M&A involves a variety of different elements within an organization. This is why it’s crucial to select the right tools to accomplish the task. There are a variety of M&A tools that can help simplify the process. These include tools for due diligence and pipeline management as and integration post-merger. With so many tools available on the market today, 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 are an excellent way for businesses to share confidential information with a variety of parties, while ensuring privacy and security. They are also often used in conjunction with Excel trackers to assist professionals track the progress of due diligence requests.
Another useful M&A tool is discounted cash flow analysis that helps determine a company’s value in the present by discounting its future cash flows. Although this method of valuation can be challenging to master, it can offer a strong foundation to make M&A decisions.
CRM is yet another M&A tool. It is a management system for customer relations, which can be used to track pipelines and manage projects. CRMs are a great way to stay on top of your schedule and communicate with the entire team, as well as track projects. There are a myriad of CRMs to choose from, such as Salesforce, NetSuite, and Microsoft Dynamics 365. SourceScrub is another M&A tool that provides data-driven information for M&A professionals. The platform simplifies M&A processes, including divestiture financials.