1. Mergers & Acquisitions: What Happens to All of the Information
Association of Corporate Counsel Washington
Mini-MBA Business Summit - September 8th, 2017
Panelists:
Kate Spelman, Lane Powell PC
Liz Lee, Rightside
Rich Lauwers, SME Information Governance, MicroFocus

2. Mergers and acquisitions
A simple checklist can help
©2017 Lane Powell PC

3. Organizational reputation?
The value
What is this for?
Are the valuable assets known
Where
What
Who
Organizational reputation?
The people?
Expertise in a process?
The data about …
©2017 Lane Powell PC

4. Technology Assets
Knowing what you have and where you have it is an important part of the valuation process and post event transition.
©2017 Lane Powell PC

5. Technology Assets | Is the Organizational information known
Where it is
Databases
SharePoint
Is there consistent classification and categorization?
Data Privacy, PHI, PII
Regulatory retention
Existing legal holds
©2017 Lane Powell PC

6. Sometimes the value is indirect
Amazon and Whole Foods
More about you?
Access to brick and mortar?
Access to distribution network for perishables?
Access to new suppliers
History of purchase habits and price elasticity?
There is much more value in data than there is in oranges
©2017 Lane Powell PC

7. Access to people with experience and educational background
People can be the value
Access to people with experience and educational background
Research & Development teams
Skunkworks
Access to specialized knowledge and training
How to build a self driving car?
Buy a company that makes maps in high detail?
But a company that makes AI software for games?
©2017 Lane Powell PC

8. A Checklist of things to remember
The team you put together should include diverse skillsets
The valuation review should consider more than the ledger
Have a plan for protecting people, processes and technology
Red vs Yellow priorities should be understood
You can never do everything, the calendar is always too short
Valuation of IP supports both the sprint and the marathon perspective
©2017 Lane Powell PC

9. Thank you! Questions?