M&A transaction due diligence overview Template

Mergers and acquisitions are complex and involve a strategy that includes many teams and multiple steps of critical importance. Use this template to help ensure consistency, have immediate visibility into a critical transaction's due diligence phase, and ensure that you follow every step and have full accountability. This is designed to be used by corporate and business development teams, attorneys, and entrepreneurs. Feel free to add or edit the steps and reuse with your team or company.

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M&A transaction due diligence overview

Strategic options

Introduction - read first
Market dynamics analysis
High-level trends analysis
Business portfolio analysis
Target identification

Commercial due diligence

Introduction - read first
Market + customer attractiveness analysis
Industry structure + dynamics analysis
Competitive position analysis
Distribution channel dynamics analysis
Business plan review
Risks and opportunities analysis

Operational due diligence

Introduction - read first
Cost structures + drivers diagnosis
Operational improvement potential review
Cost synergies assessment
Integration capabilities analysis
Opportunities identification
Risk analysis

Financial due diligence

Introduction - read first
Financial statements review
Management accounts review
Integration capabilities analysis
Valuation analysis
Deal financing

Legal due diligence

Introduction - read first
Target liabilities and potential risks analysis
Competition authority implication analysis
Transaction mechanics, execution, and closing classification

M&A transaction due diligence overview
Legal