M&A Best Practices in Maturing Organizations
Those tasked with leading M&A activities should be a highly active, and lead the strategy and execution elements of a companys M&A agenda.
Individuals that participate in M&A are required to be confident, team-oriented and collaborative, as they will be asked to lead and influence the thinking around the execution of a companys strategy through business development and acquisition activities.
People in these roles will have to exhibit leadership, management, and technical capabilities, as they will need to deal with various functions and often serve as project managers that create and mobilize a team of functional professionals to work towards a common end.
Successful acquisitions require expertise across various domains including legal, finance, human resources, and business strategy and operations.
It is a mistake to think of M&A as being purely focused on the legal process and financial aspects of M&A deal making. It is a more successful approach to incorporate the M&A dialogue into the company in such a way that it serves to provide input and perspectives into the strategic, business and operational elements of a companys operations.
While I wouldnt go so far as to label the latter approach as a best practice, I would suggest M&A can more effective at successfully finding, executing and integrating companies when it is more strategic in nature.
About the author
Elias Mendoza, Managing Director of Investment Development and Strategy
Mr. Mendoza joined Siris Capital in 2013. Mr. Mendoza's responsibilities at Siris include identifying and evaluating trends within existing and potential industry verticals for investment opportunities, and assisting our Executive Partners in evaluating underlying business strategies of targeted companies and existing portfolio companies. Prior to joining Siris, Mr. Mendoza was a Partner at Union Square Advisors, where he served as its Chief Operating Officer and a senior banker across the firm's verticals. Through July 2011, Mr. Mendoza held various senior positions at IBM, including Vice President and Global Head of Corporate Development. In such capacity, he was responsible for identifying , executing and integrating all acquisitions, investments and divestitures for the company on a worldwide basis. Mr. Mendoza's previous experience includes over twelve years spent at Morgan Stanley & Co., most recently as an Executive Director in the Investment Banking Division. Mr. Mendoza received a Landegger Program Certificate in International Business Diplomacy and an MBA from Georgetown University. He received his AB from Princeton University.