State-of-the-Art Web-Based System

EMA™ is a state-of-the-art web based system built with the most current web-based technologies. Users can access EMA™ via any web browser. EMA™ has a "dashboard" interface, the EMA Dashboard™, that is highly configurable for individual user needs and easy for non-technical users to view deal information, monitor deal progress and share infomation. EMA™ is highly secure so that only users with the appropriate authorization can gain access to EMA™. EMA™ is typically installed and protected behind your organization’s firewall although TX2 does offer a hosted solution as well. Furthermore, with the EMA Partner Hub™ you can collaborate on your transaction with your extended deal team such as outside counsel, bankers and more.

• reduce training time and cost with a simple to use web-based system
• lower your total cost of ownership with a web-based system that requires no additional "client-side" software
• create a secure environment that facilitates collaboration and makes your deal team more effective
• reduce your organization’s dependency on custom software systems to manage your deal flow
• speed deal integration, lower cost, lower risk and maximize deal value

Deal Management

EMA Deals™ houses all pertinent deal information for all deals in your pipeline. EMA Deals centrally stores deal information, links documents and activities to deals, and helps your deal team better manage various deal processes.

The EMA Deal Map™ provides a sophisticated map of any given deal and allows the deal team to monitor deal progress, track deal logistics, manage deal cost and much more.

• centralize all pertinent deal information and share on a need-to-know basis
• create a collaborative environment to keep the internal deal team, the executive team, and the various third party consultants on the same page
• maintain historical records on deal activity
• generate reports from EMA™ to further screen and analyze your targets

Activity Management

EMA Activities™ is a comprehensive activity management component that houses all tasks and activities for all deals. Activities can be created and linked to documents, individuals, deal teams, processes and more. EMA Activities provides notification and escalation of activities and keeps the extended deal team informed of progress at all times.

• create and manage activities so that details are not overlooked
• associate “value drivers” to activities and ensure deal activity focuses on quickly deriving value
• guide complicated tasks and processes and ensure details are not missed
• monitor activity, speed integration, and ensure success

Document Management

EMA Documents™ is a sophisticated document management system that stores and catalogs all documents pertinent to a transaction. Its primary use is to store all correspondence, legal documents, financial documents, financial models, technical and operating specifications and many other documents pertinent to all stages of any given deal. Search and view documents on the fly and keep all information in one shared environment. Categorize documents for proper storage and retrieval. Link documents to activities and processes so that tasks can be easily assigned to individuals.

• centralize all documents that pertain to your M&A transaction
• share documents easily and foster collaboration
• create a review and approval process for documents
• maintain document "version control" and maximize due-diligence effectiveness
• easily search for specific information
• create data-room CD's and distribute information securely
• put information at everyone’s fingertips, speed deal processes, lower cost, lower risk and maximize deal value

Financial Profiling

EMA Financials™ houses all financial information pertinent to a target company. Manage all the necessary financial information and data files for the company being acquired. Store balance sheets, income statements, quarterly and annual reports, SEC filings and much more. Link to external data sources and increase your visibility on a target. Store financial data all in one place for ease of access and distribution. Analyze an organizations financial position, review ratios, examine liquidity and more. Keep historical records of previous financial models for future use and comparison.

• centralize all financial information for a target company
• build a financial profile for target companies
• share financial information easily and securely with internal deal team members or third parties
• create an environment to profile and analyze a company’s finances and streamline the due-diligence process
• generate reports and analyze data
• exam every aspect of the finances and don’t overlook financial details

Deal Team Management

EMA Deal Teams™ is a contact management derivative that houses information on the various contacts involved with a deal such as members of the due-diligence team and the integration team. Deal teams and individuals can be linked to business processes. Value drivers can be associated with deal teams and individuals. Escalation paths can be created to notify the appropriate team or individual of potential delays or missed deadlines. Deal team contacts are also external team members such as outside legal counsel, outside M&A consultants, banking contacts, operational consultants and more

• manage the pre-close "deal team"
• manage the post-close "integration team"
• manage third party individuals involved in the M&A transaction
• ensure all roles are filled and all bases are covered
• track individuals, their activities and the value drivers associated to them individually and as part of a team
• monitor team progress and identify shortfalls early
• allocate resources appropriately and where needed
• manage the team more effectively, speed integration and get to value quickly

Best Practices and Templates

EMA Process Wizards™ are wizards that guide EMA™ users through numerous steps and processes. This tool is a method of automating workflow and ensuring all steps are completed. The EMA Process Wizards are best utilized in managing more complicated tasks such as regulatory filings and compliance, executing communication plans and much more. With EMA™ ensure steps aren’t missed, don’t overlook details, and execute flawlessly.

• manage complicated processes and simplify their many tasks
• automate and guide workflow
• incorporate M&A methodologies and proven systems
• create checklists to guide processes and tasks
• initiate a process at the appropriate time and ensure steps aren’t missed
• don’t overlook details that affect the due diligence process and guide decisions
• guide the integration team after the deal closes
• create escalation paths that notify key individuals when the deal is in danger of missing its deadlines
• speed and streamline the integration and get to value quickly

Value Drivers

EMA Value Drivers™ are value statements that can be associated with deals, activities, deal teams and individuals.

A simple example of a value driver is:

Value Driver: reduce customer attrition upon M&A announcement

Activities: customer communication plan

Tasks: identify ABC Company’s gold customers, prepare mailing, send acquisition announcement to gold customers, offer premier service to maximize customer retention

Responsible Contact: Jane Doe, VP of Corporate Communications

The management team can track value drivers and their tasks, ensure it is being executed as planned and driving the desired outcome. Does your integration plan drive value?

• manage tasks and activities as they relate to value drivers
• emphasize activities that drive value
• minimize M&A activity that does not drive value
• associate individuals and teams to value drivers
• ensure customer retention is high in the pre and post-deal
• retain valued employees and keep them motivated
• improve communications to employees, customers, suppliers and distribution channels
• retain retain retain and get to value quickly
• speed integration and ensure success

Analysis and Measurement

EMA Analytics™ comes equipped with several dozen reports out-of-the-box. Analytics can be viewed as reports or through EMA's dashboard interface. EMA Analytics can be tailored to fit your individual needs. New analytics can be easily created. EMA Analytics helps you monitor deal details and progress so that you can manage your deal flow more effectively and direct your strategy with laser precision.

• monitor and analyze any aspect of a deal at all times
• monitor all key business indicators and keep your deals on track
• reduce delays and minimize overlooked details
• keep the executive team informed and the extended deal team on the same page
• gain strategic advantage through more effective deal management and execution
• quickly reap the value of your M&A transaction and ensure your success

System Administration

EMA System Admin™ is designed for the EMA™ “power user.” The purpose of EMA System Admin is to allow a business user to control and administer EMA™ and lower the dependency on your already over-committed technical resources. An EMA System Admin can create new users and teams, assign users to teams, create escalation paths to executive sponsors, give users rights to views, give read-only/write/edit/delete rights to data and much more. EMA™ is designed to work in a highly secure web environment and data can be restricted down to the "field" level. Your data is always protected and you control who has access to what. Users access information specific to their task and unique to their profile. The EMA System Admin controls the use of EMA™ without having to involve your IT staff with day-to-day system modifications and maintenance.

• lower your dependency on your internal technical resources to administer your M&A systems and environment
• quickly add or edit users and teams
• give access to data and views quickly to foster collaboration
• control who has access to M&A data and ensure its security
• protect your M&A data and documents in a secured environment
• lower total cost of ownership by empowering the business people with a tool that they can administer themselves
• create an audit trail to your M&A data
• streamline the M&A process, centralize information, create a secure collaborative environment and ensure your success