[M&A Step 2-2] Pre-NDA M&A Investment Analysis

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3 reviews for M&A Step 4 — Desktop Due Diligence & Quick Valuation

  1. Rated 5 out of 5

    Site Admin

    We built this module to train fast but disciplined target screening before full diligence begins. It shows how to combine early red-flag review with quick valuation thinking in real deal situations.

  2. Rated 5 out of 5

    JC Academy

    This course teaches how to form a preliminary investment view using limited information without losing rigor. It gives a practical framework for early-stage diligence and fast valuation judgment.

  3. Rated 5 out of 5

    Course Planner

    This course shows what to check first when a target comes in and time is limited. It helps you see how quick diligence and valuation support an early go or no-go view.

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Course Content

📖 SECTION 1: Understanding Desk Due Diligence in the M&A Process
📖 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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