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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Company
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2. Industry
- Aerospace
- Agriculture
- Chemical
- Computer
- Consulting
- Construction
- Energy
- Entertainment
- Financial
- Food
- Health
- Manufacturing
- Media
- Military
- Software
- Telecom
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3. Transaction type
- Merger
- Acquisition
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4. Expected closing date
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5. Objectives
Strategy setting
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1. Executive Committee
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2. Primary goal
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3. Strategy details
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4. Type of M&A
Target screening
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1. Search team
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2. Target company
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3. How well does the target company fit the objectives criteria?
- 1
- 2
- 3
- 4
- 5
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4. NDA signed with target
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5. Potential M&A synergies
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6. Submit Letter of Intent
- Done
Due diligence
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1. Due diligence team
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2. Approach used
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3. Research results
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4. Due diligence main findings
Transaction execution
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1. Target current valuation
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2. Deal structure
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3. Deal offer
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4. Has the target company agreed with the terms?
- Yes
- No
Integration
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1. M&A Integration Management Officers
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2. Integration plan
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3. Integrate
- Customer Base
- Branding
- IT Infrastructure
- Operations
- Legal Team
- Finances