M&A Services

Strategic Planning

Strategic planning is a critical component of any M&A transaction. It involves developing a comprehensive plan that outlines the strategic goals of the transaction, and the steps that will be taken to achieve those goals. Our strategic planning services begin with a detailed analysis of our client’s business, including their market position, competitive landscape, and growth potential. We work closely with our clients to understand their goals and objectives for the M&A transaction and develop a customized strategy to achieve those goals.

Our strategic planning services may include: 

 

1. Market analysis

We conduct a thorough analysis of the target company’s market, including market size, growth potential, and competitive landscape. We also analyze our client’s market position, and identify potential synergies between the two companies.

2. Financial analysis

We evaluate the financial performance of the target company, including its revenue, profits, and cash flow. We also analyze the financial impact of the transaction on our client’s financial statements, including its balance sheet, income statement, and cash flow statement.

3. Due diligence

We conduct a thorough due diligence process to evaluate the target company’s operations, financial performance, legal and regulatory compliance, and other key areas of the business.

4. Risk assessment

We identify potential risks associated with the M&A transaction, including legal and regulatory risks, financial risks, operational risks, and reputational risks. We develop a risk management plan to mitigate those risks and ensure a successful transaction.

5. Integration planning:

 We develop a comprehensive post-merger integration plan that outlines the steps that will be taken to integrate the target company into our client’s operations. This may include organizational changes, IT integration, and cultural integration.

6. Communication planning

We develop a communication plan to ensure that all stakeholders are informed and engaged throughout the M&A process. This includes employees, customers, suppliers, investors, and regulators.

David de Boet

David de Boet

Partner – Corporate Advisory

Graduated in Law and with an Executive Program from IESE, he has more than 20 years of experience in the consulting and legal fields in companies such as CBRE, HQ Global or Grupo Cador, among others.

ddeboet@dextracorp.com

Our strategic planning services are designed to help our clients achieve their strategic goals and maximize the value of the M&A transaction. We work closely with our clients to develop a customized strategy that meets their unique needs and objectives, and we are committed to delivering results.

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