Merger and Acquisitions (M&A)

Template

With Pipefy’s Merger and Acquisitions (M&A) Template you have an organized and standardized way to execute your team’s activities, analyze the deals, and have a better overview of your results.

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Template structure

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  • 1. Company

  • 2. Industry

    • Aerospace
    • Agriculture
    • Chemical
    • Computer
    • Consulting
    • Construction
    • Energy
    • Entertainment
    • Financial
    • Food
    • Health
    • Manufacturing
    • Media
    • Military
    • Software
    • Telecom
  • 3. Transaction type

    • Merger
    • Acquisition
  • 4. Expected closing date

  • 5. Objectives

Strategy setting

  • 1. Executive Committee

  • 2. Primary goal

  • 3. Strategy details

  • 4. Type of M&A

Target screening

  • 1. Search team

  • 2. Target company

  • 3. How well does the target company fit the objectives criteria?

    • 1
    • 2
    • 3
    • 4
    • 5
  • 4. NDA signed with target

  • 5. Potential M&A synergies

  • 6. Submit Letter of Intent

    • Done

Due diligence

  • 1. Due diligence team

  • 2. Approach used

  • 3. Research results

  • 4. Due diligence main findings

Transaction execution

  • 1. Target current valuation

  • 2. Deal structure

  • 3. Deal offer

  • 4. Has the target company agreed with the terms?

    • Yes
    • No

Integration

  • 1. M&A Integration Management Officers

  • 2. Integration plan

  • 3. Integrate

    • Customer Base
    • Branding
    • IT Infrastructure
    • Operations
    • Legal Team
    • Finances

Done

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