M&A is a complex business process that requires different aspects of an enterprise. Therefore, it is essential to select the best tools. To make the process easier it is possible to use a variety of M&A tools that can be used to manage due diligence, pipeline management, and post-merger integration. With so many tools available on the market, choosing the best M&A tool for your needs can be a daunting task.
One of the most frequently utilized M&A tools is the virtual data room (VDR). VDRs let companies share confidential documents with multiple parties while maintaining privacy and security. They are often employed in conjunction with Excel trackers to assist professionals in tracking and managing the progress of due diligence requests.
Another beneficial M&A tool is a discounted cash flow analysis, that helps determine a company’s actual value by reducing its future free cash flows. While this method of valuing can be challenging to master, it can offer a strong foundation to make M&A decisions.
CRM is a different M&A tool. It is a CRM system that manages customer relationships, which can be used to track pipelines and manage projects. A CRM is an excellent tool to stay on top of things and communicate with the entire team, as well as monitor projects. There are many CRM systems available which include Salesforce, NetSuite and Microsoft Dynamics 365. SourceScrub is another M&A tool that offers insight based on data to M&A professionals. The platform is designed to streamline M&A processes including divestiture financials process.