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