M&A Trends and the Role of Transformation

This chapter explores recent trends in M&A activity, emphasizing the impact of the COVID-19 pandemic and economic stability concerns. It highlights the importance of robust execution, integration, and value capture in M&A deals. The speakers discuss indicators for pursuing transformation as part of an M&A transaction, as well as key elements for approaching transformation. They also emphasize the distinction between transformation and large transactions, and provide a case example of a successful transformational acquisition. Finally, they discuss the importance of setting high aspirations and having an integration holistic financial plan early in the M&A process.