Mergers & Acquisitions
Deals that deliver, from someone who has closed thirty of them.
My M&A books now live on their own site, together with the Top 10 M&A Rules. What stays here: the on-demand course and the M&A blog.
The books
Demystifying Mergers and Acquisitions, M&A for SMEs, and The M&A Integration Handbook. Read more here.
The course
Transform Your M&A Process and Increase Your ROI: about four hours of video across the five stages of a deal, with a structured check-in after each stage to apply it in your own company. 100% money-back guarantee.
M&A for SMEs course on-demand.
On Udemy
The blog
Investment theses, the Third Culture Approach™ to post-merger culture, due diligence, integration, and the mistakes I keep seeing.
The five stages the course walks through
Strategy formulation and pipeline development
Why you are buying and how to build a target pipeline that reflects it.
Initial discussions and letter of intent
Getting to an LOI without giving away your negotiation position.
Business case and due diligence
Testing the thesis, then the specific areas where deals go wrong.
Negotiation and closing
Structure, terms, and the discipline to walk away.
Post-closing adjustments and integration
Purchase price adjustment and allocation, then integrating the company you bought.