Sourcing Services
Maximizing returns on your M&A strategy begins with developing an investment thesis and identifying sourcing targets. Our services help you develop and test a thesis that matches your overall investment objectives. We work with your team to translate your thesis into an actionable plan for finding and vetting potential target companies.
Assessment Services
We support all aspects of M&A due diligence, including industry and competitive research, and perform deep value-added assessments of your investment or acquisition targets. These assessments include enterprise analytics, strategic fit, as well as development of post-deal pro-forma statements.
Integration Services
Deal close represents a key milestone, but it’s just the beginning of the process. We help organizations identify and implement the actions required to ensure a seamless transition and achievement of anticipated results. From coordinating strategic planning and cross-business leadership buy-in, to developing actionable 100-day plans as well as establishing KPIs, we’ll work alongside your team to guide high-leverage actions to greatly increase the probability of M&A success.
Optimization Services
A great deal of work is required to achieve operational and financial returns. Shared Knowledge works with your team to provide support in translating strategic imperatives into a more manageable set of implementable actions. These include efforts to develop exit goals and business strategies, value creation roadmaps, key initiatives planning, creating actionable KPIs, and implementation of a performance management discipline customized for your organization.
Advisory Services
Beyond the listed practice areas, the Shared Knowledge team is available to provide customized advisory services on an as-needed basis. We’ll work with you to construct an engagement that meets your specific needs. These services may include organizational strategy development, strategic assessments, growth and go to market planning, and acquisition strategy development. Additionally, we provide ongoing counsel through participation on select advisory boards.
