4 Big Mistakes in M&A Sell-Side Divestiture Due Diligence

4 Big Mistakes in M&A Sell-Side Divestiture Due Diligence

Sellers are increasingly focused on speed to deal execution because competition is fierce and valuations are high. In this type of deal environment, it is more important than ever to perform high-quality sell-side diligence to meet timelines and avoid value erosion. In our experience advising on 400-plus deals annually, the quality of sell-side analysis in a carveout situation is often...

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Software M&A: 4 Trends Shaping the Hottest Mid-Market Sector

Software M&A: 4 Trends Shaping the Hottest Mid-Market Sector

It’s well known that software is one of the hottest sectors for M&A. The middle market, where West Monroe primarily advises, makes up the highest proportion of deal flow this decade, and we don’t expect that to slow down anytime soon. We’ll likely continue to see high valuations and multiples for software businesses in 2019 and expect competition to remain high among private equity and...

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7 Thoughts on the BB&T and SunTrust Merger Announcement (from the Banking M&A Experts at West Monroe)

7 Thoughts on the BB&T and SunTrust Merger Announcement (from the Banking M&A Experts at West Monroe)

On February 7, BB&T and SunTrust banks announced their intent to merge. It is poised to be the biggest bank merger in a decade and create the sixth-largest bank in the United States. As directors in West Monroe’s financial services practice, we do our fair share of merger integration work in the industry—especially at super-regional, mid-market banks like these.…

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Lean Methodology in Banking M&A

Lean Methodology in Banking M&A

Utilizing Lean methodologies as part of your M&A strategy may  help your bank realize more value. To be expected, acquisitions can cause significant disruption to the day-to-day operations of a bank. Because of the potential change in business processes as well as reallocation of the workforce, this disruption creates a significant opportunity to implement a Lean Culture into the...

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Target Operating Model Design: How and Why to Prepare Your Bank for Your Next Acquisition

Target Operating Model Design: How and Why to Prepare Your Bank for Your Next Acquisition

Integrating two banks can a time-consuming, expensive, and demanding process, which is why it’s important to plan early and comprehensively. It’s common for banks to experience missteps leading up to and following an integration, which can result in poor experiences for customers and employees – at worst, resulting in unwanted attrition of customers and employees.…

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Cybersecurity Diligence in Private Equity Transactions: A Q&A with Experts Who Have Completed Hundreds of Deals

Cybersecurity Diligence in Private Equity Transactions: A Q&A with Experts Who Have Completed Hundreds of Deals

Cybersecurity. It’s something that you need to be aware of both when you’re looking to acquire and once you’ve acquired in the continued day-to-day operations of the company. You don’t want to risk your data being exposed, being embarrassed, or suffering financial loss. Alex Agran, host of the Private Equity Technology Podcast, recently interviewed two West Monroe...

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Four Takeaways from the 2018 TOPO Sales and Marketing Summit

Four Takeaways from the 2018 TOPO Sales and Marketing Summit

This year’s annual TOPO Summit was billed as “the only event where the world’s best sales and marketing leaders share exactly what they do to achieve scalable revenue growth.” The specificity of that statement, it turns out, was quite accurate. The two-day event featured a one-hour welcome and broad industry overview from TOPO CEO Scott Albro, but the remaining time focused on breakout...

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Growing a Passion into a Successful Business: Lessons Learned from the ACG Women’s Forum

Growing a Passion into a Successful Business: Lessons Learned from the ACG Women’s Forum

Having worked with entrepreneurs in the past, I’ve found many startup founders were driven by either a desire to “get rich quick”, or a desire to be “their own boss”.  In certain rare cases, however, you run into a founder that built a business around a long-held passion.  Rosie O’Neill is just that kind of entrepreneur: one that built a business around the childlike love of candy and her...

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5 Thoughts on the CVS-Aetna Deal – From a Technology Integration Perspective

5 Thoughts on the CVS-Aetna Deal – From a Technology Integration Perspective

On Monday, pharmacy retailer CVS announced it is acquiring the health payer Aetna in a $69 billion deal. The unorthodox merger is raising many questions in the healthcare industry and M&A circles. Since every day West Monroe’s M&A practice helps merging companies understand their technology “to-do list” pre- and post-merger, we have several thoughts on what lies ahead for the new...

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Chicago, IL 60606
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