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# M&A Pipeline: Managing complex mergers and acquisitions
- URL: https://blog.jestor.com/m-a-pipeline-managing-complex-mergers-and-acquisitions/
- Published: 2026-01-12T15:32:48.000Z
- Updated: 2026-01-12T15:32:48.000Z
- Author: Aline Valério

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/](https://jestor.com/kanban-pipe/?ref=blog.jestor.com)