In this guide:
Target identification sits upstream of a deal. This guide explains how to turn an acquisition thesis into clear selection criteria, build a credible target universe from multiple sources, apply a five-lens screening process and produce a shortlist dossier that supports a decision on who to approach and how.
You’ll learn
How to define workable criteria around size, geography, product scope, ownership, profitability and deal feasibility; assess data quality across different markets; evaluate commercial fit, financial evidence, ownership and contactability; adapt the work for special-situation markets; and agree the post-shortlist handoff and fee structure before work begins.