The Corporate Development and M&A Use Case is broken down into three broad steps.

  • Finding
  • Filtering, and
  • Funding

We will point you to resources to support each of the three stages.

Finding

To start the finding phase, you will have likely already developed a strategy or a thesis that is driving a certain focus.

Finding starts with making sure you have identified a large pool of potential candidates. Some of these will serve as benchmarks and others will serve as genuine targets, regardless - the more you can find the better.

Finding - Top-Down

Start by copying or forking existing clusters or searches from the Insights Studio. This approach will give you a large subset to start with that you can remove companies that dont fit the scope of the thematic.

Finding - Bottom-Up

Browse and explore and add companies to your personal shortlist or a workspace cluster as they meet your criteria.

Review recent deals, awards and other lists.

Filtering

Now that you have a solid universe of companies, its time to work out.

We recommend using our scoring tools to filter. This will ensure a structured and data-driven approach that harnesses the insights across your team. This will also build knowledge inside your team on what you are looking for, how you evaluate risks and measure opportunities.

Funding

TBC

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