Challenges & solutionsBurnt Oak Partners and its people have a proven track record in supporting M&A transactions. Our services are designed to complement and add additional value and perspective to internal M&A teams, external legal advisors and specialist financiers throughout the lifetime of any deal.
For example, the adding of a new dimension concerning the “hidden or overlooked” value that will accrue in the consolidation of any two competitors including factors such as likely client loyalty, attrition ratios, cross-sell opportunities, IP valuation, etc… The holistic nature of our services means that we can be brought in relatively late to the deal process and still add huge value.
Pre-deal support
- Synergy identification and evaluation
- Business value dependencies
- IT/IS impact analysis and countermeasures
- Risk assessment across all fields commercial, technical, cultural
- Transitional and / or transformational modelling and preparation
- Business impact, scenario planning, risks and options
- Financial re-engineering analysis
- Due diligence actions and program
Transition support
- Transition planning
- Synergy definition, quantification and preparation, governance, reporting, timing, measurement and tracking approaches
- Early savings realisation plan
- Truing up accountability
- Change management
Post-deal support
- Extra synergy identification, evaluation, costing and timeframes
- Delivering on New Business model and vision
- Synergy tracking (ensuring key revenue and cost metrics follow the defined approach as well as new criteria impact of benefit collection)
- Matching business demands to service and support model structures realigning where necessary. Regular review model
Disposals support
- Evaluation of logical and physical splitting of service provision (infrastructure, licenses, people, applications, etc…)
- Impact on costings and efficiency for remains services (sub-optimal sizing solutions and strategy)
- Integration cost model for the new buyer(s)
Typical M&A / disposal support assignments
- Splitting off of non-core service towers
- Market consolidation support
- Client integration underwriting
- Strategy for facing-off to market makers and analysts regarding benefit collection expectations versus reality
- Stakeholder and shareholder communications planning and delivery
- Value for money audit and on-going measurement and reporting
