The Tools and Metrics Behind Smarter M&A Decisions

At FAFB Consulting, we believe that successful mergers and acquisitions aren’t driven by instinct—they’re driven by data, clarity, and the right tools at every stage of the deal. From initial valuation models to post-merger integration tracking, our team relies on a suite of industry-leading platforms and financial frameworks to guide each decision with precision and confidence.

We don’t just plug numbers into templates. We leverage tools like Excel, Power BI, Capital IQ, and specialized ERP systems to build dynamic models, uncover hidden risks, and monitor performance long after the ink dries. Whether we’re forecasting working capital needs, modeling LBOs, or tracking cost synergy realization, every insight we deliver is backed by a structured, repeatable methodology.

1. Microsoft Excel / Google Sheets

  • For financial modeling, scenario analysis, sensitivity tables, LBO models, integration plans, and working capital forecasts.

2. Power BI / Tableau

  • To visualize financial trends, compare pre- and post-acquisition performance, and track synergy realization.

3. Capital IQ / PitchBook / CB Insights

  • For comps (comparable company and precedent transaction analysis), market multiples, and deal databases.

4. Data Room Platforms (e.g., Intralinks, Datasite)

  • For secure due diligence file management and tracking.

5. ERP Systems (SAP, Oracle, NetSuite)

  • For integrating post-merger financial data and syncing GLs (general ledgers).

6. Legal/Compliance Tools (e.g., DocuSign, iManage)

  • For SPA (Share Purchase Agreement) reviews, cap table verification, and regulatory compliance tracking.

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KEY METRICS FOR M&A SUPPORT

Valuation & Deal Structuring

  • Enterprise Value (EV) / EBITDA

  • Price / Earnings (P/E) Ratio

  • Revenue & EBITDA Multiples (for comps/precedents)

  • Discounted Cash Flow (DCF)

  • Internal Rate of Return (IRR)

  • Net Present Value (NPV)

Profitability & Synergies

  • Gross Margin & Operating Margin

  • Cost Synergy Realization (%)

  • Revenue Synergy Uplift ($ / %)

Leverage & Capital Structure

  • Debt/EBITDA Ratio

  • Interest Coverage Ratio

  • Post-deal Debt Structure

Working Capital & Cash Flow

  • Change in Net Working Capital

  • Cash Conversion Cycle

  • Free Cash Flow (FCF)

  • CapEx to Revenue Ratio

Operational KPIs

  • Customer Retention / Churn Rate

  • Customer Acquisition Cost (CAC)

  • Lifetime Value (LTV)

  • Employee Productivity (Revenue/Headcount)

Ready to Move Forward with Confidence?

Whether you’re evaluating your first acquisition or managing a complex post-merger integration, the right tools and metrics can make all the difference. At FAFB Consulting, we bring structure to complexity—so you can focus on making strategic decisions that drive long-term value.

Let’s talk about how we can support your next move.
Reach out today to schedule a consultation or learn more about our M&A advisory services.

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