All Industries, Business Consulting Services, General Excel Financial Models, Personal Finance

CFO, Dashboard, Excel, Investor Presentations, Mergers and Acquisitions Model, Venture Capital

Description

This Excel-based M&A Longlist & Investor Outreach Tracker helps users structure, evaluate, and monitor potential M&A candidates and investor outreach processes in one integrated file.

The model is designed for strategic investors, financial investors, corporate development teams, M&A advisors, and transaction professionals who need a clear overview of potential targets or bidders, relevant contact persons, outreach status, follow-ups, NDA progress, VDR access, offer status, and decline reasons.

It combines a structured longlist overview with dedicated tabs for strategic investors, financial investors, and outreach status summaries. The tool helps users maintain a consistent fact base, prioritize relevant parties, track communication progress, and prepare management- or client-ready outreach updates.

The model is intentionally simple to use: users enter company, contact, rating, and outreach information in the relevant tabs, while the workbook automatically summarizes the current outreach status and visualizes the development of the process through tables and charts.

Purpose of the tool

This Excel template is built to support M&A target screening, investor mapping, bidder outreach, and process tracking. It provides a structured framework to:

Build and maintain an M&A longlist
Separate and analyze strategic and financial investors
Assign ratings and comments to potential candidates
Track outreach, responses, follow-ups, calls, NDA status, VDR access, and offer stages
Monitor declined parties and reasons for decline
Summarize the overall outreach status in presentation-ready tables and charts

The tool is particularly useful for sell-side M&A processes, buy-and-build strategies, strategic market screenings, investor mapping exercises, and corporate development projects.

Key outputs

Structured M&A longlist with company, category, country, ownership, revenue, description, products/services, M&A activity, and relevant news
Separate overview for strategic investors and financial investors
Candidate rating and commenting functionality
Contact tracking including name, position, email, and alternative contact details
Outreach tracker covering initial outreach, response, follow-ups, intro calls, NDA status, VDR access, management presentations, offers, and decline status
Automatic status summaries for strategic investors, financial investors, and all investors
Presentation-ready charts for outreach progress, investor interaction development, outreach scope, and decline reasons
Conditional formatting, including automatic grey-out of declined candidates

Key inputs

Company / investor name and basic profile information
Strategic or financial investor classification
Country, location, shareholder, revenue, and source information
Rating and qualitative comments
Relevant contact person and email address
Outreach dates, responses, follow-up dates, call status, NDA status, VDR access, offer status, and decline reasons

How to use

Populate the longlist with relevant M&A candidates or potential investors.
Add ratings, comments, company information, and relevant contact persons.
Track outreach activities, responses, follow-ups, NDA progress, VDR access, offers, and declines in the dedicated outreach sections.
Use the status tabs and charts to monitor process progress and prepare internal or external updates.

Customization & support

The workbook is designed to be easy to customize. Users can adapt categories, ratings, status fields, decline reasons, charts, and formatting to their specific M&A process, sector focus, or internal reporting requirements.

Each download includes a ready-to-use Excel template that can be populated directly with project-specific data as well as an example file with dummy data to better understand the information flow.

You must log in to submit a review.