Successful sell-side M&A advisory engagements depend on connecting clients to the most interested and high-powered buyer. There are many potential strategic investors and financial sponsors that could purchase the business you are representing. How do you narrow the options down to the few buyers that are most relevant and will pay the highest multiple?
As discussed in our first article in this series, Business Intelligent Thinking (BIT) is a framework for leveraging your firm’s data to make actionable decisions that meet your business objectives. By using Intapp DealCloud to track and manage sell-side M&A advisory processes, your firm builds a valuable knowledgebase. You can then analyze and leverage your data to make better decisions for future engagements.
Storing buyer lists from past mandates in disparate spreadsheets is no longer sufficient. M&A advisors need technology like Intapp DealCloud to efficiently identify buyers, automate outreach, and track engagements.
This article explains how applying BIT to your sell-side M&A advisory can improve efficiency and build better institutional capital for future projects.
Analyze your data
DealCloud’s Target Builder allows you to create a list of potential buyers based on specific data points. For example, you can store historical buyers lists in DealCloud that track the milestone the buyer reached, the bids submitted, and the sector/geography/revenue/EBITDA of the business being sold. You can use Target Builder to query this data for a new engagement and build a targeted buyers list.
DealCloud is fully customizable, so you can make your own fields and design a unique system for your firm’s goals and clients.
Action your insights
Once you have a targeted list of buyers, you can leverage Dispatch to track interest and reduce the manual work to market a deal.
With Dispatch, you can send personalized emails to targets, and track each recipient’s engagement with that email. You can combine this data with a notification that alerts you when a teaser email has been opened to ensure that you stay up to date with your investment opportunity.
Conclusion
DealCloud’s flexibility and advanced reporting engine can help your firm optimize daily operations and activities more effectively. Managing sell-side M&A advisory processes in a Business Intelligent manner is only one of the many ways that DealCloud can help.
To learn more about using Intapp DealCloud to get useful insights and data, schedule a demo with our team.