Mergers and Acquisitions (M&A)

  1. Due Diligence
    1. Purpose and Scope of Due Diligence
      1. Risk Identification
        1. Value Validation
          1. Deal Protection
            1. Integration Planning
            2. Key Areas of Investigation
              1. Financial Due Diligence
                1. Quality of Earnings Analysis
                  1. Working Capital Analysis
                    1. Review of Financial Projections
                      1. Debt and Debt-like Items
                        1. Off-Balance Sheet Liabilities
                          1. Tax Position Review
                          2. Operational Due Diligence
                            1. Technology and IT Systems
                              1. Human Resources and Employee Relations
                                1. Supply Chain and Operations
                                  1. Sales and Marketing
                                    1. Facilities and Real Estate
                                      1. Management Assessment
                                      2. Commercial Due Diligence
                                        1. Market Analysis
                                          1. Competitive Landscape
                                            1. Customer Analysis
                                              1. Growth Prospects
                                            2. The Due Diligence Process
                                              1. Data Room Management
                                                1. Virtual Data Rooms
                                                  1. Document Indexing
                                                    1. Access Controls
                                                    2. Q&A Process
                                                      1. Management Q&A Sessions
                                                        1. Follow-Up Requests
                                                          1. Information Verification
                                                          2. Expert Reports
                                                            1. Third-Party Advisors
                                                              1. Specialist Opinions
                                                                1. Independent Assessments

                                                            Previous

                                                            6. Deal Structuring and Financing

                                                            Go to top

                                                            Next

                                                            8. Negotiation and Definitive Agreements