100+ Sell-Side Mergers and Acquisitions (M&A) SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a comprehensive framework for preparing your organization for a successful sell-side M&A transaction.
2. Offers step-by-step guidance to optimize financial, legal, tax, and operational readiness before engaging buyers.
3. Equips your team with structured SOPs to streamline due diligence, marketing, negotiation, and post-closing integration.

M&A EXCEL DESCRIPTION

This product (100+ Sell-Side Mergers and Acquisitions [M&A] SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives


Unlock Maximum Value with Our Complete 100+ Sell-Side M&A SOP Package – End-to-End Guidance for Every Deal Stage

Are you ready to execute your next M&A transaction with precision, speed, and maximum value capture? Our comprehensive 100+ Sell-Side M&A Standard Operating Procedures (SOP) Package is meticulously designed for CEOs, CFOs, corporate development teams, and investment bankers seeking a step-by-step, fully integrated framework for every stage of the sell-side process. From strategic preparation to post-closing integration, this package equips you with actionable SOPs that ensure regulatory compliance, financial optimization, and operational readiness.

Our Sell-Side M&A SOP Package Includes the Following Modules and SOPs:

I. Strategic Preparation & Readiness
1. Define Strategic Rationale for Sale
2. Establish M&A Governance Framework
3. Identify Divestiture Objectives
4. Conduct Portfolio Review and Business Unit Evaluation
5. Develop Sell-Side Deal Thesis
6. Determine Timing and Market Conditions for Sale
7. Align Stakeholder and Board Approval Process
8. Appoint Internal Deal Team and Responsibilities
9. Select External Advisors (Legal, Financial, Tax, etc.)
10. Develop M&A Communication Strategy

II. Pre-Deal Planning & Readiness Assessment
11. Conduct Internal Readiness Assessment
12. Assess Operational and Financial Health
13. Define Key Value Drivers
14. Identify Potential Deal Risks
15. Perform Vendor Due Diligence Preparation
16. Develop Data Collection Plan
17. Establish Data Room Framework
18. Perform Tax Structuring Analysis
19. Assess Legal Entity Rationalization
20. Conduct Working Capital Normalization Analysis

III. Financial Preparation & Valuation
21. Prepare Historical Financial Statements
22. Develop Adjusted EBITDA Calculations
23. Identify Non-Recurring Items
24. Build Management Financial Model
25. Conduct Valuation Benchmarking
26. Prepare Sensitivity and Scenario Analyses
27. Review Debt and Capital Structure
28. Normalize Working Capital Levels
29. Evaluate Synergy Opportunities
30. Determine Indicative Valuation Range

IV. Legal & Regulatory Preparation
31. Review Corporate Legal Structure
32. Identify Key Legal Risks
33. Conduct Legal Due Diligence Readiness
34. Review Contracts and Change-of-Control Clauses
35. Assess IP Ownership and Licensing
36. Review Employment and Labor Law Issues
37. Identify Environmental and Compliance Risks
38. Develop Regulatory Approval Strategy
39. Prepare Disclosure Schedules
40. Coordinate Legal Documentation Readiness

V. Tax Structuring & Optimization
41. Develop Optimal Transaction Structure
42. Assess Tax Implications of Sale Scenarios
43. Evaluate Tax Residency and Jurisdictional Issues
44. Identify Tax Loss Carryforwards
45. Conduct Tax Due Diligence
46. Assess Transfer Pricing Exposure
47. Prepare Tax Disclosures and Warranties
48. Review Indirect Taxes (VAT, GST)
49. Evaluate Post-Transaction Tax Liabilities
50. Coordinate with Tax Advisors on Deal Structuring

VI. Operational & Commercial Preparation
51. Conduct Operational Health Check
52. Identify Key Operational KPIs
53. Evaluate Cost Structure and Efficiency
54. Document Supply Chain Contracts
55. Review Customer and Supplier Concentration
56. Assess IT Systems and Integration Readiness
57. Prepare HR and Organizational Overview
58. Document Business Processes
59. Identify Key Operational Risks
60. Develop Transition Services Plan

VII. Data Room & Information Management
61. Define Data Room Access Protocols
62. Develop Document Index Structure
63. Upload and Classify Core Documents
64. Redact Sensitive Information
65. Establish Q&A Management Process
66. Track Buyer Access and Activity Logs
67. Maintain Data Room Security Controls
68. Update Data Room with New Information
69. Coordinate Data Room Administrator Roles
70. Close Data Room Post-Deal

VIII. Marketing & Buyer Outreach
71. Develop Target Buyer Universe
72. Create Long List and Short List of Buyers
73. Define Buyer Qualification Criteria
74. Prepare Buyer Contact Strategy
75. Develop Initial Outreach Plan
76. Coordinate Buyer Contact by Advisor
77. Track Buyer Engagement Progress
78. Issue Confidentiality Agreements (NDAs)
79. Screen Buyer Conflicts and Reputational Risks
80. Maintain Buyer Interaction Log

IX. Marketing Collateral Development
81. Prepare Teaser Document
82. Draft Confidential Information Memorandum (CIM)
83. Prepare Management Presentation Deck
84. Develop Executive Summary and Highlights
85. Include Key Financial Metrics and Projections
86. Include Operational and Market Overview
87. Prepare Investment Highlights Section
88. Draft Risk and Mitigation Summary
89. Coordinate Review by Legal and Finance Teams
90. Finalize and Approve Marketing Materials

X. Buyer Engagement & Process Management
91. Distribute Teasers to Potential Buyers
92. Execute NDAs and Grant Data Room Access
93. Manage Q&A from Buyers
94. Conduct Buyer Management Meetings
95. Schedule Site Visits and Demos
96. Track Buyer Feedback
97. Collect Non-Binding Offers (NBOs)
98. Evaluate Indicative Offers
99. Shortlist Qualified Bidders
100. Provide Process Updates to Internal Stakeholders

XI. Due Diligence Coordination
101. Develop Buyer Due Diligence Schedule
102. Assign Internal Subject Matter Experts
103. Track Buyer Due Diligence Requests
104. Coordinate Responses Across Functions
105. Manage Third-Party Due Diligence Consultants
106. Address Red Flags and Clarifications
107. Monitor Information Flow
108. Control Versioning of Shared Documents
109. Conduct Management Due Diligence Sessions
110. Document Due Diligence Outcomes

XII. Deal Structuring & Negotiation
111. Develop Deal Structure Alternatives
112. Define Payment Terms (Cash, Earnout, Equity)
113. Negotiate Indicative Terms
114. Prepare Term Sheet / LOI
115. Review LOI with Legal and Tax Advisors
116. Coordinate Valuation Adjustment Clauses
117. Negotiate Representations and Warranties
118. Define Closing Conditions
119. Establish Escrow and Indemnity Provisions
120. Secure Board Approval for LOI

XIII. Documentation & Legal Finalization
121. Draft Sale and Purchase Agreement (SPA)
122. Review Ancillary Agreements (TSAs, NDAs, etc.)
123. Coordinate Legal Review and Mark-Ups
124. Align on Final Terms and Schedules
125. Confirm Closing Deliverables
126. Negotiate Final SPA
127. Prepare Signature Packages
128. Obtain Regulatory Clearances
129. Finalize Closing Mechanics
130. Execute Transaction Documents

XIV. Closing & Settlement
131. Coordinate Closing Checklist
132. Verify Funds Flow Memorandum
133. Confirm Escrow Account Setup
134. Ensure Regulatory Filings Completion
135. Conduct Final Reconciliation
136. Transfer Ownership and Assets
137. Deliver Closing Certificates
138. Notify Key Stakeholders and Authorities
139. Archive Transaction Documentation
140. Conduct Closing Debrief Session

XV. Post-Closing & Integration Support
141. Execute Transition Services Agreement
142. Manage Transitional Period Obligations
143. Support Buyer Integration Activities
144. Transfer Data and Systems Access
145. Settle Post-Closing Adjustments
146. Manage Indemnity Claims Process
147. Conduct Lessons Learned Review
148. Update Corporate Records
149. Measure Transaction Performance vs. Objectives
150. Conduct Post-Mortem Review and Reporting

Why Choose Our 100+ Sell-Side M&A SOP Package?
•  End-to-End Coverage: From strategy and planning to post-closing support.
•  Expertly Structured: Proven frameworks used by top investment banks and corporate M&A teams.
•  Maximize Deal Value: Optimize financial, legal, tax, operational, and commercial readiness.
•  Streamline Processes: Reduce deal execution time and eliminate critical errors.
•  Ready-to-Implement: SOPs designed for practical application, easily integrated into your internal workflows.

Get the ultimate sell-side M&A toolkit and execute your deals like a pro—every step, every detail, fully documented, and fully optimized for success.



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Source: Best Practices in M&A Excel: 100+ Sell-Side Mergers and Acquisitions (M&A) SOPs Excel (XLSX) Spreadsheet, SB Consulting