Embrace Early Involvement
Controllers should be involved in the M&A process from the very beginning. Early involvement allows for better planning, more thorough due diligence, and a smoother integration process.
Navigating Complex M&A: Delivering Value Through Accounting
M&A transactions introduce significant finance and accounting complexity for controllers—from deal execution through integration and ongoing reporting.
The landscape of mergers and acquisitions (M&A) is in constant flux, shaped by economic shifts, regulatory pressures, and rapid technological advancements. For controllers, navigating this environment requires a proactive and strategic approach. See how KPMG can help.
Key drivers
Several powerful forces are shaping the M&A landscape, creating both challenges and opportunities for organizations.
Economic Headwinds and Tailwinds: The current economic climate, characterized by fluctuating interest rates, tariffs and inflation, is a significant driver of M&A strategy. While higher borrowing costs can make some deals more expensive, they also present opportunities for companies with strong balance sheets to acquire assets at more favorable valuations. The market is showing a "cautious optimism" as it adjusts to this new reality.
Heightened Regulatory Scrutiny: Regulators worldwide are increasing scrutiny of M&A deals, causing longer reviews and higher risks of delays or blocks. Countries are acting independently, and the SEC’s new guidance adds further complexity.
The Race for Technological Advancement: The imperative to acquire new technologies, particularly in areas like artificial intelligence (AI) and automation, is a primary motivator for many M&A deals. Companies are increasingly looking to acquisitions to enhance their digital capabilities, gain a competitive edge, and innovate their product offerings. This trend is prevalent across various sectors, including finance, healthcare, and manufacturing.
Strategic Market Positioning: M&A remains a key strategy for companies looking to expand their market reach, enter new geographic territories, and diversify their revenue streams. Cross-border transactions, despite their complexities, are a top priority for many business owners seeking to achieve these goals.
The Influence of Private Equity: Private equity (PE) firms continue to be major players in the M&A market, armed with substantial capital reserves. Their activity is a significant driver of deal volume and is expected to remain high, with a focus on middle-market and sector-specific transactions.
Strategic takeaways
For controllers to effectively guide their organizations through complex M&A transactions, a strategic and proactive approach is essential.
Prioritize Integration Planning
A detailed and well-thought-out integration plan is not just a best practice; it's a necessity for deal success. This plan should address not only systems and processes but also the critical element of cultural alignment.
Anticipate and Navigate Regulatory Hurdles
Given the current regulatory climate, it is crucial to understand and prepare for potential regulatory reviews. Engaging with legal and regulatory experts early can help to mitigate the risk of costly delays.
Master the Art of Communication
Clear, consistent, and transparent communication is vital throughout the M&A process. This helps to manage stakeholder expectations, maintain employee morale, and build trust.
Leverage External Expertise
The complexity of modern M&A often requires specialized knowledge that may not be available in-house. Experienced advisors like KPMG LLP can provide the critical support needed to navigate the challenges and help maximize the value of a transaction.
To ensure M&A success, controllers must engage early in the process, prioritize detailed integration and communication plans, anticipate regulatory hurdles, and leverage external expertise. This strategic involvement is critical for navigating the complexities of a transaction, mitigating risks, and maximizing deal value.
How KPMG can help
Whether supporting acquisitions, divestitures, joint ventures, or alliance partnerships, KPMG helps controllers navigate accounting, financial reporting, and functional challenges with confidence.
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Joseph Dineen
Advisory Principal, Accounting Advisory Services, KPMG US
Joseph Dineen
Advisory Principal, Accounting Advisory Services, KPMG US