The due diligence process: a step-by-step guide for M&A.
Whether you're running your first engagement or refining your team's methodology, this guide covers every phase of financial due diligence — from scoping and data room access to QoE delivery and management presentations.
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Phase-by-phase breakdown
Scoping, data room review, fieldwork, analysis, and reporting — each phase explained with deliverables and timelines.
Information request templates
Sample IRL (Information Request List) templates for financial, tax, commercial, and IT due diligence.
Common pitfalls
Mistakes that slow deals down: incomplete scoping, late data requests, and rework-causing shortcuts.
Team coordination playbook
How to structure workstreams across analysts, managers, and partners for maximum efficiency.
Datapack-DD-Process-Guide.pdf
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