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The M&A Matrix By Tuck Advisors™

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How Does This Work?

The M&A Matrixâ„¢ is our systematic process for identifying strategic M&A partners. This framework assigns one or more cells to a buyer-target pair based on overlapping product(s)/service(s) and customer base(s).



Here's the breakdown:



Cell 1: Same Customers, Same Products/Services

Focuses on consolidating market position and achieving economies of scale, often used to reduce competition.


Cell 2: Different Customers, Same Products/Services

Seeks to expand the customer base by entering new markets without altering the core offerings.


Cell 3: Same Customers, Complementary/Adjacent Products/Services

Aims to enhance the value proposition for existing customers by offering a broader range of solutions, increasing loyalty and revenue per customer.


Cell 4: Different Customers, Complementary/Adjacent Products/Services

Diversifies both products and customers, often used to reduce dependence on a single market segment.


Cell 5: Same Customers, Different Products/Services

Offers new, unrelated products to the existing customer base, reducing the risk of customer attrition by staying relevant.


Cell 6: Different Customers, Different Products/Services

Focuses on diversification and typically involves entering new industries or markets, acquiring technology, talent, or real estate.



This framework helps in identifying and ranking potential matches when planning a transaction.

The M&A Matrix Delivers Results

See the case study linked below.

Contact

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An investment bank for entrepreneurs. Tuck Advisors. Copyright 2025. 

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