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Accelerate merger and acquisition deals with M&A software

M&A are one of the most attractive options for companies seeking to expand their footprint, diversify their portfolio, and drive growth.

To close M&A transactions faster, highly acquisitive companies are employing workflow automation software to automate M&A processes including pipeline management, due diligence, and post-merger integration.

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Understanding your challenges

Acquisitions can be disruptive to organisations, with the time between deal announcement and completion typically 15 – 20 months.

This is because finding the right company to acquire, completing due diligence, and gaining regulatory approval all require careful planning.

Moreover, 83% of merger deals do not boost shareholder returns, according to a KPMG study.

Pre-deal activity

Pre-deal planning requires rigorous target identification and due diligence to optimise the value of any transaction.

During this phase, the potential target is approached, a non-disclosure agreement is signed, and a Letter of intent is submitted outlining terms to the target business. If negotiations are successful, due diligence is carried out by the buyer with the two parties negotiating an agreement if the due diligence findings are desirable. A detailed integration plan is then prepared ahead of post-merger integration.

Pre-deal activity

Post-merger integration combines people, premises, and technology from the two organisations to maximise deal value and potential synergies.

Post closure, the buying organisation will initiate detailed 100-day plans, track milestones, and assess target company performance against the original business case after 12 months (and every six months up to year 3).

As part of the work, the acquiring company will need to review duplicate processes and technology and decide whether to retain, eliminate, or re-engineer them.

Automate M&A deal lifecycle with Process Director

Using disparate tools and manually processing M&A deals with spreadsheets and email results in human error, lengthy deal cycles, overlooked synergies, and increased costs. Our Process Director based M&A software automates the M&A deal lifecycles, empowering organisations to close deals faster and enhance value.

Some of the key features include:

rentokil-m&a-form

Forms

Process Director provides several ways of building user-friendly electronic forms, with the results appearing the same to end users.

These include an online form designer (OFD) for easy drag-and-drop creation and the Microsoft Visual Studio-based builder, aimed at .Net developers who require advanced technical features.

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mergers-and-acquisition-workflow

Workflows

Process Director transforms how you design, automate and manage complex business processes.

Using an intuitive Gantt-chart interface, it allows multiple activities to run concurrently, tracks progress against expected completion times and predicts potential delays before they impact your operations.

With Process Timeline, you can improve process efficiency, accelerate completion times and gain greater control over business-critical operations.

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Dashboards and reporting

Web workspaces serve as the primary interface to the system, enabling authorised users to:

  • Initiate new processes
  • View task lists
  • Search archive forms
  • Export data

The web workspaces also serve as intuitive dashboards, providing real-time visibility into your business processes. The dashboards contain task lists, tabular data, and chart/graph widgets to display real-time metrics, including project status and cycle times.

You can also apply filters, download pre-configured reports, or schedule them for automatic distribution.

Export data in various formats (CSV, XLS, PDF, SPSS, and more).

Security

  • Full audit trail of all transactions and user activity
  • Role-based access control (RBAC)
  • Single Sign-On (SSO) via Microsoft Entra ID, Active Directory (AD) and other providers through SAML 2.0.
  • Multi-factor authentication (MFA)
  • Data encryption in transit and at rest
  • Centralised document management
  • Cloud-based hosting in a UK-based, ISO 27001-certified data centre or Microsoft Azure global infrastructure
  • 99.95% uptime commitment for cloud deployments
  • On-premises deployment
  • G-Cloud and Digital Outcomes and Specialists approved
  • Cyber Essentials certified

Integration

Process Director supports direct integration, web services, and REST/SOAP calls to provide access to a wide variety of in-house and third-party services.

Its .NET-based Software Development Kit (SDK) enables near-limitless capabilities to create reusable custom tasks and integrations.

Additionally, you can export data to flat file formats (e.g., CSV, Excel).

Key benefits

Some of the benefits of a Process Director based M&A system include:

Close deals faster

Automation accelerates due diligence, valuation, and contract negotiations enabling you to complete M&A transactions faster.

Better pipeline management

Centralised deal management improves visibility and allows organisations to track a large pool of target companies to ensure no opportunities are missed.

Quicker due diligence

Online collaboration tools speed up document reviews and ease coordination between internal teams and external advisors.

Shorter integrations

Technology speeds up post-merger integration by automating workflows in the new entity.

Improved control

Manage the M&A lifecycle in a single platform, eliminating disparate data siloed across the organisation.

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Process Director is the perfect solution for automating pre-deal activities and post-merger integration.

Call 03300 100 000 or complete our form to discuss your requirements.

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