Post Merger Integration Checklist
The Post Close Integration Checklist template provides a framework for integration requests. These are tailored specifically for M&A transactions.
Most suitable for transactions that involve complex 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 Post Merger Integration Checklist Include
The Post Close Integration Checklist template Includes line items for the following: Close Plus 30, 60, and 100 days.
Close Plus 30 Days
Here are example request line items covered in the “Close Plus 30 Days” section of DealRoom’s Post Close Integration Checklist
1st Record-to-Report Cycle with Consolidated Financials Completed, Issues Noted on Issues Log with Resolution Plans Documented
30 Day Post-Onboarding Employee Survey Sent, Inclusive of Buddy System Checkpoint
30 Day Post-Close Customer Survey Sent
Weekly Sales Transition Calls Occurring, Issues and Resolution Plans are Being Documented
All Training for Day 1 Has Been Satisfactorily Completed by Trainees
Close Plus 60 Days
Here are example request line items covered in the “Close Plus 60 Days” section of DealRoom’s Post Close Integration Checklist
2nd Record-to-Report Cycle with Consolidated Financials Completed, Issues Preventing Short Close Cycle to be Addressed by Day 100
Employee Survey Results Analyzed, Resolution Plans in Place for Identified Issues
Customer Survey Results Analyzed, Resolution Plans in Place for Identified Issues
Sales Transition Call Attendance Reduced to Persons Required for Issue Resolution Only
Permanent Signage in Place at All Sites
Close Plus 100 Days
Here are example request line items covered in the “Close Plus 100 Days” section of DealRoom’s Post Close Integration Checklist
3rd Record-to-Report Cycle with Consolidated Financials Completed Using Short Close Cycle Protocol
100 Day Post-Onboarding Employee Survey Sent
Buddy Protocol Discontinued
100 Day Post-Close Customer Survey Sent
Data Migration Complete for Retiring Systems, Archiving and Retirement Plans Underway
Can I change requests in this checklist or add new?
Every M&A deal and post acquisition integration
process is different. Downloaders are urged to make these checklists their own by changing the providing information to better fit their needs.
Does this plan provide all the necessary integration information?
This Post Merger Integration 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 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 IT M&A integration checklist. Users can begin assigning, adding to, and completing necessary tasks.