Initial M/A Positioning

Spend time in a detailed “get to know” session early in the M/A discussion.

Similar to the process involved with a couple during the early stages of a relationship, it is important for both parties in an M/A transaction discussion to understand some high-level attitudes and facts about the other party.  Pursuing any type of transaction is a distracting and time-consuming activity.  Identifying any potential macro issues early in the process is in everyone’s best interest.