M&Aディールチームキット
評価レポート、デューデリジェンス依頼リスト、QoE調査範囲、投資委員会メモ、100日統合計画。
評価と安全性
Valuation Report Template (DCF, Comparables, Precedent Transactions)
フルBusiness valuation: standard of value, normalisation, forecast, DCF and WACC, trading comps, precedents, asset approach, sensitivity, reconciliation
IVS (effective 2025-01-31), structure aligned; IFRS 13 and ASC 820 by nameDue Diligence Request List Template (M&A Buy-Side)
フルM&A request list: ID and status rules, financial, tax, legal, commercial, ops, HR, IT/cyber, ESG, regulatory requests, data room index, Q&A log, findings
M&A practice; EU Merger Regulation, HSR Act, UK NSI Act 2021 (by reference)Quality of Earnings Template (QoE, EBITDA Bridge, NWC Peg)
フルQoE scope and report: adjusted EBITDA bridge, normalisation rules, revenue quality, standalone costs, NWC peg, net debt and debt-like items, cash conversion
Transaction services practice; IFRS 16 and IFRS 18 (names only)Financial Model Specification Template (FAST Standard)
フルModel purpose, timeline, sheet map, inputs register, calculation blocks, outputs, FAST conventions, scenarios, checks, version control, tests, limitations
FAST Standard 02c (CC BY 4.0); ICAEW Financial Modelling Code (name)Private Equity Investment Memo Template (LBO, IRR, MOIC)
フルPE deal memo: sources and uses, thesis, market, QoE bridge, value creation plan, valuation, LBO returns and sensitivity, terms, diligence, risks, exit, fund fit
AIFMD Art. 26-30 (as amended by Directive (EU) 2024/927); EU Merger Regulation 139/2004; FDI screening (Reg 2019/452, Reg 2026/1386); IPEV 2025 (named)Comparable Companies Analysis Template (Trading Comps)
フルTrading comps study: peer screen, conventions, calendarisation, EV build, multiples, statistics and outliers, positioning, implied range, football field
Market practice; IVS 103 market approach (structure aligned, number only)