Mergers and Acquisitions Consulting

Mergers & Acquisitions (M&A) have become essential levers for growth and business transformation. They enable companies to expand their presence, diversify operations, and unlock new opportunities for sustainable results.

To achieve success in M&A, it is crucial to adopt structured approaches throughout every stage of the process. Our M&A consulting services provide comprehensive support, guiding organizations from negotiation to post-integration transformation, ensuring maximum return on investment.

With our support, organizations can better understand the target company, assess its true value, identify critical risks and growth potential, and make informed decisions. After the deal is closed, we ensure a smooth and efficient integration, optimizing key processes and maximizing value creation.

KAIZEN™ M&A Consulting Services

M&A Due Diligence

100-Day Plan

Value Creation Plan

M&A Due Diligence

There are several challenges that can undermine the success of an M&A decision, including the lack of visibility into the company’s true situation, undervaluation of critical risks, and failure to identify synergies and value creation potential. With Due Diligence, we help our clients obtain a detailed and reliable business overview.

What is Due Diligence?

What are the objectives of Due Diligence?

What Operational Due Diligence services does Kaizen Institute offer?

What Commercial Due Diligence services does Kaizen Institute deliver?

What ESG Due Diligence services does Kaizen Institute provide?

Why is Due Diligence important?

Due Diligence is an analysis and evaluation process carried out before making strategic decisions, such as acquiring a company, merging, or investing. The duration of this process typically varies between 1 to 3 months, depending on the complexity of the business, the volume of data to be analyzed, and the availability of the parties involved to provide the necessary information.

Gain a detailed understanding of the company’s operations.
Support the assessment of the true value of the asset or business.
Identify and evaluate risks and potential for improvement.
Verify legal and regulatory compliance.

We conduct a comprehensive analysis of a company’s operations and value chain, including:

Processes and workflows
Supply chain
Infrastructure and equipment
Information systems and technologies
Human capital
Operational compliance

We assess the market position, commercial strategy, and growth potential of an organization, including:

Market trends
Competitive positioning
Customer base
Revenue and profitability models
Sales and marketing strategy

Our services analyze the environmental, social, and governance (ESG) performance of a company, including:

Sustainability strategy and integration into organizational culture
Environmental impact
Social responsibility
Corporate governance
ESG compliance

Due Diligence is a critical process in the context of M&A, as it provides solid and relevant information to the management team, supporting strategic decision-making.

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100-Day Plan

Several factors can undermine the success of an integration process, including the lack of strategic alignment, communication gaps, or ineffective change management. With the 100-Day Plan, we help our clients plan and implement a smooth and efficient integration, ensuring operational continuity, alignment between teams, and rapid value capture.

What is the 100-Day Plan?

What are the objectives of the 100-Day Plan?

Why is the 100-Day Plan important?

The 100-Day Plan, in the context of M&A, is an integration strategy designed for the first few months after the transaction’s completion but should be planned before the deal closes. The goal is to align operations and cultures while ensuring risk minimization and maintaining operational continuity.

Effectively manage change while ensuring strategic alignment.
Ensure a smooth and efficient integration, preventing disruptions and maintaining operational continuity.
Capture synergies and implement quick wins, driving tangible results.
Manage communication consistently with all stakeholders, promoting alignment and trust.
Ensure the retention of key talent, minimizing the risk of losing critical skills essential for the success of the new organization.

The 100-Day Plan is crucial for efficient integration, minimizing disruptions, and accelerating results.

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Value Creation Plan

After the initial integration period, it is essential to define a medium- and long-term strategic vision to achieve operational excellence and maximize the improvement opportunities identified during the Due Diligence phase. With the Value Creation Plan, we help our clients design and implement strategic initiatives that drive operational efficiency, promote continuous improvement, and maximize the return on investment in a sustainable manner.

What is the Value Creation Plan?

What are the objectives of the Value Creation Plan?

Why is the Value Creation Plan important?

The Value Creation Plan is the approach that allows for the identification, prioritization, and implementation of operational improvement solutions, ensuring the maximization of the transaction’s value. Its duration can range from 6 to 12 months.

Design and implement strategic projects in the organization’s key processes, improving the main operational performance indicators.
Capture and enhance synergies, ensuring the maximization of integration value.
Maximize Return on Investment (ROI), with a focus on results.
Implement a culture of continuous improvement across the organization, ensuring the sustainability of long-term results.

The Value Creation Plan is essential for driving sustainable growth and maximizing the organization’s long-term performance. Kaizen Institute supports on-the-ground implementation, working directly with teams to ensure that initiatives are effectively executed.

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