M&A Tools for
Corporate M&A Teams
Choose from three levels of EKNOW M&A Tools support:
- M&A Tools Team for smaller M&A management teams
- M&A Tools Business for mid-sized organizations
- M&A Tools Enterprise for large acquirers (“EKNOW classic”)
Level 1:
M&A Tools “Team”
Profile Team client
- One M&A development team / portfolio
- Any size portfolio of small targets / transactions
- 5 to 25 internal contributors / users typical (not capped)
- Tracks primarily at deal / project-level
- Seeks near out-of-the-box nirvana
Team tools & modules
- Portfolio Suite
- Project Templates
- Project Playbook
- Diligence Suite
- Implementation / Integration Checklist
- Document Room, Contacts, etc.
- Portfolio & Project Dashboards
- Essential project metrics & KPIs
- Report Generator
- Alerts, Communications, Collaboration
Team support benefits
- No per-seat / per-user charges; no user cap
- Unlimited seller or external users
- Unlimited 2nd-level Tech Support
- Initial set-up & configuration
- Initial training
- Data migration assistance during set-up
- 2 hrs/month Guidance & Support
- Platform 100% administered by eknow
Level 2:
M&A Tools “Business”
Profile Business client
- 2 or more M&A development teams / portfolios (“BU”)
- Reporting & access control by BU
- Teams geographically distributed
- Tracks individual activities, accountability
- 25 to 125 internal contributors / users typical (not capped)
- Desires some / moderate customization
Business tools & modules
- All options from Team, plus…
- Resource metrics & accountability tools
- Custom, “iMemo” workflows
- Extended tool modules:
- Decision Log, Adv. Work Plan, more
- Extended project metrics & KPIs
- Multiple currencies option
- Singe Sign-On (SSO) options
Business support benefits
- No per-seat charges; no user cap
- Unlimited seller / external users
- Unlimited 2nd-level Tech Support
- 4 hrs/month Guidance & Support
- Initial training + annual “top-ups”
- Min. 30 days of configuration support
- Data migration assistance for 3+ months
- Platform 100% administered by eknow
Level 3:
M&A Tools “Enterprise”
Profile Enterprise client
- Typically mid-sized to large transactions
- Extended M&A organization, boards, etc.
- Hierarchy of M&A development teams / portfolios
- Highly distributed teams
- 50 to 500 internal contributors typical (not capped)
- For a multi-project portfolio, or a one-time integration project
- Seeks moderate to extensive tailoring of processes etc.
Enterprise tools & modules
- All options from Team and Business, plus…
- M&A Organization Manager
- Enterprise Playbook Manager
- All advanced M&A Tools modules, e.g.:
- Advanced Diligence & Risk Mgmt
- Functional Integration Playbooks
- Integration Plan Readiness Module
- Cross-function Dependency Tracker
- TSA, Value Capture, Talent Selection, Contracts, more (see table)
- User Project Clearance / NDA option
- Advanced automated reporting
- Advanced Audit Trail tools
- Configuration tools
Enterprise support benefits
- No per seat charges; no user cap
- Unlimited seller / external users
- Unlimited 2nd-level Tech Support
- 8 hrs / month Guidance & Support
- Initial + ongoing training
- Ongoing configuration tailoring
- Data migration assistance: ongoing
- Advanced customization options
- Platform 100% administered by eknow
M&A Tools Support Matrix
1. Team
Core module options:
Pipeline Suite
Project Playbooks
Playbook Templates
Portfolio Dashboard
My Project Dashboard
Key Metrics
Analytics Views
Diligence Suite
Integration Checklist
Document Room
Report Generator
Automated Alerts
Contacts Module
Calendar Module
2. Business
Business options add:
Multi-BU Organization
Access/Reporting x BU
Multi-Playbooks x BU
Resource Accountability
Extended Metrics/KPIs
Integration Work Plan
Closing Checklist
Risks / Issues Log
Decisions Log
Dependency Module
Lessons Learned
iMemo Workflows
Workflow Metrics
Review / Approvals
Multi-currency
Admin Modules
SSO (Single Sign-On)
3. Enterprise
Enterprise options add:
Custom BU Organization
Project Clearance
Enterprise Playbook
Enterprise Diligence
Entrprs. Dependencies
Enterprise Reporting
Plan Readiness Suite
Work-Stream Playbook
Work-Stream Status Rpt
Approvals Dashboard
Pre-Close Clean Room
Data / Mtg Request
Change Request
Enterprise Value Capture
Talent Selection
TSAs
Contracts
Acquired Clients
User Account Approval
Extended Admin
4. Enterprise+
Enterprise + adds:
Monthly Mgmt Meetings
EKNOW API, API Support
SSO + MFA + APS Options
Custom Integrations
New Solutions Development
System Branding / Client Branding