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WHAT IS PROGRAMMATIC M&A?



If you’re a CEO or deal lead pursuing inorganic growth, learn more about “programmatic M&A”

What is programmatic M&A?


It’s doing a series of deals related to a specific business use case or theme, rather than ‘big bang’ transformational transactions.Here is a well-written McKinsey article that describes the concept.


What are the benefits of programmatic M&A?

  • Least risky approach to M&A. 65% of companies that practice programmatic M&A outperformed their peers

  • Effective across nearly all sectors

  • Even acquirers pursuing large deals benefit from a programmatic approach

How do you approach programmatic M&A the right way?


Programmatic acquirers share the following characteristics


Competitive advantage:

  • They understand clearly why they win today, and what they need to win in the future.

  • They understand what market trends they need to pursue and the assets they need to pursue their trends

Conviction:

  • They assess their M&A themes regularly and build executive-level consensus around certain areas

  • When a deal comes to the table, they are not scrambling to understand the industry

  • Instead, they know what to look for and can focus on assessing the specific opportunity

  • Therefore they are better prepared to ask the right questions and mitigate deal risks because they are already educated on the use case

Capacity:

  • They are prepared with the tools and talent frameworks to react quickly

  • Tools – e.g. due diligence checklists, integration checklists

  • Talent – clear process for the integrated organizational structure

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