M&A 딜 팀 키트
가치평가 보고서, 실사 요청 목록, 이익의 질(QoE) 범위, 투자위원회 메모, 100일 통합 계획.
평가와 안전
Valuation Report Template (DCF, Comparables, Precedent Transactions)
전체Business 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)
전체M&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)
전체QoE 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)
전체Model 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)
전체PE 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)
전체Trading 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)