M&A target screening and selection for an HVAC manufacturer

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