Merger, Acquisition, and Divestiture Research Center

Tools and methods to support IT leaders in executing on various buying and selling transactions.

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Table of Contents:

  1. 01
    Proactive Suggest Acquisition & Divestiture Opportunities
  2. 02
    Pre-Transaction Discovery & Strategy
  3. 03
    Mid-Transaction Due Diligence & Preparation
  4. 04
    Post-Transaction Execution & Value Realization
  5. 05
    Additional Resources

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Featured Research

Develop an M&A IT Playbook – Phases 1-5

Strategically prepare to get IT a seat at the M&A table

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Mergers, Acquisitions & Divestitures Framework

MAD-framework
Proactive

Proactive

Suggest Opportunities to Evolve the Organization

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Discovery & Strategy

Discovery &
Strategy

Pre-Transaction State

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Due Diligence & Preparation

Due Diligence &
Preparation

Mid-Transaction State

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Execution & Value Realization

Execution &
Value Realization

Post-Transaction State

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Suggest Acquisition & Divestiture Opportunities

Proactive

Suggest Acquisition & Divestiture Opportunities

Leverage IT’s credibility as an Innovator and suggest opportunities to evolve the organization through acquisition or divestiture transactions.

M&A Buy Playbook
M&A Buy Playbook
The M&A Buy Playbook is a reusable document that enables your IT organization to successfully deliver on any acquisition transaction.
M&A Sell Playbook
M&A Sell Playbook
The M&A Sell Playbook is a reusable document that enables your IT organization to successfully deliver on any divestiture transaction.
Mergers & Acquisitions: The Buy Blueprint
Mergers & Acquisitions: The Buy Blueprint
For IT executives who want to be a leader in the M&A transaction process when their business is pursuing a potential acquisition.
Mergers & Acquisitions: The Sell Blueprint
Mergers & Acquisitions: The Sell Blueprint
For IT leaders who want to have a role in the transaction process when their business is engaging in an M&A sale or divestiture.
Case Study: M&A Proactive
Case Study: M&A Proactive
Read a one-page case study for the Proactive phase of an M&A transaction.
One-Pager: M&A Proactive
One-Pager: M&A Proactive
See a one-page overview of the Proactive phase of an M&A transaction.
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M&A Proactive Mode
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Discovery & Strategy

Pre-Transaction

Discovery & Strategy

Buy

Create a strategy and program plan for how to integrate IT environments and support the business through the transaction.

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M&A Discovery & Strategy – Buy
Mergers & Acquisitions: The Buy Blueprint
Mergers & Acquisitions: The Buy Blueprint
For IT executives who want to be a leader in the M&A transaction process when their business is pursuing a potential acquisition.
M&A Buy Playbook
M&A Buy Playbook
The M&A Buy Playbook is a reusable document that enables your IT organization to successfully deliver on any acquisition transaction.
Case Study: M&A Discovery & Strategy – Buy
Case Study: M&A Discovery & Strategy – Buy
Read a one-page case study for the Discovery & Strategy phase of an M&A transaction.
One-Pager: M&A Discovery & Strategy – Buy
One-Pager: M&A Discovery & Strategy – Buy
See a one-page overview of the Discovery & Strategy phase of an M&A transaction for the acquiring organization.

Sell

Be prepared for the possibility of a divestiture or sale by embedding the necessary tactics and initiatives that make your IT organization nimble to change.

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M&A Discovery & Strategy – Sell
Mergers & Acquisitions: The Sell Blueprint
Mergers & Acquisitions: The Sell Blueprint
For IT leaders who want to have a role in the transaction process when their business is engaging in an M&A sale or divestiture.
M&A Sell Playbook
M&A Sell Playbook
The M&A Sell Playbook is a reusable document that enables your IT organization to successfully deliver on any divestiture transaction.
Case Study: M&A Discovery & Strategy – Sell
Case Study: M&A Discovery & Strategy – Sell
Read a one-page case study for the Discovery & Strategy phase of an M&A transaction.
One-Pager: M&A Discovery & Strategy – Sell
One-Pager: M&A Discovery & Strategy – Sell
See a one-page overview of the Discovery & Strategy phase of an M&A transaction for the selling or divesting organization.
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Due Diligence & Preparation

Mid-Transaction

Due Diligence & Preparation

Buy

Create a roadmap with the purchased organization(s) that adequately accounts for potential risks and embraces transparency to ensure a smooth transition.

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M&A Due Diligence & Preparation – Buy
Mergers & Acquisitions: The Buy Blueprint
Mergers & Acquisitions: The Buy Blueprint
For IT executives who want to be a leader in the M&A transaction process when their business is pursuing a potential acquisition.
M&A Buy Playbook
M&A Buy Playbook
The M&A Buy Playbook is a reusable document that enables your IT organization to successfully deliver on any acquisition transaction.
Case Study: M&A Due Diligence & Preparation – Buy
Case Study: M&A Due Diligence & Preparation – Buy
Read a one-page case study for the Due Diligence & Preparation phase of an M&A transaction.
One-Pager: M&A Due Diligence & Preparation – Buy
One-Pager: M&A Due Diligence & Preparation – Buy
See a one-page overview of the Due Diligence & Preparation phase of an M&A transaction for the acquiring organization.

Sell

Strike a balance between supporting your current organization's intention to sell while simultaneously complying due diligence activities.

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M&A Due Diligence & Preparation – Sell
Mergers & Acquisitions: The Sell Blueprint
Mergers & Acquisitions: The Sell Blueprint
For IT leaders who want to have a role in the transaction process when their business is engaging in an M&A sale or divestiture.
M&A Sell Playbook
M&A Sell Playbook
The M&A Sell Playbook is a reusable document that enables your IT organization to successfully deliver on any divestiture transaction.
Case Study: M&A Due Diligence & Preparation – Sell
Case Study: M&A Due Diligence & Preparation – Sell
Read a one-page case study for the Due Diligence & Preparation phase of an M&A transaction.
One-Pager: M&A Due Diligence & Preparation – Sell
One-Pager: M&A Due Diligence & Preparation – Sell
See a one-page overview of the Due Diligence & Preparation phase of an M&A transaction for the selling or divesting organization.
Book a Call
Execution & Value Realization

Post-Transaction

Execution & Value Realization

Buy

Critical tasks are prioritized and executed on to support ongoing operations and target synergies are realized by rationalizing people, processes and technology.

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M&A Execution & Value Realization – Buy
M&A Separation Project Management Tool (SharePoint)
M&A Separation Project Management Tool (SharePoint)
Manage the separation process of an acquisition using this SharePoint template.
Mergers & Acquisitions: The Buy Blueprint
Mergers & Acquisitions: The Buy Blueprint
For IT executives who want to be a leader in the M&A transaction process when their business is pursuing a potential acquisition.
M&A Buy Playbook
M&A Buy Playbook
The M&A Buy Playbook is a reusable document that enables your IT organization to successfully deliver on any acquisition transaction.
Case Study: M&A Execution & Value Realization – Buy
Case Study: M&A Execution & Value Realization – Buy
Read a one-page case study for the Execution & Value Realization phase of an M&A transaction.
One-Pager: M&A Execution & Value Realization – Buy
One-Pager: M&A Execution & Value Realization – Buy
See a one-page overview of the Execution & Value Realization phase of an M&A transaction for the acquiring organization.

Sell

Critical tasks are prioritized and executed on to support ongoing operations and target synergies are realized by rationalizing people, processes and technology.

Video Preview
M&A Execution & Value Realization – Sell
M&A Separation Project Management Tool (Excel)
M&A Separation Project Management Tool (Excel)
Manage the separation process of an acquisition. Use this Excel tool if you can’t or don’t want to use the SharePoint version.
Mergers & Acquisitions: The Sell Blueprint
Mergers & Acquisitions: The Sell Blueprint
For IT leaders who want to have a role in the transaction process when their business is engaging in an M&A sale or divestiture.
M&A Sell Playbook
M&A Sell Playbook
The M&A Sell Playbook is a reusable document that enables your IT organization to successfully deliver on any divestiture transaction.
Case Study: M&A Execution & Value Realization – Sell
Case Study: M&A Execution & Value Realization – Sell
Read a one-page case study for the Execution & Value Realization phase of an M&A transaction.
One-Pager: M&A Execution & Value Realization – Sell
One-Pager: M&A Execution & Value Realization – Sell
See a one-page overview of the Execution & Value Realization phase of an M&A transaction for the selling or divesting organization.
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Additional Resources

Proactive

Suggest Acquisition & Divestiture Opportunities

CEO-CIO Alignment Report
CEO-CIO Alignment Report
Engage in a Diagnostic
Document Business Goals and Capabilities for Your IT Strategy
Document Business Goals and Capabilities for Your IT Strategy
Successful IT strategies rely on a strong business understanding.
Explore Other Info-Tech Research Centers
Explore Other Info-Tech Research Centers
Post-Pandemic Transformation

Buy: Discovery & Strategy

Scale Up Your Requirements Management Practices
Scale Up Your Requirements Management Practices
Analyze the Prospective Organization(s)
Map Your Business Architecture
Map Your Business Architecture
Get aligned and turn your strategy into action.
Mandate Data Valuation Before It’s Mandated
Mandate Data Valuation Before It’s Mandated
Organizations have data problems because they struggle to establish the real business value of their data. Understanding the value of your data is the first step towards solving your data problems.
Build Your IT Cost Optimization Roadmap
Build Your IT Cost Optimization Roadmap
Create an Integration Strategy
Optimize IT Governance for Dynamic Decision-Making
Optimize IT Governance for Dynamic Decision-Making
Optimize governance to align with how your organization functions.

Sell: Discovery & Strategy

Scale Up Your Requirements Management Practices
Scale Up Your Requirements Management Practices
Understand the Rationale for the Potential Sale
Map Your Business Architecture
Map Your Business Architecture
Get aligned and turn your strategy into action.
Rationalize Your Application Portfolio
Rationalize Your Application Portfolio
Quantify the Value of Your IT Organization
Build Your IT Cost Optimization Roadmap
Build Your IT Cost Optimization Roadmap
Improve cost-to-value in a sustainable manner.
Mandate Data Valuation Before It’s Mandated
Mandate Data Valuation Before It’s Mandated
Organizations have data problems because they struggle to establish the real business value of their data. Understanding the value of your data is the first step towards solving your data problems.

Buy: Due Diligence & Preparation

Identify Potential Transaction Benefits and Risks

Make IT a Partner in Successful M&A Due Diligence
Make IT a Partner in Successful M&A Due Diligence
Prepare for and Engage in Due Diligence
Master M&A Cybersecurity Due Diligence
Master M&A Cybersecurity Due Diligence
Develop an information security playbook for mergers and acquisitions.
Don’t Allow Software Licensing to Derail Your M&A
Don’t Allow Software Licensing to Derail Your M&A
Be an advocate for exploring the legal entity structure of your new organization and how it relates to license agreements.
Build an IT Risk Management Program
Build an IT Risk Management Program
Determine and Communicate Where IT Synergies Will Be Realized
Assess and Manage Security Risks
Assess and Manage Security Risks
Accelerate your security threat and risk assessments with AI.
Maximize Business Value From IT Through Benefits Realization
Maximize Business Value From IT Through Benefits Realization
Embed lightweight value checking into your governance process.
Design Your IT Organization for the Future
Design Your IT Organization for the Future
Finalize IT’s Execution Strategy and Prepare to Deliver
Develop a Business Continuity Plan
Develop a Business Continuity Plan
Streamline the traditional approach to make BCP development manageable and repeatable.
Manage Your Capacity to Increase Your Availability
Manage Your Capacity to Increase Your Availability
Maximize availability through proactive capacity management.

Sell: Due Diligence & Preparation

Comply, Communicate, and Collaborate in Transaction

Take Control of Compliance Improvement to Conquer Every Audit
Take Control of Compliance Improvement to Conquer Every Audit
Comply With Due Diligence Requirements
Build a Security Compliance Program – Executive Brief
Build a Security Compliance Program – Executive Brief
Read this executive brief to understand how an information security compliance management program can be cost effective.
Implement Risk-Based Vulnerability Management
Implement Risk-Based Vulnerability Management
Get off the patching merry-go-round and start mitigating risk!
Leading Through Uncertainty Workshop Overview
Leading Through Uncertainty Workshop Overview
Communicate to Staff and Retain Top Talent
Build a Sustainable Knowledge Transfer Strategy
Build a Sustainable Knowledge Transfer Strategy
Transfer IT knowledge before it’s gone.
Design Your IT Organization for the Future – Phases 1-4
Design Your IT Organization for the Future – Phases 1-4
This storyboard is a step-by-step guide on how to design the right IT organizational structure to ensure objectives are always achieved.
Manage Stakeholder Relations
Manage Stakeholder Relations
Collaborate to Identify How IT Will Support the Transaction Execution
Develop Meaningful Service Metrics
Develop Meaningful Service Metrics
Reinforce service orientation in your IT organization by ensuring your IT metrics generate value-driven resource behavior.
Improve IT-Business Alignment Through an Internal SLA
Improve IT-Business Alignment Through an Internal SLA
Understand business requirements, clarify current capabilities, and enable strategies to close service level gaps.

Buy: Execution & Value Realization

Execute on Transaction Terms & Demonstrate IT’s Value

Implement Crisis Management Best Practices
Implement Crisis Management Best Practices
Execute on Day 1 Critical Tasks
Build an Application Rationalization Framework
Build an Application Rationalization Framework
Manage your application portfolio to minimize risk and maximize value.
Standardize the Service Desk
Standardize the Service Desk
Follow Through on Execution Plan as It Relates to IT Capabilities
Make IT a Successful Partner in M&A Integration
Make IT a Successful Partner in M&A Integration
Anticipate pressure – simultaneously conduct discovery and deliver quick-wins!
Build Effective Enterprise Integration on the Back of Business Process
Build Effective Enterprise Integration on the Back of Business Process
From the backend to the frontlines – let enterprise integration help your business processes fly.
Establish Realistic IT Resource Management Practices
Establish Realistic IT Resource Management Practices
Identify Savings or Returns on the Investment
Capture and Market the ROI of Your VMO
Capture and Market the ROI of Your VMO
Quantify the impact and demonstrate the value that your VMO delivers to your organization.
Build a Business-Aligned IT Strategy
Build a Business-Aligned IT Strategy
Position Your IT Organization to Deliver Value to the New Organization
Build Your EA Practice Strategy
Build Your EA Practice Strategy
Craft the practice your organization needs to solve the problems your stakeholders care about the most.
Design a Service Catalog That Drives Insight and Innovation
Design a Service Catalog That Drives Insight and Innovation
Cut the complexity and transform your service catalog from a static list into a strategic hub.
Review and Improve Your IT Policy Library
Review and Improve Your IT Policy Library
Create policies for the risks that matter most to your organization.

Sell: Execution & Value Realization

Execute on Transaction Terms & Demonstrate IT’s Value

Deliver a Customer Service Training Program to Your IT Department
Deliver a Customer Service Training Program to Your IT Department
Support the Execution of Day 1 Critical Tasks
Map Technical Skills for a Changing Infrastructure & Operations Organization
Map Technical Skills for a Changing Infrastructure & Operations Organization
Be practical and proactive – identify needed technical skills for your future state environment and the most efficient way to acquire them.
Automate Testing to Get More Done
Automate Testing to Get More Done
Drive software delivery throughput and quality confidence by extending your automation test coverage.
Monitor IT Employee Experience
Monitor IT Employee Experience
Ensure Smooth Transition of Employees
Design and Sustain a Purposeful IT Culture
Design and Sustain a Purposeful IT Culture
Improve your culture and enable your strategy.
Embed Business Relationship Management in IT
Embed Business Relationship Management in IT
Enable the Realization of the Transaction Value for All Organizations
Maximize Business Value From IT Through Benefits Realization
Maximize Business Value From IT Through Benefits Realization
Embed lightweight value checking into your governance process.
Build a Business-Aligned IT Strategy
Build a Business-Aligned IT Strategy
Position Your IT Organization to Deliver Value to the Organization
Build Your EA Practice Strategy
Build Your EA Practice Strategy
Craft the practice your organization needs to solve the problems your stakeholders care about the most.
Design a Service Catalog That Drives Insight and Innovation
Design a Service Catalog That Drives Insight and Innovation
Cut the complexity and transform your service catalog from a static list into a strategic hub.
Review and Improve Your IT Policy Library
Review and Improve Your IT Policy Library
Create policies for the risks that matter most to your organization.
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