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  • Merger and Acquisition Solution Capabilities


    I have some new news regarding the formation of our Merger and Acquisition (M&A) Knowledge Management (KM) Repository for our Private Tier 2 Business-To-Business (B2B) members. This is an excellent business opportunity to drive even more member value for the tough aspects of M&A transitions and ensuring the your firm has mitigated the risks from beginning to end and thereafter.

    You will note that our KM database is well-structured using an M&A guide which has been provided by one of the top Governance Risk Compliance (GRC) consultancies and educators; Protiviti, Inc. Our objective is to enable our member organizations to take advantage of Protiviti's expertise in M&A business transformations.

    When you become a Tier 2 Private member you can access Protiviti's Merger & Acquisition Guide. Just contact us and we will forward it to you. In essence, our KM repository acts as a way to document Frequently Asked Questions (FAQ) while allowing members to get detailed feedback on leading (or "best") practices for Cannabis and Hemp (C+H) industry segments where M&A activities are taking place.

    I, personally, have a strong professional interest in business transformations where an M&A transaction is involved. Business transformation are very tough to pull off, successfully. But with some key Methods, Tools and Training (MTT) your firm will be very well grounded to take on the toughest of tough M&A situations:

    I. Methods and Methodologies

    • Program Lifecycle Methodology (e.g. Summit-D, Ascendant, etc.)
    • Systems Integration (SI) methodology
    • Human Change Methodology
    • Technology Change Methodology
    • Etc.

    II. Tools and Technologies

    • Functional Modeling, Process modeling, Simulation
    • Requirements Management
    • Business Rule & Process Management
    • ERP
    • Decision Support Systems (DSS)
    • Etc. 

    III. Education and Training

    • Functional Decomposition Modeling / Enterprise Mapping (IDEF0 methodology)
    • Role-based Flow Diagramming (Rummler Brache methodology)
    • Requirements Engineering
    • Human Change Management
    • Technology Change Management
    • Governance Risk Compliance (GRC)

    Here's a brief biographical sketch on why M&A is such an important aspect of our organizations.

    I spent the last 10 years of my career with a boutique consultancy and education firm helping to provide guidance and structured courses spanning Governance Risk Compliance (GRC) topics and practices (including cybersecurity). My clients have mostly been in the internal audit function. I have been lucky because much of my background has been geared to business and enterprise transformations which is another way of saying that I have been in the business re-engineering space. I taught my of my PricewaterhouseCoopers (PwC) associates on the enterprise integration methodologies which Coopers & Lybrand had excelled at. During the merger of Price Waterhouse and Coopers & Lybrand, I taught a couple of key courses for some of the M&A teams from both companies, which gave me an especially good handle on what M&A teams need during a Merger and Acquisition (M&A) transaction.

    Check out our Tier 2 KM repository and feel free to jump in to help us address and answer a huge range of tough M&A questions.

    Phil Wilson,

    Managing Director

    Example 6 - Simulation of a Process Flow to Understand Throughput.JPG

    Edited by MemberSupport

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