Course curriculum

  • 1

    How to Approach Diligence

    • Introduction with Ben Sutton

    • What is the concept of diligence? Part 1

    • DealRoom

    • What is the concept of diligence? Part 2

    • Scope of Diligence Teams Part 1

    • Scope of Diligence Teams Part 2

    • Scope of Diligence Teams Part 3

    • How long should diligence take for various sized deals/companies?

    • How do you avoid falling down a rabbit hole and spending way too much time on one section?

    • What does a typical diligence team look like?

    • How do you coordinate between functional leads?

    • How do you avoid duplicate work?

    • When does diligence end?

    • How to Approach Diligence Ebook

    • Conclusion
  • 2

    Making Your Diligence Process More Efficient

    • Introduction with James Harris

    • Taking a First Pass at Diligence

    • Bringing in Cross Functional Team Members

    • Unit Quiz

    • Have you ever stopped a deal during the second round of questions? If so, why?

    • How do you handle a target that is cooperative but they don't have the proper documentation for diligence?

    • Is a difficult negotiation a valid reason to walk away from a deal?

    • Is digging into a target's financials a phase two diligence?

    • What should you do if a company can't provide adequate documentation around a request?

    • What do sprints 3 & 4 look like?

    • How do you avoid deal fatigue while gathering information?

    • What are hidden red flags to look out for?
  • 3

    Managing Sourcing Through Diligence From a Corporate Development Perspective

    • Introduction with Sabeen Khan

    • Part 1

    • Part 2

    • NDAs

    • Communication Documents

    • Diligence Expectations

    • Closing

    • General Tips & Best Practices

    • Working with Lawyers

    • Common Templates for M&A Deals

    • Deal Time-Frame

    • How Corporate Development Sources Deals Ebook
  • 4

    Certification Feedback

    • Certification Feedback Form