Mergers and Acquisitions Due Diligence Checklist

5 February, 2021

Use a checklist to ensure your M&A deal is accurate and complete.

Every merger and acquisition project has a lot of moving parts, and it is up to the buyer to confirm that the values represented by the seller are accurate. This Due Diligence process requires examination, evaluation and analysis of every facet of the target company’s operations. The goals of the process are to accurately establish the value of the target company and its acquisition cost, and to create a baseline for the acquirer's strategies to preserve and increase the value of the acquisition target.

While the content of an M&A Due Diligence brief varies based on the company and the terms of the offer, the structure of the filing and the points it must address are similar, which means that ShareVault’s Merger and Acquisition Due Diligence Checklist will ensure your team prepares a comprehensive brief.

A checklist that is more than a list

ShareVault understands the M&A due diligence process: We have secured documents for deals valued at more than $50 billion, making us a trusted source.

The process is simple: Upload the ShareVault Due Diligence Checklist to a virtual data room and it will automatically create a Table of Contents with folders (technically, “tags” in ShareVault) for each item on the list.

Your ShareVault data room can also securely store reference files like the Executive Summary, confidential information memorandums (CIM), Indication of Interest (IOI), Letters of Intent (LOI), and other documents.

An M&A platform built for collaboration

The due diligence process takes a well-rounded team. ShareVault is built for collaboration. Due diligence documents are accessible to any member of the team, anytime, from anywhere. The due diligence team leader can control who sees what and when ensuring that information is shared in a timely and secure manner.

ShareVault M&A Due Diligence Checklist is built for speed and security

ShareVault features accelerated document review functionality to speed your M&A due diligence process. ShareVault is a virtual data room, which enables you to access the documents from any device and any web browser with the proper viewing permissions, without the need of your company’s IT department involvement.

Focus on the deal, not the process!

The value of a great M&A team is their ability to examine, evaluate and analyze. ShareVault’s Mergers and Acquisition Due Diligence Checklist lets your team focus on that value, without the headaches of cumbersome and time-consuming document processing or concerns about security.

Take a test drive

If you are not a current ShareVault user, request a free trial to start using your checklist immediately.

Download the M&A Checklist