m&a services and support

M&A Services

Evaluate and execute upon successful inorganic growth opportunities that add value, generate returns, and achieve ambitious business goals.


M&A is high risk, high reward for any organization and CREO’s proven methodology and expertise minimizes risk and leads to successful outcomes. We formed a partnership with Midaxo, a solution designed specifically for M&A, which creates one centralized platform with full transparency. Midaxo stores best practice playbooks, tracks and reports progress and generates powerful analytics for real-time collaboration and increased alignment.

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Due Diligence Management

Post-Merger
Integration

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We manage a timely and thorough due diligence process that drives alignment and accelerates value realization during integration.

Challenges

High-growth companies often lack the required rigor to conduct a centralized and structured diligence process with needed focus and experience to identify potential pitfalls and develop mitigation strategies. Failed due diligence results in lost time, incomplete or failed integrations, sub-optimal investment returns, and other potential issues that can derail future success.

Solutions

We support due diligence through:

Diligence Management Office

We manage the due diligence checklist, synthesize functional assessments, and perform risk analysis with internal and external stakeholders.

Integration Planning

We engineer alignment on future state and develop integration plan.

Cultural Assessments

We evaluate cultural nuance and devise plans to meld cultures.

Cybersecurity Assessments

We identify vulnerabilities and reduce risk to confidently proceed with integration.

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“Karna needed to be more responsive to change . CREO brought a methodology that allowed Karna leadership to identify and focus on the fewest, most important things.”

— Wayne M., Karna

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Post-Merger Integration

We guide organizations through successful integrations that ensure deal thesis realization and establish competencies for future transactions.

Challenges

Integrations are complex and require significant organizational focus. Shareholders expect results without impacting existing operations. With the stakes high, leadership teams need guidance and expertise to accelerate the integration and deliver on the investment.

Solutions

We lead integration through:

Integration Management Office

We establish and run the Integration Management Office (IMO) with focus on speed and achieving synergies.

Change Management

We develop and execute the change management plan for successful cultural integration. 

Technology Integration

We perform gap analysis and manage teams through design, build, test and deployment.

Process Design

We lead process mapping exercises and generate future-state process designs for a combined organization.

Go-to-Market Strategy Planning

We facilitate go-to-market strategy sessions incorporating market research, core competencies and company direction to align leadership and generate an executable plan.

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We’re ready to help.

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