Finance Mergers & Acquisitions Deal Structuring Checklist
FINANCE MERGERS & ACQUISITIONS DEAL STRUCTURING CHECKLIST
Ensure that every step is followed and check the corresponding box once a task is completed.
Preparation Phase
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Identify Target Businesses
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Due Diligence Review
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Analyze Financial Statements
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Assess Target's Business Strategy
Negotiation Phase
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Determine Deal Structure
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Establish Purchase Price
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Agree on Payment Terms
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Resolve Post-Closing Adjustments
Closing Phase
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Execute Definitive Agreement
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Obtain Required Approvals
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Complete Deal Closing
Post-Deal Integration Phase
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Implement Business Integration Strategy
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Communicate Changes to Stakeholders
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Monitor Performance against Defined KPIs
Prepared by: [Your Name]
