Resources

Beyond the Deal Reports and Publications

It can be better. But only if it’s different.

Beyond the Deal regularly contribute to current thinking and best practice in the field of acquisition integration, divestment, sale and separation. Browse our collection of publications below if you’re wanting to brush up your learning, searching for new thinking, or looking for a more in-depth approach to a specific area.

Click on the publication below to download:

886f3494-5a2b-4675-ae0a-221a61e00f6a

Beyond the Deal M&A Navigator

A mature, robust approach to M&A and PMI planning and execution. A personalised M&A and PMI playbook. A data repository for your key M&A documents. Easy to understand tools and templates, experience and insight. All this is available in Beyond the Deal’s M&A Navigator – just a mouse-click away.

Simply doing more deals doesn’t automatically make your organisation better. People move on. Every deal is different. Templates and checklists used the last time aren’t easy to find, access, or tailor to meet your needs, today. Many software systems and tools exist to help you manage the complex processes and data requirements of M&A and integration. In most cases however, those systems are not flexible enough, requiring users to follow the software’s own view of best practice while preventing organisations from using their own validated ways of working and familiar templates.

They also fail to provide the most important aspect of successful M&A – experience and learning. The typical result: an over-standard ‘checkbox’-based approach, user frustration, software rejection, inconsistent M&A performance…and considerable time, effort and money as you work to establish the system and encourage adoption across the teams.

M&A Navigator is different. A cloud-based expert system, M&A Navigator provides practical, expert advice when you need it, focusing on what we at Beyond the Deal know to be the most critical factors in high-performing M&A: effective execution, involvement of the right people, and connecting the thinking between the multitude of moving parts at every step. It also provides over 50 core checklists, tools and templates reflecting Beyond the Deal’s work on dozens of deals over the past 15 years. M&A Navigator will help you ensure your M&A works – this time, next time, always.

But M&A Navigator is more than just a generic M&A playbook guide and toolkit. We recognise that every deal is different, and more importantly, every business does M&A differently, reflecting the culture, experience and capabilities of your people. M&A Navigator has therefore been designed to be fully customisable, allowing you to tailor every aspect of the system to reflect your organisation’s approach, processes, guidance, tools and templates. M&A Navigator evolves as you do, allowing you to update process steps, add templates and examples, and reflect your learning from one deal to the next.

M&A Navigator is also a flexible deal support tool, providing a private, secure, deal-specific solution for your business without forcing you to use any particular approach or tool at any stage of the deal or integration cycle.

Features

M&A Navigator gives you and your business:

  • Beyond the Deal’s Framework for M&A and integration – everything from developing your acquisition strategy through due diligence, valuation, deal management, integration design and planning, integration management and transition to business as usual
  • Key steps and guidance for each of 19 steps – when it should begin, who should be involved, actions required, hints and tips
  • Over 250 easy to understand checklists, tools and templates covering each of these steps – target assessment tools, due diligence checklists, sample integration plans, and more
  • A library of Beyond the Deal and 3rd party publications and references covering every aspect of M&A
  • Document management functionality for individual M&A projects: Create individual projects, each with its own document set, all of which can be viewed, downloaded, revised and uploaded back into the system
  • Access rights and restrictions: Assign visibility, access and edit rights to individuals on a project-by-project basis
  • Status Overviews: One Dashboard view to understand the status of your pipeline, projects and workstreams
  • Optional features including team calendars, discussion groups and contact lists
  • Regular updates to the M&A Navigator software, new templates, updated hints and tips, and new publications
  • M&A Navigator Community Discussion Forums – online peer- and Beyond the Deal-Feedback

 

M&A Navigator is available on a license subscription basis, and can include ongoing advice and support from a senior Beyond the Deal specialist.

 

If you’d like to find out how M&A Navigator can help you deliver a standard approach, process and toolset that works for your business, click the button below to register your interest and we’ll give you a call to discuss.

+ Publications

Beyond the Deal Reports and Publications

It can be better. But only if it’s different.

Beyond the Deal regularly contribute to current thinking and best practice in the field of acquisition integration, divestment, sale and separation. Browse our collection of publications below if you’re wanting to brush up your learning, searching for new thinking, or looking for a more in-depth approach to a specific area.

Click on the publication below to download:

+ M&A Navigator
886f3494-5a2b-4675-ae0a-221a61e00f6a

Beyond the Deal M&A Navigator

A mature, robust approach to M&A and PMI planning and execution. A personalised M&A and PMI playbook. A data repository for your key M&A documents. Easy to understand tools and templates, experience and insight. All this is available in Beyond the Deal’s M&A Navigator – just a mouse-click away.

Simply doing more deals doesn’t automatically make your organisation better. People move on. Every deal is different. Templates and checklists used the last time aren’t easy to find, access, or tailor to meet your needs, today. Many software systems and tools exist to help you manage the complex processes and data requirements of M&A and integration. In most cases however, those systems are not flexible enough, requiring users to follow the software’s own view of best practice while preventing organisations from using their own validated ways of working and familiar templates.

They also fail to provide the most important aspect of successful M&A – experience and learning. The typical result: an over-standard ‘checkbox’-based approach, user frustration, software rejection, inconsistent M&A performance…and considerable time, effort and money as you work to establish the system and encourage adoption across the teams.

M&A Navigator is different. A cloud-based expert system, M&A Navigator provides practical, expert advice when you need it, focusing on what we at Beyond the Deal know to be the most critical factors in high-performing M&A: effective execution, involvement of the right people, and connecting the thinking between the multitude of moving parts at every step. It also provides over 50 core checklists, tools and templates reflecting Beyond the Deal’s work on dozens of deals over the past 15 years. M&A Navigator will help you ensure your M&A works – this time, next time, always.

But M&A Navigator is more than just a generic M&A playbook guide and toolkit. We recognise that every deal is different, and more importantly, every business does M&A differently, reflecting the culture, experience and capabilities of your people. M&A Navigator has therefore been designed to be fully customisable, allowing you to tailor every aspect of the system to reflect your organisation’s approach, processes, guidance, tools and templates. M&A Navigator evolves as you do, allowing you to update process steps, add templates and examples, and reflect your learning from one deal to the next.

M&A Navigator is also a flexible deal support tool, providing a private, secure, deal-specific solution for your business without forcing you to use any particular approach or tool at any stage of the deal or integration cycle.

Features

M&A Navigator gives you and your business:

  • Beyond the Deal’s Framework for M&A and integration – everything from developing your acquisition strategy through due diligence, valuation, deal management, integration design and planning, integration management and transition to business as usual
  • Key steps and guidance for each of 19 steps – when it should begin, who should be involved, actions required, hints and tips
  • Over 250 easy to understand checklists, tools and templates covering each of these steps – target assessment tools, due diligence checklists, sample integration plans, and more
  • A library of Beyond the Deal and 3rd party publications and references covering every aspect of M&A
  • Document management functionality for individual M&A projects: Create individual projects, each with its own document set, all of which can be viewed, downloaded, revised and uploaded back into the system
  • Access rights and restrictions: Assign visibility, access and edit rights to individuals on a project-by-project basis
  • Status Overviews: One Dashboard view to understand the status of your pipeline, projects and workstreams
  • Optional features including team calendars, discussion groups and contact lists
  • Regular updates to the M&A Navigator software, new templates, updated hints and tips, and new publications
  • M&A Navigator Community Discussion Forums – online peer- and Beyond the Deal-Feedback

 

M&A Navigator is available on a license subscription basis, and can include ongoing advice and support from a senior Beyond the Deal specialist.

 

If you’d like to find out how M&A Navigator can help you deliver a standard approach, process and toolset that works for your business, click the button below to register your interest and we’ll give you a call to discuss.