M&A Integration Communication Checklist
The M&A Integration Communication Checklist provides a framework for integration communication requests. These are tailored specifically to M&A transactions.
Most suitable for transactions that involve integration processes
Initial requests help prompt basic information for a general overview of the target company
DealRoom encourages teams to customize these checklists to accommodate the unique needs of your deal and team
What Does a Communication Post Close Integration Plan Include
The M&A Integration and Communication Checklist template Includes line items for the following: Communication Requirements and Tools, Roadmap, Staffing, and Budgeting, Communications Governance and Plan, Deal Announcement, Announce to Close, and Close to Roll-Off.
Communication Requirements and Tools
Here are example request line items covered in the “Communication Requirements and Tools” section of DealRoom’s M&A Integration Communication Checklist
Review Both Acquirer and Target Communications Noting Channels, Style, Frequency, Audiences, and Tone
Review Target Operating Models for All Work Streams or Functions
Prepare Initial List of Internal Stakeholders for Both Parties: Employees (Can Include Contingents/Outsourcers), Management, Board, Shareholders
Prepare Initial List of External Stakeholders: Vendors, Customers, Regulators, Partners, and Media
Alongside Change Management Team, Prepare/Review Stakeholder Assessment that Identifies Impacts to Stakeholders
Roadmap, Staffing, and Budgeting
Here are example request line items covered in the “Roadmap, Staffing, and Budgeting” section of DealRoom’s M&A Integration Communication Checklist
Determine Whether Communications Budget will be Centralized or Dispersed Among Teams
If Budgeting is Dispersed, Prepare and Disseminate Protocol and Timeline for Submitting Budget Line Items, and Carefully Review Submissions for Completeness
Alongside Integration Leadership, Determine Communications Program Staffing Model Considering all TOM Requirements, Scope, and Timing Needs
Compile Overall Communications Program Budgeting in Accordance with Guidelines Established by Integration Leadership, Adding Contingency Commensurate with Integration Uncertainty, i.e. 15-20% Initially, Reducing with Iteration When Possible
Roadmap, Staffing, and Budgeting
Here are example request line items covered in the “Communications Governance and Plan” sectionof DealRoom’s M&A Integration Communication Checklist
Setup Communications Governance to Preclude Ad-Hoc or Erroneous Communications, Ensure Corporate Communications Group and Management Support with Governance Process
Develop a RACI or Other Roles/Responsibilities Outline for Dealing With Leaks or Negative Press
Alongside Change Management and Integration Management Office, Ensure the Availability of "IMO@xyzcompany" Email Address, to Allow All Participants to Quickly Reach the Integration Office with Communications Concerns
Draft Key Messages for Each Stakeholder Grouping, Including Documenting Desired Outcomes or Actions
Review Key Messages with Integration Team and Integration Governance/Leadership, Get Alignment and Approvals
Can I change requests in this checklist or add new?
Every M&A deal and integration communication process is different. Downloaders are urged to make these checklists their own by changing the providing information to better fit their needs.
Does this questionnaire provide all the necessary due diligence information?
This integration communication checklist was created by and for M&A professionals. It includes a comprehensive starting point for any integration process. However, every deal is different and may require additional requests or diligence areas.
Easily Execute Post Merger Integration in DealRoom
How to use the template with DealRoom:
Download the due diligence template from DealRoom’s website
Open a room within DealRoom
Go to the Requests tab and select “import”
Import the downloaded template
The Requests tab is automatically populated with the requests from the due diligence template. Users can begin assigning, adding to, and completing due diligence requests.