The 5 Stages of M&A: overview chart is now downloadable

Having just five stages is a bit oversimplified, however working with young, inexperienced organizations – many Emerging Growth Companies –  we’ve found that having a 30,000 foot view of a deal has proved useful. Certainly, the law firms have the street-level “to-do” list however this guides their corporate working group to think in deadlined-structured buckets.



The five stages:

  1. Foundation
  2. Preparation
  3. Examination
  4. Negotiation
  5. Completion

As you read on the one-page guide, CLICK HERE, both sides of the M&A transaction have tasks at each stage.

Our role within the five stages is two-fold: 1.) the set-up and management of the secure virtual data room (watch video demo) and 2.) with the material disclosure required to the SEC and/or across the news media and to shareholders.


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