Automation of the M&A process: due diligence tasks and automation
OUT NOW: This new book is will help you on your way to digitizing your M&A process.
M&A practitioners need solutions to the following problems related to the digitization of M&A processes:
It is unclear what exactly needs to be digitized. What are the tasks, can they be automated and how can they be digitised?
The digitisation potential in the M&A process is unclear. Which tasks can be digitized? The digitization potential lies in the (partial) automation of tasks that are not automated today.
The digitization possibilities are not transparent. Which tools are available to digitize individual tasks?
These problem areas are addressed and solutions are presented in the new book presented here.
All in one book for merger automation
All due diligence tasks
Automatability for all tasks
All data needed by tasks
An integration architecture for heterogeneous tools
ISBN 9783750462052
Chapters of the book
This book contains an excerpt of the M&A reference model for the due diligence phase together with basic chapters. The M&A Reference Model is the prerequisite for the end-to-end automation of the M&A process.
The third chapter lays the foundations for the digitization of business systems, which can be used to better interpret the M&A reference model. The fourth chapter lays the foundations of the M&A Reference Model and uses examples to explain how the model can serve as the basis for automating the M&A process.
It then explains the details of the model for the Due Diligence phase of the M&A process. All tasks in this phase are defined by means of objectives and a task description, their automation and availability of tools, and the data object types used by the task. Numerous questions are listed with each task assuring you can execute the task properly.
The sixth section contains the data model used within the M&A Reference Model and shows how data objects are embedded in a conceptual data schema for the M&A process. The book is then rounded off with literature and a keyword index.
But automation does not stop there, upcoming books will cover additional phases of the process and will cover the available tools, too.
The book is available with the ISBN 9783750462052.
CLICK OR SCAN THE QR CODE TO ORDER THE BOOK
Everything in one book for the digitalization of M&A
A new, fresh approach to due diligence.
Complete specification of all tasks including their objectives and automation.
Business model driven. Risk conscious, early integration planning.
Suitable for all industries.
Best practices based on many acquisitions.
What is fundamentally new in this book
This book is at its core an English translation of the German book “Grundlagen der Digitalisierung von Mergers und Acquisitions: Die Due-Diligence-Phase” published July 2020.
But it is more than that, it has been massively updated and extended and represents the state of the M&A reference model as of October 2020. Major extensions of this book are:
The section showing parts of the data model for due diligence has been extended.
In section 4 describing all tasks of the due diligence phase, additional questions have been added to the following tasks
Design of the new entity NewCo,
Integrated Valuation of NewCo incl. Synergies,
Design of the merger integration plans,
Design of the merger integration project,
Negotiation of the deal.
On a conceptual level, the following is brand-new:
A business model due diligence is introduced, which deals with the business model of the target and its compatibility with the business model of the buyer.
An operations model due diligence is introduced, which looks at the implementation of the business model with the help of resources in an organization. Resources can be employees, machines or computers.
A new form of strategic due diligence is introduced, which deals with the target's strategy and its compatibility with the buyer's strategy.
Already in the due diligence, plans for merger integration are subjected to an examination in the form of a merger integration due diligence.
Goals and objectives are defined for each task.
Inclusion of applications in the functional due diligence instead of only in the IT due diligence
For the first time an attempt is being made to describe a complete data model for due diligence.
The book is available with the ISBN 9783750462052.
CLICK OR SCAN THE QR CODE TO ORDER THE BOOK
Goal and target audience of the book
The goal of the book is to structure the application domain "M&A Process" in an easily understandable model.
This book can be used as follows:
Determine the tasks to be digitized: This book describes almost all tasks in the due diligence process. The tasks relevant for a company can be selected and then automated in a targeted manner.
Overview of digitization options for the M&A process: The automation options described for the tasks provide an overview of which tasks in the M&A process can already be automated today and how.
Determine the digitization potential of M&A processes: The methodology contained in this book and the details of the tasks, their automation capabilities and automation options allow you to determine the digitization potential.
Familiarization with M&A processes: In this book, all tasks in the Due Diligence phase are documented with their objectives, a description and with questions during execution. This enables a quick familiarization with the details of the due diligence.
Target Audience
The target group are managers and employees of strategy and M&A departments, persons responsible for post-merger integration and other practitioners, but also students and teachers in the field of M&A.
The book is available with the ISBN 9783750462052.
What is next?
A book about the strategy phase in the M&A processis out now, together with scenarios how different tools automate certain tasks in the strategy phase.
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About the author
Dr. Karl Michael Popp is a member of the Corporate Development and Strategy Team in the Office of the CEO at SAP SE in Germany. In his twenty-five year career at large and small software companies, he has worked on over 50 strategic partnerships and over thirty acquisitions and successful merger integrations. Karl is a speaker, author on software and platform business models, software ecosystems and merger automation and runs workshops on software ecosystems and merger integration.
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