deal origination art or science 18 apr 2013

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The Six Minute Strategist Business Strategy, Frameworks for Growth © John colley 2013 http://jbdcolley.com Buy Side M&A - An Art or a Science? Deal Origination

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http://jbdcolley.com/buyside. This is a summary presentation of a 3000 word blog post on my site in which I explain my approach to Deal origination and Buyside M&A. Is it an Art or a Science? Read my post to find out or contact me directly to discuss the subject further.

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Page 1: Deal origination art or science 18 apr 2013

The Six Minute StrategistBusiness Strategy, Frameworks for Growth

© John colley 2013

http://jbdcolley.com

Buy Side M&A - An Art or a Science?

Deal Origination

Page 2: Deal origination art or science 18 apr 2013

http://jbdcolley.com

This Presentation is a Summaryof a Blog Post

“Buy Side M&A - An Art or a Science?”

Published on my Website athttp://jbdcolley.com/buyside

© John colley 2013

Deal Origination

ObjectiveSetting

LandscapeDefining

Screening

ShortListing

Refining

Approaching

Page 3: Deal origination art or science 18 apr 2013

Six Steps to Deal Origination

Objective Setting Landscape Defining Screening Short Listing Refining Approaching

Deal Origination

ObjectiveSetting

LandscapeDefining

Screening

ShortListingRefining

Approaching

http://jbdcolley.com

© John colley 2013

Page 4: Deal origination art or science 18 apr 2013

Client’s Strategic Objectives

Technology Client Base Geography Financial Competences Business Model

Client’sStrategicObjectives

Technology ClientBase

Geography

FinancialCompetences

BusinessModel

http://jbdcolley.com

© John colley 2013

Page 5: Deal origination art or science 18 apr 2013

Client’s Strategic Objectives

Competitors Industry Trends Financial Resources Deal Team Process Timetable

Client’sStrategicObjectives

Competitors IndustryTrends

FinancialResources

DealTeamProcess

Timetable

http://jbdcolley.com

© John colley 2013

Page 6: Deal origination art or science 18 apr 2013

the Competitive Landscape Holistic Database Creation Business Summary Business Model Income Model Vertical and Horizontal Competences Revenues Employee Numbers Technology Partners Website URL Ownership Sector and Sub Sector Focus Location Office Locations

CompetitiveLandscape

DatabaseCreation

BusinessSummary

BusinessModel

IncomeModel

Competences

Revenues

http://jbdcolley.com

© John colley 2013

CompetitiveLandscape

EmployeeNumbers

TechnologyPartners

Website URL

OwnershipSectors

Locations

Page 7: Deal origination art or science 18 apr 2013

Screening and Short Listing

Initial Screening Ranking Strategic Fit Age Ownership Track Record

Screeningand

Short listing

Initial Screening Ranking

StrategicFit

AgeOwnership

TrackRecord

http://jbdcolley.com

© John colley 2013

Page 8: Deal origination art or science 18 apr 2013

Refining

Reason for a Sale Valuation Shareholder Structure Financial Performance Financial Analysis SWOT Analysis

Refining

Reason fora Sale Valuation

ShareholderStructure

Financial Performance

FinancialAnalysis

SWOTAnalysis

http://jbdcolley.com

© John colley 2013

Page 9: Deal origination art or science 18 apr 2013

Approaching

No Names Basis Social Media Tools Introduction Direct Approach Previous Contact Cold Call

Approaching

No NamesBasis

SocialMedia Tools

Introduction

DirectApproach

PreviousContact

ColdCall

http://jbdcolley.com

© John colley 2013

Page 10: Deal origination art or science 18 apr 2013

http://jbdcolley.com

Want to Learn More?

Contact Me [email protected]

07813 672 612

Visit my WebSite To Learn More

http://jbdcolley.com/buyside

© John colley 2013

Deal Origination

ObjectiveSetting

LandscapeDefining

Screening

ShortListing

Refining

Approaching