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 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
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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
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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
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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