Due Diligence Playbook – Transaction Sense Check
- Key risk areas such as Financials, Progress Against Business Plan, Past M&A Activity, and Review of Corporate Structure;
- Example sub-categories to consider within each area;
- Sample questions and information requests for each area sub-category.
Understand the Why and Establish Assessment Priorities
By hurrying to evaluate a target, organizations can easily miss the essential first step that is the ultimate harbinger of success: understanding the why. Due diligence should only commence when the reason for acquisition (or investment) is clear and the rationale for target pursuit is compelling. Deal teams should therefore conduct a transaction sense check at the beginning of the due diligence process.
Our M&A Transaction Sense Check Playbook includes:
*Note: This Playbook is available with Midaxo