Step 2: Conduct M&A Due Diligence

All M&A due diligence engagements are the same and different. While each is different, the underlying processes of prioritization, issue resolution, scheduling, collaboration, resource allocation, risk management, and reporting are all the same.

Our proven M&A due diligence methodology and tools are portable from one deal to the next. There is no need for serial acquirers to invent the wheel or reinvent it when using our proven approach (taught in our Due Diligence Certification Workshop).

Free Access

Checklists and Research

Due Diligence Sales
Sales, Marketing, and Operational M&A Due Diligence Checklists
Comprehensive, in-depth 96-page M&A sales, marketing, and operation due diligence checklists.
Corporate culture mergers & acquisitions
Corporate Culture Research: The "X Factor" in Merger Success and Failure
Over 130 executives participated in this PRITCHETT M&A study on culture due diligence.

Video

Project

It due diligence
Information Technology Due Diligence Project
Covers PRITCHETT’s approach to IT due diligence engagements, including examination of capacity and scalability, quality of development, quality of staff, third party applications and other IP, plus timetable, and information request list.

Tool

risk analysis
Merger Integration Risk Analysis
A penetrating look at key pressure points that can threaten the culture integration process.

Partial or Restricted Access

Checklists

Finance checklist
Finance Due Diligence Checklist
Checklists for Cash Flow, Income, Assets, Property Plant & Equipment, Liabilities, Equity, and Audits.
It due diligence checklist
IT Due Diligence Checklist
Essential areas to examine when conducting information technology due diligence on a target company.
Hr due diligence checklist
HR Due Diligence Checklist
Key areas to cover during every human resources due diligence examination.

Videos

Presentation

Tools

Operating analysis
Operating Style Analysis (Part I) 
An inquiry into the day-to-day operating fundamentals that reflect the cultural basics of how the business is run.
Operating analysis
Operating Style Analysis (Part II) 
A survey focused on cultural traits often determined to be mission-critical.
Operating analysis
How to Conduct the Operating Style Analysis plus the Operating Style Analysis Word Template 

The 3 page document discusses how the Integration Team should conduct the Operating Style Analysis in order to understand the similarities and differences between the two companies.
The 2-page Operating Style Analysis Word template follows the instructions.
 

risk-based-preacquisition valuation
Risk-Based Preacquisition Due Diligence Review Template 

Every review item in this template is used to help prospective investors develop a sense of expectations regarding a target company's ability to generate cash flows and to understand the degree of risk to which those cash flows are subject. 

4 level survey
Four Levels of Change Survey 

An assessment of how an organization’s culture influences its ability to function as an adaptive system.

Culture Context Questionnaire
Context Questionnaire 

A systematic search for strengths, weaknesses, and wild cards