From Strategy to Screening
Deal screening is where M&A strategy becomes actionable. You have a thesis ("we need to expand into healthcare analytics") and need to find the right targets. AI compresses the research phase dramatically.
Defining Acquisition Criteria
We are a $200M revenue B2B software company in financial services.
Our M&A thesis: acquire a healthcare analytics capability to
enter a new vertical.Unlock this lesson
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What you'll learn:
- Define acquisition criteria and screen opportunities with AI
- Build preliminary valuation frameworks for target companies
- Create deal screening scorecards that standardize evaluation