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

See how this template is structured. As this is just an example, you can customize it.

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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

Finished Campaigns

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