M&A Deal Tracking and Prioritization Template

More mergers--acquisitions templates

Efficiently track and prioritize your M&A deals using this comprehensive template. By visualizing your deal pipeline and categorizing opportunities based on their potential impact and urgency, you can ensure timely follow-ups and increase the likelihood of successful mergers and acquisitions.

Utilize this template to maintain a steady flow of potential deals, coordinate with prospects, and manage all aspects of the M&A process from initial contact to deal announcement.

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M&A Deal Tracking and Prioritization for Priority Matrix

M&A Deal Tracking and Prioritization in Priority Matrix

Streamline and manage your M&A deal pipeline to ensure no opportunity is missed.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Update Deal Pipeline (Due in 1 day)
    ☐ Review all potential M&A deals ☐ Update status of each deal ☐ Add any new deals to the pipeline
  • Task 8: Update Deal Pipeline (Due in 1 day)
    ☐ Review all potential M&A deals ☐ Update status of each deal ☐ Add any new deals to the pipeline
  • Task 13: Announce Deal (Due in 1 day)
    ☐ Announce deal to relevant parties ☐ Manage any inquiries
  • Task 14: Update Deal Pipeline (Due in 1 day)
    ☐ Review all potential M&A deals ☐ Update status of each deal ☐ Add any new deals to the pipeline
  • Task 17: Update Deal Pipeline (Due in 1 day)
    ☐ Review all potential M&A deals ☐ Update status of each deal ☐ Add any new deals to the pipeline
  • Task 3: Contact High Priority Prospects (Due in 2 days)
    ☐ Prepare communication for high priority prospects ☐ Contact high priority prospects
  • Task 12: Prepare Deal Announcement (Due in 2 days)
    ☐ Prepare deal announcement ☐ Review announcement with key stakeholders
  • Task 19: Contact High Priority Prospects (Due in 2 days)
    ☐ Prepare communication for high priority prospects ☐ Contact high priority prospects
  • Task 10: Review and Address Due Diligence Findings (Due in 1 week)
    ☐ Review due diligence findings ☐ Address any issues

High Impact, Not Urgent

  • Task 2: Prioritize Deals (Due in 1 week)
    ☐ Review deal details ☐ Assign priority based on potential impact and urgency
  • Task 6: Review Deal Terms (Due in 1 week)
    ☐ Review deal terms for high priority deals ☐ Identify any potential issues
  • Task 11: Finalize Deal Terms (Due in 1 week)
    ☐ Finalize deal terms based on due diligence findings ☐ Document final terms
  • Task 16: Update Deal Evaluation Criteria (Due in 1 week)
    ☐ Update deal evaluation criteria based on lessons learned ☐ Document updated criteria
  • Task 18: Prioritize Deals (Due in 1 week)
    ☐ Review deal details ☐ Assign priority based on potential impact and urgency
  • Task 4: Set Up Meetings (Due in 1 week)
    ☐ Coordinate with high priority prospects for meetings ☐ Prepare for the meetings
  • Task 7: Negotiate Deal Terms (Due in 2 weeks)
    ☐ Negotiate terms for high priority deals ☐ Document agreed terms
  • Task 9: Due Diligence for High Priority Deals (Due in 3 weeks)
    ☐ Conduct due diligence for high priority deals ☐ Document findings
  • Task 15: Review Deal Performance (Due in 1 month)
    ☐ Review performance of completed deals ☐ Identify any lessons learned

Low Impact, Urgent

  • Task 5: Follow Up with Low Priority Prospects (Due in 3 days)
    ☐ Prepare communication for low priority prospects ☐ Contact low priority prospects
  • Task 20: Follow Up with Low Priority Prospects (Due in 3 days)
    ☐ Prepare communication for low priority prospects ☐ Contact low priority prospects