M&A Competency Assessment

Find out where your team actually stands.

The M&A Competency Assessment is a 30-minute calibration built from the patterns 400+ deal leaders surfaced on the M&A Science Podcast. Take it once. Get a real read on individual and team thinking. Decide what to do about it.

30 minutes3 competency pillarsCalibrated benchmarksPersonalized report
SOLO · 1 SEAT
$149
Assessment1 seat
Personalized reportPDF
Benchmark vs. 400+ practitionersIncluded
Re-take window12 months
Take the Assessment
What it measures

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.

01

Thesis and 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
02

Diligence and 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
03

Integration and 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
Bulk for teams of 5+

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.

1 SEAT
$149
per seat
5-9 SEATS
$127
per seat
SAVE 15%
10-19 SEATS
$119
per seat
SAVE 20%
20+ SEATS
$100
per seat
SAVE 33%
What you get back

A personalized report. Calibrated against 400+ practitioners.

You get scores by pillar, a benchmark band against the practitioner corpus, and a one-page recommendation: which certification to take next, which Off Mandate sessions are most relevant, and where the team's variance is widest.

For Teams customers, the report rolls up at the firm level so partners can see where to invest training, who's ready for the credential, and who needs a different track.

SAMPLE
M&A SCIENCE COMPETENCY ASSESSMENT
Sample Report - J. Mitchell
Thesis and sourcing78%
Diligence and decision64%
Integration and value capture52%
Recommended next stepBuyer-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.
After the Assessment

How $149 becomes the right next step.

The report doesn't sell you. It tells you what we'd recommend, and what it costs.

PATH A - OPERATOR

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.

Practitioner - $1,995/yr
PATH B - FIRM

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 plus the Certification, plus a firm-level dashboard.

Teams - $14,995/yr
PATH C - ENTERPRISE

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.

Connect - From $29,995/yr
We thought we were aligned. The Assessment showed a 30-point spread between our most and least experienced bankers on integration. That gap was what we were paying for in re-trades. We closed it with Teams.
[REPLACE WITH REAL QUOTE] · Managing Partner · Boutique IB