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:
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.