Good Data Makes Great Transactions
Syniti Masters Merger, Acquisition, and Divestiture Complexity
“In today’s climate, it is even more critical for global companies to actively deploy M&A actions to drive strategic change and stakeholder economic value creation by sharply re-focusing their business around core competencies.” Alok Singh, CEO
“Companies that regularly and
systematically pursue moderately sized M&A
deliver better shareholder returns
than companies that don’t.”McKinsey Quarterly
How lots of small M&A deals add up to big value
July 12, 2019 | Article
Maximize The Value of Your Transaction
Reduce Financial and Execution Risk
Handling Complexity Drivers
Why is this hard?
Valuation Risk
Data, Systems, and IT
Tax, Regulatory, and Statutory
High Stakes Transitional Services Agreements (TSAs)
Licensing
People + Culture
YOUR CUSTOMERS NEED GOOD METRICS AND DATA TO MANAGE:
Validating Value Drivers in Due Diligence
Creating a Realistic and Achievable Timeline with Accurate Value and Costs
Executing Carve-outs and Integrations and Reducing TSA/TMA Penalty Risks
Measuring Deal Value Realization
“Cleaning up” after TSA…Legal Entity Restructuring, Application Rationalization, etc.
Data Plays a Critical Role at Every Transaction Stage
Key value, integration, and risk management drivers depend on a unified view of data
Buy Side
PREPARATION: Asset Cost, Price, and Tax Implications
Due Diligence
- Validate deal rationale (growth, time to value)
- Identify hidden RISK in the target’s data
- Value the targets Data as an Asset
Deal Value Day 0/Scope
- Create a realistic and achievable integration timeline
- Capture integration costs and resources correctly
INTEGRATION: TSA Planning
Execution & Integration
- Integrate smoothly and quickly with a Boring Go Live®
- Rationalize applications and systems
- Avoid TSA and TMA scope/schedule penalties
REALIZATION: TSA Management
Value / Compliance Realization
- Measure and achieve Deal Value for growth and cost synergies
- Hold the seller accountable for TSA/TMA performance
Post-Transaction
- Execute post-TSA integration such as Legal Entity Restructuring
Sell Side
PREPARATION: Asset Evaluation
Transaction Prep, Courtship
- Find a Buyer
- Value my assets, inventories, and tax impacts correctly and compliantly
- Untangle complex, commingled assets with multiple geos, Bus, products
Deal Value Day 0/Scope
- Creating realistic and achievable legal separation timelines, TSAs, TMAs
- Estimating extraction/transation costs correctly
- Understand data privacy/compliance requirements during transition
INTEGRATION: Application Rationalization
Execution & Integration
- Ensure smooth execution and on time TSA/TMA exits
- Provide required data to buyer compliantly – one time loads and under TSA
- Minimize non-value added effort for my team on buyer requests
REALIZATION: Day 1 Reporting
Value / Compliance Realization
- Ensure smooth execution and on time TSA/TMA exits
- Provide required data to buyer compliantly – one time loads and under TSA
- Minimize non-value added effort for my team on buyer requests
Post-transaction
- Meet compliance requirements for Archiving and retention
- Archive/Remove unused data from systems and metrics
Customers Handle Complexity with Syniti
The Syniti Difference
Faster Time to Value
Give your team a faster way to connect, prepare, and validate data prior to loading.
- Increased Visibility
- Reduced Costs and Risks
- Accelerated Schedules
- Capturing of Trusted Data for Re-use Across the Business