M&A in companies with limited M&A experience
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Does anyone have a story about how their organization learned to conduct, close and retain value in their M&As – without learning the hard way? Small to medium size firms that need to grow to manage succession planning are looking to M&A as a solution. Yet their business experience and history does not include M&A. This results in those firms making the same mistakes that many have made in the past – courses and certifications are all well and good. How have you influenced ‘up’ to have those original owners evolve their M&A approach and avoid the classic pitfalls?
Honesty, transparency between the target key talents and acquirer’s strategic team on communicating shared vision and desire to address differences would be foundation to (possible) success.
Yes, our organization successfully integrated M&A practices by emphasizing cultural due diligence and creating a structured integration plan from the start. We conducted workshops and training sessions to align leadership and employees with new processes, ensuring smooth transitions. This proactive approach helped us avoid common pitfalls and retain value post-merger.
All size businesses need to do this and no matter what size business I think it’s wise to develop internal talent that understands the general flow of M&A. Every business should be looking for components and relationships to make themselves better. From my perspective a long term relationship with a good consulting company that can bring their experiences into your organization and share with internal talent is a good idea. No matter the size of the organization internal talent always needs augmentation during the deal process.
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