Steps of the M&A process

There is a lot at stake and a lot to do, oversee and control when selling (or buying) a company. Thankfully, a typical M&A process follows concrete steps.

A typical 5-step M&A deal process includes:

  1. Preparation
  2. Pre-marketing
  3. Buyer Interaction
  4. Due Diligence
  5. Closing

Download our checklist that outlines a step-by-step process for a typical merger and acquisition process.

Why use a Virtual Data Room for M&A?

For the M&A process to operate securely and efficiently, a good Virtual Data Room platform to prepare and share information and documents is essential. In the due diligence phase, this is certainly a prerequisite.

However, having the platform available already from the start of the project provides for a good start. Key documents can be made available right away, and collaboration with financial and legal advisors can be conducted in a secure environment.

Download M&A Process Outline Checklist