4 Essential M&A Templates to Master the Art of Dealmaking 🤝 💸
Read this if you want to supercharge your M&A strategy 📈
👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 180k+ FinTech leaders:
The global number of disclosed M&A deals globally has slipped year over year last quarter. But this might change very soon.
Already yesterday we saw Nasdaq acquiring Adenza in one of the biggest FinTech M&As in 2023 while back in March UBS bought struggling Credit Suisse in what is now the biggest banking deal since the 2008 global financial crisis.
ICYMI: Nasdaq acquires Adenza in one of the biggest FinTech M&As in 2023 😳
The global wealth management behemoth is born as UBS completes the acquisition of Credit Suisse 🦛
The harsh funding environment and tough macroeconomic climate will only create more M&A opportunities for both incumbent firms with deep pockets and financially strong startups.
Therefore today I’m excited to share 4 essential mergers and acquisitions templates. These will supercharge your M&A strategy and include the following:
Financial Fact Book
Enterprise Value vs. Equity Value Bridge
Net Working Capital
Closing Balance Sheet
With the help of these templates, you will be able to:
Efficiently structure and assess vital financial information which is relevant to the deal.
Accurately compute the adjusted net debt table, standardized net working capital, and visual representation of cash flow distribution.
Concisely summarize the primary working capital graphs, summaries, and metrics, along with the necessary formulas, in a unified worksheet.
Verify and ensure the correct calculation of indebtedness.
A key to success for any M&A is navigating the numbers. These templates will transform your financial analysis process.
So let’s jump straight into the good stuff👇🏼