Preparing for Strategy& M&A role

Hello there,

Congratulations for accepting the new role!

It would be useful to familiarize yourself with the following elements of M&A:

• Due diligence: financial, operational, commercial, etc
• Valuation: DCF, multiples, comparables
• Synergies: costs, revenues
• Deal structuring: legal, accounting, tax, anti-trust considerations, key financial metrics, and financing structure
• Post-merger integration: culture, communications, organization structure, operations, business processes

I would suggest to read the materials below to be best prepared:

• Valuation: Measuring and Managing the Value of Companies - Tim Koller, Marc Goedhart, and David Wessels (McKinsey & Company)

• Mergers & Acquisitions from A to Z: Strategic and Practical Guidance for Buyers and Sellers - by Andrew J. Sherman

• Perspectives on Merger Integration (McKinsey & Company) -https://www.mckinsey.com/client_service/organization/latest_thinking/~/media/1002A11EEA4045899124B917EAC7404C.ashx

• The Art of M&A: A Merger Acquisition Buyout Guide - by Stanley Foster Reed, Alexandra Lajoux, and H. Peter Nesvold

• The Brave New World of M&A: How to Create Value from Mergers and Acquisitons (BCG)
  https://www.bcg.com/documents/file15069.pdf

• Buyout: The insider's Guide to Buying your Own Company - by Rick Rickertsen

• M&A in Disruption: 2018 in Review - Using M&A to ride the tide of disruption (Bain & Company)
  https://www.bain.com/contentassets/fe0330765f7f478091d189867a614780/bain-report-manda_in_disruption_2018_in_review.pdf

• Investment Banking: Valuation, Leveraged Buyouts, and Mergers and Acquisitions - by Joshua Rosenbaum and Joshua Pearl

Hope it helps and all the best!

Kind regards,
Nathan

(edited)