Investment Banking and Private Equity

7.

Mergers & Acquisitions Transaction Process

7.1.

Sell-Side M&A Process

7.1.1.

Engagement and Preparation

7.1.1.1.

Client Engagement

7.1.1.1.1.

7.1.1.1.2.

Mandate Negotiation

7.1.1.1.3.

Engagement Letter Terms

7.1.1.2.

Company Analysis

7.1.1.2.1.

Business Overview

7.1.1.2.2.

Financial Analysis

7.1.1.2.3.

Strategic Positioning

7.1.2.

Marketing Material Development

7.1.2.1.

Teaser Preparation

7.1.2.1.1.

Company Overview

7.1.2.1.2.

Investment Highlights

7.1.2.1.3.

Process Information

7.1.2.2.

Confidential Information Memorandum (CIM)

7.1.2.2.1.

Executive Summary

7.1.2.2.2.

Company Description

7.1.2.2.3.

Market Analysis

7.1.2.2.4.

Financial Information

7.1.2.2.5.

Management Team

7.1.2.3.

Management Presentation

7.1.2.3.1.

Strategic Overview

7.1.2.3.2.

Operational Deep Dive

7.1.2.3.3.

Financial Performance

7.1.2.3.4.

Growth Strategy

7.1.3.

Buyer Outreach Process

7.1.3.1.

Buyer Universe Development

7.1.3.1.1.

Strategic Buyers

7.1.3.1.2.

Financial Buyers

7.1.3.1.3.

International Buyers

7.1.3.2.

Initial Contact Strategy

7.1.3.3.

Confidentiality Agreement Execution

7.1.4.

First Round Process

7.1.4.1.

Buyer Interest Assessment

7.1.4.2.

Initial Indications of Interest

7.1.4.3.

Buyer Qualification

7.1.5.

Management Presentations

7.1.5.1.

Presentation Scheduling

7.1.5.2.

Q&A Session Management

7.1.5.3.

Follow-Up Coordination

7.1.6.

Due Diligence Management

7.1.6.1.

Data Room Preparation

7.1.6.1.1.

Document Organization

7.1.6.1.2.

Information Security

7.1.6.2.

Due Diligence Process Coordination

7.1.6.3.

7.1.7.

Final Round Process

7.1.7.1.

Final Bid Collection

7.1.7.2.

Bid Analysis and Comparison

7.1.7.3.

Finalist Selection

7.1.8.

Negotiation and Closing

7.1.8.1.

Term Sheet Negotiation

7.1.8.2.

Definitive Agreement Drafting

7.1.8.3.

Closing Coordination

7.2.

Buy-Side M&A Process

7.2.1.

Strategic Planning

7.2.1.1.

Acquisition Strategy Development

7.2.1.2.

Investment Criteria Definition

7.2.1.3.

Target Identification Process

7.2.2.

Target Evaluation

7.2.2.1.

Initial Screening

7.2.2.2.

Preliminary Valuation

7.2.2.3.

Strategic Fit Assessment

7.2.3.

Initial Approach

7.2.3.1.

Contact Strategy

7.2.3.2.

Non-Disclosure Agreement

7.2.3.3.

Preliminary Discussions

7.2.4.

Due Diligence Execution

7.2.4.1.

Due Diligence Team Assembly

7.2.4.2.

Information Request Lists

7.2.4.3.

Analysis and Assessment

7.2.5.

Financing Arrangement

7.2.5.1.

Financing Strategy

7.2.5.2.

Lender Negotiations

7.2.5.3.

Financing Commitment

7.2.6.

Final Negotiation

7.2.6.1.

Purchase Price Negotiation

7.2.6.2.

Deal Structure Optimization

7.2.6.3.

Risk Allocation

7.2.7.

Transaction Closing

7.2.7.1.

Closing Conditions Satisfaction

7.2.7.2.

Regulatory Approvals

7.2.7.3.

Previous

6. Core Valuation Methodologies

Go to top

Next

8. Leveraged Buyout Transaction Process