M&A involves a variety of different aspects within an organization. As a result, it’s crucial to choose the best tools for the job. To make the process simpler, there are a variety of M&A tools that can be used for due diligence as well as pipeline management and post-merger integration. With the many tools available on the market, choosing the right M&A tool for your needs can be a challenge.
Virtual data rooms (VDRs) are among the most common M&A tools. VDRs are a great method for businesses to share confidential information with several parties while still ensuring security and privacy. They are often employed in conjunction with Excel trackers to aid professionals in managing and tracking progress on due diligence requests.
Another helpful M&A tool is discounted cash flow analysis, that helps determine a company’s actual value by reducing its estimated future cash flows. This method of valuation is difficult to master, but can be a solid basis for M&A decisions.
Other M&A tools include a CRM, which is a customer relationship management system that can be used for pipeline tracking and project management. A CRM is an excellent tool to stay organized and keep in touch with team members from all teams, as well as track projects. There are a myriad of CRMs available, including Salesforce, NetSuite and Microsoft Dynamics 365. SourceScrub is another M&A tool that provides insight based on data to M&A professionals. The platform helps streamline M&A processes, including divestiture financials.