draft the final purchase and sale contracts for you to review. Once everyone has signed these contracts, the deal is closed and you have successfully acquired the Target company.

Approval: Authorize final contract signing

Will be submitted for approval:
  • Create purchase and sale contracts
    Will be submitted

Assess M&A activities

Once the merger is complete, it's important to evaluate the process to determine what - if anything - could have been done differently or improved. 

These lessons should be documented for future M&A programs. 


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