The best M&A Due Diligence Template 📊
Read this if you want to avoid M&A failures 💔
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The harsh funding environment and tough macroeconomic climate are creating more and more M&A opportunities for both incumbent firms with deep pockets and financially strong startups.
But mergers and acquisitions only matter if they are done right. More importantly, the cost of M&A failures can be really harmful to a business:
Banking giant JPMorgan JPM 0.00%↑ paid $175 million for a buzzy FinTech startup Frank. Turns out, the founder created 4 million fake customer accounts just before completing the sale.
While acquiring Autonomy in 2018, tech pioneer HP's HPQ 0.00%↑ due diligence failure led to a $5 billion loss.
FIS FIS 0.00%↑ just had to sell a majority stake in Worldpay in the biggest-ever FinTech divorce. The firms didn’t become stronger together.
The crazy part? All of this happens despite companies hiring dozens of consultants and bankers to perform different analyses before any action is taken.
But don’t worry as today I’m sharing a brilliant template that ensures your business never skips over critical due diligence checkpoints.
The template is segmented into over 15 major categories and includes the following:
Organization
Financial items
Documentation
Litigation
Intellectual Property & more!
The best part? It has a built-in Gantt chart that allows you to simultaneously track multiple items against your project schedule.
Transform your next DD process and avoid any M&A failures starting today👇🏼
P.S. you’ll also unlock 4 more templates to supercharge your M&A strategy (Financial Fact Book, Enterprise Value vs. Equity Value Bridge, Net Working Capital, and Closing Balance Sheet)