2
M&A deals the Ready way
3
With our Material Information
Platform, you never need
to be concerned about your
readiness to make targeted
acquisitions. You’ll always be
ready to grow your business.
Contact our sales team to find
out more about how Ansarada
can help you get ready for
your next acquisition.
Assess your target—You’ve got your eye on a target company to acquire. You’ll
need to assess the current state of their business, and that means taking a good
look at their material information.
Whether you’ll be taking steps to integrate all their processes and clients, or
running autonomously, you’ll need to know exactly where they stand and how
they operate. To do this, you’ll use scorecards which cover all areas of risk and
material information, i.e. Finance, Legal. Instead of your typical excel spreadsheet
of questions sent to target companies, these bespoke custom-built scorecards
can be reused for each company and are benchmarked based on the intelligence
of 20,000 deals.
Start by inviting them to fill in basic information about their company, as well
as any custom questions or requirements you want to add. Your scorecards
may entail multiple stages. An initial, simple scorecard can be used for targets
at scale, whereas a more complicated scorecard can be set up for stage two
when the full due diligence commences. Contained within each are a series of
questions or topics.
Each topic contains requirements that define what material evidence
is important, removing the need for you to explain how and why certain
documentation needs to be provided. Their score will tell you where they
stand in less than 15 minutes, and you’ll quickly be able to highlight both the
opportunities and gaps
in their material information, and ultimately their business—without chasing
them for answers or documentation.
Time to prepare
Since we launched our virtual
data room software in 2005,
we’ve been on a mission to
improve the ways that business
gets done. Our products span
a company’s entire lifecycle,
optimising processes from
preparation to execution and
close and we’re now
the world leader in
material information
management.
A series of questions about your
material information. For each
topic, we’ll tell you what you
need to get the best score.
Your first score, and
a projection for after
you’ve filled gaps
in your material
information.
We have this We don’t have this I’m not sure
Revenue projections
Shareholder agreements
Top customers list
Green Dot Pty. Ltd
%
Current score
Topics
Grant Ronnie Raymond access to your information Grant access
20 1 1
1 9 65
Not starte d In progress
Ready for review er fied
65
92%
Projected score
4
The projected score will show you the acquisition’s potential, and the current
score shows where they stand at that moment. The Platform enables you to
assign priority to specific topics, guiding your targets to focus on what matters.
To achieve their potential high score, your targets need to provide all the
critical documents listed and have them verified; they immediately see how they
can go from good to great, which gamifies the process.
If your target company hasn’t been through the deal process before, they may
struggle to understand what certain documents or requirements are. The topic
profiles and content guides within the Platform’s content library clearly explain
each of these and why they are important, enabling your clients to be self-
sufficient and eliminating the need for any hand holding.
They’ll upload their documentation and evidence into each of the topic areas,
where it’ll be stored securely. They can also delegate responsibility across
teams to get ready faster. They can assign a whole area, like ‘Finance’, or an
individual topic, like ‘Employment contracts’ to the appropriate person. For
example, John in Finance gets a notification to update all of the Finance topics
and is accountable for completing this section. He goes on to upload all the
documentation, with progress clearly visible as the score for this topic increases.
Gather information
6 Complete
Tax
Topics
5
Financials
Topics
22
Human
resources
Topics
11
Policies
Topics
Topics let you know the
gaps in your material
information and tips on
how to improve your score.
6
Insurance
Topics
65
Operations
Topics
92
Legal
Topics
1 1%
%
Green Dot Pty. Ltd.
5
Last 7 days
%
1 0
Last 30 days
20%
%
Circular Corp
10
Last 7 days
%
15
Last 30 days
Continuously monitor the state of your
business readiness by watching its
scorecards. Know at-a-glance which
information is ready.
Person responsible for contracts
Third-party agreements
Rachel Riley
Delegate tasks to people on your team,
giving them responsibility for that aspect
of your information.
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