7+ M&A Pipeline Metrics You Should Be Tracking Part 2

7+ M&A Pipeline Metrics

Introduction: Streamlining and assessing your pipeline management is non-negotiable if you are a serial acquirer or serious about leveraging M&A for growth or value creation. The data you can capture from your pipeline is critical to extracting value from the deal. In addition, it provides an opportunity for the M&A team to learn and continue … Read more

7 Reasons to Adopt Automated Reporting and Best Practice Templates

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Traditional M&A reporting – on your pipeline, on the progress of acquisitions, or on the status of integrations – is typically tedious and time-consuming. The deliverables are static, short-lived, crowded with irrelevant information and are often missing the right pipeline metrics or progress information. Preparing for weekly meetings or presentations to leadership turns into lengthy … Read more

6 Reasons to Transition to Automated Task Reporting

6 Reasons to Transition to Automated Task Reporting

Reporting across multiple projects for routine (or ad hoc) status reports is typically characterized as a draining manual process – where a vast PowerPoint of jumbled dashboards that has a shelf life of about 5 minutes is created. This archaic process is often repeated week after week, resulting in inconsistent presentation of information and overworked team … Read more

7 M&A Pipeline Metrics You Should Be Tracking

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Intro: Tracking pipeline metrics goes a long way to providing a constant health check of M&A and corporate development initiatives. Doing so can provide valuable insight into the number of potential acquisition targets being evaluated & in what stage, why targets are being rejected, where things are being held up and how a company is … Read more

5 Reasons Why You Need to Automate M&A Reporting

5 Reasons Why You Need to Automate M&A Reporting

M&A reporting has traditionally been characterized by a manual process, whereby deal teams collate reams of data and work it into a static PowerPoint report – which inevitably becomes out of date within hours. The process is repeated week-after-week prior to Monday morning progress meetings – often by a number of ambitious analysts, who are at … Read more