The Corporate Development and M&A Use Case is broken down into three broad steps.
- Filtering, and
We will point you to resources to support each of the three stages.
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.
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.