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0. Onboarding

8. Mergers and Acquisitions Toolkit

Onboarding.pptx

Name

0. Overview and Approach

I. M&A Strategy

II. Target companies

III. Business Case and Financial Model

IV. Due Diligence

V. Transaction Execution

VI. Post Merger Integration

Mergers and Acquisitions Toolkit - Overview and Approach.pptx

M&A Strategy.pptx

Name

1. Target Companies

2. Financial Statement Analysis

3. Valuation

1. Target companies.pptx

2. Target companies.xlsx

1. Background Financial Knowledge.pptx

2. Financial Statements - Simple version.xlsx

3a. Income Statement - Example.xlsx

3b. Income Statement - Yearly Template.xlsx

3c. Income Statement - Monthly Template.xlsx

4b. Balance sheet - Template.xlsx

5a. Monthly Cash Flow Template.xlsx

5b. Yearly Cash Flow Template.xlsx

6. Monthly Budget Template.xlsx

7a. Three Financial Statement Model - Example 1.xlsx

7b. Three Financial Statements Model - Example 1 - Tutorial.pptx

8a. Three Financial Statements Model - Example 2.xlsx

8b. Three Financial Statements Model - Example 2 - Tutorial.pptx

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1. Discounted Cash Flow Model

2. Discounted Future Earnings Analysis

3. Comparable Company Analysis

4. Precedent Transaction Analysis

Example 1 - Discounted Cash Flow Model - Tutorial.pptx

Example 1 - Discounted Cash Flow Model.xlsx

Example 2 - Discounted Cash Flow Model- Tutorial.pptx

Example 2 - Discounted Cash Flow Model.xlsx

Discounted Future Earnings Analysis.xlsx

Comparable Company Analysis_Example.xlsx

Comparable Company Analysis_Template.xlsx

1. Precedent Transaction Analysis_Guide.pptx

1a. M&A Business Case.pptx

2a. M&A Financial Model - Comprehensive Version.xlsx

2b. M&A Financial Model - Comprehensive Version - Tutorial.pptx

3a. M&A Financial Model - Simple Version.xlsx

3b. M&A Financial Model - Simple Version - Guide.pptx

4a. Letter of intent or Term sheet.pptx

4b. Term Sheet Template between Investor & Startup.docx

4c. Additional Notes to help you fill in the Term Sheet.docx

5. Financial Modeling Best Practices.pptx

0. Overview and Approach.pptx

1. Work Plan.xlsx

2. Commercial Due Diligence.pptx

3. Commercial Due Diligence_Charts.xlsx

Transaction Execution.pptx

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0. Context and Approach

I. Strategy and High-Level Plan

II. Detailed Plans

III. Implementation & Monitoring

Post Merger Integration Toolkit - Overview and Approach.pptx

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3. Business Case and Financial Model

1. Strategy and High-Level Plan.pptx

2. High-Level Plan.xlsx

1a. Project Business Case.pptx

1b. Project Business Case - Video Training.pptx

2a. Project Financial Model.xlsx

2b. Project Financial Model - Tutorial.pptx

2c. Project Financial Model - Video Training.pptx

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1. Detailed Integration Plan

2. Integration and Synergy Initiatives Plan

3. Change Management Strategy and Plan

4. Communication Strategy and Plan

5. Culture Integration Strategy and Plan

6. Risk Management Strategy and Plan

7. Staffing and Retention Plan

Detailed Integration Plan.xlsx

Integration and Synergy Initiatives Plan.xlsx

1. Change Management Strategy.pptx

2. Change Management Plans.pptx

3. Overarching Change Management Plan.xlsx

4. Communication Plan.xlsx

5. Sponsorship Plan.xlsx

8. Resistance Management Plan.xlsx

1. Communication Strategy & Plan.pptx

2. Detailed Communication Plan.xlsx

3a. Stakeholder Analysis - High-level View.pptx

3c. Stakeholder Analysis - Video.pptx

1. Culture Integration Strategy and Plan.pptx

2. Culture Integration Strategy and Plan.xlsx

0. Risk Management Toolkit - Overview and Approach.pptx

1.1 Balanced Scorecard.xlsx

1.2 Detailed Roadmap.xlsx

1.3 Risk Management Team and Budget.xlsx

1. Risk Management Strategy.pptx

2.1 Comprehensive Risk - 3 level rating.xlsx

2.2 Comprehensive Risk - 5 level rating.xlsx

2. Framework to Manage Risk.pptx

Implement and Monitor.pptx