Capabilities

Mergers & Acquisitions Objective Setting

M&A is a means to an end. To be successful, M&A activities must be inextricably linked to the organizations' overall corporate strategy and weighed against other management tactics such as organic growth. It is only after a disciplined and comparative review of a firm's market position, resources, and associated strategy can a company make informed M&A decisions.

Kaiser provides clients with objective facts and analysis around critical external and internal factors that inform whether there is a strong case for M&A to drive growth, capability building, competitive positioning, or capital structure improvement. With this, companies have a well-defined vision for how M&A investments will create value (e.g., gaining economies of scale, gaining marketing power through horizontal integration, extending capabilities to relevant new markets, etc.) and what characteristics to seek in a potential opportunity.

Kaiser has a long history working with corporations (including the most active corporate acquirers) to:

  • Analyze adjacent and new markets
  • Determine financial and strategic attractiveness of M&A investments versus organic development or partnership / joint venture / alliance
  • Develop an informed (i.e., fact-based) investment thesis
  • Establish investment criteria