Use Due’s tried and tested M&A project management methodology

By using Due’s tried and tested checklists for organizing documents in the correct folders and documents a buyer will want to see within each folder, you can increase the attractiveness of the seller’s business as it demonstrates the target’s house is in order while saving time and frustration with back-and forth requests for missing or incomplete information.

Selling a business is a complex and time consuming process. Your priority is to minimize distractions from the seller’s core business.

How does Due’s solution work for a sell-side corporate advisor or broker?

Step 1

Create a project and add the project team

This is where you can manage the project from start to finish. Add your team, and your client (the seller). Your client might ask you to add their other advisors too (e.g. accountant).

Step 2

Apply our standard deal folder structure and initial request list

Getting the seller’s information organized is critical to the success of the transaction. Use our standard checklists to do this instead of engaging legal advisors at this stage of the process.

Step 3

Conduct AI-powered preliminary vendor (sell-side) due diligence

Avoid expensive legal counsel by using DueAI to conduct preliminary due diligence that can inform transaction structure (e.g. change of control restrictions in material contracts may preclude a share sale).

Step 4

Invite buyer and advisors to project

Add unlimited external users to the project and apply project level permissions (e.g. restrict or limit download of documents). Generate reports of who is accessing what documents, when, and for how long.

Step 5

Manage back-and-forth communication with buyer in one, secure platform

Our advanced request management system optimizes the information exchange between parties to reduce repeated requests for missing information or incomplete documents.