JP7479145B2 - Information processing device, information processing method, and program - Google Patents

Description

The present invention relates to an information processing device, an information processing method, and a program.

Financial institutions propose various financial solutions, and in recent years, there has been an increase in inquiries about M&A (mergers and acquisitions) from clients such as small and medium-sized enterprises, making it urgent to respond.

When financial institutions act as intermediaries in M&A for small and medium-sized enterprises, they typically propose intermediary M&A, which involves providing extensive services (known as "full service") to the company wishing to transfer assets and the company wishing to acquire, such as corporate vetting, mediation of negotiations on terms, and conclusion of agreements and contracts, as well as referrals to lawyers, patent attorneys, tax accountants, accountants, social insurance and labor consultants, and other specialists.

JP 2016-38600 A

However, in M&A cases where the company wishing to transfer assets and the company wishing to acquire have a business relationship and the parties are able to settle their interests between themselves, traditional full-service solutions can be excessive and expensive.

The present invention was made in light of these circumstances, and aims to provide an inexpensive M&A intermediation service that is easy for clients to use.

In order to achieve the above object, an information processing device according to one aspect of the present invention comprises:
a check means for checking whether or not at least one of a first requester who wishes to transfer assets and a second requester who wishes to receive said assets satisfies a previously prepared condition for providing an intermediary service regarding the transfer of said assets;
a presentation means for presenting to the requester who satisfies the provision conditions a checklist including check items for confirming a negotiation status of the conditions for the transfer of the assets between the parties;
a matching means for matching an expert regarding the transfer of assets based on the checked items of the submitted check sheet;
Equipped with.
An information processing method and a program corresponding to the information processing device according to one aspect of the present invention are also provided as an information processing method and a program according to one aspect of the present invention.

The present invention makes it possible to provide an inexpensive M&A intermediation service that is easy for clients to use.

1 is a diagram showing a system according to a first embodiment of the present invention; FIG. 2 is a diagram showing a hardware configuration of a server included in the system of FIG. 1. FIG. 3 is a diagram showing a functional configuration of a server in the system of FIG. 1; 4 is a flowchart showing the operation of the server of FIGS. 1 to 3; FIG. 13 is a diagram showing an example of service provision conditions presented for a simplified M&A service. FIG. 13 shows a consultation sheet. FIG. 13 shows a consultation sheet. FIG. 13 shows a consultation sheet. FIG. 13 shows a consultation sheet. FIG. 13 shows a consultation sheet. FIG. 1 is a diagram showing the flow of a simplified M&A service. FIG. 13 is a diagram showing the exchange of documents in the simplified M&A service.

First Embodiment
Hereinafter, an embodiment of the present invention will be described with reference to the drawings.
FIG. 1 is a diagram showing the configuration of a system according to a first embodiment of the present invention, including a server relating to an information processing device.

This system provides the services necessary for M&A, acting as an intermediary between a transferor company (first client) that wishes to transfer assets and a recipient company (second client) that wishes to receive the assets. In the following, the transfer will be referred to as "acquisition."
M&A is a general term for corporate mergers and acquisitions, and includes, for example, the acquisition and transfer of shares, as well as the buying and selling of businesses and the integration of multiple businesses into one. The M&A intermediation service in this embodiment is called a "simplified M&A service."

The system shown in FIG. 1 is composed of a company terminal 1 operated by a person in charge U1 of the company that wishes to transfer assets, a company terminal 2 operated by a person in charge U2 of the company that wishes to purchase assets, a financial institution terminal 3 operated by a person in charge T of the financial institution that mediates the transaction between these companies, one or more expert terminals 4-1 through 4-n, and a server 5, all connected to each other via a network N.

A person in charge U1 of the transferring company operates the company terminal 1 to access the website of the simplified M&A service on the server 5 and apply for intermediation through the website.
Also, the person in charge U2 of the acquiring company operates the company terminal 2 to access the website of the simplified M&A service on the server 5 and apply for intermediation through the website.
The application can come from either the transferring company or the acquiring company.
In addition, when an application is made by one of the companies on the simplified M&A service website and the simplified M&A service is being provided, financial institution staff member T can operate the financial institution terminal 3 to access server 5 with intermediary authority to view document files and the like being exchanged between companies and between the companies and experts, thereby understanding the progress of the M&A.
The expert terminals 4-1 to 4-n are terminals operated by the respective experts. The experts are experts in each field who have dealings with financial institutions, such as lawyers, patent attorneys, tax accountants, accountants, social insurance and labor consultants, etc. Note that other professional occupations are also included in the category of experts.

The server 5 accepts an application for the simplified M&A service made, for example, from the acquiring company terminal 2, presents the conditions for providing the simplified M&A service regarding the transfer of assets that have been prepared in advance, and checks whether the conditions for providing the simplified M&A service are met.
As an example of a check, a screen for providing simplified M&A services may be displayed, the terms of service provision may be entered on that screen, and check boxes may be provided for the terms of service provision so that the client can check them.
Alternatively, for example, a document file describing the conditions for providing the service may be sent to the requester by e-mail or the like, and the requester may then confirm the returned document file after writing that the three conditions are met.

The server 5 also presents a consultation sheet 71a (see Figures 7 to 11) including check items for negotiating the terms of the transfer of assets between the parties to a client who meets the conditions for providing the simplified M&A service, and matches the client with an expert on the transfer of assets based on the checked check items on the presented consultation sheet 71a. Note that, below, an unchecked consultation sheet is referred to as consultation sheet 71a, and a checked consultation sheet is referred to as consultation sheet 71b.

FIG. 2 is a diagram showing a hardware configuration of the server 5 in the system of FIG.
As shown in FIG. 2, the server 5 includes a CPU (Central Processing Unit) 11, a ROM (Read Only Memory) 12, a RAM (Random Access Memory) 13, a bus 14, an input/output interface 15, an output unit 16, an input unit 17, a storage unit 18, a communication unit 19, and a drive 20.

The CPU 11 executes various processes according to a program recorded in the ROM 12 or a program loaded from the storage unit 18 to the RAM 13 .
The RAM 13 appropriately stores data and the like required for the CPU 11 to execute various processes.

The CPU 11, the ROM 12, and the RAM 13 are connected to one another via a bus 14. An input/output interface 15 is also connected to the bus 14. An output unit 16, an input unit 17, a storage unit 18, a communication unit 19, and a drive 20 are connected to the input/output interface 15.
The output unit 16 is composed of a display, a speaker, a printer, etc., and outputs output information such as voice data, text data, etc. If the output unit 16 is, for example, a printer, it can also print the output information.
The input unit 17 is made up of a keyboard, a mouse, etc., and inputs various information in response to user instructions. The storage unit 18 is made up of a hard disk drive, etc., and stores various types of information data.

The communication unit 19 communicates with other targets (eg, the company terminals 1 and 2, the financial institution terminal 3, the specialist terminal 4, etc. in FIG. 1) via the network N.
Removable media 21, which may be a magnetic disk, an optical disk, a magneto-optical disk, or a semiconductor memory, is appropriately attached to the drive 20. Programs read from the removable media 21 by the drive 20 are installed in the storage unit 18 as necessary. The removable media 21 can also store various data stored in the storage unit 18 in the same manner as the storage unit 18.

Although not shown, the company terminals 1 and 2, financial institution terminal 3, expert terminal 4, etc. of the system in Fig. 1 have basically the same hardware configuration as the server 5 shown in Fig. 2. Therefore, a description of the hardware configuration of the company terminals 1 and 2, financial institution terminal 3, expert terminal 4, etc. will be omitted.
Also, for convenience of explanation, the server 5 is provided separately from the financial institution terminal 3, but this is not limited to this, and the functions of the financial institution terminal 3 and the server 5 may be integrated into a single information processing device.

Next, the functional configuration of the system will be described with reference to Fig. 3. Fig. 3 is a diagram showing the functional configuration of the server 5 in Fig. 2 of the system in Fig. 1.
As shown in FIG. 3, the storage unit 18 of the server 5 functions as a service provision condition storage unit 31, a consultation information storage unit 32, an expert information storage unit 33, a company information storage unit 34, and the like.

The service provision conditions to be displayed on the screen for providing the simplified M&A service are stored in the service provision condition storage unit 31. That is, the service provision conditions for providing the simplified M&A service are stored in the service provision condition storage unit 31.
The terms of service for the simplified M&A service are as follows:
First condition: "A negotiating partner already exists."
Second condition: "The assets are shares, and the negotiations are for the transfer of shares."
The third condition is that the terms of the stock purchase and sale have been finalized.
The above three conditions must be met.
The first condition is that the parties are already in negotiation and there is no need to match companies with which to negotiate.
The second condition is that the service must only cover the transfer of shares, and does not cover business transfers, etc.
The third condition is that no intermediation is required for negotiating terms such as the purchase price.
That is it.
It should be noted that the first to third conditions shown here are merely examples, and other conditions may be extracted and changed from the items on the consultation sheet 71a shown in Figures 7 to 10, for example, and the number of conditions is not limited to those mentioned above.

The consultation information storage unit 32 stores a file of the consultation sheet 71a. In addition, the consultation information storage unit 32 stores information on checked check items on the consultation sheet 71a, the contents of the check items, and company information as consultation information. In other words, the consultation information indicates which company is requesting the service and under what conditions.
The expert information storage unit 33 stores information on experts related to M&A. For example, if the professional occupation is a lawyer, the information on the expert includes the type of the expert, “lawyer,” work experience, fields of expertise, the status of current cases in charge, schedule, etc.
The company information storage unit 34 stores company information. The company information may include, for example, information on a transferor company that wishes to transfer assets and information on a recipient company that wishes to receive the assets.
The company information includes, for example, the company name, business performance, the department and name of the person in charge, the company address, telephone number, email address, password, days and times when the company can be contacted by phone, etc. In addition, the company information includes information on assets that are the subject of M&A, information indicating whether the transaction is being transferred or acquired, etc.

The CPU 11 of the server 5 functions as a Web server unit 41, a matching unit 42, an intermediation unit 43, and the like.
The web server unit 41 publishes a website for the simplified M&A service. The website is provided with a display button (link) for displaying a screen listing the service provision conditions required for applying for the service, a button (link) for displaying a consultation sheet for the client to check after applying, and the like.
The Web server unit 41 includes a receiving unit 51 , a checking unit 52 , and a presenting unit 53 .
The reception unit 51 receives an application for the simplified M&A service from at least one of a company that wishes to transfer assets and a company that wishes to receive assets, via a website.
The checking unit 52 checks whether or not at least one of the company wishing to transfer assets and the company wishing to receive assets satisfies the conditions for providing the simplified M&A service prepared in advance.
The presentation unit 53 presents, to a company that satisfies the service provision conditions of the simplified M&A service, a consultation sheet 71a including check items for confirming the status of negotiations regarding the conditions for the transfer of assets between the parties.
Specifically, on a screen of service provision conditions displayed by pressing a button on the simplified M&A service website, the person in charge U2 checks the service provision conditions, and if the service provision conditions are met, the next screen displays a consultation sheet 71a.
The matching unit 42 matches the client with an expert on asset transfer based on the checked items on the presented consultation sheet 71a.
The mediation unit 43 mediates the experts matched by the matching unit 42 to the requesting company. Specifically, the mediation unit 43 notifies the experts of the email address, telephone number, etc. of the person in charge of the mediation destination company (for example, person in charge U2 in the case of the acquiring company) by email, and urges the experts to contact the requesting company to inform them of the mediation.

Next, the operation of the system of the first embodiment will be described with reference to Figures 4 to 11. Figure 4 is a flowchart showing the operation of the system of this embodiment. Figure 5 is a diagram showing the procedure for checking the service provision conditions of the simplified M&A service.

In the server 5, in step S101 of FIG. 4, the web server unit 41 publishes the website for the simplified M&A service on the network N (such as the Internet).

For example, a person in charge U2 of the acquiring company operates the company terminal 2 to access the website of the simplified M&A service, for example from a browser screen, and views the displayed portal page of the simplified M&A service. In step S102, the person in charge operates a display button for the service provision conditions on that page. In step S103, the operation of the display button triggers the web server unit 41 to display a screen listing the service provision conditions shown in FIG. 5.
The conditions for providing this service are: 1. There is a negotiating partner, 2. It is a stock transfer, and 3. The terms of sale are confirmed. If all three of these conditions are not met, we will provide the regular, comprehensive intermediary service, "full service."

When company representative U2 reads the service provision conditions displayed on the screen, determines that they match and presses the application button 61 to start consultation, the reception unit 51 determines that the operation of the application button 61 indicates an application to start consultation (Yes in step S104) and instructs the checking unit 52 to present the service provision conditions.
The checking unit 52, in response to an instruction from the reception unit 51, reads out the consultation sheet 71a from the consultation information storage unit 32, and in step S105, displays the consultation sheet 71a (see FIGS. 6 to 10) on the screen.

A link to the consultation sheet 71a may be provided to the application button 61, so that the consultation sheet 71a is displayed when the application button 61 is operated.
In addition to the application button 61, a check box may be provided for each of the three conditions, and the person in charge U2 may check the check box before pressing the application button 61, and the service provision conditions may be displayed only after the check unit 52 has checked the check box.

The consultation sheet 71a will now be described with reference to FIGS.
The consultation sheet 71a is composed of a consent form page shown in Fig. 6 and a consultation content page shown in Fig. 7 onwards, which is specified by a QR code written in the upper right corner of the consent form page. The consultation content page is a page where the user can write or check, or do both. The QR code is a registered trademark.
On the page of FIG. 6, the person in charge U2 signs to indicate his/her agreement regarding the disclaimer and information sharing.
On the pages following Figure 7, fill in each of the following columns: "1 Acquiring company,""2 Transferring company,""3Shares,""4Shareholders,""5 Confirmation information,""6 Negotiation status,""7 Special notes,""8 Request items," and "9 Required documents."
In the "1. Acquiring Company" column, enter information about the acquiring company. In the "2. Transferring Company" column, enter information about the target company (the transferring company). In addition, in this column, check the boxes for the relationship with the acquiring company, the negotiating party, and the reason for the transfer.
In the "3. Shares" column, enter the total number of issued shares, the number held by the representative, etc., and check the boxes for the items regarding restrictions on share transfer ("Yes"), ("No"), or ("Unknown"), and regarding stock certificates issuance ("Yes"), ("No"), or ("Unknown").
In the "4. Shareholders" column, check the box indicating whether the major shareholder is the "Representative" or "Other." If the major shareholder is someone other than the representative, enter the shareholder's name, address, and number of shares held.

The "5. Confirmation Information" column shown in Figure 8 lists questions 1 through 8 (check items) as confirmation items for the target company, and the check box for each question is checked to see if it is "Yes,""No," or "Unknown."
In the "6. Negotiation Status" column, questions 1 to 9 (check items) are entered as the negotiation status with the target company, and if each question item applies, check the box "Yes." Also, enter information on the target assets as necessary.
In “7. Special Notes,” add any matters to be communicated to the intermediary other than those listed in the questions section.

In the "8 Request Items" column shown in FIG. 9, specific request items (check items) "A" through "F," along with their work content and fees, are listed, and the check box provided for the request item is checked.
Request item "A" is the preparation of a stock transfer agreement, and the work content and fee are clearly stated. Request item "A" states that a law firm familiar with M&A will assist in the preparation of the stock transfer agreement. Request item "B" is a financial audit, and the work content and fee are clearly stated.
In the request item "B," it is stated that the tax accounting firm or consulting firm will investigate the financial situation of the target company and grasp the net assets and normal profitability. In addition, this request item "B" also states that it will report on obstacles and risks during M&A execution and information useful for corporate valuation.
The requested item "C" is a labor audit, and the work content and fee are clearly stated. The requested item "C" states that a social insurance labor consultant will check potential liabilities arising from labor that directly affect the purchase price.
The request item "D" is an intermediary job, and it is stated that the details of the work and the fee will be quoted separately.
The request item "E" is for registration-related support, and the work content and fee are clearly stated. The request item "E" states that a judicial scrivener familiar with M&A will support various registration procedures required for the M&A contract.
Request item "F" is a visit option, and the work content and fee are clearly stated. Request item "F" states that it can be selected if an investigation by on-site visit to the target company is desired.
The "9. Required Documents" field in FIG. 10 lists the names of documents required for application, and allows users to check the documents required to receive this service. Below the "9. Required Documents" field are examples of documents required when conducting an acquisition audit. Also, at the bottom of this page, there is a "check done" button 62. The "check done" button 62 is a button that is operated by the person in charge or U2 after checking all check items has been completed.

After signing the consent form page (see Figure 6) displayed on the screen, person in charge U2 operates the QR code icon on the consent form page or reads the QR code with a QR code reading function of a smartphone or the like to display a link page, which then displays the consultation sheet 71a page for the consultation content shown in Figure 7 and subsequent figures. Note that by reading the QR code with a QR code reading function of a smartphone or the like, the consultation sheet 71a page can be displayed on the smartphone display, and application can also be made via smartphone.

The person in charge U2 operates the QR code icon to check the check items in order on the consultation page for the consultation content shown in Figure 7 onwards, which is displayed on the screen. After checking all the check items, the person in charge U2 operates the end check button 62 provided on the page for the last consultation content.
The matching unit 42 is triggered by the operation of the check end button 62 and determines in step S106 that the consultation sheet 71a has been checked.
Then, based on the check items checked on the consultation sheet 71a and the service provision conditions in the service provision condition memory unit 31, the matching unit 42 displays on the screen a list of risks that may arise from the M&A, as well as information about counterparties that require verification (or information about counterparties that are considered to have not been sufficiently verified).
The list of risks displayed on the screen and the information regarding the parties requiring confirmation are linked, and by clicking on each of them, an appropriate menu (for example, request items (check items) "A" through "F" of "8 Request Items" in Figure 9) is presented, and by clicking on each request item (check item), solutions, etc. are suggested.

By having the company fill out and check the consultation sheet 71a,
(1) Quantitative information about the requesting company (company name, location, representative name, etc.),
(2) Quantitative information about the other party (company name, location, representative name, etc.);
(3) Information regarding the assets to be transferred (information regarding securities such as stocks);
(4) Information regarding the owners of the assets to be transferred;
(5) Qualitative information about the other party obtained through the company's own investigation and negotiations;
(6) Conditions determined through negotiations (such as the terms of sale of the assets to be transferred and the terms of assumption of claims and liabilities),
is obtained.
Correlation data between the obtained information and the request items (check items) on the consultation sheet 71 a is stored in the consultation information storage unit 32 .

In addition, the matching unit 42 displays a message urging the company to send the necessary documents described in the "9. Necessary documents" column of the consultation sheet 71a to the financial institution. When the company's person in charge T confirms this message and sends the necessary documents to the financial institution, the financial institution confirms the received necessary documents.
Then, in step S107, the matching unit 42 matches the expert based on the check items checked on the consultation sheet 71a.
In this matching, the matching unit 42 refers to the expert information storage unit 33 based on the check status of request items "A" to "F" of the "8 request items" on the consultation sheet 71a, and selects experts such as lawyers, social insurance labor consultants, and judicial scriveners required for the request content.

When the matching of experts is completed, in step S108, the mediation unit 43 mediates the experts matched by the matching unit 42 to the company.
Specifically, the mediation unit 43 reads information on the matched expert from the expert information storage unit 33, reads information on the company of the person in charge U2 from the company information storage unit 34, and sends an email to the expert's contact email address, with the contact information (email address, telephone number, etc.) of the company's person in charge U2 and the details of the work included in the body of the email.

Thus, according to the system of the first embodiment, when at least one of the companies (person in charge U2 of the acquiring company) wishing to transfer shares and the company wishing to receive the shares accesses the portal page of the simplified M&A service published by the server 5 and performs an operation to display the service provision conditions, the service provision conditions of the simplified M&A service prepared in advance are displayed, and if the service provision conditions are met, the consultation sheet 71a including check items to confirm the status of negotiations regarding the terms of the M&A for the share transfer between the parties is presented to the company, and an expert on the transfer of shares is matched based on the check items checked on the consultation sheet 71a, so that M&A support can be provided with a menu and price suited to the needs of the company wishing to act as an intermediary in M&A.

According to this system, the following effects can be obtained.
In the first embodiment described above, a service was provided in a case where a company supported M&A, but by having the financial institution personnel themselves use this system, it is possible to improve the quality of new employee training and the listening skills of financial institution employees.
To explain in more detail, when financial institutions provide loans to companies, they usually conduct a "business feasibility assessment" in which they evaluate the company not only based on quantitative financial data such as financial statements and business operations, but also on "qualitative" information.
However, when hearing qualitative information, the quality of the information obtained varies depending on the skill of the listener, making it difficult for financial institutions to maintain a consistent level of business feasibility assessment based on qualitative information.
Therefore, by having financial institution personnel use this system and learn the system's "standardized questions" and "multiple choice answer methods," and by having them master how to conduct interviews according to the content of the consultation and the M&A case, even new or young financial institution personnel with little experience will be able to conduct business feasibility evaluations at a certain level.
Other benefits of using this service are listed below.
1. When inexperienced financial institution staff meet with and interview businesses hoping for M&A, it takes a huge amount of time and effort to listen to and sort out their needs. However, by using the consultation sheet 71a, it becomes possible to accurately grasp the needs of businesses, improving work efficiency.
2. In the case of M&A in regional areas, there are few experts in those regions, and matching is often difficult, but by applying for this service, businesses can easily and appropriately search for experienced M&A experts. Financial institutions that use this system can easily and appropriately match experienced M&A experts with businesses.
3. In the case of M&A in regional areas, financial institutions will need to spend a huge amount of time and effort to find experts in regional areas, but by combining this with the contents of 3. above, it will be possible to improve business efficiency.
4. In cases where M&A transactions have not undergone acquisition audits, etc., financial institutions may not be able to provide loans. However, this service allows businesses to complete M&A procedures using experienced M&A specialists, which will enable them to gain a high level of trust from financial institutions and business partners.

Second Embodiment
Next, a second embodiment will be described with reference to Fig. 11 and Fig. 12. The second embodiment is a specific example of a method for providing a simplified M&A service. Fig. 11 is a diagram showing the flow of work between a transferor company and an acquirer company that receive the simplified M&A service.

As shown in FIG. 11, when a company uses this simplified M&A service, in step S201, negotiations are conducted in advance between the parties, the transferor company 81 (hereinafter referred to as the "transferor company 81") and the acquirer company 82 (hereinafter referred to as the "acquirer company 82"), regarding terms such as the purchase and sale price of shares.
Once the purchase and sale price of the shares has been determined as a result of the negotiations, one of the transferring company 81 and the acquiring company 82 (e.g., acquiring company 82) will notify financial institution 83 that it has met the service provision conditions for the simplified M&A service.

Then, in step S202, the financial institution sends a consultation sheet 71a to the person in charge at the acquiring company 82.
At the acquiring company 82, a person in charge reads the consultation sheet 71a, checks the items, and then returns it to the financial institution.

In step S203, the financial institution, upon receipt of the returned consultation sheet 71a, determines that the request is an application for the simplified M&A service, matches the request with a lawyer, tax accountant, or other professional based on the checked items on the consultation sheet 71a, and introduces the matched lawyer or tax accountant to the company.

The company that has received the expert's referral requests the expert to provide simplified M&A services, and in step S204, the expert provides the requesting company with services such as conducting corporate audits (acquisition audits) and preparing contracts.

Then, in step S205, the parties negotiate the final terms, and when the final terms of sale are determined, in step S206, a final contract is concluded.
Once the final contract is signed and the stocks and transfer price are exchanged in step S207, the simplified M&A service is complete, but we can provide support after that. For example, we can also handle procedures such as officer change registration in step S208, which are necessary after the M&A is concluded.

Next, the flow of the simplified M&A service involving not only companies but also financial institutions and experts will be explained with reference to FIG. 12. FIG. 12 is a diagram showing the flow of the simplified M&A service involving companies, financial institutions, and experts.

As shown in FIG. 12, when a company uses this simplified M&A service, in step S301, a transferor company 81 and an acquirer company 82 negotiate terms such as the purchase price of shares.
When the purchase and sale price of the shares is determined as a result of the negotiation, one of the transferring company 81 and the acquiring company 82 (e.g., acquiring company 82) will notify financial institution 83 that it has met the service provision conditions for the simplified M&A service.

The financial institution 83 that has received the notification sends the consultation sheet 71a prepared in advance to the person in charge at the acquiring company 82 in step S302.
At the acquiring company 82, a person in charge reads the consultation sheet 71a received from the financial institution 83, and in step S303, fills in the necessary items on the consultation sheet 71a and checks the check items, and then in step S304, consults with the financial institution 83.

In step S305, the financial institution 83 accepts the application for the simplified M&A service upon receipt of the completed consultation sheet 71b provided by the person in charge at the acquiring company 82, matches the financial institution with experts A and B, such as lawyers and tax accountants, based on the checked items on the consultation sheet 71b, and in step S306, sends and shares the consultation sheet 71b with the matched experts A and B.

At the financial institution 83, in step S307, a person in charge at the financial institution 83 prepares the application and contract 72a and sends it to the acquiring company 82.
In step S308, the acquiring company 82 has a person in charge sign and stamp the application form and contract 72a received from the financial institution 83, and then in step S310, the person in charge uses the signed and stamped application form and contract 72b to prepare for the acquisition audit, stock transfer contract, etc.
In step S311, the acquiring company 82 returns the signed and sealed application form and contract 72b to the financial institution 83. The reply to the financial institution 83 constitutes the application.
In step S312, the financial institution 83 accepts the returned signed and sealed application form and contract 72b, and in step S313, sends the accepted signed and sealed application form and contract 72b to the experts A and B.

Expert A, who has received the application form and contract 72b, conducts an acquisition audit of the M&A target companies 81 and 82 in step S314, and Expert B, who has received the application form and contract 72b, prepares a stock transfer agreement in step S315 and provides services to each of Experts A and B in step S316.
After the companies 81 and 82 that have received the services conclude a final contract, in step S317, the M&A is completed.

Thus, according to the system of the second embodiment, the financial institution 83 presents the service provision conditions for the simplified M&A service prepared in advance to at least one of the companies (acquiring company 82) out of the transferring company 81 that wishes to transfer the shares and the acquiring company 82 that wishes to receive the shares, sends a consultation sheet 71a to the company that satisfies the service provision conditions, receives the completed consultation sheet 71b, and, based on the contents of the consultation sheet 71b, matches with experts A and B necessary for the M&A of the requesting company and arranges for them to be provided to the requesting company.
In other words, within the scope of the information provided in the consultation sheet 71b, the financial institution 83 can select an expert suitable for the M&A of the requesting company and refer the expert to the requesting company, thereby enabling the financial institution 83 to provide M&A support to the company at a price and with the ability to respond that suits the needs of the company seeking M&A mediation.

Although one embodiment of the present invention has been described above, the present invention is not limited to the above-mentioned embodiment, and modifications and improvements that can achieve the object of the present invention are included in the present invention.

For example, the above-mentioned series of processes can be executed by hardware or software. Furthermore, one functional block may be configured by hardware alone, software alone, or a combination of both.

When the series of processes is executed by software, the program constituting the software is installed into a computer or the like from a network or a recording medium.
The computer may be a computer built into dedicated hardware, or may be a computer capable of executing various functions by installing various programs, such as a server, a general-purpose smartphone, a PC, or the like.

The recording medium containing such a program may be configured not only as a removable medium (not shown) that is distributed separately from the device body in order to provide the program to the user, but also as a recording medium that is provided to the user in a state where it is already installed in the device body.

In this specification, the steps of describing a program to be recorded on a recording medium include not only processes that are performed chronologically according to the order, but also processes that are not necessarily performed chronologically but are executed in parallel or individually.
In addition, in this specification, the term "system" refers to an overall device that is composed of a plurality of devices, a plurality of means, etc.

In other words, the system to which the present invention is applied can take various forms, including the embodiment of FIG. 1 described above, having the following configurations:

That is, an information processing device to which the present invention is applied (for example, the server 5 in FIG. 3, etc.)
A check means (e.g., the check unit 52 in FIG. 3 ) for checking whether or not at least one of a first requester who wishes to transfer assets and a second requester who wishes to receive the assets satisfies a previously prepared condition for providing an intermediation service regarding the transfer of the assets;
a presentation means (e.g., the presentation unit 53 in FIG. 3 or the like) for presenting a check sheet (consultation sheet 71 a in FIG. 7 to FIG. 11 ) including check items for confirming the status of negotiations on the conditions for the transfer of assets between the parties to the requester who satisfies the provision conditions;
a matching means (e.g., the matching unit 42 in FIG. 3 ) for matching experts related to the transfer of assets based on the checked items of the presented check sheet;
Equipped with.
With this configuration, it is possible to provide only the M&A functions required by clients such as small and medium-sized enterprises, thereby realizing the service required for M&A intermediation that is easy for clients to use and inexpensive.
In the information processing device (for example, the server 5 in FIG. 3 ),
The provision conditions (e.g., FIG. 5, etc.) are
Three conditions must be met: the negotiating party has been decided, the object of transfer is a specific asset, and the conditions for transfer of said asset have been determined.
This allows financial institutions to limit the type of intermediation they provide and provide low-cost intermediation services.
In the information processing device (for example, the server 5 in FIG. 3 ),
The specific assets are securities (stocks),
This allows the procedures for transferring assets to be simplified to the transfer of shares only, making it possible to provide low-cost intermediary services.
In the information processing device (for example, the server 5 in FIG. 3 ),
a mediation means (e.g., the mediation unit 43 in FIG. 3 ) for mediating the expert matched by the matching means (e.g., the matching unit 42 in FIG. 3 ) to the client;
Further comprising:
This allows experts and clients to communicate directly, eliminating the hassle of intermediaries and making it possible to provide low-cost intermediary services.
In the above embodiment, the correlation data obtained by checking the requested items (check items) on the consultation sheet 71a was stored in the consultation information storage unit 32. By data mining this correlation data, it is possible to improve the accuracy of the risks and information to be confirmed indicated by the contents entered by the client on the consultation sheet 71a, as well as the menu of suggested countermeasures.
In the above embodiment, the M&A is limited to the transfer of shares. However, by changing the items on the consultation sheet 71a, the present invention can also be applied to M&A other than the transfer of shares, such as "business transfer."

1: Company terminal (transferor), 2: Company terminal (acquirer), 3: Financial institution terminal, 4-A to 4-n: Expert terminal, 5: Server, 11: CPU, 18: Storage unit, 31: Service provision conditions storage unit, 32: Consultation information storage unit, 33: Expert information storage unit, 34: Company information storage unit, 41: Web server unit, 42: Matching unit, 43: Mediation unit, 51: Reception unit, 52: Check unit, 53: Presentation unit, N: Network

Claims (6)

a check means for extracting the provision conditions stored in advance in a predetermined database and checking whether the provision conditions are met based on the input information when at least one of a first requester who wishes to transfer assets and a second requester who wishes to receive the assets inputs information corresponding to contents to be checked for a portion of items used for determining whether the conditions for providing intermediary services regarding the transfer of assets are met among check items for confirming the status of negotiations regarding the conditions for the transfer of assets between the parties; and
a presentation means for presenting a check sheet including the check items to the requester when the provision conditions are checked to be satisfied , and receiving an operation by the requester to check the check items on the check sheet ;
a matching means for matching an expert on the transfer of assets based on the check items of the check sheet that has been submitted and checked , and notifying the expert of the matching result together with the check sheet ;
An information processing system comprising: The provision conditions are:
Three conditions must be met : the negotiating party has been decided, the object of transfer is a specific asset, and the conditions for transfer of said asset have been determined.
The information processing system according to claim 1 . The specific assets are securities.
The information processing system according to claim 2 . an intermediation means for intermediating the expert matched by the matching means to the client;
The information processing system according to claim 1 , further comprising: An information processing method executed by an information processing device,
a check step of extracting the provision conditions stored in advance in a predetermined database and checking whether the provision conditions are met based on the input information when at least one of a first requester who wishes to transfer assets and a second requester who wishes to receive the assets inputs information corresponding to contents to be checked for a part of items used for determining whether the conditions for providing intermediary services regarding the transfer of assets are met among check items for confirming the status of negotiations regarding the conditions for the transfer of assets between the parties; and
a presentation step of presenting a check sheet including the check items to the requester when the provision conditions are checked to be satisfied , and accepting an operation of the requester to check the check items on the check sheet ;
a matching step of matching an expert on the transfer of assets based on the check items of the check sheet that has been submitted and checked , and notifying the expert of the matching result together with the check sheet ;
An information processing method comprising: A program for causing a computer to execute a process,
The computer includes:
a check step of extracting the provision conditions stored in advance in a predetermined database and checking whether the provision conditions are met based on the input information when at least one of a first requester who wishes to transfer assets and a second requester who wishes to receive the assets inputs information corresponding to contents to be checked for a part of items used for determining whether the conditions for providing intermediary services regarding the transfer of assets are met among check items for confirming the status of negotiations regarding the conditions for the transfer of assets between the parties; and
a presentation step of presenting a check sheet including the check items to the requester when the provision conditions are checked to be satisfied , and accepting an operation of the requester to check the check items on the check sheet ;
a matching step of matching an expert on the transfer of assets based on the check items of the check sheet that has been submitted and checked , and notifying the expert of the matching result together with the check sheet ;
A program for executing.

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