FINANCE MERGERS & ACQUISITIONS DEAL STRUCTURING CHECKLIST

Ensure that every step is followed and check the corresponding box once a task is completed.

Preparation Phase

• Identify Target Businesses

• Due Diligence Review

• Analyze Financial Statements

• Assess Target's Business Strategy

Negotiation Phase

• Determine Deal Structure

• Establish Purchase Price

• Agree on Payment Terms

• Resolve Post-Closing Adjustments

Closing Phase

• Execute Definitive Agreement

• Obtain Required Approvals

• Complete Deal Closing

Post-Deal Integration Phase

• Implement Business Integration Strategy

• Communicate Changes to Stakeholders

• Monitor Performance against Defined KPIs

Prepared by: [Your Name]