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Welcome back

Michael Torres, VP Corporate Development

Key Metrics

Active Deals

4

0

Due Diligence

85%

+12%

Integration Milestones

12/18

+3

ROI (Weighted)

140%

+18%

Insights

DataPipe valuation within target range

Updated comps analysis shows DataPipe at 8.2x ARR, within our 7-9x target band. Recommend moving to LOI.

Integration risk: TechStartup tech debt higher than expected

Post-close technical audit reveals 40% more legacy code than DD estimated. Integration timeline may slip 3 weeks.

Health Status

Deal Pipeline4 active
DD Completion85%
Integration Health67%

Quick Actions

Key Knowledge Units

Process2024-11-15

Post-Merger Integration Playbook v3.0

90-day integration plan refined from 12 past deals. Phase 1 (Week 1-2): Align org structure, leadership 1:1s, shared OKR...

Insight2024-10-15

TechStartup Acquisition: Why We Walked Away ($25M)

Evaluated for $25M in Q3 2024. Red flags after 8 weeks DD: (1) Customer concentration top 3 = 40% revenue; (2) Founder d...

Insight2024-12-01

SaaS Acquisition Track Record (2020-2024): 4 Deals

DataCo ($15M, 2020): Success, 120% ROI, founder stayed 2yr, ARR $3M to $8M. AnalyticsPro ($22M, 2021): Mixed, cultural f...