2. M & A Tactics for Success

3. Sam Johnson Newport Board Group, LLC

4. Panelists
Brian Kerr, Kerr Office Group Jordan Kudler, Legacy Office Solutions Mark Porter, Porter's Office Products Jerry Carrol, THE Office City

5. A Phased Look at the US Commerce
95% of Total
5% of Total (+/-)
<1% of Total
employees
employees
More than 100
H E A D C O U N T S

6. Causes of No Man’s Land - the “Four M’s”
Market – Misalignment of VP
Model – Inability to Scale
Profit
Loss
Management – Loyalty /Performance
Money – Control & Lack of Access
No Man’s Land

7. Three Mindsets…
Buy, Sell or Hold?
Which are you?

8. Buy, Sell or Hold - Key Considerations...
Impact of the “4-Ms” – money, management, model & marketing alignment?
Succession planning?
Why are you considering a transaction - elements considered most valuable by buyers /sellers?
Know how to establish a firm’s value/worth?
Value acceleration & transaction/capital market readiness?
Structuring the “Deal”?
Hidden traps – pre/post merger integration ?
How to conduct appropriate due diligence?

9. Buyer Side Thinking….
Why the acquisition/merger was considered – factors considered most important & valuable.
Being ready to acquire - transaction / capital market readiness.
Targeting - what they looked for and how they found it.
How the target’s value was established.
Due diligence - what, how and who.
Structuring the “deal.”
Hidden traps - mitigating pre/post-closing risk.
Post Merger Integration (PMI): culture, operations, systems, management, marketing, processes, etc.