Repair a M&A Not Producing the Shareholder Returns Expected
3
Show Me Show Me The The Money Money Repair a Transaction Repair a Transaction Not Producing Not Producing Acceptable Acceptable Shareholder Return Shareholder Return To play these slides, select “Slide Show” – “View Show” from your Wind To hear the narratives, turn your spe
Transcript of Repair a M&A Not Producing the Shareholder Returns Expected
Show Me The Show Me The MoneyMoney
Repair a Transaction Not Repair a Transaction Not Producing Acceptable Producing Acceptable
Shareholder ReturnShareholder Return
To play these slides, select “Slide Show” – “View Show” from your Windows menu
To hear the narratives, turn your speakers ON
Integration Business Case
Transaction Name: inputDate Closed: input
Transaction Comments
Projected Financial Return 0% Pro forma IRR, ROC, ROE, ROI as a % per year
Actual Financial Return 0% transaction close + 12 months as a % per year
Projected to Actual Variance 0% Projected - Actual = %
Purchase Price in Total $0 debt and equity value in US$
Variance in Total $0 Variance % x Purchase Price $ = $ per year
Total Cost to Resolve Variance $0 labor, materials, overhead $, one time
Rate of Return for Resolution #DIV/0! Variance $ / Cost to Resolve = %
Acceptable Rate of Return 0% corporate hurdle for capital investment
Tech Tip: Use the “Esc” key to exit from viewing the slide show to using the spreadsheet.
ABOUT THE FIRM
M&A Integration Services has assisted its clientele in both pre and post close integration activities including:
Pre Close
• Due Diligence. The identification of opportunities for reducing expense or increasing cash flow leading to deal valuation improvement.
• Integration Planning. The building of comprehensive plans that are directly connected to deal goals and company strategic plan.
Post Close
• Operational Integration. The redesign of all four levers of change (i.e. process, technology, people and space plan) along with Change Management techniques.
• Reconciliation. The unbiased source of analysis and testimonial impacting arbitrated adjustments, holdbacks or bonuses.
Need your next or a previous transaction to produce the shareholder returns projected? Contact
Bryan Peregoff, Director
443-474-2004 in the United States.
