Midaxo M&A Playbooks
Created in Partnership with Top M&A, Investment Banking, and Management Consultants
Playbooks are key in creating a successful, repeatable process. Midaxo M&A Playbooks deliver expert guidance, enabling your team to make confident strategic decisions and execute effectively.
Serving as a foundation and roadmap, good playbooks provide the templates, plans and processes to guide decision-making, next steps, risk assessment, roles, responsibilities and success markers.
Having a good playbook saves time, limits costly errors and keeps people aligned to achieve project goals.
Our end-to-end M&A software makes it easy to refine your playbooks based on company specifics and lessons learned, helping teams build a better process over time. We offer customers a variety of playbook options including our bundled and premium playbooks.
Bundled Playbooks
Acquisition and Due Diligence Bundle
The Comprehensive Acquisition and Due Diligence Playbook includes:
- Separate Playbooks for deal origination, covering: Prospect, Initial Analysis and Light Diligence
- 8 separate due diligence workstream playbooks covering: Commercial, Financial, Tax, Legal, HR, Environmental, IT Tech & Security
- Best practice guidance, example tasks from which to build a robust workplan and suggested information requests for each workstream
- 159 pages, ~47,000 words in total
A full suite of playbooks that cover all aspects of post-merger integration
Project Management Playbook Bundle
All the playbooks needed for project management tasks during CorpDev
A full set of playbooks covering all relevant compliance issues during M&A and CorpDev
Premium M&A Playbooks
Organize and execute divestments in a structured, repeatable process
Legal Entity Rationalization Playbook
Apply structure to the rationalization of legal entities to ensure success
General Real Estate Rationalization Playbook
Apply the same consistent processes to your real estate rationalizations
Due Diligence Playbook – GDPR Compliance
Playbooks drive a consistent, repeatable approach to GDPR compliance
Due Diligence Playbook: For Medical Devices
Custom playbooks for medical device companies to drive repeatable M&A
Due Diligence Playbook: For Hospitals
Drive winning due diligence during hospital acquisition discussions