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Due diligence & negotiation
Kirsty McGregor
Chairman, The Corporate Finance Network
kirsty@TheCFN.org.uk
@TheCFN #BFSLive
際際滷share.net Kirsty McGregor in users
Integration
 A quick mention!
What?
 Commercial, financial, legal
 Accounts  projected & historical, tax
 Suppliers & terms
 Customers & terms
 Products & pricing
 Market, competitors, marketing
 Contracts mgmt/employees,
 Operational systems
 Technology/IP etc
Why?
 3 purposes:
Collect information & look at fit
Price adjustments
Areas of risk = warranties/indemnities
Who?
 Financial  accountants/corporate financiers
 Commercial  combination purchaser &
advisers
 Legal - lawyers
 Vendor due diligence
 Managing disclosure of information
When?
Integrate
Where?
 Desktop research
 Data room or virtual data room
 Targets premises

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Session 4 kirsty mc gregor due diligence

  • 1. Due diligence & negotiation Kirsty McGregor Chairman, The Corporate Finance Network kirsty@TheCFN.org.uk @TheCFN #BFSLive 際際滷share.net Kirsty McGregor in users
  • 3. What? Commercial, financial, legal Accounts projected & historical, tax Suppliers & terms Customers & terms Products & pricing Market, competitors, marketing Contracts mgmt/employees, Operational systems Technology/IP etc
  • 4. Why? 3 purposes: Collect information & look at fit Price adjustments Areas of risk = warranties/indemnities
  • 5. Who? Financial accountants/corporate financiers Commercial combination purchaser & advisers Legal - lawyers Vendor due diligence Managing disclosure of information
  • 7. Where? Desktop research Data room or virtual data room Targets premises