Integrated approach in an end-to-end process for mergers and acquisitions

• US 20060282380A1
• Filed: 06/13/2005
• Published: 12/14/2006
• Est. Priority Date: 06/13/2005
• Status: Abandoned Application

• Current Assignee: International Business Machines Corporation
• Original Assignee: International Business Machines Corporation
• Inventors: Johnson, David L., Miyashita, Akiko M., Cumberland, Lara, Birney, Richard, Sun, David C., Posey, Kenneth B., Desai, Shyarsh
• Application Number:
  US11/150,964
• Publication Number:
  US 20060282380A1
• Time in Patent Office: Days
• US Class Current: 705/42
• CPC Class Codes: G06Q 20/108 Remote banking, e.g. home banking
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 50/188 Electronic negotiation

Abstract

Disclosed is a method, system and service for developing an end-to-end process for managing acquisitions including, developing strategies and identify an appropriate company for acquisition, managing a transaction and negotiating a deal, integrating an acquired acquisition, and tracking performance against defined business case targets and milestones.

Claims

1. A method of an integrated approach in a business environment, said method comprising:

developing an end-to-end process for managing acquisitions including, developing strategies and identify an appropriate company for acquisition, managing a transaction and negotiating a deal, integrating an acquired acquisition, and tracking performance against defined business case targets and milestones.

2. The method according to claim 1, wherein said developing strategies further comprises:

creating a proactive business development plan.

3. The method according to claim 2, wherein said creating a proactive business development plan comprises:

developing a market insight for an area of interest;

using an investment banking ecosystem;

conducting a GAP analysis; and

identifying any possible adjacent spaces for development.

4. The method according to claim 2, wherein said creating a proactive business development plan comprises:

conducting a GAP analysis; and

presenting a selected acquisition for concept approval.

5. The method according to claim 1, wherein said creating a proactive business development plan comprises:

conducting an overall fit and alignment assessment for a selected acquisition.

6. The method according to claim 1, wherein said managing a transaction and negotiating a deal further comprises:

using a transaction execution center to provide various services thereby enabling a business unit to perform the necessary steps from concept approval to final approval.

7. The method according to claim 6, wherein said transaction execution center further comprises a method of:

conducting a due diligence process;

developing a business case and model;

structuring and negotiating the terms of a transaction; and

developing and maintaining all agreements for said transaction.

8. The method according to claim 6, wherein said managing a transaction and negotiating a deal further comprises the method of:

using an integration objectives and approach (IOA) tool as part of a final approval process.

9. The method according to claim 1, wherein said managing a transaction and negotiating a deal further comprises the method of:

using an integration objectives and approach (IOA) tool as part of a final approval process.

10. The method according to claim 1, wherein said managing a transaction and negotiating a deal further comprises the method of:

using a minority investment database.

11. The method according to claim 1, wherein said integrating an acquired acquisition, and tracking performance against defined business case targets and milestones further comprises the method of:

using an acquisition integration center to provide various services thereby enabling a business unit to perform the necessary acquisition steps from concept approval to final approval.

12. The method according to claim 11, wherein said acquisition integration center further comprises a method of:

selecting an integration executive for integrating the acquired company and for creating deliverables supporting a business case.

13. The method according to claim 12, wherein said selecting an integration executive further comprises:

using integration team support elements including conducting a transition executive bootcamp.

14. The method according to claim 12, wherein said selecting an integration executive further comprises:

using functional resource expertise retained in various organizational functional areas and business units.

15. The method according to claim 12, wherein said selecting an integration executive further comprises:

using integration execution systems and tools to enable a repeatable process that incorporates information learned from prior acquisitions.

16. The method according to claim 12, wherein said selecting an integration executive further comprises:

using integration community relationships with integration experts to provide ongoing input and assist in issue resolution.

17. A system comprising:

at least one host computer, said at least one host computer operative to;

develop an end-to-end process for managing acquisitions including, develop strategies and identify an appropriate company for acquisition, manage a transaction and negotiating a deal, integrate an acquired acquisition, and track performance against defined business case targets and milestones.

18. The system according to claim 17, wherein said developed strategies further comprises:

a proactive business development plan.

19. The system according to claim 18, wherein said proactive business development plan comprises:

a market insight for an area of interest;

an investment banking ecosystem;

a GAP analysis; and

means for identifying any possible adjacent spaces for development.

20. The system according to claim 18, wherein said proactive business development plan comprises:

a GAP analysis; and

a selected acquisition for concept approval.

21. The system according to claim 17, wherein said proactive business development plan comprises:

an overall fit and alignment assessment for a selected acquisition.

22. The system according to claim 17, wherein said managed transaction and negotiated deal further comprises:

a transaction execution center to provide various services thereby enabling a business unit to perform the necessary steps from concept approval to final approval.

23. The system according to claim 22, wherein said transaction execution center further comprises:

a due diligence process;

a business case and model;

structure and negotiated the terms for said transaction; and

means for developing and maintaining all agreements for said transaction.

24. The system according to claim 22, wherein said managed transaction and negotiated deal further comprises:

an integration objectives and approach (IOA) tool as part of a final approval process.

25. The system according to claim 17, wherein said managed transaction and negotiated deal further comprises:

an integration objectives and approach (IOA) tool as part of a final approval process.

26. The system according to claim 17, wherein said managed transaction and negotiated deal further comprises:

a minority investment database.

27. The system according to claim 17, wherein said integrated acquired acquisition further comprises:

an acquisition integration center to provide various services thereby enabling a business unit to perform the necessary acquisition steps from concept approval to final approval.

28. The system according to claim 27, wherein said acquisition integration center further comprises:

an integration executive for integrating the acquired company and for creating deliverables supporting a business case.

29. The system according to claim 28, wherein said integration executive further comprises:

integration team support using tools including a transition executive bootcamp.

30. The system according to claim 28, wherein said integration executive further comprises:

a functional resource expert for various organizational functional areas and business units.

31. The system according to claim 28, wherein said integration executive further comprises:

integration execution systems and tools to enable a repeatable process that incorporates information learned from prior acquisitions.

32. The system according to claim 28, wherein said integration executive further comprises:

means for using integration community relationships with integration experts to provide ongoing input and to assist in issue resolution.

33. A computer program product comprising a computer usable medium program including a computer readable program, wherein the computer readable program when executed on a computer causes the computer to implement a method, the method comprising:

developing an end-to-end process for managing acquisitions including, developing strategies and identify an appropriate company for acquisition, managing a transaction and negotiating a deal, integrating an acquired acquisition, and tracking performance against defined business case targets and milestones.

34. The computer program product according to claim 39, wherein said developing strategies further comprises:

creating a proactive business development plan.

35. The computer program product according to claim 33, wherein said managing a transaction and negotiating a deal further comprises:

using a transaction execution center to provide various services thereby enabling a business unit to perform the necessary steps from concept approval to final approval.

36. The computer program product according to claim 35, wherein said transaction execution center further comprises a method of:

conducting a due diligence process;

developing a business case and model;

structuring and negotiating the terms of a transaction; and

developing and maintaining all agreements for said transaction.

37. The computer program product according to claim 33, wherein said managing a transaction and negotiating a deal further comprises the method of:

using an integration objectives and approach (IOA) tool as part of a final approval process.

38. The computer program product according to claim 33, wherein said managing a transaction and negotiating a deal further comprises the method of:

using a minority investment database.

39. The computer program product according to claim 33, wherein said integrating an acquired acquisition, and tracking performance against defined business case targets and milestones further comprises the method of:

using an acquisition integration center to provide various services thereby enabling a business unit to perform the necessary acquisition steps from concept approval to final approval.

40. The computer program product according to claim 39, wherein said acquisition integration center further comprises a method of:

selecting an integration executive for integrating the acquired company and for creating deliverables supporting a business case.

41. Implementing a service in a business environment comprising the method of:

developing an end-to-end process for managing acquisitions including, developing strategies and identify an appropriate company for acquisition, managing a transaction and negotiating a deal, integrating an acquired acquisition, and tracking performance against defined business case targets and milestones.

42. The implementation according to claim 41, wherein said managing a transaction and negotiating a deal further comprises the method of:

using an integration objectives and approach (IOA) tool as part of a final approval process.

43. The implementation according to claim 41, wherein said developing strategies further comprises the method of:

partnering with Private Equity.