Stage 01
Sourcing
Keeps target companies, contacts, sourcing activity and the next action in one pipeline.
Who's involved
- Buyer team
- Broker
What's tracked
- Target and contact details
- Sourcing activity
- Owner and next action
Everything the acquisition needs, in one platform
See the work, people and evidence MergeHall keeps connected from the first target through post-close integration.
The acquisition lifecycle, connected
Each stage brings the work underway, the people involved and the evidence being tracked into one clear view.
Stage 02
Initial Review
Keeps the first documents, review work and visible stage criteria connected to the opportunity.
Who's involved
- Buyer team
- Broker
- Accountant
What's tracked
- Source documents
- Review notes
- Stage exit criteria
Stage 03
LOI
Keeps the letter of intent, related tasks, approvals and signatures with the deal record.
Who's involved
- Buyer
- Seller
- Broker
- Lawyers
What's tracked
- Document versions
- Approvals and signatures
- Stage exit criteria
Stage 04
Due Diligence
Connects workstream request lists, the data room, document questions and findings.
Who's involved
- Buyer team
- Seller
- Accountants
- Lawyers
- HR advisor
What's tracked
- Request reason, owner, assignee, due date and status
- Linked documents and questions
- Findings and resolution path
Stage 05
Financing
Shares a role-scoped lender pack, compares term sheets and tracks facility milestones.
Who's involved
- Buyer team
- Lender
- Accountant
What's tracked
- Shared pack documents and access
- Term sheets
- Credit approval, valuation, legal and drawdown milestones
Stage 06
Legal & SPA
Tracks contract issues, SPA versions, disclosures, signatures and conditions precedent.
Who's involved
- Buyer
- Seller
- Buyer lawyer
- Seller lawyer
What's tracked
- Contract inventory and issues
- SPA and disclosure versions
- Signatures and conditions precedent
Stage 07
Completion
Brings the completion checklist, funds flow, signatures and completion-day work together.
Who's involved
- Buyer
- Seller
- Lawyers
- Lender
What's tracked
- Completion checklist status
- Conditions precedent
- Funds flow and signatures
Stage 08
Completed
Records the close, preserves the deal trail and carries the work into integration.
Who's involved
- Buyer team
- Relevant deal stakeholders
- Integration lead
What's tracked
- Completed stage status
- Final checklist
- Activity and approval trail
Post-close
100-day Integration
Turns post-close work into an owned plan across people, finance, operations, customers and systems, with findings carried forward from diligence.
Who's involved
- Buyer team
- Integration lead
- Workstream owners
What's tracked
- Workstream owners and due dates
- Day-one, week-one and month-one milestones
- Progress and diligence findings carried into the plan
Run your next acquisition in one place.
Source, diligence, finance, close, and integrate with every stakeholder in the loop.