Integration Planning Tool Series: Part VII of VII

Thank you for your interest in our seven-post series discussing some of the challenges associated with integration/combination planning and sharing key considerations for CEO and Private Equity Sponsors looking to grow through Mergers & Acquisitions (“M&A”). As we previewed throughout the series, Vector Advisory Services has created a complimentary M&A Integration Planning Tool to assist business owners and sponsors in evaluating and resource planning for key aspects of business combinations. The 25-point assessment tool has been developed to help buyers strategically identify areas of focus and assess resource needs to successfully integrate a business across the following five functional pillars:

1. Human Capital, Leadership, & Culture
2. Growth (Sales & Marketing)
3. Operations
4. Technology & Systems
5. Finance & Administrative

The team at Vector leverages the Integration Planning Tool to begin discussions with the company’s leadership in order to gauge the priority of each pillar, level of effort needed, and to identify concerns and opportunities. Once we understand the priorities, we can then deep dive with a more detailed assessment with additional company leadership. You can also download and use the tool for yourself on our website here.  A leader from our team would be happy to review your results with you, or even facilitate completion of the tool with you.

Successful business combination outcomes result from effective coordination, communication and cultural alignment. Our Teams pride themselves on working collaboratively with portfolio company leaders and teams to be an accelerant to M&A growth success. 

Hear directly from a couple of our portfolio company CEOs (MGT Impact Solutions, LLC and Family First Homecare) regarding challenges of M&A and why they recommend Vector Advisory.