M&A Software Solutions

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    Erin Gray

    When it comes to managing due diligence and integrations, what technology do you use to stay organized and on track?


    Forum utilize a variety of technology tools to manage due diligence and integrations efficiently. Forum primary tools include project management software, collaboration platforms, and document management systems. These tools help us stay organized, track progress, and ensure effective communication among team members. Additionally, Forum leverage automation tools to streamline repetitive tasks and improve efficiency in the process. Overall, our technology stack enables us to stay on track and manage due diligence and integrations effectively.

    Best regard,

    Magdalena Stadtmann

    Following this question as I am also interested in M&A (IT) Tools.


    We manage these projects using Microsoft Project Online.


    It’s quite interesting, are there any software which M&A folks use (besides the PPT, excel)?
    And these software will make the whole progress easier per se.

    Lisa Hall

    We leverage program management software, a document repository and Excel. I’d also love to know if there are any tools specific to M&A that have been helpful.

    Brant Miller

    There are several platforms out there that can be used, but at the end of the day you are managing a complex project. My recommendation is to identify the technology that is currently being utilized within your firm and that is built for enterprise applications. It is also important to ensure you have IT support of the application, and have a sense of how many licenses you will need, and their associated costs. It’s also important to consider administration and training. In my most recent role leading integrations we utilized Smartsheet which was already in use for transformation and related strategic initiatives.

    Andre Catrou

    We had a look on our own as well and there is no solution on the market from our experience. We are all relying on excel, ppt, collaboration tools and project management planning which are widely available on the market.


    In addition to the Excel, PowerBI is what we use to integrate the data more interactively.


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    Melissa Lehman

    We use a tool called Devensoft. It tracks the entire M&A process, from target identification through integration. We have also used their due diligence tool which can be used as a VDR if the target does not have one.


    Managing due diligence and integrations in mergers and acquisitions (M&A) requires a sophisticated set of tools and technologies designed to handle complex data, streamline communication, and ensure that each step of the process is efficiently managed. Here are some of the key types of technology and specific tools that are commonly used to stay organized and on track during these critical phases:

    1. Virtual Data Rooms (VDRs)
    Virtual Data Rooms are essential for secure document sharing and management during the due diligence process. They provide a secure environment for storing and sharing sensitive information.

    Intralinks: Offers robust data protection and is widely used for high-stakes transactions.
    Datasite: Known for its strong security features and ease of use, Datasite facilitates efficient document management and review.
    iDeals: Popular for its user-friendly interface and strong security measures.
    2. Project Management Tools
    These tools help manage tasks, timelines, and responsibilities, ensuring that all aspects of due diligence and integration are tracked and completed on schedule.

    Microsoft Project: Offers comprehensive project planning tools, resource management, and integrations with other Microsoft products.
    Asana: Known for task management, Asana helps keep teams aligned and is useful for managing multiple aspects of M&A processes.
    Trello: Utilizes a card-based system that is effective for organizing tasks and stages in a visually accessible manner.
    3. Communication Tools
    Effective communication is crucial during M&A processes. Tools that facilitate smooth, secure, and efficient communication are vital.

    Microsoft Teams: Provides integrated communication capabilities including chats, video calls, and document sharing within the Microsoft ecosystem.
    Slack: Popular for its real-time messaging capabilities, integration with other tools, and channels that can be organized by topic.
    4. Due Diligence Automation Tools
    These tools help automate some of the more tedious aspects of due diligence, such as data collection and analysis.

    Kira Systems: Uses machine learning to extract and analyze information from contracts and other documents.
    Luminance: An AI platform that assists in reviewing documents and data more quickly and with greater insight during due diligence.
    5. Integration Management Software
    Software specifically designed to manage post-merger integrations can help ensure that mergers realize their intended synergies.

    Miro: Offers interactive and collaborative whiteboarding capabilities which are useful for mapping out integration plans and processes.
    Smartsheet: A platform for work management and automation that is highly effective in managing integration timelines and workflows.
    6. ERP and CRM Systems
    Post-merger, aligning ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems is key to operational efficiency.

    SAP ERP: Provides comprehensive business management functionality which can be crucial for merging back-office functions.
    Salesforce CRM: Helps in consolidating customer relationship management data and practices across merging entities.
    Each of these tools can play a vital role in different stages of the M&A process, from due diligence to integration. Choosing the right combination depends on the specific needs of the transaction, the size of the companies involved, and the sectors in which they operate. The goal is to ensure that data is managed securely, tasks are completed efficiently, and communication remains seamless throughout the process.

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