M&A Pipeline: Managing complex mergers and acquisitions

M&A (Mergers and Acquisitions) processes involve secrecy and many steps. Jestor Kanban is the ideal tool for investment boutiques to manage the "Targets" funnel, from prospecting to Deal Closing.

Deal Phases

It's not a common sale.

• Phase 1: Teaser (Blind presentation).
• Phase 2: NDA (Non-Disclosure Agreement).
• Phase 3: Info Memo (Detailed data).
• Phase 4: Valuation and Offer. Kanban ensures you don't send sensitive data before the NDA is signed.

Secure Data Room

Centralize documents for each deal in the Jestor card. Use strict permissions so only involved partners have access to the target's financial information.

Frequently Asked Questions (FAQ)

Is it safe for banking data? Yes. Jestor uses enterprise-level encryption and allows granular access control (who sees what).

Can I have multiple pipelines? Yes. One for "Sell-side" and another for "Buy-side."

How to log meetings? Use the card comments area to log minutes of meetings with investors, keeping the negotiation history.

Conclusion

With Jestor Kanban, you conduct complex transactions with organization and total security.

Manage your M&A pipeline:https://jestor.com/kanban-pipe/