While some companies divest, others unite to create “better stories together.” When I ran my own MSP and consulting firm, I orchestrated a series of mergers and acquisitions. Sometimes this resulted in small businesses with fewer than 100 employees. Other times, I established large companies of about 750 employees. I’ve learned a great deal since then, but man oh man, did I crash and burn the first couple of times.

 

By the third time I assisted with an M&A, I had done a bit of research around the anatomy of a business transaction and had developed my own personal “framework.”  This new methodology provided me with a better mental map of what I needed to do to facilitate a successful technology transition.

 

Now that I’m at Pax8, my mission is to empower partners —like you— to help your clients execute on their endeavors. So, I’ve decided to share a high-level explanation of my framework so you too can build your own M&A blueprint. And maybe even become an M&A superhero.

 

My methodology breaks things down into three key “master phases:”

 

– Analyze
– Plan
– Execute

 

Each of these phases builds on the prior, allowing you to better understand what needs to occur, what timelines need to be met, and what risks need to be managed.

 

In this whitepaper, I review the different types of M&A you’re most likely to run into. I dive into the quirks of the business, and how to attack each master phase at a high level. From there, you’ll be able to custom tailor these methods into your own practice. By using these methods, you’ll be ready to support your existing clients, or find new clients by assisting with the M&A process.