M&A and PMI: Consulting for successful mergers and integration

Horn & Company accompanies you throughout the entire M&A process.

M&A and PMI key components of the corporate strategy

A targeted M&A strategy is an essential component of a solid corporate strategy – it lays the foundation for a sustainable, value-creating M&A process. Clearly and independently formulated goals and expectations allow a comprehensive overall assessment of a potential transaction. The operational transaction requires clear principles and agreed milestones. Stringent planning of the PMI is the basis for the rest of the process, as this is how integration and synergies are successfully managed. 

Horn & Company supports you throughout the entire M&A process. The strategic analysis involves comparing the going concern with a possible M&A scenario. At the same time, this requires a target definition of continuity vs. transformation.

The actual M&A transaction begins with the initiation and due diligence. This is followed by scenario-based valuations and contractual negotiations. The question of optimal financing and the operational process of the transaction also arises. 

In post-merger integration, the aim is to manage business, functional and cultural integration. This is done via an integration plan using established KPIs and performance measurements. In this way, the success of the M&A transaction is ensured in the best possible way.

Targeted M&A strategies are a success factor

Our experts for M&A processes including PMI

Filipe Andrade
Associate Partner
filipe.andrade@horn-company.ch
Dr. Olaf Bach
Associate Partner
olaf.bach@horn-company.ch
Damir Bobar
Principal
damir.bobar@horn-company.ch
Samuel Egger
Managing Partner
samuel.egger@horn-company.ch
Jens Keller
Partner
jens.keller@horn-company.de
Philipp Misura
Associate Partner
Philipp.misura@horn-company.de
Dominik Nittner
Partner
Dominik.Nittner@horn-company.de
Oliver Steiner
Associate Partner
oliver.steiner@horn-company.ch

Selected references of M&A Projects

Successful sale of the custodian business

Challenge
The aim was to find a solution for the custodian business that was acceptable to all stakeholders. In addition to strategic and financial aspects, this particularly concerned customer needs and prospects for employees.
Solution Strategy
H&C supported the entire process, from defining the strategic guidelines to the actual sales process and PMI project management. The success factors here were stringent stakeholder management and a project plan covering all phases. In this way, both the actual M&A process and the subsequent transfer of assets were successfully implemented. Attractive solutions were found for customers and employees, so that the subsequent integration was also successful.