Deals get done for a lot of reasons: strategy, investment, taxes, you name it. To get the deal done right, it helps to be clear about the reasons behind the deal—and to communicate those to everyone affected. Our mergers and acquisition consultants help clients navigate the tricky waters of mergers and acquisitions to help clarify the business goals behind the deal so that everyone works together to achieve them. We'll help you conduct effective diligence processes, prepare for critical Close and Day One activities, and support you through the post-integration roadmap.

Our Expertise

Pre-Deal Prep

Our experienced, industry-relevant teams can help you prepare for the transaction by laying the essential pre-deal groundwork. Point B provides you with invaluable insights that align M&A efforts with corporate strategy - through developing targeting criteria, supporting the screening process, or providing diligence leadership.

Integration Leadership

Whether you are on the buy-side or sell-side, Point B helps you plan for a successful close and beyond. Our focus on value creation, balance of rigor and flexibility, and our ability to partner on the integration separates us from the rest. Managing organizational change is a critical part of the journey for both organizations. Point B has helped hundreds of client develop strategies, prepare for close, and drive the execution of an integration or divestiture.

Capacity Development

Bolster the capabilities and performance of your internal M&A team by partnering with Point B. We help clients craft and optimize internal acquisition integration playbooks, and assess readiness for integration. If a current integration is underway but not realizing expected value, our uniquely collaborative approach can get the integration back on track.

Transaction & Capital Advisory

Our M&A Practice, along with the Point B Capital team, brings a unique perspective to help develop and launch a corporate venture capital fund or help prepare a company for an IPO.

How We Help

Making the Most of a Merger to Prepare for an IPO

Making the Most of a Merger to Prepare for an IPO

Optimizing a merger to prepare for aggressive growth plans.
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Banking on a Smoother M&A Transition

Banking on a Smoother M&A Transition

Building a scalable, repeatable process to deliver value and efficiency.
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Supporting Integration for One of the Financial Industry’s Largest Acquisitions

Supporting Integration for One of the Financial Industry’s Largest Acquisitions

Build the infrastructure and supporting systems needed to combine customer information.
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Writing an M&A Playbook for Award-winning Growth in Healthcare

Writing an M&A Playbook for Award-winning Growth in Healthcare

Developing a repeatable framework for immediate and long-term wins
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Healthcare M&A: Strengthening a Seller’s Position

Healthcare M&A: Strengthening a Seller’s Position

Commanding a premium gets easier when key facts are uncovered.
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Insights & People

Mergers and Acquisitions Outlook 2019

Mergers and Acquisitions Outlook 2019

Expect financial institutions to keep partnering up and consolidating in 2019 and beyond.
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Optimizing Time-to-Value

Optimizing Time-to-Value

If affiliating with another healthcare provider is on your horizon, how can you implement with the speed necessary to ensure strategic success?
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Dan Avery

Dan Avery

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Mergers & Acquisitions That Win

Mergers & Acquisitions That Win

After the fact, a successful M&A may look like a match made in heaven. But winning companies know how to align the stars in their favor by ensuring their readiness to own.
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Preparing to Sell for a Premium

Preparing to Sell for a Premium

Learn about critical business considerations to optimize your company's value.
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