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Set of flashcards Details

Flashcards 21
Language English
Category Finance
Level University
Created / Updated 22.01.2020 / 03.01.2023
Licencing Not defined
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7 Impacts on the M&A Process

1. Life Cycle 

2. History 

3. Ownership Structure and Interests 

4. Financing Structure 

5. Strategic Positioning 

6. Profitability and “Fit for Sale” 

7. General and Specific Market Environment 

Due Dillgence a must not only in the preparation phase

Pre due dilligence

Due dilligence before concluding the contract

Due dilligence after concluding the contract

Phases of M&A Process


Prelliminary Phase-> Preparation Phase-> contact phase-> Negotiation and contract phase-> Post-phase integration

Preparation phase 

1. Analysis of the Initial Situation

2. Data Processing and Documentation of the Sale Object

3. Buyer Identification

4. Determination of Ongoing Procedure

contact phase

Negotiation and contract phase

Negotiation phase:
− Further due diligence

− Contract negotiations
− Signing
− Closing

Closing phase

Blind Profile/Company  Documentation

preparation phase

Blind profile/teaser: 

−  The basis of each contact or negotiation is a description of the company for sale. 

−  Conflicts of interest between buyer and seller – the buyerwould like to be fully 

informed; the seller would like to disclose details and sensitive data late in the day. 

−  Provision of comprehensive information for the buyer. 

−  Blind profile (teaser) contains key cornerstones of the company in an anonymous form. 

−  Teaser as the basis of the interested party for a discretionary declaration so that he/she 

receives in-depth information. 

letter of intent

last point in negotiation and contract phase:

- Price, basis of price calculation, strategic intentions of the buyer concerning the future of the company, statements about the future of management, due diligence extent and procedure, time frame, cornerstones of purchase contract, possible exclusivity of corporate rights, confidentiality clauses, etc. 
- Legally binding 


In a letter of intent, the cornerstones of the planned transaction are defined from the outset. It addresses both organizational issues (schedule, participants, exclusivity) and the core issues of the subsequent purchase contract, as far as these can be determined (purchase price and purchase price structure, transaction structure).