M&A Tools

Tool Modules

  • Modularity = easier to adopt & use, with greater capabilities
  • Tool modules to manage every facet of M&A
  • Pipeline, diligence, pre-close, post-close, financial, many more
  • Click to enable only needed modules, hide the others
  • Perfectly adapt M&A Tools to your business
  • One consistent, easy to learn UI across all modules
Modules

Pipeline & Pre-Close

EKNOW M&A Tool module pipelineEKNOW M&A Tool module pre-closeEKNOW M&A Tool module pre-closeEKNOW M&A Tool module diligence

  • M&A software tools for corporate development
  • Unlimited deal types and templates
  • User-configurable project stages / milestones
  • Pipeline analytics by revenue, EBITDA, etc.
  • Individual project status reporting
  • Real-time dashboard views
  • Due diligence checklists
  • Closing checklist
  • Data Clean Room
  • Pre-close integration planning
  • Secure input from external or seller users
  • Unlimited external users

 

Modules

Diligence

EKNOW M&A Tool module diligenceEKNOW M&A Tool module documents

  • Living, intelligent diligence checklists
  • Unlimited diligence templates
  • Labor saving workflow automation
  • Integrate checklists & DD documents
  • Automated alerts
  • Consolidated diligence analysis
  • Real-time Dashboard views
  • Available in all platforms

 

Modules

Document Room

EKNOW M&A Tool module document roomEKNOW M&A Tool module documents

EKNOW M&A Tools Document Room modules take maximum advantage of EKNOW M&A Objects. Users can attach documents to every working data type, from almost any context. Every attachment is also available, fully access controlled, in the central Document Room:

 

  • Drag and drop one or multiple documents into the system
  • Attach documents to every M&A working data type
  • Manage every document from every deal/project context
  • Powerful search, sort, filter capabilities
  • Fully searchable by indexed uploaded file contents
  • Also manage remote, data room, or web-based file server links
  • Add and search by meta-data
  • Check-in/check-out
  • Version history
  • Optional document review/approval/acceptance workflow
  • Document sub-modules include locked down Clean Rooms and pre-close Data Requests
Modules

Risks, Issues +

EKNOW M&A Tool module risks & issuesEKNOW M&A Tool module risks & issuesEKNOW M&A Tool module risks & issues

M&A pre and post close software tools for…

  • Full RAID log, or client-customizable
  • Risks, Issues, Assumptions, and more
  • Optional separate, dedicated decision log
  • Disciplined workflow from identification to resolution
  • Let nothing “slip through the cracks”
  • Real-time Dashboard views
  • Automated alerts
  • Available in all platforms
Modules

Acquisition Integration

EKNOW M&A Tool module ImplementationEKNOW M&A Tool module Implementation

  • Pre-close tools for integration planning
  • From simple acquisition integration checklists to detailed project management
  • Manage unlimited PMI work plan templates
  • Import from project management applications
  • Manage by Day-1 Critical, Critical Path, more
  • Linked Dependencies, Risks, Issues, Decisions
  • Linked KPIs and Value Impacts
  • Optional Project Stage Gating
  • Real-time Dashboard views
Modules

KPIs & Synergies

EKNOW M&A Tool module KPIEKNOW M&A Tool module KPI

M&A software tools for capturing value and ensuring performance from each transaction.

KPIs Module

  • Operational and financial KPIs
  • Unlimited user-definable KPI types
  • Track target, actual, trend and more
  • Summarize annual, quarterly, monthly performance
  • Real-time Dashboard views
  • Note: Partner, Enterprise, and Business platforms only

 

Advanced Synergy Module

  • High-level synergy target development
  • Detailed value capture plan
  • Plan development workflow
  • Capture synergy plan, actual, budget, forecast, and custom
  • Model & track integration or implementation costs
  • Model & track synergy cost-to-achieve
  • Summarized by target, P&L, function, more
  • Unlimited user-definable cost/synergy types & sub-types
  • Real-time dashboard views
  • Note: Available in Partner and Enterprise platforms only
Modules

Talent Selection

EKNOW M&A Tool module Talent

EKNOW’s Talent Selection module is a specialized M&A software tool for reductions-in-force (RIF), “headcount,” or reorganization initiatives. Use the Talent Selection module to make staffing changes with process discipline, security and confidentiality. Structured workflow tracking helps eliminate missed opportunities, delays, and errors. Avoided personnel costs in a single transaction can easily exceed the cost of M&A Tools.

 

  • Talent selection planning workflow
  • Talent selection operational workflow
  • Highly restricted data room
  • Data hosted in EU data centers as needed
  • EU PII / Privacy rules compliant
  • Fully customizable without coding
  • Real-time dashboard views (summary progress)
  • Available for Partner Platform and Enterprise only
Modules

Administration

EKNOW M&A Tool module AdministrationEKNOW M&A Tool module AdministrationEKNOW M&A Tool module Administration

  • Control panels to easily activate tool modules and set options
  • Add, update, or disable user accounts in real-time
  • Manage users, teams, deals, business units, and more
  • Create, edit, and duplicate templates
  • Template projects, diligence checklists, and work plans
  • Centrally manage automated alerts and workflow
  • Post and manage project team announcements
  • Monitor user activity
  • Much more
  • Note: See solutions matrix for applicability
Modules

Still More Modules

Highlighted above are the some of the most well-known and heavily used M&A Tools modules.

But EKNOW clients soon find that many other modules are also extremely important in everyday use.

Other special-purpose modules are often helpful on a deal-by-deal or, for consulting partners, on a client-by-client basis.

If any of these other modules respond to your requirements, enable them in your Project Modules or System Modules Control Panel – or ask for a live demonstration.

  • Superuser Audit Module
  • Team Manager Module
  • Strategic Objectives Module
  • Closing Checklist Module
  • Seller Portal Module
  • Dependencies Module
  • Data Request Module
  • User NDA Module
  • Communications Module
  • Contracts Module
  • TSAs Module
  • Acquired Client On-Boarding Module
  • Usage Analytics Module
Modules

Custom Modules

Occasionally a large integration, or specialized consulting practice, will need unique functionality that may not already exist in any system.

The problem: With traditional, non-EKNOW architectures, a very high threshold of need must be met before creating custom programmed functionality. This is because of the complexity, cost, delays, and risks associated with custom programming. Typically, custom programming also requires “forking” the software: creating a unique client code version which must be independently maintained indefinitely.

These issues do not exist with the EKNOW ToolBuilder architecture.

That’s why, without writing a single line of code, custom EKNOW M&A Tools modules have been built for use cases as diverse as:

  • Special review workflow for 65,000 contracts
  • Ongoing sales operations for 1 million+ customer accounts
  • Complex employee compliance initiative for nearly 10,000 employees
  • Site-based operations tracking across 70 countries
  • Legacy IT asset tracking workflow
  • Ground-up support delivery system

Why clients choose to build custom modules with EKNOW:

  • Extremely short development time (i.e. usually at no cost)
  • Allows completely new data types, work flows, and reporting
  • Created natively in EKNOW ToolBuilder and M&A Objects, not code
  • Seamlessly integrated in the EKNOW M&A Tools navigation
  • Fully inherits all EKNOW UI features
  • Fully inherits the EKNOW ACF (Access Control Framework)
  • Report, filter, import/export, etc. exactly as in any built-in module
  • No coding = low risk, no down-time, no code forking
  • Note: Available on Partner and Enterprise platforms only
  • Ask for a real-time demonstration of custom module capabilities