Evangelize Consulting

EPF for mergers & acquisitions

Make the deal decision—and the value behind it—defensible.

Evangelize applies Enterprise Decision Management across the full M&A lifecycle, connecting evidence, economics, ownership and execution from the first deal thesis to realised value.

The EPF difference

One decision spine from strategy to synergy.

A common evidence base across workstreams
Explicit gates, owners and decision rights
Economics connected to integration actions
Benefits traced to accountable executives

M&A / Enterprise decision management

From deal thesis to realised value.

One evidence base. Explicit decisions. Economics connected to delivery. Accountable benefit owners.

Control at every gate

Recommendation + confidence + decision authority + accepted trade-offs + conditions, owners and review triggers

Proceed or proceed with conditions / validate / renegotiate / defer or reject. Carry approved conditions into the next stage.

01Frame

Deal thesis & strategic fit

Challenge the deal before capital is committed.

Test buy, build and partner routes; establish strategic fit and the value-driver baseline.

Outputs: Deal thesis, alternatives and decision criteria.

MoO-11 Strategy; MoO-13 Portfolio.

Gate Confirm the strategic route.

02Select

Target screening & prioritisation

Focus diligence on credible targets.

Compare target capability, operational dependencies and capacity to absorb the acquisition.

Outputs: Target shortlist, evidence gaps and assessment priorities.

MoO-01 Enterprise Diagnostic and Performance Assessment; MoO-24 Business Acquisition Assessment.

Gate Select targets for deeper assessment.

03Test

Diligence & valuation

See the cost of making the deal work.

Connect specialist findings to earnings, price, integration costs, remediation and downside exposure.

Outputs: Valuation position, net value case and diligence conditions.

MoO-24 Business Acquisition Assessment; MoO-12 Operating Model Economics; MoO-02 Cost and Value Transparency.

Gate Validate, reprice or stop.

06Realise

Synergy delivery & value realisation

Hold the deal to its promised return.

Track net benefits against baselines; separate cash savings, cost avoidance and reallocations.

Outputs: Verified benefits, variance causes and recovery decisions.

MoO-09 Performance Analytics; MoO-21 Evaluation and Value for Money; MoO-23 Pricing, Commercial Architecture and Value Realisation.

Gate Recover, revise or stop underperforming work.

05Mobilise

Day 1 & integration design

Turn the deal case into owned delivery.

Define service continuity, the operating model, integration sequence and readiness criteria.

Outputs: Day 1 plan, integration roadmap and accountable workstreams.

MoO-05 Operating Model; MoO-08 Delivery; MoO-14 Accountability; Mode99 Execution Engineering.

Gate Confirm readiness before critical changes.

04Decide

Deal approval & negotiation

Give the board a defensible decision.

Set the proposed terms, funding, risk acceptance and approval conditions against the evidence.

Outputs: Investment committee recommendation and decision record.

MoO-15 Risk and Decision Governance; MoO-23 Pricing, Commercial Architecture and Value Realisation.

Gate Approve, renegotiate, defer or reject.

Engagement options

Commission the decision support the transaction needs.

Stages 01–02

Deal thesis and target challenge

Stages 03

Integrated diligence and valuation control

Stages 04

Investment committee decision design

Stages 05

Day 1 and integration decision architecture

Stages 06

Synergy assurance and value recovery

Decision gates

Close each stage with a recorded position and explicit authority.

One economics thread

Keep valuation, integration costs and realised benefits connected.

Ownership beyond close

Make delivery and benefit ownership explicit at handover.

Product / capability overlays

CoreCost IQHaloFusion

Applied where relevant. Not additional Modes.

Why EPF for M&A

Five reasons to put decisions at the centre of the deal.

Challenge the deal before committing the capital.

EPF tests strategic fit, earnings assumptions and operational dependencies before enthusiasm becomes an investment decision. It makes the reasons to proceed, renegotiate or walk away explicit.

See what the acquisition will really cost.

EPF connects the purchase price with integration expenditure, supplier commitments, remediation and stranded costs. Leadership can assess whether the expected return survives the cost of making the deal work.

Bring the findings together into a decision the board can defend.

EPF connects diligence findings to their effect on valuation, risk and execution. Material assumptions remain visible, approval conditions have owners, and decision makers can see what would invalidate the recommendation.

Carry the deal case into operational delivery.

EPF translates acquisition intent into an operating model, sequenced integration work and named accountability. Day 1 readiness, service continuity and delivery capacity become explicit requirements before critical changes are approved.

Hold the acquisition to its promised return.

EPF tracks benefits against agreed baselines, deducts delivery costs and distinguishes actual savings from accounting reallocations. When value falls short, leadership can identify the cause and decide what to recover, revise or stop.

Full-lifecycle control

Six decision stages. One governed M&A process.

Select a stage to see the executive decision, EPF modes, outputs and products applied.

Stage 01 · Frame

Deal thesis & strategic fit

Define why this deal should exist before momentum turns an assumption into a commitment.

Executive decision

Is this the right route to the strategic outcome?

EPF modes applied

StrategyInvestmentScenarioPortfolio

Decision outputs

  • Evidence-backed deal thesis
  • Strategic alternatives
  • Value-driver baseline

EPF products

EPF-CoreEPF-Fusion

Approach 01

Decision gates, not status meetings

Each phase closes with an explicit recommendation, confidence level, authority and record of the trade-offs accepted.

Approach 02

One economics thread

Valuation assumptions, synergy cases, integration costs and realised benefits remain connected as the deal progresses.

Approach 03

Ownership that survives close

Decision owners become delivery owners, preventing accountability from disappearing between diligence and integration.

Engagement model

Deploy EPF where the transaction needs decision control most.

The next decision

Before you accelerate the deal, strengthen the decision.

Start with a focused review of the thesis, economics, governance or integration decision architecture.