Does your firm have an M&A Playbook?

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  • #82499
    Eric Kunitake
    Participant

    Two questions:
    – For those who work for firms which have an M&A playbook, what is the typical acquisition count (annually)?
    – What does resource turnover (those with M&A experience) look like?

    #82576
    Erin Gray
    Participant

    My firm does have an M&A playbook with a forecast to complete 1-3 acquisitions per calendar year; however, we’ve been on a trend of only closing one per year due to various circumstances. From the three we’ve completed, all turnover has been voluntary as we’re acquiring smaller firms mostly for their sales talent and territories.

    #82802
    clewhappen
    Participant

    Gable claims that Cinnamon Beach, a gated beachfront driving directions community with resort-style facilities including a swimming pool, a clubhouse, and a splash park for kids, is a hotspot for real estate investors.

    #82908
    Eric Kunitake
    Participant

    Interesting; I’ve had 2 clients which developed playbooks and in both cases, it seemed as though the playbook was developed as defense against turnover as well as capture best practices for future reference. Target was 1-3 acquisitions/yr. In the end though, the IMO decided to stop trying to capture such low level details of acquisitions and keep it high level. (Both publicly traded firms- med devices and pharma).

    #83917
    Max Eager
    Participant

    I’ve works with clients in the insurance industry who are highly acquisitive, and have about 10 new acquisitions per month–and they keep up this rate.

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