Job Description
Responsibilities
Scope of Work:
Objectives
The objectives of this engagement are as follows:
- Review Strategic Plan, Strategic Vision and Conduct Internal Gap Analysis
- Conduct a thorough review of Global Communities’ strategic plan and vision, including mission, goals, objectives, and strategies.
- Identify areas that could be enhanced or are of particular relevance to a successful M&A strategy.
- Conduct internal desk research and key informant interviews to assess existing capabilities, resources, strengths, and weaknesses.
- Identify capability gaps and business opportunities and suggest a prioritization framework for how Global Communities should analyze and prioritize M&A opportunities that will best position the organization to achieve its strategic goals.
- Development of M&A Strategy
- Develop an M&A strategy that aligns with the strategic plan and vision and fills identified gaps and leverages identified opportunities.
- Advise on potential types of mergers or acquisitions that would best suit Global Communities based on the gap analysis and prioritization framework.
- Develop detailed profiles of potential M&A targets.
- Identify and evaluate potential merger or acquisition targets, evaluating their financial health, cultural fit, strategic alignment, and potential synergies.
- Identification and Vetting of Potential M&A Targets
- Conduct soft due diligence on potential targets, including financial and operational analysis, to assess the feasibility and risks of a merger or acquisition.
- Develop and present recommendations to the CEO, CFO, and Board of Directors regarding potential merger or acquisition opportunities, including the risks, benefits, and financial implications of each option.
- Support the Global Communities in negotiations and deal structuring with the selected target, if applicable.
Approach
The M&A consultant will work closely with Global Communities to gain a thorough understanding of its vision, mission, and strategic plan. The consultant will seek to understand the organization’s objectives, goals, and priorities, as well as its values and culture, to ensure that the M&A process aligns with and supports the organization’s overall direction.
To this end, the consultant will engage with key stakeholders across the organization, including senior leadership, department heads, and other relevant staff. The consultant will also review relevant documentation, such as the organization’s strategic plan, annual reports, and financial statements. The consultant will also work with the CEO, CFO and other executive leadership to develop a comprehensive strategy for identifying potential merger or acquisition targets. This may include market research, outreach to potential partners, and leveraging industry connections to identify potential targets. The consultant will then evaluate each potential target using a standardized soft due diligence process, which will include financial analysis, operational assessment, and legal review. Based on the due diligence results, the consultant will prepare detailed reports and recommendations for Global Communities board of directors.
Timeline
The engagement is expected to be completed within 3 months of execution of the consultant agreement. The timeline for the engagement is subject to change based on the complexity of the due diligence process and negotiation timeline. Detailed timelines for each phase will be agreed upon the commencement of the project.
Budget and Payment Terms
The consultant will provide a detailed budget for the engagement, which will include all costs associated with identifying potential targets, conducting due diligence, and providing ongoing support during negotiations and deal structuring. The budget will be provided to CEO for approval prior to the start of the engagement.
Global Communities will compensate the consultancy for its services according to the agreed-upon fee schedule or daily rate. Payment terms will be detailed in the consultancy agreement.
Reporting
The consultant will provide regular updates to CEO and CFO on the progress of the engagement, including updates on potential targets, soft due diligence results, and recommendations. The consultant will also provide regular reports to the board of directors as required. The day-to-day engagement and coordination will be managed by the Senior Director of Strategic Initiatives.
Confidentiality and Non-Disclosure
The M&A consultant will be required to sign a Non-Disclosure Agreement (NDA) prior to commencing work on this project.
The consultant will be responsible for ensuring that all individuals or entities working on this project on behalf of the consultant, including subcontractors or other third-party service providers, also sign the NDA prior to commencing work.
The consultant will be expected to strictly adhere to the terms and conditions of the NDA throughout the duration of the project and for a period of time, thereafter, as specified in the NDA. Any breach of the NDA may result in legal action and termination of the consultant’s engagement with Global Communities.”
Deliverables:
The consultant will deliver the following to Global Communities:
- Preliminary report on the results of the review of the strategic plan and vision and organizational gap analysis and opportunity assessment.
- Comprehensive strategy identifying and prioritizing merger or acquisition target profiles including an assessment of best-fit targets
- Soft due diligence reports for each potential target, including financial analysis, operational assessment, and legal review.
- Recommendations and financial models for each potential merger or acquisition opportunity.
- Support during negotiations and deal structuring with the selected target, if applicable.
Knowledge, Skills and Abilities
Qualifications
- Education: A bachelor’s degree in business, finance, economics, or a related field is typically required. An advanced degree such as an MBA or a Master’s in Finance can be beneficial.
- Experience: Demonstrated experience in NGOs and government contractors’ mergers and acquisitions is essential.
- M&A Knowledge: In-depth knowledge of M&A concepts, strategies, and processes is crucial. This includes understanding valuation techniques, financial modeling, due diligence, deal structuring, negotiation, and post-merger integration.
- Industry Expertise: Expertise in NGO sector is highly valuable.
- Communication and Presentation: Excellent communication and presentation skills are necessary to effectively convey complex financial information and strategic recommendations to clients, stakeholders, and other parties involved in the deal.
- Negotiation Skills: Strong negotiation skills are critical for the M&A consultant. The ability to navigate complex negotiations, handle potential conflicts of interest, and achieve favorable outcomes for clients is highly valued.
- Project Management:. Effective project management skills are essential to ensure timely execution, meet deadlines, and handle various workstreams simultaneously.
- Ethics and Confidentiality:. Adhere to ethical standards, including avoiding conflicts of interest, is crucial for maintaining trust with clients.
- Professional Network: A well-established network within the M&A community, including contacts with potential buyers, sellers, investors, legal advisors, and other industry professionals, can be advantageous for sourcing deals and enhancing client relationships.
- Adaptability and Resilience: M&A transactions can be complex and unpredictable. An M&A consultant should be adaptable, resilient, and able to navigate changing circumstances and unexpected challenges
