M&A target screening and selection for an HVAC manufacturer
A manufacturer of air conditioning components engaged a consultancy to perform screening and evaluation of acquisition targets in a new region. Delivery Partners assisted with target profiling and evaluation.
Initial company profiles and prioritization:
- Created standardized company profiles (corporate focus, business units, products; financial highlights; number of facilities, employees, organization structure; basic distribution and sales network)
- Prioritized initial target list
Detailed strategic / operations fit analysis and selection:
- Analyzed strategic and operational fit between the buyer and the target (product / technology fit – innovation synergies with buyer products; sales and distribution fit – market access for buyer products; financial fit – acquisition price range, cash flow; organization and culture fit – future management, hierarchies, etc.)
- Prepared short list of targets
Initial company profiles are generated and detailed based on a strategic / operational fit analysis for subsequent approach and further evaluation.