Sourcing
Identify target businesses, keep company and contact details together, and record the next action.
Evidence before the deal moves on
Target details, sourcing activity, ownership and the next action.
How a deal moves through MergeHall
Follow the acquisition from first contact to close, with the work and evidence for each stage kept clear before the deal moves on.
From sourcing to day 100
Each step shows what the team is doing and the evidence captured before the next step begins.
Initial Review
Review the first information, assess fit and decide whether the opportunity should progress.
Evidence before the deal moves on
Source documents, review notes and visible stage exit criteria.
LOI
Prepare, negotiate and sign the letter of intent before detailed diligence begins.
Evidence before the deal moves on
Document versions, signatures, approvals and completion of the stage criteria.
Due Diligence
Run structured financial, legal, commercial, HR and technology workstreams.
Evidence before the deal moves on
Request reasons, owners, due dates, statuses, linked documents and findings.
Financing
Share the right information with lenders, compare terms and track finance milestones.
Evidence before the deal moves on
Lender pack access, term sheets, credit approval and drawdown milestones.
Legal & SPA
Track contract issues, SPA versions, disclosures and the conditions needed to close.
Evidence before the deal moves on
Contract issues, agreement versions, signatures, disclosures and conditions precedent.
Completion
Coordinate the final checklist, signatures, funds flow and completion-day work.
Evidence before the deal moves on
Conditions precedent, required signatures, funds flow and checklist status.
Completed
Record the completed acquisition and carry its context into post-close work.
Evidence before the deal moves on
Completed stage status, the final checklist and the audit trail.
Post-close
100-day Integration
Turn the close into an owned plan for people, finance, operations, customers and systems.
Evidence tracked after close
Workstream owners, due dates, day-one, week-one and month-one milestones, and findings carried from diligence.
Human judgement stays in control
AI-assisted, human-controlled.
AI drafts; humans decide. Every AI output is labelled and high-risk analysis passes a human review gate before it reaches a decision.
Run your next acquisition in one place.
Source, diligence, finance, close, and integrate with every stakeholder in the loop.