Orientation of the current and potential M&A deals
7
Introduction to legal and compliance requirements
8
Training on M&A procedures, due diligence and integration process
9
Understand the financials, analytics and valuation methodologies
10
Approval: Understanding of M&A processes
11
Overview of the negotiation process and tactics
12
Interaction with the previous M&A manager or similar role
13
Cultural awareness and sensitivity training
14
Training to understand competitor’s M&A strategies
15
Introduction to external M&A consultants and advisors
16
Meeting with the executive team
17
Review current project(s) and receive new project assignment
18
Approval: Familiarisation with M&A procedures, tasks and responsibilities
19
Participation in an ongoing M&A deal
20
Feedback and evaluation of onboarding process
Introduction to the M&A team and key personnel
This task is designed to introduce the new manager to the M&A team and key personnel. It will provide an overview of the roles and responsibilities of each team member and highlight their expertise and experience in the field of mergers and acquisitions. The goal is to foster a sense of collaboration and establish strong relationships within the team.
Detailed overview of M&A strategy and objectives
In this task, the new manager will receive a detailed overview of the company’s M&A strategy and objectives. The manager will gain insight into the company's growth plans, target markets, and acquisition criteria. The objective is to align the manager's understanding with the company's strategic goals and provide a roadmap for future M&A activities.
Guided tour of the M&A tools and software
This task aims to familiarize the new manager with the M&A tools and software used by the company. The manager will be provided with a step-by-step demonstration of the tools and software, including how to access and navigate them, as well as their key features and functionalities. The goal is to ensure that the manager is equipped with the necessary tools to effectively manage M&A projects.
1
1. High priority
2
2. Medium priority
3
3. Low priority
Safety and Human Resources briefing
This task is designed to provide the new manager with a safety briefing to ensure compliance with safety regulations and protocols. The manager will also receive a Human Resources briefing, including information on policies, procedures, and benefits. The goal is to ensure the manager's well-being and adherence to company policies.
1
Review safety protocols
2
Identify emergency exits
3
Familiarize with first aid kits
Assign a buddy or mentor for the new manager
In this task, the new manager will be assigned a buddy or mentor who will provide guidance, support, and assistance throughout the onboarding process. The buddy/mentor will be a seasoned member of the team who can share insights, answer questions, and provide guidance on navigating the M&A landscape within the organization. The goal is to facilitate a smooth transition and enhance the manager's learning experience.
Orientation of the current and potential M&A deals
This task involves orienting the new manager with the current and potential M&A deals in progress. The manager will receive an overview of the ongoing deals, including their status, key details, and potential opportunities. The aim is to provide context and enable the manager to understand the organization's M&A landscape and priorities.
1
Acquisition of Company A
2
Merger with Company B
3
Exploratory discussions with Company C
Introduction to legal and compliance requirements
This task will introduce the new manager to the legal and compliance requirements associated with M&A activities. The manager will learn about relevant laws, regulations, and industry best practices, as well as the company's policies and procedures. The objective is to ensure that the manager is aware of and adheres to all legal and compliance requirements throughout the M&A process.
Training on M&A procedures, due diligence and integration process
This task will provide training to the new manager on M&A procedures, due diligence, and the integration process. The manager will gain an understanding of the step-by-step process involved in M&A activities, including the identification of potential target companies, conducting due diligence, and integrating acquired entities. The goal is to equip the manager with the necessary knowledge and skills to effectively manage M&A projects.
1
Identifying potential target companies
2
Conducting due diligence
3
Negotiating deal terms
Understand the financials, analytics and valuation methodologies
This task aims to provide the new manager with an understanding of the financials, analytics, and valuation methodologies used in M&A activities. The manager will learn how to interpret financial statements, perform financial analysis, and evaluate the value of target companies. The objective is to enable the manager to make informed decisions and assessments during the M&A process.
1
Interpret financial statements
2
Perform financial analysis
3
Evaluate target company's value
Approval: Understanding of M&A processes
Will be submitted for approval:
Training on M&A procedures, due diligence and integration process
Will be submitted
Overview of the negotiation process and tactics
In this task, the new manager will receive an overview of the negotiation process and tactics used in M&A deals. The manager will learn key negotiation strategies, communication techniques, and how to handle different negotiation scenarios. The goal is to equip the manager with negotiation skills that will enable successful deal-making.
Interaction with the previous M&A manager or similar role
This task involves arranging an interaction between the new manager and the previous M&A manager or someone in a similar role who has experience and insights to share. The manager will have the opportunity to ask questions, seek advice, and learn from the experiences of someone who has been through similar M&A processes. The aim is to provide valuable insights and facilitate knowledge transfer.
Cultural awareness and sensitivity training
This task involves providing cultural awareness and sensitivity training to the new manager. The manager will learn about different cultural norms, practices, and communication styles that may arise during international M&A activities. The objective is to promote cultural sensitivity and facilitate effective communication and collaboration with diverse stakeholders.
Training to understand competitor’s M&A strategies
In this task, the new manager will receive training to understand the competitor’s M&A strategies. The manager will gain insights into competitor's previous M&A deals, strategies, and tactics employed. The goal is to enhance the manager's competitive intelligence and enable informed decision-making in the M&A landscape.
1
Review competitor's previous M&A deals
2
Analyze competitor's strategies
3
Identify competitor's key tactics
Introduction to external M&A consultants and advisors
This task involves introducing the new manager to external M&A consultants and advisors who provide specialized expertise and guidance in M&A activities. The manager will learn about the roles, responsibilities, and benefits of engaging external consultants and advisors. The objective is to enhance the manager's understanding of available resources and facilitate effective collaboration with external experts.
Meeting with the executive team
This task involves arranging a meeting between the new manager and the executive team. The manager will have the opportunity to introduce themselves, share their goals and objectives, and seek alignment with the executive team's vision and priorities. The goal is to establish a strong connection and foster collaboration between the manager and the executive team.
Review current project(s) and receive new project assignment
In this task, the new manager will review the current project(s) in progress and receive a new project assignment. The manager will have the opportunity to provide updates, seek clarifications, and align their goals and objectives with the project(s). The goal is to ensure that the manager is up-to-date with ongoing projects and ready to take on new responsibilities.
Approval: Familiarisation with M&A procedures, tasks and responsibilities
Will be submitted for approval:
Training on M&A procedures, due diligence and integration process
Will be submitted
Orientation of the current and potential M&A deals
Will be submitted
Participation in an ongoing M&A deal
This task involves facilitating the new manager's participation in an ongoing M&A deal. The manager will have the opportunity to observe and contribute to the deal process, from due diligence to negotiations. The objective is to provide hands-on experience and enable the manager to apply their knowledge and skills in a real-world M&A scenario.
Feedback and evaluation of onboarding process
In this task, the new manager will provide feedback and evaluate the onboarding process. The manager will have the opportunity to share their thoughts, suggestions, and any challenges faced during the onboarding process. The goal is to continuously improve the onboarding process and ensure a positive experience for future managers joining the M&A team.
