Looking for DD services or software?Beyond M&A →Lens →

LOI to close, mechanics & playbooks

Deal Process

Practitioner guides to the mechanics of getting from term sheet to close: LOI terms, exclusivity, working capital, earn-outs, escrows, and closing discipline.

8 min · vc, corp-dev, corp-finance, strategic

Letter of Intent: Key Terms That Matter

What sophisticated buyers and sellers fight over in an LOI: price mechanism, exclusivity, conditions, no-shop carve-outs, and the binding vs non-binding split.

8 min · vc, corp-dev, corp-finance, strategic

Managing the Exclusivity Period

How sell-side advisors and buyers should use the exclusivity window: deadlines, milestone gates, extension etiquette, and what to do when momentum stalls.

8 min · vc, corp-dev, corp-finance, strategic

The Working Capital Mechanism at Close

How the working capital peg, target, and true-up actually work — and why most disputes after close are about its definition, not its arithmetic.

8 min · vc, corp-dev, corp-finance, strategic

Designing Earn-Out Structures

Why earn-outs fail more often than they succeed, and how to design metrics, governance, and acceleration triggers that survive contact with reality.

8 min · vc, corp-dev, corp-finance, strategic

Reps & Warranties Insurance Explained

How W&I/RWI insurance actually prices and pays out, where it genuinely de-risks a deal, and the underwriting exclusions buyers consistently underestimate.

8 min · vc, corp-dev, corp-finance, strategic

Escrow and Holdback Mechanics

Sizing, duration, release schedules, and dispute mechanics for escrows and holdbacks — and how RWI insurance has shifted the negotiation.

8 min · vc, corp-dev, corp-finance, strategic

A Practical Closing Checklist

A working closing checklist organised by workstream: conditions precedent, deliverables, funds flow, ancillaries, and the Day 1 handoff list.

8 min · vc, corp-dev, corp-finance, strategic

Signing vs Closing Conditions

The difference between sign-and-close and split signing, the conditions precedent that actually get negotiated, and the MAC clause in modern practice.

Next step

Need a senior pair of hands from LOI to close?