E-Book M&A | Essential guide to optimizing merger and acquisition processes

Dominate the Market: The Strategic Guide for Success in Mergers and Acquisitions (M&A)

Transform your company through inorganic growth. Learn how to value your business, identify synergies, and mitigate risks with our e-book "M&A: Essential guide to optimising merger and acquisition processes".

Mergers and Acquisitions operations are, today, one of the fastest and most effective strategic options for business growth, being crucial for value creation, generating synergies, and leveraging competitive advantages in both the domestic and external markets. Whether seeking to diversify risks or accelerate internationalisation, M&A is a way to protect market position and increase profitability.

However, the failure rate in these operations can exceed 50%, mainly due to the non-realisation of initial objectives, failures in managing cultural differences, or unrealistic valuations. Navigating this process requires a clear roadmap, rigour in identifying the target, and thorough preparation for integration success.

If your company faces the challenge of generational transition or intends to attract foreign direct investment to boost growth, this guide was designed for you.

Transform Challenges into Value Opportunities

This practical manual offers an action plan for the success of an operation. With it, you will know how to:

• Differentiate Value from Price: Understand what determines the fair value of your company, from historical performance to the quality of the management team and ESG matters;
• Master Valuation Perspectives: Get to know market methods (multiples), income (forecast cash flows), and asset-based methods to substantiate strategic decisions;
• Structure the Buy-side or Sell-side Mandate: Follow the essential stages, from defining the strategy and preparing the Teaser to the Closing of the operation;
• Mitigate Risks with Due Diligence: Learn how to ensure that financial information and procedures reflect the company's real market positioning;
• Ensure Post-Merger Integration (PMI): Learn to manage change and employee expectations so that the union of organisations generates the expected value.

What you will find in this practical guide:

This e-book is structured to support decision-makers at all stages of the transactional process:

• Market Facts and Figures: An analysis of the Portuguese transactional market, highlighting the volume of operations and the most active sectors;
• Valuation Methodology: The diagnostic model, financial analysis, and application of different perspectives to determine Enterprise Value;
• Reasons for M&A: Strategic and financial reasons, such as acquiring skills, brands, and seeking economies of scale;
• 12 Reasons Why Operations Fail: A warning about common errors, such as culture clashes, overvaluation, or communication failures;
• Critical Success Factors: The importance of preparing for the “day after” and the role of change managers in the implementation phase.

With a proximity approach and consolidated experience in Corporate Finance, Yunit Consulting accompanies your company in defining the best growth or divestment strategy.

Download for free now and prepare for the next strategic step of your business.