Introduction: M&A deal sourcing is one of the most obvious and intriguing application areas that can be improved with AI tools such as ChatGPT. Corporate development teams can miss good opportunities if they don’t notice important developments in real time, and there is only so much target searching, monitoring, and analysis that can feasibly be … Read more
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
Undoubtedly, leveraging M&A activity can bring unprecedented value to companies. More specifically, frequent buyers (sometimes referred to as serial acquirers) — no matter their size — increase company value faster than infrequent acquirers. However, simply entering the M&A arena does not guarantee value creation — especially in the competitive post COVID-19 marketplace. In fact, it is only … Read more
This post was originally published in November 2021 and updated in August 2022 to include up-to-date information. Introduction Companies engaged in the world of M&A need to be focused in their intent and execution of deals if they are to realize maximum value from deals. How best to do this? First, an overarching strategy must … Read more
Our newest platform, Pipeline+ is a CRM purpose-built for M&A. We have been busy adding exciting new features into this centralized, intuitive tool that helps M&A professionals manage relationships, build a pipeline of opportunities, and report on real progress.
Introduction: “Saying ‘I don’t have time for CRM,’ is like saying, ‘I don’t have time to look at my GPS app because I am too busy trying to figure out the best way to get from here to there.” — Marketing Consultant Bobby Darnell This clever simile illustrates the power behind customer relationship management (CRM) … Read more
As an acquisitive company, it’s important to have the right resources to support your pipeline process. Having a robust tool implemented can help your team: Below are the 5 things your team needs to construct a winning acquisition pipeline: 1. Inactive Deal Archiving When a deal dies or becomes inactive, it’s important to keep the … Read more
Deal sourcing is fundamental to M&A activity and represents the first stage of any transaction. Put simply, it involves creating leads and managing relationships with intermediaries so as to bring about a deal. Approaches to deal sourcing vary between firms. Some companies engage investment banks or other advisors dedicated to deal sourcing, while others utilize … Read more