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M&A Market Pulse Report | MergeAssist

Welcome to the M&A Market Pulse Survey

This report will provide accounting and financial advisory firms with an analysis of the current trends, opportunities and challenges associated with M&A activity within this industry sector. We recognise that ultimately, the prime motivation behind most M&As is to maximise revenue, profit and business value.

As part of this report, we’re asking individuals directly involved with M&A activity to provide some feedback on their experiences and observations. All feedback will remain CONFIDENTIAL. Only consolidated results will be made available through the report.

In this survey, you will be asked to describe your role within the M&A outlined. You may be the seller, buyer or perhaps involved in a merger where you are taking on an equity position in a new business. Please describe your role as accurately as possible.

There are 20 questions in this survey. It should take you around 10 minutes to complete to survey. Thank you for your time.
1.Describe the nature of your business
2.Describe your role in the merger or acquisition
3.Have you commenced or completed a merger or acquisition in the past 5 years? If not, you don’t need to go any further. If you’ve been involved in more than one transaction, refer to the most recent one in this survey .
4.Outline how relevant each of the following factors were in your decision-making process
Not relevant
Somewhat relevant
Quite relevant
Very relevant
Sale of the business
Increase revenue and profit
Increase overall business value
Acquire new technologies
Create greater leverage
Defend against competition
Develop new service streams
Employ qualified and experienced staff
Expand the client base
Expand the geographical reach
Opportunistic (an offer was made)
Reduce operating costs as % revenue
Succession planning strategy
5.Which of the following MOST ACCURATELY describes the nature of the transaction?
6.How was the transaction funded (indicate % total if more than one option is chosen)
7.In retrospect, how would you consider the price paid for the transaction?
8.How would you describe the integration process following the transaction?
9.If an integration team was formed, who was part of this team (outline up to 5 key roles)
10.When did the integration team first get involved?
You're half way through the survey, just 10 questions remaining!
11.Indicate how relevant each of the following areas of focus were for you following the transaction.
Not relevant
Somewhat relevant
Quite relevant
Very relevant
Firm branding and positioning
Development of consolidated business strategy
Client transition and management
Internal communication
Integration of financial systems
Integration of IT hardware and software systems
Marketing activities for growth
Staff employment / remuneration levels
Staff training and professional development
Workflow integration and management
Leadership and management team organisation
Financial outcomes (revenue, profit, value)
12.Overall, how successful was the transaction for you?
13.Indicate now successful each of the following elements of successful M&A were from your perspective.
Very successful
Quite successful
Somewhat successful
Unsuccessful
Firm branding and positioning
Development of consolidated business strategy
Client transition and management
Internal communication
Integration of financial systems
Integration of IT hardware and software systems
Marketing activities for growth
Staff employment / remuneration levels
Staff training and professional development
Workflow integration and management
Leadership and management team organisation
Financial outcomes (revenue, profit, value)
14.In relation to staff performance and professional development, what key challenges did you see post M&A?
15.In your experience, what are the key causes of M&A transition challenges?
Very important
Quite important
Somewhat important
Not important
Conflicting cultures
Management issues
Poor internal communication
Lag in delivering client services
Poor communication with clients
Conflicting objectives and goals
Unexpected challenges arising
Lack of an integration plan
Unrealistic expectations
Almost there, just 5 questions remaining. Thanks for your time
16.What, if anything, would you do differently with your next M&A transaction?
17.Do you intend to commence or complete a merger or acquisition in the next 5 years? If so, outline the proposed nature of the transaction.
18.How do you intend to identify potential M&A targets? (multiple responses can be provided)
19.Overall, how would you describe the experience of being involved in an M&A transaction?
20.Any further comments or thoughts (get it off your chest!)
21.Thank you for completing this survey. If you would like a copy of the final report, please provide your contact details below
Thanks for your time. The survey report will be forwarded to you once all responses are collated.

For any feedback or queries, please call 1300 621 883
www.mergeassisst.com.au
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