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M&A Process Cheat Sheet
11 pages
About this resource
Covers the full sell-side M&A process (11 steps from engagement letter to close), buy-side process (7 steps), key documents table (teaser, CIM, IOI, SPA, fairness opinion), sell-side vs buy-side role comparison, deal structures (asset sale vs share sale — tax and liability implications), synergies (cost vs revenue, how to size them, why they are overstated), sponsor-side financing (how PE firms work with LevFin banks, committed financing, loose documentation, syndication, and direct lending), and common interview questions with model answers.
What's included
Sell-side M&A: 11-step process from engagement letter to close
Asset sale vs share sale — tax treatment, buyer/seller preferences, liability exposure
Cost, revenue and financial synergies — how to size and stress-test them
Sponsor-side financing: LevFin banks, committed financing, syndication, and direct lending
Key documents explained: teaser, CIM, IOI, SPA, fairness opinion
M&Aprocesssell-sidebuy-sidesynergiesLevFindeal structurecheat sheetfree
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