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M&A 交易团队套件

估值报告、尽职调查资料清单、盈利质量（QoE）范围、投资委员会备忘录以及 100 天整合计划。

第 1 步

评估与安全

  1. Valuation Report Template (DCF, Comparables, Precedent Transactions)

    完整

    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 name

  2. Due Diligence Request List Template (M&A Buy-Side)

    完整

    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)

  3. Quality of Earnings Template (QoE, EBITDA Bridge, NWC Peg)

    完整

    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)

  4. Financial Model Specification Template (FAST Standard)

    完整

    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)

  5. Private Equity Investment Memo Template (LBO, IRR, MOIC)

    完整

    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)

  6. Comparable Companies Analysis Template (Trading Comps)

    完整

    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)
第 2 步

决策

  1. Investment Committee Memo Template

    完整

    IC decision record: decision requested, thesis, mandate fit and limits, scenario expected return, sizing and liquidity, diligence, ESG, conflicts, minuted vote

    17 CFR 275.204-2 (adviser records); MiFID II Art. 16(6) and Delegated Reg 2017/565 Art. 72-76; AIFMD Art. 14-15 (as amended by Directive (EU) 2024/927)
第 3 步

规划

  1. M&A Integration 100-Day Plan Template (Day 1, TSA, Synergies)

    完整

    Integration plan: thesis, IMO, gantt, gun-jumping rules, Day 1 checklist, TSA exits, finance, people, customers, synergy tracking, 100-day review

    Integration practice; EU Merger Regulation, HSR Act; IFRS 3 and ASC 805 (names only)