7 Steps to Conducting Research for M&A Deals

There are different ways to conduct research to help determine how to negotiate a merger or acquisition, as well as research to help bring the deal to a close. The 7 steps include:

1. Initial basic research on other party
2. Precedent deals
3. Deal terms studies
4. Due diligence memos
5. Working group lists; T&R schedules
6. Merger agreement drafting
7. Closing checklists

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