DESCRIPTION
Due Diligence Tasks
• Identify key value drivers to confirm and potential deal breakers
• Draw up due diligence request list and agree on process
• Conduct data room visit, management presentation and site visit
• Review and synthesize new data and develop follow-up questions
• Assess management capabilities and cultural fit
• Assess organizational strengths and weaknesses (by function)
• Reach conclusions on key value driver issues and confirm ability to capture synergies
• Refine valuation, synergies and transaction structure
• Submit final due diligence report
• Identify potential integration issues
• Prepare first draft integration plan ("First 100 days")
This Due Diligence Kickoff Presentation also outlines the roles and responsibilities of various team members involved in the process. Each team, from Project Management to Valuation, has clearly defined tasks to ensure a thorough evaluation. The document provides a detailed breakdown of responsibilities for both the client company and external advisors, ensuring all aspects of the due diligence process are covered comprehensively.
The presentation includes an indicative timeline, offering a realistic view of the due diligence process from start to finish. This timeline helps set expectations and ensures all stakeholders are aligned on critical milestones. It covers key activities such as bid submission, negotiations, confirmatory due diligence, and finalizing the sale and purchase agreement.
Additionally, the document features detailed work plans for specific teams, such as Operations and Environmental & Safety. These work plans include objectives, data room contents, and desired end products, providing a clear roadmap for each team's activities. This structured approach ensures that all critical areas are thoroughly assessed, and potential risks are identified and mitigated.
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Source: Best Practices in Due Diligence, Project Kick-off PowerPoint Slides: Due Diligence Kickoff Presentation PowerPoint (PPT) Presentation, Documents & Files
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Due Diligence Toolkit
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Due Diligence Growth Strategy M&A (Mergers & Acquisitions) Sales Breakout Strategy Corporate Board PMI Financial Analysis Alliances Vision Statement KPI Project Kick-off Information Technology
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