M&A Deal Management Software

Stay organized during every phase of the transaction with our deal management software. No matter what phase a deal is in, teams need to be organized and able to see the big picture.

deal management software

Deal Management Software for the Deal’s Entire Lifecycle

DealRoom includes features and capabilities to help teams throughout the entire deal process, not just portions of it. Teams need a way to keep everything organized and streamline workflows starting from the seller’s preparation phase all the way through post-merger integration.

The traditional use of VDRs, Excel trackers, and emails prevents efficient deal management. It causes work silos, version control issues, duplicate work, limited visibility and more. With DealRoom deal management software, teams approach deal management in an efficient and innovative way. They constantly communicate, delegate, complete diligence quicker, and provide more value for their client. It allows teams to have a standardized process for every deal, and capture insightful data.
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  1. The Seller’s Preparation Stage
  2. The Seller’s Marketing Stage
  3. The Buyer’s Due Diligence Stage
  4. Negotiation of the Binding Agreement Stage
  5. Signing & Closing Stage
  6. Post-Merger Integration Stage
Duration: 1 month to 1 year

1. The Seller’s Preparation Stage

The seller’s preparation phase is when the seller makes the business look as appealing as possible to future buyers, so it can be sold for the maximum amount. During this phase potential buyers are identified, as well as a sales strategy.

This is also when all information about the business is collected and placed into a VDR, to be combed through by likely buyers. The VDR inside DealRoom makes initial data collection (often called staging) during this phase efficient, collaborative, and painless.

seller's preparation phase
Duration: 1-2 months

2. The Seller's Marketing Stage

During this phase, the seller contacts potential buyers to see if they are interested. If they show continued interest, the seller sends them a NDA. If the potential buyers decides to move forward, they sign the NDA and receive the confidential information memorandum.

Next, they send over a letter of intent that typically includes a purchase price and other required critical terms such as payment methods, exclusivity, etc. This stage is where competition may begin between interested buyers.

seller's marketing phase
Duration: 1-3 months

3. Due Diligence Stage

Once the seller has received offers from possible buyers, diligence begins. The buyers are granted access to the data room to thoroughly research the ins and outs of the company such as legal, financial, risk assessments, operations, human resources etc.

With DealRoom, buyers can be invited into the room as their own “list” and can access, search, and request documents, as well as communicate, all within the platform. This stage is also when site visits and meetings with the management team occur.

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due diligence stage
Duration: 1-2 months

4. Negotiation of the Binding Agreement Stage

Up until this stage, the buyer and seller have agreed to the primary purchase terms such as price and payment method. After due diligence, the primary purchase terms are confirmed or revised, and negotiation on the binding agreement begins.

However, this phase is often started during diligence if the parties are confident that the the primary terms are good to go. The main document that the seller and buyer negotiate is called the Purchase and Sale Agreement. This agreement includes details like:

  • Transaction type
  • Inclusions and exclusions of the transaction
  • Approach and timing of payment installations
  • Purchase price modifications, holdbacks, and escrow
  • Representations and warranties of all parties
  • And more

During this phase additional agreements may be required like non-competes, transitional service agreement, and employee contracts.

negotiation phase

5. Signing & Closing Stage

The signing and closing phase of a deal begins when the contractual agreement is signed. In order for closing to officially happen, all precedents from the buyer and seller must be met. Examples of typical condition precedents include shareholder, lender, stock exchange, supplier, and customer approval etc.

Once signing is complete, integration can begin. However, integration planning should start taking place months before close.

signing and closing phase

6. Post-Merger Integration Stage

This phase is critical to a deal’s success, and maximizing its value. The buyer’s main focus is to merge the acquired company with its existing operations as smoothly as possible. However, sometimes the acquired business keeps its own branding and integrates solely for financial reporting.

With DealRoom, the buyer can choose to keep the room open, and all information collected during diligence can be used to assist integration. Also, during this time the buyer needs to complete any follow-up necessary to ensure the seller present accurate information. And if not, determine the damages.

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post-merger integration phase

Unparalleled Features of DealRoom’s Deal Management System

deal management system
Managing more than one deal at a time? No problem.
Just because you are managing more than one deal at a time, doesn’t mean it can’t be organized. DealRoom’s pipeline management feature allows users to know the status of each deal, and easily go back and forth between them. Teams always have a bird’s eye view of the deal’s progress, ability to add filters, see most recent activity, and more.
More Features

Deal Management Process Made Simple

When all your deal tasks and management is in one centralized place, it’s easier to make sure nothing gets forgotten.
Delegate Tasks to Team Members

Teams can get organized from day one of a deal. Each task can have an assignee, reviewers, due date, priority status, and more. Users can filter tasks to see who is covering what, high priority items, and communicate with other users within seconds.

Safely Store and Organize Data

One of the main benefits of project management is that everything is kept in one place, and even better, it is conveniently organized. This includes all necessary deal information, diligence documents, and internal company data. Also, DealRoom supports any file type, so when we say we can store all your information, we mean it.

Eliminate Deal Management Inefficiencies

With DealRoom, you’ll no longer need to worry about Excel trackers, one-off emails, or version controls. Our project management software eliminates these common inefficiencies from your deal process. The platform is updated in real time, allows for commenting, and enables all buyer requests to go through one software channel.

M&A Deal Management Software that Keeps Everyone in the Loop
Ready to manage your deals and stay organized? DealRoom’s deal management software enables teams to organize everything, with everyone, on any device. Contact us today and have your room open in minutes!