This nuts-and-bolts guide examines all aspects of an M&A due diligence--from coming to the decision to acquire a company, to who should be on the due diligence team, to the actual process and the final report and post-closing follow up. It advocates a focus on both risk mitigation and shareholder value creation, and emphasizes a holistic approach that spans from planning to post-acquisition integration. The tentative contents is: (1) Introduction; (2) Planning for value creation: growth strategy; (3) Engagement and pursuit; (4) Preparing for due diligence; (5) Validation of value: performing due diligence; (6) Assessment of due diligence results; (7) Optimizing value: post diligence negotiation; (8) Extracting value: post-transaction integration.
William J. Gole , MBA, CPA, is the former Senior Vice President, Planning and Business Development, with Thomson Healthcare, a division of Thomson Reuters, where he was responsible for strategic planning and acquisition and divestiture activity. Paul J. Hilger , CPA, is the former Executive Vice President and Chief Financial Officer of Thomson Healthcare. He has over twenty-five years of financial leadership experience, and has led numerous acquisitions and divestitures from planning through integration.
Preface. About the Authors. PART ONE: Planning. CHAPTER 1: Introduction. CHAPTER 2: Planning for Value Creation: Growth Strategy. CHAPTER 3: Implementing the Growth Strategy. PART TWO: Investigation. CHAPTER 4: Preparing for Due Diligence. CHAPTER 5: Conducting the Due Diligence Review. CHAPTER 6: Reporting on Due Diligence: Deliverables and Decisions. PART THREE: Execution. CHAPTER 7: Optimizing Value: Translating Due Diligence Findings into Action. CHAPTER 8: Integration: Extracting Value and Mitigating Risk. APPENDIX: What Is the Premerger Notification Program: An Overview. Index.