{"id":26380,"date":"2021-06-21T15:34:42","date_gmt":"2021-06-21T15:34:42","guid":{"rendered":"https:\/\/www.process.st\/templates\/ma-target-search-process\/"},"modified":"2024-08-14T11:16:08","modified_gmt":"2024-08-14T11:16:08","slug":"ma-target-search-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/ma-target-search-process\/","title":{"rendered":"M&#038;A Target Search Process"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/6829dad8-a39c-4eb7-9592-0c7eb9ed89b0\/kFhW7ZkKYTwzE1-dCsJBBQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/6829dad8-a39c-4eb7-9592-0c7eb9ed89b0\/kFhW7ZkKYTwzE1-dCsJBBQ.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>This <strong>workflow<\/strong> is designed to walk you through <strong>every stage<\/strong> of the <strong>M&amp;A search<\/strong> process from creating your <strong>search criteria<\/strong> to sending your <strong>Letter of Interest (LOI).<\/strong><\/p>\n  <p class=\"style-info\"><strong>INFO: <\/strong>For&nbsp;<strong>step-by-step guidance<\/strong>&nbsp;on creating, editing, managing, and running workflows, read&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\" rel=\"nofollow noopener\" target=\"_blank\">Getting Started with Process Street: The 5 Stages of Process Building<\/a>.<\/p>\n  <p class=\"style-info\"><strong>INFO: Tasks<\/strong> in this workflow have been <strong>assigned<\/strong> using&nbsp;<strong>Dynamic Role Assignments<\/strong>. Read more about Role Assignments in our <a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base <\/a>or <strong>watch the video<\/strong> below.<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/UECbJjKvGAk?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The following task uses the <strong>Conditional Logic<\/strong> feature. Conditional Logic utilizes <strong>if\/then logic<\/strong> to build paths that can <strong>change depending<\/strong> on which <strong>actions<\/strong> you take. Read more about it in our <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>, or <strong>watch the video<\/strong> below.<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/7QqgsNkGWJE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"enter-essential-details\">\n <h2>Enter essential details<\/h2>\n <div class=\"text-content\">\n  <p>Use this task to record all the pertinent details about the M&amp;A Target search.&nbsp;<\/p>\n  <p class=\"style-info\"><strong>INFO:<\/strong> If the <strong>person completing<\/strong> the workflow is not the <strong>search team leader<\/strong>, or <strong>not involved<\/strong> in the search, then <strong>additional fields<\/strong> will appear. <strong>If not<\/strong>, those fields will <strong>remain hidden<\/strong> with <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">Conditional Logic<\/a>.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Who is running the workflow? <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Who is responsible for authorizations? <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Authorizer's email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date search process started <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is this person also the search team leader? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Will others be involved in conducting the search? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Enter the search team leader <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Search leader's email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> List everyone involved in the Target Company search. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-your-strategic-rationale\">\n <h2>Determine your strategic rationale<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-danger\">Before you even begin your search for a Target company, you need to determine your <strong>strategic rationale<\/strong>.&nbsp;<\/p>\n  <p>Common rationales for <strong>top-performing deals<\/strong> include:<\/p>\n  <ul>\n   <li>To improve company performance<\/li>\n   <li>Consolidate to remove excess capacity<\/li>\n   <li>Improve a product's time-to-market<\/li>\n   <li>Acquire technology, expertise, products, and\/or resources<\/li>\n   <li>Exploit economies of scale in specific industries<\/li>\n   <li>Invest in a young company with a high level of promise<\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What do you hope to accomplish with this deal? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are you willing to pay to complete the deal? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How will you finance the deal? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What risks are associated with a purchase? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"decide-your-ma-search-criteria\">\n <h2>Decide your M&amp;A search criteria<\/h2>\n <div class=\"text-content\">\n  <p>Think carefully about the <strong>specific parameters<\/strong> you're looking for, what you're willing to accept, and what is a deal-breaker.&nbsp;<\/p>\n  <p>Document a <strong>clear picture<\/strong> of the <strong>ideal Target<\/strong> so you don't waste resources on unsuitable candidates.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is your ideal merger or acquisition? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What should the Target company provide? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the maximum deal size you want? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe any additional factors <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The next task is an <strong>Approval<\/strong>. Approvals help <strong>streamline<\/strong> any processes that require <strong>authorization<\/strong>. Read more about Approvals in our <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>, or watch the video below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/cjPj3nLEO9k?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The next task utilizes a <strong>Stop Task<\/strong>. This <strong>stops the workflow<\/strong> run at a given point. No <strong>tasks past that point<\/strong> (or the workflow run itself) can be <strong>completed<\/strong> until the <strong>stop task is completed<\/strong>. Read more about Stop Tasks in our <a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>, or <strong>watch the video<\/strong> below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/L5XQMNGpyRE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"approval-search-criteria\">\n <h2>Approval: Search criteria<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Decide your M&amp;A search criteria<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"search-for-a-target\">\n <h2>Search for a Target<\/h2>\n <div class=\"text-content\">\n  <p>Now that you've determined your <strong>search criteria<\/strong>, it's time to conduct your search. The most common <strong>search channels<\/strong> are:<\/p>\n  <ul>\n   <li>Online searches<\/li>\n   <li>Industry databases<\/li>\n   <li>Trade associations<\/li>\n  <\/ul>\n  <p class=\"style-warning\">If your search yields <strong>25 or more results<\/strong>, you have the basis for an M&amp;A program.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Do you have more than 25 potential Targets that meet your criteria? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload search results <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">This task utilizes two specific workflow features: the <strong>Dropdown List<\/strong> field and the <strong>File Upload<\/strong> field. Read <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Getting Started: How to Use Form Fields<\/a> for <strong>detailed instructions<\/strong>, or <strong>watch the video<\/strong> below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/3LFg9gHUWu8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   Introduction to Forms Automation Using Process Street\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"evaluate-potential-targets\">\n <h2>Evaluate potential targets<\/h2>\n <div class=\"text-content\">\n  <p>For each of your potential <strong>Targets<\/strong>, you need to <strong>assess<\/strong> the following <strong>criteria<\/strong> to determine if the Target is <strong>worth pursuing<\/strong>.&nbsp;<\/p>\n  <p class=\"style-info\">This task utilizes the <strong>Subtasks<\/strong> feature. Read more about Subtasks in our <a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Style &amp; quality of management\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company size &amp; market share\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company's capital structure\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company's current &amp; expected profitability\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     The financial value of the Target\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     What value the assets have to your company\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     The expected resale value of the Target\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     The strategic impact of acquiring the Target\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Document Targets who fulfill all criteria. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Document the unsuitable Targets. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"rank-potential-targets-in-order-of-priority\">\n <h2>Rank potential targets in order of priority<\/h2>\n <div class=\"text-content\">\n  <p>After the initial assessment, <strong>rank<\/strong> your potential Targets in <strong>order of priority<\/strong> based on which <strong>parameters<\/strong> they fulfill.&nbsp;<\/p>\n  <p class=\"style-info\">This task includes the&nbsp;<strong>Email form field<\/strong>. To learn how to add form fields, read this <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-adding-form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Getting Started<\/a> guide.&nbsp;<\/p>\n  <p>Document your <strong>top 5 Targets<\/strong> here.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #1: Company Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #1: Pros <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #1: Cons <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #2: Company Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #2: Pros <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #2: Cons <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #3: Company Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #3: Pros <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #3: Cons <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #4: Company Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #4: Pros <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #4: Cons <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #5: Company Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #5: Pros <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target #5: Cons <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-rank-each-target\">\n <h2>Approval: Rank each Target<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Rank potential targets in order of priority<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"make-initial-contact-with-target-candidate\">\n <h2>Make initial contact with Target candidate<\/h2>\n <div class=\"text-content\">\n  <p>While an <strong>investment banker<\/strong> will generally <strong>prepare<\/strong> the actual <strong>LOI<\/strong> for you, use this task to <strong>document<\/strong> the specific <strong>details<\/strong> for your records.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Company Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Company Contact <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Contact Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Company Address <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Sender's Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Sender's Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date LOI sent <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload a copy of the LOI <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"provide-an-update-on-progress\">\n <h2>Provide an update on progress<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong> This task uses <strong>Dynamic Due Dates<\/strong>. Read more about Dynamic Due Dates in our <a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Has the Target responded to the LOI? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date response received <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is the Target Company interested? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"follow-up-with-target\">\n <h2>Follow up with Target<\/h2>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of follow up <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Did the Target express interest? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"invite-the-target-company-to-sign-an-nda\">\n <h2>Invite the Target Company to sign an NDA<\/h2>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date NDA sent <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target representative <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer representative <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date signed <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload the signed NDA <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>This task can be further customized using our&nbsp;<strong>Automations<\/strong> feature. In addition to the thousands of<strong> integration options<\/strong> available through <strong>Zapier<\/strong>, we also have <strong>first-party integrations<\/strong> with <strong>Salesforce<\/strong>, <strong>DocuSign<\/strong>, and others.<br><br>\n   For more details, watch the video below, or read the following resources:<br><br><a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street Knowledge Base: Automations<\/a><br><a href=\"https:\/\/www.process.st\/how-to-use-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">4 Workflows to Get Your Started with Automations<\/a><br><a href=\"https:\/\/youtu.be\/BKpDkQRgUqk\" rel=\"nofollow noopener\" target=\"_blank\">Webinar: Automations in Process Street<\/a><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/03P6aPyf1kQ?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"approval-send-the-nda\">\n <h2>Approval: Send the NDA<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Invite the Target Company to sign an NDA<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"complete-search\">\n <h2>Complete search<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Congratulations! You've completed the Target search process and found your ideal match!<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.bcg.com\/capabilities\/mergers-acquisitions-transactions-pmi\/post-merger-integration\" rel=\"nofollow noopener\" target=\"_blank\">BCG: Post-Merger Integration<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/blog\/biggest-post-merger-integration-challenges\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: Biggest Post-Merger Integration Challenges &amp; How to Overcome Them<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/faq\/post-merger-and-acquisition-m-a-integration-process\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: The Ultimate Guide to Post-Merger (M&amp;A) Integration Process<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/blog\/why-m-a-integrations-fail\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: Top 5 Reasons of M&amp;A Integration Failures &amp; How to Prevent Them<\/a><\/li>\n   <li><a href=\"https:\/\/www2.deloitte.com\/us\/en\/pages\/operations\/articles\/mergers-acquisitions-integration-plan-checklist.html\" rel=\"nofollow noopener\" target=\"_blank\">Deloitte: M&amp;A Integration\/Separation\/Divestiture Checklist for Day One Readiness<\/a><\/li>\n   <li><a href=\"https:\/\/hbr.org\/2020\/03\/dont-make-this-common-ma-mistake\" rel=\"nofollow noopener\" target=\"_blank\">HBR: Don't Make This Common M&amp;A Mistake<\/a><\/li>\n   <li><a href=\"https:\/\/hbr.org\/2011\/03\/the-big-idea-the-new-ma-playbook\" rel=\"nofollow noopener\" target=\"_blank\">HBR: The Big Idea: The New M&amp;A Playbook<\/a><\/li>\n   <li><a href=\"https:\/\/www.ipmcinc.com\/insights\/a-matter-of-approach-avoiding-ma-pitfalls\/\" rel=\"nofollow noopener\" target=\"_blank\">IPM: A Matter of Approach: Avoiding M&amp;A Pitfalls<\/a><\/li>\n   <li><a href=\"https:\/\/core.ac.uk\/download\/pdf\/301359016.pdf\" rel=\"nofollow noopener\" target=\"_blank\">JITTA: A Framework for Understanding Post-Merger Information Systems Integration<\/a><\/li>\n   <li><a href=\"https:\/\/onlinelibrary.wiley.com\/doi\/pdf\/10.1002\/9781118692028.app2\" rel=\"nofollow noopener\" target=\"_blank\">John Wiley &amp; Sons: M&amp;A Information Technology Best Practices, Appendix B<\/a><\/li>\n   <li><a href=\"https:\/\/jorgdesign.springeropen.com\/articles\/10.1186\/s41469-018-0027-4\" rel=\"nofollow noopener\" target=\"_blank\">Journal of Organization Design: Post-Merger Integration<\/a><\/li>\n   <li><a href=\"https:\/\/www.lhh.com\/us\/en\/organizations\/our-insights\/the-seven-worst-m-and-a-mistakes-and-how-to-avoid-them\" rel=\"nofollow noopener\" target=\"_blank\">LHH: The Seven Worst M&amp;A Mistakes and How to Avoid Them<\/a><\/li>\n   <li><a href=\"https:\/\/medium.com\/m-a-science\/common-m-a-pitfalls-and-problems-1c0a5eca1b05\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Science: Common M&amp;A Pitfalls and Problems<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/strategy-and-corporate-finance\/our-insights\/a-blueprint-for-m-and-a-success\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: A Blueprint for M&amp;A Success<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/m-and-a\/how-we-help-clients\/m-and-a-strategy-due-diligence\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: M&amp;A Strategy &amp; Due Diligence<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/strategy-and-corporate-finance\/our-insights\/the-six-types-of-successful-acquisitions\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: The Six Types of Successful Acquisitions<\/a><\/li>\n   <li><a href=\"https:\/\/www.google.com\/aclk?sa=l&amp;ai=DChcSEwj5ssqH89DwAhWaiNUKHe8yB04YABABGgJ3cw&amp;ae=2&amp;sig=AOD64_3EWZI4xW3htO3LNQMyWYmntqxMKA&amp;q&amp;adurl&amp;ved=2ahUKEwij_8KH89DwAhVnC2MBHW0jDuEQ0Qx6BAgGEAE\" rel=\"nofollow noopener\" target=\"_blank\">Midaxo: M&amp;A Guide: Integration<\/a><\/li>\n   <li><a href=\"https:\/\/www.priorilegal.com\/deals\/mergers-acquisitions\/manda-due-diligence-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Priori Legal: M&amp;A Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.mergerintegration.com\/m-and-a-integration-strategy-guiding-principles\" rel=\"nofollow noopener\" target=\"_blank\">Pritchett, LP: M&amp;A Integration Strategy and Guiding Principles<\/a><\/li>\n   <li><a href=\"https:\/\/www.mergerintegration.com\/strategy-planning\/post-merger-integration-plan-merging-businesses?gclid=CjwKCAjwqIiFBhAHEiwANg9szvG0Ua2obN4ghOywPTFZWvl4RkVqL0wDMweVTplFR3bfTRy4JbBzzxoCUoIQAvD_BwE\" rel=\"nofollow noopener\" target=\"_blank\">Pritchett, LP: The 5 Critical Elements of an M&amp;A Integration Plan<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/change-management-models\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: 8 Critical Change Management Models to Evolve and Survive<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/change-management-strategy\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: How to Make a Change Management Strategy (and Defuse the Growth Time Bomb)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-register\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: How to Prevent Project Failure With a Risk Register<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/prioritization-matrix\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Prioritization Matrix 101: What, How &amp; Why? (Free Template)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-mitigation\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Risk Mitigation: What It Is and How to Implement It (Free Templates)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: The Ultimate Risk Management Guide: Everything You Need to Know<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Why You Need a Risk Management Process (+ Free Template)<\/a><\/li>\n   <li><a href=\"http:\/\/redrocketvc.blogspot.com\/2011\/07\/lesson-66-preparing-for-due-diligence.html\" rel=\"nofollow noopener\" target=\"_blank\">Red Rocket: Preparing for a Due Diligence Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.smartsheet.com\/content\/merger-and-acquisition-process\" rel=\"nofollow noopener\" target=\"_blank\">SmartSheet: The Ultimate Guide to the M&amp;A Process for Buyers and Sellers<\/a><\/li>\n   <li><a href=\"https:\/\/uk.practicallaw.thomsonreuters.com\/5-383-7853?transitionType=Default&amp;contextData=(sc.Default)&amp;firstPage=true\" rel=\"nofollow noopener\" target=\"_blank\">Thomson Reuters: Information Exchange and Integration Planning in M&amp;A: Antitrust<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-workflows\">\n <h2>Related workflows:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-strategy-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Strategy Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-due-diligence-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-acquisition-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Acquisition Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/post-merger-integration-pmi-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Post-Merger Integration Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-with-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding With Automations<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-checklist-26\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-quick-start\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Quick Start<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/risk-management-process-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Risk Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/hipaa-privacy-risk-assessment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">HIPAA Privacy Risk Assessment Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/risk-register-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Risk Register Process Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sustainability-risk-management-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sustainability Risk Management Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/startup-due-diligence-for-a-venture-capitalist-8\/\" rel=\"nofollow noopener\" target=\"_blank\">Startup Due Diligence for a Venture Capitalist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/private-equity-due-diligence-checklist-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Private Equity Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/stock-purchase-due-diligence-checklist-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Stock Purchase Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/property-acquisitions-digital-marketing-assets\/\" rel=\"nofollow noopener\" target=\"_blank\">Property Acquisitions: Digital Marketing Assets<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-audit-checklist-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Audit Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-planning-process-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Planning Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/annual-financial-report-template-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Annual Financial Report Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/checklist-for-writing-an-operations-manual\/\" rel=\"nofollow noopener\" target=\"_blank\">Checklist for Writing an Operations Manual<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Review Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/communication-plan-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Communication Plan Template Checklist<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This workflow is designed to walk you through every stage of the M&amp;A search process from creating your search criteria to sending your Letter of Interest (LOI). 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