The merger & acquisition leader's playbook : a practical guide to integrating organizations, executing strategy, and driving new growth after M&A or private equity deals / George B. Bradt, Jeffrey P. Pritchett.

Format:

Book

Author/Creator:

Bradt, George B., author.

Pritchett, Jeffrey, author.

Language:

English

Subjects (All):

Consolidation and merger of corporations.

Physical Description:

1 online resource (ix, 380 pages) : illustrations

Other Title:

Practical guide to integrating organizations, executing strategy, and driving new growth after M&A or private equity deals

The merger and acquisition leader's playbook

Practical guide to integrating organizations, executing strategy, and driving new growth after mergers and acquisitions or private equity deals

Place of Publication:

Hoboken, New Jersey : John Wiley & Sons, Incorporated, [2022]

Summary:

"Those leading through a merger, acquisition or the like do so to create more value faster. Maybe you're driving or leading the investment. Maybe you're leading the business itself or playing a supporting role. In any case, you need a leadership playbook for the merger or acquisition. This is that playbook, the one used by senior investors, leaders and supporters. It gives you the frameworks, tools and sub-playbooks you need to create that value faster. The overarching approach is to work through customers, capabilities, and costs -- in that order. This book lays out the seven sub-playbooks that comprise the M&A leader's complete playbook and a prototypical chronology"-- Provided by publisher.

Contents:

Cover

Copyright Page

Contents

Acknowledgments

Executive Summary

The Strategic Playbook

The Commercial Playbook

The Operational Playbook

The Financial Playbook

The Governance Playbook

The Organizational Playbook

The Change Management Playbook

Prototypical Order

Part I The Strategic Playbook

Chapter 1 The Investment Case: The Heart of the Merger and Acquisition Leader's Playbook

What You Want

What You Are Willing to Give Up

Which Opportunities to Pursue

The Path to Value Creation

Core Focus

Fundamental Investment Case Model for a Merger or Acquisition

Tool 1.1 Investment Case

Chapter 2 Focus: It Drives Everything Else

Design-Focused

Production Focused

Delivery Focused

Service Focused

Chapter 3 Plans: Strategy Precedes Execution

365-Day Plan Elements

Financial Reporting Systems

Tool 3.1 Situation Analysis Checklist

Tool 3.2 SWOT

Tool 3.3 Business Planning

Chapter 4 Innovation: A Fundamental Strategic Choice

Innovation Tips

Innovation Strategies

Creativity

Systems

Tool 4.1 BRAVE Innovation

Part II The Commercial Playbook

Chapter 5 Organic Revenue Growth: So Valuable

Marketing, Communications, and Customer Interface

Sales Model and Organization

Customer Profitability

End Market Analysis and Go-to-Market Strategy

Chapter 6 Customers: From Which All New Value Flows

Purchasers

Strategic Sales

Chapter 7 Marketing and Sales: Which Every Organization Must Do

Tool 7.1: Purchase and Sales Funnel Management

Tool 7.2: Marketing Planning

Why It's Crucial to Align Brand Positioning with the Essence of Your Organization

Aligning Brand Positioning

Aspirations

Tool 7.3: Creative Brief

Tool 7.4: Strategic Selling

Part III The Operational Playbook.

Chapter 8 Cost Optimization: To Free Up Resources to Fuel Commercial Growth

Resource Allocation

Marketing and Sales

Design

Production

Delivery

Service

Chapter 9 Operational Excellence: Supply Chain, Distribution, Continual Improvement

Action Plans

Performance Management

Tool 9.1 Team Charter

Chapter 10 Technology: Because All Companies Are Technology Companies Today

Machine Strategy

Machine Posture

Machine Culture

BRAVE Technology

Part IV The Financial Playbook

Chapter 11 The Deal and Due Diligence: Iteratively

The Deal to Be Done

Due Diligence

Guest Contributor Karl Bailliez

Tool 11.1 Culture

Tool 11.2 Negotiating

Tool 11.3 Due Diligence Checklist

Chapter 12 Financing the Deal: The Different Options

Cash

Equity

Seller Funding or Earnout

Debt

Guest Contributor Aaron Darr

Chapter 13 Further M&amp

A: Enabling Commercial and Operational Success

Part V The Governance Playbook

Chapter 14 Regulatory: And the License to Play

Guest Contributor Katherine Kirkpatrick

Chapter 15 Financial Governance: Always Necessary

Financial

Business Structure and Operations

Material Contracts

Product and Intellectual Property

Customer Information

Employee Information

Infrastructure, Physical Assets, and Real Estate

Chapter 16 The Board: And Its Multiple Roles

The Right Way to Divide Responsibilities Between Chair and CEO

How to Build Mutual Respect, Trust, and Support Between CEOs and Boards per Deloitte

Part VI The Organizational Playbook

Chapter 17 Culture: The Underlying Root Cause of Nearly Every Merger's Success or Failure

Brave Cultures Are Sustainable

Design: Independence

Produce: Stability

Deliver: Interdependence

Service: Flexibility

Making It Real

Attitude Is the Pivot Point

Evolving Aspirations.

Post-Pandemic Changes

Identify the Dimensions to Evolve and Choose the Order

Full Spectrum Creativity

Implications

How to Get More Positive Deviance

Chapter 18 Incentives: Show Me How They're Paid and I'll Tell You What They Do

Chapter 19 Leadership: Starting with the Core Leadership Team

Strengths

Implications for You

General Atlantic's Talent Playbook

Team Synergies over Individual Strengths

Fit

Decision-Enabling

Executive Onboarding

Tool 19.1 Team and People Assessment

Chapter 20 People: Acquire, Develop, Encourage, Plan, Transition

Guest Contributor Ericka Stevens

Align Everything Around Your Core Focus and Burning Imperative

Implement ADEPT Talent Management

When Things Aren't Working, Don't Wait

Three Types of Leaders

Strategic Priorities

Bosch and Seeo

Summaries of Related Efforts

Strong Performers and the Three Goods

Position Profiles and Potential

Keeping Your Head

Tool 20.1 Future Organizational Capability Planning

Tool 20.2 Talent Management

Tool 20.3 Recruiting Brief

Chapter 21 Politics: What Current and New Leaders Need to Know Organizationally and Personally

A Different Approach

Hygiene

Working Through the Politics

Acquired Company Leaders

Working for a Boss Who Didn't Want You

Part VII The Change Management Playbook

Chapter 22 Integration Leadership: Start Here

Stand Up Your Transition, Transformation, or Project Management Offices

Chief of Staff

Project Management Office (PMO)

Transformation Officers

Guest Contributor Jeff Scott

Chapter 23 Change Management: Leading Through the Point of Inflection

Platform for Change

Picture of Success

Call to Action

Message

Change Management at Albertsons

Generate Early Wins

Manage Through the Dips

Guest Contributor Dennis Stratton.

Tool 23.1 Alignment Workshop

Chapter 24 Communication: Everything Communicates

Guest Contributor Michael Ovalles

Use Your Communication to Drive Engagement

Consider What Drives Happiness

Maslow's Needs

Satisfaction

Maslow Hygiene and Motivating Factors

Implications for You as a Transformational Leader

Become the Narrator-in-Chief

Touch Points

Monitor and Adjust

Repeat the Message Repeat the Message

Celebrate Early Wins

Reinforce

Next-Level BRAVE Questions

Bias

Communication and Presentation Planning

Tool 24.1 Communication and Presentation Planning

Chapter 25 Announcement Cascade: Emotional, Direct, Indirect

Internal and External Stakeholders

Pre-Announcement Timeline

Formal Announcement

Post-Announcement Timeline

Managing Your Reaction and Response to Announcements

David and Goliath

Tool 25.1 Announcement Cascade

Tool 25.2 Press Interviews

Chapter 26 Adjustments: Because You'll Need Them

Strategic Process

Operational Process

Governance Process

Adjust and Advance Your Leadership

Develop Your Team

Enhance Practices: Milestone Management, Program Management, and Long-Term Planning

Evolve Your Culture

Adjust to the Inevitable Surprises

Major and Enduring

Major but Temporary

After-Action Review

Tool 26.1 Management Cadence

Part VIII Prototypical Order

Chapter 27 Prototypical Order

Prototypical Chronology: An Example

Next Normal

About the Authors

Guest Contributors

Bibliography

Index

EULA.

Notes:

Includes bibliographic records and index.

Description based on print version record.

Other Format:

Print version: Pritchett, Jeffrey P. The Merger and Acquisition Leader's Playbook

ISBN:

9781119899877

1119899877

9781119899860

1119899869

OCLC:

1344159254