M&A Planning Services

Need/Opportunity

An M&A transaction is an increasingly common occurrence in today’s business environment, yet most companies, regardless of which side of the transaction they are on, are not fully prepared to maximize the value of the deal. Whether your company is the one doing the acquiring, or the one being acquired, you want to make sure that you have optimized your operating performance before entering into negotiations in order to achieve the highest valuation and financial benefit from the transaction.

The PBGroup M&A Preparation Services

The Perreault Birmingham Group LLC offers skills, insight and experience that help clients effectively position themselves for a merger or acquisition. Using a systematic process to review and analyze each critical aspect of the business, we identify areas for improvement, recommend specific changes and develop a tactical implementation plan that ensures our clients maximize their valuation before heading into an M&A transaction.

Service Process

Steps in our M&A preparation service process:

1. Definition of Desired Outcomes
   1. Operational
   2. Financial
   3. Strategic
2. Strategic Assessment of Client in the context of the M&A transaction
   1. Company review
      1. Financial
      2. Operational
      3. Sales/Marketing
      4. Customer Service/Support
   2. Products & Services review
   3. Customer/Market review
   4. Competitive Landscape
3. Primary & Secondary Research
   1. Customer interviews
   2. Partner interviews
   3. Channel interviews
4. Recommendations
5. Implementation plan

Deliverables

At the conclusion of the engagement, PBG will provide the client with a final report and presentation in PowerPoint to review the project findings and recommendations and discuss implementation plans. The report will include an assessment of each functional area as well as a detailed implementation plan with timetable for executing the recommended changes to the business.

M&A Preparation Experience

The principals of the Perreault Birmingham Group LLC have been involved, either as consultants or members of the executive team, in providing services related to mergers, acquisitions, divestitures and joint ventures for over twenty years. The following are some detailed examples of those activities and the specific services tendered, as well as a more comprehensive list of similar activities For a more complete list of companies and transactions that the PBG principals have been directly involved with in M&A preparation services click here.

 Acquisition of CustomWare

Led the team to identify acquisition candidates, evaluate impact on Visigenic business, prepare valuation and funding analysis for management, and develop the strategy to achieve post-acquisition financial and strategic objectives.

 Merger with Witness Systems

Led the Technical and Business Operations team to identify potential M&A candidates, perform bi-directional due diligence on potential M&A candidates, lead the pre- and post-merger M&A activities, and work the special funding elements of the primary transaction.

As a result of these pre- and post-Merger activities, the PBG identified a non-strategic business unit which was acquired in the transaction. The PBG lead the efforts to spin these operations out of Witness Systems Inc. into an independently owned and operated business.