
About this episode
When executing M&A, having a structured approach to validating the acquisition plan is crucial. The worst thing any acquirer can do is to buy a business that doesn't bring value to the parent company.
In this episode of the M&A Science Podcast, Adam Harris, CEO of Cloudbeds, shares the meticulous 6-step process his company uses to validate their acquisition plan.
Things you will learn:
• Surveying Customers
• Industry Trend Analysis
• Partner vs Build Analysis
• Formulating the strategic rationale
• In-depth Company Analysis and Product Demos
• Drafting a detailed memo
This episode is sponsored by the DealRoom
Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://www.dealroom.net
Episode Bookmarks
00:00 Intro
08:45 Approaching M&A
18:20 Surveying Customers
23:47 Industry Trend Analysis
28:13 Partner vs Build Analysis
34:12 Formulating the strategic rationale
36:50 In-depth Company Analysis and Product Demos
41:18 Drafting a detailed memo
44:15 Pitching M&A to the board
44:54 Craziest thing in M&A
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