M&A DEAL FLOW MANAGEMENT & PMI

Manage M&A from strategy to successfull integration

Dashboard eines Users der Software SOLYP von Evolutionizer

Managing M&A from strategy to successful integration

The EVO-Cloud M&A Deal Flow Management & PMI Solution enables companies to manage the entire M&A lifecycle end-to-end in a fully digital environment – from defining M&A strategy and target screening to due digiligence, valuation, and structured post-merger integration.

A centralized platform provides full transparency, stronger decision-making capabilities, and consistent execution – particulary during the critical first 100 days after closing.

1. M&A Strategy & Target Definition

Establish clear strategic guidelines for successful acquisitions

Derive your M&A strategy directly from corporate and business strategy, including clear defined target profiles and value creation logic.
Define target search fields, strategic criteria, and exclusion criteria as a consistent framework guiding all subsequent steps.
Ensure transparent alignment between corporate, business units, and M&A stakeholders based on a shared data foundation.

Result: A clearly prioritized, strategically grounded M&A agenda that serves as a reliable basis for all acquisition decisions.

2. Screening & Candidate Assessment

Systematically identify and evaluate potential targets

Build structured longlists and shortlists based on clearly defined search and evaluation criteria.
Assess candidates in a comparable way using attractiveness metrics, radar charts and SWOT analyses.
Enable transparent decision-making through documented evaluations, assumptions, and management reviews.

Result: A focused, transparently assessed target portfolio with clear prioritization for the next stage of evaluation.

3. Due Diligence & Valuation

Build a robust foundation for investment and negotiation decisions

Support multiple due diligence streams – including commercial, financial, legal, operational, and cultural – within an integrated structure.
Analyze business plans, scenarios, risks and value drivers across all relevant dimensions.
Perform company valuations using methodologies, including upside and downside scenarios.

Result: A solid, fact-based foundation for negotiation, signing and investment decisions – transparent and reliable.

4. Negotiation, Closing & PMI Planning

Plan integration early – before closing

Structure and track negotiations and closing activities in a transparent and consistent manner.
Define the integration framework, including organization, governance, target operating model, and value drivers.
Develope an integrated PMI master plan covering synergies, milestones, and responsibilities.

Result: A well-prepared transition from deal to execution – without loss of information and with a clear focus on value realization.

5. Post-Merger Integration & Value Realization

Integration steuern, Fortschritt messen, Synergien realisieren

Steuerung aller Day-1- und Day-100-Aktivitäten über Management-, Kern- und Supportprozesse hinweg.
Aktives Tracking von Synergien, KPIs, Risiken und Maßnahmen im laufenden Integrationsmanagement.
Unterstützung von Operations-, People- & Culture-Integration inklusive Value-Stream-Analysen und kultureller Diagnostik.

Ergebnis: Eine konsequent gesteuerte Integration mit messbarem Fortschritt, realisierten Synergien und nachhaltiger Wertschöpfung.