What you'll receive
Creating stakeholder-ready M&A transaction summaries requires synthesizing dozens of complex documents including purchase agreements, due diligence reports, and integration plans. M&A professionals spend 10-15 hours manually extracting deal terms, consolidating findings, and drafting summaries that serve multiple audiences from board members to employees.
Creating stakeholder-ready M&A transaction summaries requires synthesizing dozens of complex documents including purchase agreements, due diligence reports, and integration plans. M&A professionals spend 10-15 hours manually extracting deal terms, consolidating findings, and drafting summaries that serve multiple audiences from board members to employees.
CaseMark instantly analyzes all transaction documents to generate comprehensive M&A summaries covering deal structure, terms, due diligence findings, and integration plans. Our AI extracts key information across documents and creates polished, stakeholder-ready summaries that enable informed decision-making in minutes instead of days.
This workflow is applicable across multiple practice areas and use cases
Private equity firms and VC investors require comprehensive transaction summaries for portfolio acquisitions, exits, and fund reporting to limited partners.
PE/VC transactions involve identical deal structures, due diligence processes, and stakeholder reporting requirements as M&A deals, making these summaries essential for investment decisions and portfolio management.
Asset purchase transactions require similar deal structure documentation, due diligence summaries, and stakeholder reporting as stock acquisitions in M&A contexts.
Asset purchases are a common M&A transaction structure requiring identical documentation of terms, due diligence findings, and integration plans as other acquisition types.
Corporate finance teams use transaction summaries to evaluate strategic acquisitions, divestitures, and capital structure changes for financial planning and stakeholder communications.
Transaction summaries are critical for corporate finance professionals to assess deal economics, integration costs, and financial implications of M&A activities on the company's capital structure.
Board members and governance professionals require transaction summaries to fulfill fiduciary duties when evaluating and approving major corporate transactions.
Corporate governance requires board oversight of significant transactions, with comprehensive summaries enabling informed decision-making and documentation of proper board processes.
Securities lawyers need transaction summaries for public company M&A to prepare disclosure documents, proxy statements, and regulatory filings with the SEC.
Public M&A transactions require extensive securities law compliance and disclosure, with transaction summaries serving as foundational documents for regulatory filings and shareholder communications.
At minimum, you need the purchase agreement and term sheet. For comprehensive summaries, upload due diligence reports, disclosure schedules, financial models, integration plans, and board materials. CaseMark will analyze all provided documents to create a complete transaction summary that addresses deal structure, terms, findings, and integration plans.
Yes, CaseMark generates comprehensive summaries that can be adapted for different stakeholder groups. The output includes executive overviews for quick consumption and detailed sections for sophisticated audiences. You can use the complete summary for board members and investors, while extracting specific sections for employee communications or customer notifications.
CaseMark maintains strict confidentiality for all uploaded documents and generated summaries. All data is encrypted and processed securely. The generated summaries include appropriate confidentiality markings and can be structured to separate highly sensitive information from broader stakeholder communications, allowing you to control information distribution.
Yes, CaseMark analyzes due diligence reports and transaction documents to identify and summarize key risks, concerns, and findings across financial, legal, operational, and regulatory areas. The summary clearly presents how identified issues were addressed through price adjustments, indemnification provisions, or other protections, giving stakeholders complete visibility into transaction risks.
CaseMark extracts deal terms, purchase price components, payment structures, and financial details directly from source documents with high precision. The AI cross-references information across multiple documents to ensure consistency and accuracy. However, we recommend reviewing the generated summary against source documents before distribution to stakeholders, particularly for material financial terms.