Tools

Which key tools to use first?

How are they grouped by type?

• Buyer return calculatorModel IRR and money multiple for an acquisition under different consideration structures and exit scenarios.
• Carve-out and TSA simulatorModel pro forma EBITDA of a unit in a carve-out: shared cost, TSA and cost to replicate functions. Transition cost curve and PDF export.
• Consideration structure simulatorDistribute enterprise value in tranches and calculate total return on the seller note.
• Customer concentration checklistEvaluate and document customer concentration with criteria buyers use in M&A. Risk profile and what to prepare for due diligence.
• Diagnosis: buyer — first 30 daysIndicate where the conversation with the seller stalled and get your checklist and next steps for the first 30 days.
• Diagnosis: offer or purchase interest — first 30 daysIndicate which stage you're in (contact, NDA, LOI, due diligence) and get your checklist and next steps for the first 30 days.
• DSCR and debt capacity calculatorCalculate DSCR from EBITDA and debt service; see if the deal meets lenders' threshold and get maximum debt service for a target DSCR.
• Earn-out simulatorSimulate the contingent tranche based on target achievement: amounts, timelines and scenarios.
• EBITDA calculatorCalculate EBITDA from the income statement or normalize reported EBITDA with adjustments; includes implied value at multiples.
• Prepare my CIMStructure and checklist to prepare your CIM (confidential information memorandum) in an M&A sale process. Mexico.
• Prepare my NDAStructure and checklist to prepare your NDA (non-disclosure agreement) in an M&A sale process. Mexico.
• Prepare my teaserStructure and checklist to prepare your teaser (1–2 page anonymous summary) in an M&A sale process. Mexico.
• Representations and warranties checklistChecklist to review and negotiate representations and warranties in a business sale process in Mexico.
• Seller note calculatorCalculate monthly payments, total interest, and compare amortizing vs bullet before negotiating your LOI.
• Target working capital calculatorCalculate target working capital and the closing price adjustment; model shortfall or surplus and its impact on cash consideration.