How to Build an M&A Plan

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<div class="custom-theme"><div class="fr-view"><p><span id="isPasted" style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Add back hours to your week with DealRoom's automated reporting tools. Deliver daily or weekly reports straight to your leadership team's inbox. Check due diligence progress across workstreams in real-time.</span><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><span style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Join Julia Rollins, Customer Success Manager, as she walks us through DealRoom's advanced user analytics.</span><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><span style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>This webinar is part five of the Master Your M&A series. Every master has his tools. Come see why the best use DealRoom.</span> </p></div></div>

<div class="custom-theme"><div class="fr-view"><p><span id="isPasted" style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Selling a business is not for the faint of heart. Dedicating time and resources to finding a potential buyer while maintaining business performance, and keeping the process discrete can feel overwhelming.</span><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><span style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Join Jeff Wald, Co-founder of Bento Engine, as he steps through best practices to make selling your business an easier and smoother process.</span><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><span style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Bento Engine is a B2B Fintech SaaS company focused on the intersection of technology and impactful wealth management advice.</span> </p></div></div>

<div class="custom-theme"><div class="fr-view"><p><span id="isPasted" style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Looking to achieve large-scale growth via M&A? Knowing where to start, who to hire, and how to source internal functional leads can feel like a daunting task.</span><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><span style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Michael Nov, Head of Corporate Development & Chief of Staff to the CTO at OwnBackup, will walk through how to tailor M&A for companies with hyper-growth goals.</span><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><span style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>OwnBackup is a leading SaaS data protection platform for some of the largest SaaS ecosystems in the world, including Salesforce, Microsoft Dynamics 365, and ServiceNow.</span> </p></div></div>

<div class="custom-theme"><div class="fr-view"><p><span id="isPasted" style='color: rgb(19, 22, 25); font-family: Inter, "Chinese Quote", -apple-system, "system-ui", "Segoe UI", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "Helvetica Neue", Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Sourcing a deal that is quick to diligence and easy to integrate may feel like searching for a four-leaf clover. Ready to become your company’s M&A good luck charm? Join us for the M&A Science Spring Summit of March 08, 2023! Come and learn new M&A tips and techniques that will leave you feeling like you just found a pot of gold at the end of a rainbow! </span><br><br></p></div></div>

<div class="custom-theme"><div class="fr-view"><p><span id="isPasted" style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>While M&A is a powerful path towards rapid growth, it should not be confused as a strategy of its own. Deal teams have to clearly map out their own strategy, and then demonstrate how M&A can be used as a tool to achieve it.</span><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><span style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>If developing the strategy wasn't hard enough, there is also the added challenge of ensuring internal alignment around that strategy. Join Andrew Bilbao, CFO of Noble Education Acquisition Corp, as he walks through best practices in getting leadership, the deal team, and functional leads all on board with the same strategy.</span><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br style='box-sizing: border-box; color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><span style='color: rgb(35, 35, 51); font-family: "Almaden Sans", Helvetica, Arial; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: 0.42px; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Noble Education Acquisition, a blank check company focusing on the EdTech sector.</span></p></div></div>

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<p><span id="isPasted" style='color: rgb(35, 35, 51); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Strategic acquisitions are already challenging; product acquisitions, especially in the tech industry, have a high risk of ending in disappointment. While these types of transactions center around goods or services, those who have found success post-close focus on a key element: the people behind the product(s). </span></p>
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<p><span style='color: rgb(35, 35, 51); font-family: "Helvetica Neue", Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;'>Andrew Morbitzer, VP, Head of Corporate Development at Typeform, will step the audience through how to lead product-based acquisitions. He'll also touch on the main challenges associated with the process along with how to confront them.</span></p>
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How to Build an M&A Plan

In this course, Aaron Whiting gets tactical by explaining his approach to using an M&A plan. He’ll describe the first plan he ever received, what he did with it, and why he doesn’t like templates.

Course curriculum

1
Learn How to Create an M&A Plan
- Introduction with Aaron Whiting
- DealRoom
- Meetings and Cadences
- Driving the Plan vs. Being Driven by the Plan
- Walkthrough of Closeouts
- As you present the concept of the plan vs. the plan, what type of pushback do you receive?
- Walking Managers Through the Process
- How do you get an integration team back on track?
- Advice for Leaders
2
Q&A
- What is your biggest challenge?
- Why do you hate when people ask for templates?
3
Course Slides
- How to Use an M&A Plan Slides
4
Downloadable Ebook
- How to Build an M&A Plan Ebook