Find out where your team actually stands
The M&A Competency Assessment is a 60-minute calibration. Take it once. Get a real read on individual and team thinking. Decide what to do about it.
- Assessment1 seat
- Personalized reportPDF
- Re-take window1 month
Three pillars. One read on where you stand
Each pillar maps to a phase of the deal where practitioners told us they see the most expensive mistakes.
Thesis & sourcing
Whether your team can articulate value-capture before they touch a target, not after.
- Strategic fit framing
- Value driver identification
- Synergy realism (vs. banker math)
- Walkaway discipline
Diligence & decision
Whether your team converts diligence findings into a sharpened thesis — or just collects them in a folder.
- Commercial vs. financial signal
- Integration-readiness check
- Findings that change the thesis
- LOI confidence and discipline
Integration & value capture
Whether the operating standard survives close — or whether the deal becomes a stranded asset.
- Day-1 readiness
- Operating model decisions
- Synergy tracking and accountability
- Talent and culture continuity
Calibrate the whole team.
Pay less per seat.
Bulk pricing is the wedge from Assessment into Teams. Most firms run the Assessment across a cohort first, see the variance, then commit to Teams to close it.
A personalized report. Calibrated against 400+ practitioners.
See your score mapped out against 9 separate domains: strategic M&A planning, target identification, due diligence execution, financial due diligence, valuation analysis, deal structuring, integration planning, stakeholder & risk management, and sell-side process.
For Teams customers, the report rolls up at the firm level so partners can see where your team excels and where your team falls short both at an individual and cross-team level.
Sample Report · J. Mitchell
Buyer-Led M&A™ Certification — Integration module. Your sourcing read is strong; the gap is post-LOI. The module covers the four practitioner frameworks for Day-1 readiness.
How $149 becomes the right next step.
Take a certification module
You're already operating at the standard on two pillars; you want to close the gap on the third. The Buyer-Led M&A™ Certification is the natural next step.
Roll the Assessment to your team
You see the variance and want to close it across the whole practice. Teams gets every associate the Assessment + the Certification, plus a firm-level dashboard.
Stand up a named program
You're running 50+ deals a year and want the M&A Science corpus inside your own LLM stack. Connect adds DealPilot Data License and named Certified Advisor hours.
Trusted by dealmakerS
60 minutes. $149.
The lowest-commitment way into the standard.
No subscription. Re-take it for 12 months. Bulk pricing kicks in at 5.