Due Diligence Playbook – Transaction Sense Check

  • Description

      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:

      • 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.

      *Note: Playbooks are available to all Midaxo customers at an additional cost.