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.
- Assessment1 seat
- Personalized reportPDF
- Benchmark vs. 400+ practitionersIncluded
- Re-take window12 months
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.
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 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.
The report doesn't sell you. It tells you what we'd recommend — and what it costs.
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
30 minutes. $149.
The lowest-commitment way into the standard.
No subscription. Re-take it for 12 months. Bulk pricing kicks in at 5.