M&A involves a variety of different elements within an company. It’s crucial to select the right tools to accomplish the task. To make the process more efficient, 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 all the tools available on the market, deciding the right M&A tool for your specific needs can be a difficult task.
Virtual data rooms (VDRs) are among the most used M&A tools. VDRs allow businesses to share confidential documents with multiple parties while maintaining privacy and security. They are often used in conjunction with Excel trackers to aid professionals in coordinating and tracking the progress of due diligence requests.
A discounted cash flow analysis is another useful M&A tool. It assists in determining the current value of a company through discounting its estimated free cash flows in the future. This method of valuation is difficult to master, but can provide a solid foundation for M&A decisions.
Other M&A tools include CRM that is a client relationship management system that can be used for pipeline tracking and project management. CRMs are a fantastic tool to manage projects and team members and keep track of projects. There are many CRM systems to pick from, such as Salesforce, NetSuite, and Microsoft Dynamics 365. SourceScrub is another M&A tool that provides data-driven insights for M&A professionals. The platform helps streamline M&A processes including divestiture financials.