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[M&A Step 2-2] Pre-NDA M&A Investment Analysis
🧭 Introduction to the “Pre-NDA M&A Investment Analysis” Course
Sample Lesson
📖 SECTION 1: Understanding Desk Due Diligence in the M&A Process
1. Where Desk Due Diligence Fits in Your Deal Timeline
Sample Lesson
2. Building Your Desk DD Memo That Drives Decisions
Sample Lesson
📖 SECTION 2. Desk Due Diligence Core Analysis
3. Finding What You Need Without an NDA
4. Strategic Fit Assessment Before Financial Analysis
5. Evaluating Revenue Quality and Sustainability
6. Understanding Profitability and Margin Dynamics
7. Assessing Balance Sheet Strength and Risk
📖 SECTION 3: Red Flags and Deal-Breaker Hypotheses
8. Identifying Operational Red Flags During Desk DD
9. Spotting Financial Red Flags That Kill Deals
10. Uncovering Legal and Regulatory Red Flags
📖 SECTION 4: Quick Valuation in Practice
11. When and Why to Do Quick Valuation
12. Applying Comparable Company Analysis
13. Quick DCF Valuation for Desk Due Diligence
14. Using Precedent Transactions for Valuation
📖 SECTION 5: Go or Stop Decision and NDA Strategy
15. Making the Go or Stop Decision
16. Writing the NDA Request with Purpose
➥ 🛠️ Practical Template: 16. Download the Mutual NDA
🏗️ SECTION 6: Capstone Project - Writing Your Professional Desk DD Memo
17. Write the Complete Desk DD Memo
➥ 🛠️ Practical Template: 17. Desk Due Diligence Report
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1. Where Desk Due Diligence Fits in Your Deal Timeline
[M&A Step 2-2] Pre-NDA M&A Investment Analysis
1. Where Desk Due Diligence Fits in Your Deal Timeline
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