Considering a merger? Feel confident in the answer to this question: Does the sum of the two equal the whole?
C. myers can help in several ways. We can provide financial and ALM modeling, which answer questions such as: What is the potential short- and long-term financial performance of the combined entities? What balance sheet, pricing, operating expense, and other financial structure changes should we consider to achieve our desired benefit in the time-frame we are hoping? Additionally, various strategic What-Ifs can be run live to assist decision-making.
While it’s important to understand, ahead of time, the financial aspects of mergers/acquisitions, it is equally important to clearly articulate qualitative measures of success. Qualitative measures of success can vary widely. However, it is always important to look through the lenses of combined customer perspectives, employee transitions for all sides, and creating culture, clarity, and realignment, as appropriate.
Our clients appreciate our ability to facilitate decision-makers in discussions that ask hard qualitative merger-related questions that, once answered, build confidence toward a direction.