Building off the three core competencies in M&A, we are going to explore a series of posts on the third leg of the stool: efficiency skills.

Efficiency Skills Goes well beyond Excel shortcuts, PowerBI hacks, and PowerPoint efficiency tips.  Efficiency skills also include learning best practices, establishing processes, adhering to SOPs, using checklists, developing strong project management capabilities, and leveraging technology. Learning to work efficiently reduces rework, minimizes errors, creates more leverage for deal teams, lowers the risk of burnout, and frees up time for more value-added activities.

We integrate many efficiency skills into our M&A Bootcamp, Financial Due Diligence (FDD) Capstone, and Thinking Like An Investor courses.  To wet your appetite, we selected a few pieces to highlight:

• Avoiding Rework,
• OneNote For FDD Professionals, and
• Using Decision Gates to Streamline Due Diligence.