Due Diligence Checklist Below is an example of a due diligence checklist for mergers & acquisitions, capital raising, and other transactions. The due diligence checklist includes over 25 items that range from financial to legal to operations items that should be verified before completing the transactions. Example – Due Diligence Checklist Items What is the bank’s…
What is the LTV/CAC Ratio? LTV stands for “lifetime value” per customer and CAC stands for “customer acquisition cost.” The LTV/CAC ratio compares the value of a customer over their lifetime to the cost of acquiring them. This eCommerce metric compares the value of a new customer over its lifetime relative to the cost of…
What is a Beauty Contest or Bake-Off? Prospective investment banking clients will conduct a “Beauty Contest” or “Bake-Off” as a means of interviewing several investment banks in connection with selecting a financial advisor, underwriter, or placement agent for a prospective transaction. When participating in a beauty contest or bake-off, investment bankers will show why they…
