M&A Deal Management Software

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

pipeline deal management

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 from the seller’s preparation phase all the way to post merger integration.

The traditional use of VDRs, Excel trackers, and emails limits efficient deal management. It causes work silos, version control issues, duplicate work, limited visibility and more. With DealRoom, 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 Phase
  2. The Seller’s Marketing Phase
  3. The Buyer’s Due Diligence Phase
  4. Negotiation of the Binding Agreement
  5. Signing & Closing Phase
  6. Post merger Integration Phase
Duration: 1 month to 1 year

1. The Seller’s Preparation Phase

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.

Duration: 1-2 months

2. The Seller’s Marketing Phase

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 phase is where competition may begin between interested buyers.

Duration: 1-3 months

3. The Buyer’s Due Diligence Phase

Once the seller has received offers from possible buyers, diligence begins. The buyers get 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 phase is also when site vites and meetings with the management team occur.

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Duration: 1-2 months

4. Negotiation of the Binding Agreement

Up until this phase, 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:

  • The form of the transaction
  • Inclusions and exclusions of the transaction
  • Methods and timing of payments
  • Purchase price adjustments, holdbacks and escrow
  • Representations and warranties of the seller and buyer
  • And more

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

5. Signing & Closing Phase

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.

These conditions can take as little as a week, up to a few months to complete. Once signing is complete, integration can begin. However, integration planning should start taking place months before close.

6. Post merger Integration Phase

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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Unparalleled Features of DealRoom’s M&A Platform

pipeline deals
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, add filters, see most recent activity, and more.
More Features

Deal Management 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 1 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 host 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 control. Our project management software has the capability to eliminate these common inefficiencies from your deal process. The platform is updated in real time, allows for commenting, and all buyer requests can go through the software.

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!