M&A Strategy Template

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M&A Strategy Template

What is a M&A Strategy?

A mergers and acquisitions (M&A) strategy is an action plan that outlines the desired end-state of a company’s M&A activities. It includes decisions around the types of companies to target and the types of deals to pursue, as well as the resources needed to execute the strategy. M&A strategies help companies to identify and capture opportunities and strengthen their competitive position in the market.

What's included in this M&A Strategy template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the M&A Strategy template for?

This M&A strategy template is designed for Leadership, Finance and M&A professionals to create an effective merger and acquisition strategy that will enable business growth. It provides guidance to help structure and standardize M&A initiatives, ensuring that all relevant areas are taken into account during the planning and execution process.

1. Define clear examples of your focus areas

The first step in creating an M&A strategy is to define focus areas. Focus areas are the broad topics or areas of interest or expertise that will guide the strategy. Examples of focus areas may include M&A strategy, market analysis, and financial analysis.

2. Think about the objectives that could fall under that focus area

Once focus areas are defined, it’s important to think about the objectives that could fall under each focus area. Objectives are the goals or outcomes that need to be achieved in order to reach the desired results.

Examples of some objectives for the focus area of M&A Strategy could be: Increase M&A Proficiency, and Develop M&A Strategy.

3. Set measurable targets (KPIs) to tackle the objective

Once objectives have been established, it’s important to set measurable targets (KPIs) to tackle each objective. KPIs are metrics that can be used to measure progress and determine if objectives are being met.

An example of a KPI for the focus area of M&A Strategy could be: Increase number of M&A professionals in the team.

4. Implement related projects to achieve the KPIs

Once KPIs have been established, it’s important to implement related projects to achieve the KPIs. Projects are the actionable steps that need to be taken to achieve the objectives and KPIs.

An example of a project related to M&A Strategy could be: Create M&A team.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

The Cascade Strategy Execution Platform can help organizations to quickly and effectively execute their M&A strategies. It provides a comprehensive platform to plan, track, and monitor strategic initiatives, helping to ensure that all objectives and KPIs are met in a timely manner.

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