Due Diligence

When selling your business, there are several advantages to having due diligence documents prepared in advance.

Jordan Lampos, a director in investment banking at Duff & Phelps, discusses how to prepare a company for an acquisition while using project management.

A thorough investigation into, and understanding of, a company during due diligence is essential to a deal’s success - whether you are buying a small business or a larger corporation. However, it is no secret that it can be hard to keep your head above water during diligence. 

Due diligence is defined as the research and analysis of a company or organization done in preparation for a business transaction..

Legal due diligence is an examination into a business by re-viewing documents and interviewing employees. Legal due diligence is completed when a company or interested party is looking to buy or invest in a business.

Jai Sundararaman, the Vice President of Business Transformation at IPG, discusses the best strategies of extracting and protecting value drivers during an M&A transaction.

Innovating the M&A due diligence process has been slow moving. However, technology trends are evolving and creating deals that are more secure, successful and efficient. ‍

Accelerating your integration often comes down to early planning, process management, and the tool, or tools, used to make your process management more effective.

Whether you are shopping for due diligence software for M&A or other data sensitive realms, there are four central areas to consider: security, ease of use, cost, and the opinions of industry insiders.

In business terms, due diligence is the research and analysis of a company or organization done in preparation for a business transaction, such as a potential acquirer evaluates a target company and its assets.

In any deal, whether buy-side or sell-side, or if it involves an investment bank, private equity firm, or corporate development business, there are a lot of necessary steps to take. There are many hands involved, confidential information shared, and hard decisions to make.

As the capabilities of IT deployments and infrastructures evolve, so are the features that virtual data room providers offer.

In this episode, Kison interviews business consultant Joseph Feldman, who works with middle companies on acquisitions.

M&A professionals often find themselves jumping between spreadsheets, email, and the data room during due diligence.

Back and forth emails can easily overwhelm a management team.

Typical project management tools are not efficient.

Biondi shares his personal experience on the AdEspresso and Hootsuite merger.

Although Agile is considered to have originated and have specific application to the technology world, it did not originate in IT.

DealRoom Listed in FINRA's Compliance Vendor Directory

Advising Buyers, Business Strategies, and Setting Clear Objectives

Agile M&A is a management system derived from Agile software development and Lean manufacturing

Scott Hile, an experienced M&A professional, shares his experiences from both sides of M&A, including common transaction concerns and challenges.

In this podcast, Bacon goes into detail on the realities of post-close integration, how it affects employees, and most importantly, why communication is vital for a successful post-close integration.

In this podcast, Gambs gives advice on picking advisors and investments, and how to learn from failures in your career.

What should you look for when you pick an advisor for your deal team?

Like entering into a romantic relationship, an M&A deal is a lot about finding “the right fit.”

“This is the first time I’ve been acquired by a company that felt like it had a soul.”

Artificial intelligence (AI) is valuable because it captures intellectual capital.

In this podcast, Maddipatla discusses his sell side experience, how to wisely choose investments, and post-deal integration.

The evolution of financial services is not slowing down.

Andrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals.

In this podcast, Kaesar discusses the importance of interpersonal relationships for deal success, post-close surprises, how to learn from a deal gone wrong, and when to just walk away.