Post-Merger Integration Software

DealRoom’s post M&A integration management software helps increase post-close success.

Download Proposal
post-merger integration software
Prevent Post-Close Failure with Post-Merger Integration Planning

Post-Merger Integration Value

The value of a deal relies on an organized post-merger integration checklist.

Post-merger integration, commonly referred to as PMI, is a crucial stage of M&A. The PMI stage determines the value of any M&A deal. PMI requires early planning, strategic thinking, and swift decision making. Typically, PMI is complex, and happens alongside a business’ core activities. A common mistake during PMI is simply not planning ahead early on in a deal’s life cycle. To create an even greater challenge, there is no standard or correct way to implement successful PMI. Teams need to focus on the deal's strategic objectives and identify synergies to ensure the maximum value of the deal can be achieved.

PMI can be broken down in stages, starting with closing day/day one. The first three years post-deal are critical to a deal's success, and DealRoom M&A integration software can help you prepare. The M&A integration platform enables teams to plan for the transforming stage from the very beginning of document collection. Teams have access to all the files and data before the deal closes, allowing them to spot areas of concern and plan accordingly.
Try DealRoom M&A integration software today and help prevent post-close failure.
Сontact sales

Key benefits for your post-merger integration management

Most mergers and acquisitions fail because of poor post-deal integration practices. DealRoom M&A integration software helps you avoid common post-merger integration mistakes, and increases the chance of a successful integration. It’s vital to have a post-merger integration plan.
Real Time Visibility Keeps Teams Updated

Swift action is necessary when enabling the success and value of a deal. Plan for post-merger integration early by having real time visibility to enable strategic problem solving and identify synergies. This helps teams with visioning, shaping, and transforming, all crucial to a successful PMI process.

Eliminate Guessing with Knowledge Transfer

During diligence, teams gather and collect every little detail about the company. Information collected during diligence, that is crucial for a successful integration, can be accessed after the deal is complete. The knowledge transfer that you get with DealRoom allows everyone to see the big picture early on.

Work in a Secure Workspace

Security shouldn’t be a second thought when it comes to post-merger integration software. With DealRoom, security is our top priority, so our users don’t have to stress about it. We meet all industry standards and then some, such as FINRA, ISO 27001 Certified, powered by AWS, SOC 2, SEC, HIPAA and more. All confidential information is secure, allowing you to focus on the deal.

Collaborate in One Platform

The platform’s communication capabilities help enable collaboration between workstreams. Instead of communicating through one off emails, or lengthy threads, all users can communicate through the platform. This includes potential buyers, sellers, the management team, and other third parties. DealRoom M&A integration tool also integrates with Slack.

Reduce Duplicate Work

DealRoom M&A integration tool helps teams receive fewer duplicate requests, and decrease duplicate work overall by 80%. The smart system brings up suggested files that it predicts are relevant to each requests. It also lets users know if they upload a file or document that has already been added to the virtual data room.

Track Integration Workstream Progress and Analytics

DealRoom users can easily track the progress and history of each integration workstream with visuals and graphs. Thorough data analytics can give helpful insight on user activity, such as buyer engagement, as well as tracked document and file activity. All progress charts and analytics can be spun into PDF or Excel reports with one click.

Plan Strategically with Post-Merger Integration Software

Plan post-merger activities on an IMO / function / workstream level

Many companies use outdated or inefficient technology, such as Excel and lengthy email threads, when it comes to the post-deal integration phase of any M&A deal. Our M&A integration tool helps teams ensure all integration goals are aligned at every level early on. Our software also allows users to set cross-stream dependencies across multiple functions. All team members can see the progress of the deal as it unfolds, in real time. This enables information and updates to be shared with employees in key roles such as managers and human resources, on a regular basis.

DealRoom lets users set due dates and priorities, along with visual progress tracking and reports. This help team leaders prepare timelines, an action plan, and connect with stakeholders, who need to fully understand the rationale for the deal.

plan integration

Execute plans and collaborate in one place

A successful PMI process involves visioning, shaping, and transforming. Visioning is setting the strategy and priorities, including prioritization of synergies. Shaping is determining how the buyer, target, and their respective functions should be integrated. Finally, transforming is the final stage of PMI, when all the integration occurs.

Team members often spend too much time tracking their work in multiple versions of shared Excel documents, resulting in confusion and bottlenecks in an integration’s progress.

DealRoom M&A integration software is designed to consolidate and streamline these problems. You can track everything on one platform and it is updated in real time. This allows for less time spent reporting, and lets you focus more on the future of the company.
execute plans

Track requests progress during post-merger integration

DealRoom allows everyone involved on the deal to view the progress on requests.

You can track everything on one platform. This allows for less time spent reporting, and lets you focus more on the future of the company. You can also assign specific roles for each request, set clear due dates and labels, keeping everything prioritized.

After a deal is complete, the newly formed organization can still use DealRoom for project management. That way, all employees are on one integrated smart platform. They can continue to securely store, send, and transfer documents as well as create new requests and communicate with new team members easily. DealRoom can eliminate common day to day communication challenges.
track post-merger progress

DealRoom M&A Integration Software Solves Post-Merger Integration Challenges

The failure rate for M&A transactions sits between 60% to 80%, and yes, we find that extremely high, and preventable. Common post-merger integration challenges include lack of visibility, data fusion, employees, regulation, customers, inadequate technology integration, etc.
post-merger integration challenges
If there is a lack of synchronization in the newly formed company, the value of a deal decreases and can lead to post-close failure. For example, the two companies need to have an established customer data integration system. They also need updated data to be accessible by the entire organization, so no one is working off of outdated information. The quicker newly formed teams can sync up, the better. With DealRoom M&A integration tool, all information collected during diligence can be passed on and accessed after the deal closes. It can be used for proper communication, data sharing, project management, and more.

Plan With Our M&A Integration Tool So You Can Be Ready On Day One


Tag items in diligence to create an integration plan in real time.


Know where the integrating roadblocks are and stay on schedule.


Set dates early to build out your timeline for the deal’s entire lifecycle.

Integration Progress

View a project’s status without scheduling a meeting or sending another email.


Assignee a specific team member to be in charge of requests and other responsibilities within the platform.


Use filters to view only specific requests or documents, such as overdue requests during PMI.

Deal Notes

Use deal notes and markups during integration.


Set your notifications to what you prefer; either immediately, hourly, daily, weekly, or disabled.


DealRoom’s thorough analytics help deal teams prevent post-merger problems before they happen.

"What has stuck out most to me is the responsiveness and overall care the DealRoom team has shown in addressing any issues or concerns as they may arise. We have even requested extra functionality/capabilities and the team has responded by building these out where possible. I have really enjoyed working with the team and would definitely recommend.""
Alex A., Investment Banking Analyst at Baird

Try DealRoom’s Innovative Post-Merger Integration Tool

Ready for a better process that helps maximize deal value? Request our post-merger integration software today.

Dealroom Overview


Interested in learning more about DealRoom's merger tools? Sign up for a screen share demo today. Our demos cover the following topics:
  1. Current Process Assessment
  2. Industry Specific Platform Overview
  3. Features and Capabilities
  4. Customer Service
  5. Pricing that Fits Your Needs
  6. Answer any Additional Questions

M&A Platform Price


Find out more about DealRoom’s M&A integration software pricing plans. Once you pick a plan, you can have a room up and running within minutes.
  1. Standard - for Small Teams
  2. Professional - for Deal Teams
  3. Company - for Multiple Teams
  4. Enterprise - for High Volume
  5. Deal / Project Based
DealRoom M&A integration tools help to focus on important post-merger activities. Our features will get your deal done quickly and help ensure post-close success.