Deal Completion Manual

• Call report
 Who from MAPE met with whom in that company?
 Company Background
 Idea Discussion
 Deal opportunity – Size of Transaction and Fees
 Next Steps
• Pre deal Approval
 Mandate – What is the deal
 Likely Challenges
 Fees
 Time taken from beginning to end
• Mandate
 Engagement Letter
• PE Deal
 Investor List (Database)
 Information request
 Regulatory Issues (Very Very Important)
 NDA
 Teaser
 IM
 Likely Investors (Obtain out of database)
 Process Letter
 Draft T/S
 Draft SSA/SHA
 Comp-Sheets
 Google Alerts/Newsfeed
• M&A Deal
 Regulatory Issues
• CCI
• Sector
 Likely Buyers/Sellers
 Information Checklist
 NDA/IM/Teaser Template
 Process Letter
• Case Study
 How the deal happened?