Gartner Research

IT Handbook on Mergers, Acquisitions and Divestitures

Published: 16 December 2005

ID: G00130975

Analyst(s): Robert Mack

Summary

Gartner provides comprehensive guidance for IT organizations on the planning, preparation and activities required during the six phases of the merger-and-acquisition process -- from initial candidate screening to post-transformation review.

Table Of Contents
  • Overview
  • Introduction
    • M&A Business Drivers
    • Why Mergers Fail
    • The M&A Approach: Three Models
  • M&A Process Stages: An Overview
  • Stage 1 — Screening
    • Screening Activities
    • What IT Can Do
    • Key Actions
  • Stage 2 — Initial Candidate Evaluation
    • Action Items Resulting From Screening
    • Preliminary Analysis
    • What IT Can Do
  • Stage 3 — In-Depth Candidate Evaluation: Due Diligence
    • Due-Diligence Assessment Criteria
    • What IT Can Do
    • What to Do When Target Access Is Limited
  • Stage 4 — Closing the Deal
    • Negotiation
    • Due-Diligence 2
    • Transition Planning
    • What IT Can Do
  • Stage 5 — Executing the Merger/Acquisition
    • The Integration Process
    • Sample Template for Stage 5
    • What IT Can Do
  • Stage 6 — Operational Review
    • Determining Whether Acquisition Value Expectations Will Be Met
    • Determining How to Improve the Process
    • What IT Can Do
  • Divestitures
    • Creating New Systems and Modifying Established Ones
    • Duplicating or Spinning Off a System
    • Providing a System as a Service
  • Software to Manage M&A Activity
    • Software Tool Criteria
    • M&A Software Candidates
  • What Acquired IT Organizations Can Do
    • Stage 3 and Stage 4 IT Actions for Target Enterprises
    • Stage 5, IT Actions for Target Enterprises
  • Due-Diligence Checklist
    • General Information
    • IT Standards/Architecture
    • Business Process/Applications
    • Application Portfolio
    • Application Change in Progress/Backlog
    • IT Operations Infrastructure
    • Operations Capability
    • Data Centers
    • Financial
    • Contracts
    • Assets
    • Intellectual Property
    • Organization/Sourcing
    • Internal Staff Skills and Competencies
    • Externally Sourced Skills
    • Organizational Change Management

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