DEAL FIow Model

FORMULATE MOTIVATE
Key Activities
LOCATE INVESTIGAIE NEGOTIATE | INTEGRATE

. Identity Long term alignmen

1.Conduct due | Set del.Finanlise
1.Set business target diligence temms via and of organisational
strategy market and
analysisin legal Cxecute levers with business
2 Set growth companies financial, integration stratey to sustain
structural
strateqy 2. Select target cultural and plans future arganisationat
3Define 3. Issue letter legal financial Success

acquisition of intent environ aspects

criteria 4. Develop M& mental, 2. Secure key|
Begin strategy A plan operational talent and
and
implentation 5. Offer letter integration
of
intellectual teams
aspects 3. Close deal
confidential 2. Summarise
lity
findings
3. Set
preliminary
integration
plans
4. Decide
negotiation
parameters
issues and Risks: 1. RO1/ Value | 1. Liabilities . Price
1.Speed 1. sustainable
1. Costs 2. Strategic fit 2. Human 2. Performan 2. Disruption
2. Channels 3. Cultural Fit capital ce organizational
3. Costss improvemtns and
3. Content 4. Timing rentention
3. People 4. Revenues changes
4. 3. Human
Competencies 5. Leadership 4. Protection 5. Results
2. industry evolution
5. Customers fit capital 5. Gover 6. Perception 3. Competitive
elimination
6. Capital 6. Potential nance
of share pressures
4. Viability of
7. Capacity synergies holders 4. Continuous
financial
7. Viability
aspects 7. Perception workforce shifts
of Public
5. integration
issues 8. Perception
of
6. synergies
Customer
and
economies 9. Perception
of
of scale
employees
2. Locate