Tool · v1.0
Acquisition Target Pipeline & Deal Funnel
Manage acquisition targets from thesis through close with explicit next decisions, seller and control signals, evidence quality, private price discipline, and a durable pass-and-reopen record.
Tools & Models
Put the analysis to work.
Download the working file or open its guide. Browse Excel tools, five company models, and the investment committee memo template.
Working tools
Handbook · v1.0
M&A Investment Committee Memo: From Analysis to Approval
Turn mandate, valuation, diligence, deal structure, synergies, affordability, downside, and integration into one decision-ready M&A approval memo—with a worked NVIDIA–Hugging Face example.
Tool · v1.1
Public Company Comps Workbench
Build a reviewed peer valuation with a reusable Excel template and populated Capital IQ reference comps covering 254 companies across 12 sectors.
Tool · v1.0
Capital Allocation & Deal Affordability Tool
Compare buying, building, partnering, and doing nothing; test funding and downside constraints; and set the buyer's private hard price ceiling.
Tool · v1.0
Carve-Out Perimeter & TSA Planner
Define what transfers, map seller dependencies, plan temporary services and their exit, and separate Day 1 readiness from independent operations.
Tool · v1.0
Acquisition Mandate & Target Screen
Decide why to acquire, compare the alternatives, and prioritize targets against clear requirements, evidence, and a credible path to ownership.
Tool · v1.0
LOI Economics & Risk Allocator
See how cash, stock, rollover, deferred payments, and closing conditions change the price, funding need, and risk of a deal.
Tool · v1.0
Synergy Underwriting & Value Bridge
Turn synergy claims into risk-adjusted cash value, an explicit seller-sharing decision, and an operating delivery plan.
Checklist · v1.0
The M&A Deal Workflow: From Mandate to Value
A 156-action, 13-gate buyer-side checklist from acquisition mandate through post-close review.
Handbook · v1.2
After the Deal: Keep the Business Working
A 104-action post-deal integration checklist and practical guide for protecting revenue, maintaining Day 1 continuity, and realizing synergies.
Handbook · v1.2
Before You Buy: Follow the Work
A 112-item M&A due diligence checklist and practical guide for testing earnings quality, workflows, dependencies, transferability, and deal consequences.
Five company valuation models
Choose a business, change an assumption, and follow its effect on cash and value.
Model · v1.2
NVIDIA: valuing an AI infrastructure business
Connect demand for computing to product economics, supply commitments, and the cash that growth can produce.
Model · v1.2
Surgery Partners: valuing a healthcare-services business
Follow cases, reimbursement, and facility ownership through to the cash the parent company can actually keep.
Model · v1.2
Ziff Davis: valuing a digital media business
Look past the audience headline to repeatable revenue, platform dependence, and the businesses actually being valued.
Model · v1.2
Salesforce: valuing a software business
Connect recurring revenue to the cost of keeping customers, delivering the service, and funding growth.
Model · v1.2
Gap: valuing a retail business
Start with what customers buy, what the retailer keeps, and how much cash sits in inventory.
Choose the method for the decision.
Compare valuation methods · Work through operating assumptions · Choose comparable companies
Preparing a smaller business for sale? Open the Exit Desk valuation calculator.