Mergers & Acquisitions
Successful Engagements Begin with Well-Define Parameters
As you start a campaign to grow through a merger or acquisitions, you likely will have reasonably well defined goals. Mergers and acquisitions are complex transactions with a significant number of variables and challenges. Mapping and executing strategies for a successful M&A is a specialized skillset and is crucial to a successful close.Scott Morris listens to your goals and will create, lead the work or teach your team the necessary skills. He learns the unique aspects of your business and formulates a strategic plan and processes tailored to your specific goals.


A Clearly Defined Strategy and
Outcome Process
Scott Morris will work closely with you and your team to understand your goals and success factors. Whether selling your business or buying businesses, a thematic framework and strategy needs to be built. Once the strategic, financial and operational outcomes are established, Morris will lead or assist with:
- Thematic Strategy Development
- Offer memorandum preparation (sell-side)
- Outreach strategy
- Pipeline / Roll-up Opportunity
- Competitor Assessment & Potential Competitive Response
- Management or Consultation on Due Diligence Process
- Board of Directors or Executive Update Reports
- Legal Negotiations & Closing
- Financing Strategy
- Integration Strategy & Execution
- Synergy Estimation and Realization
- Change Management
- Business Transformation