M&A Communication Plan

PE/VC investment process (from first meeting to money transfer) - a scheme explaining stages with timing key processes. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Strategic Deal Communications Framework
  Map out the “who, what, when, how” of all communications—internal teams, employees, customers, suppliers, media and regulators—so your messaging is consistent and clear.
• Audience-specific messaging
  Define key segments and tailor messages for each group: management, frontline staff, investors, partners—ensuring each hears “what it means for me.”
• Timeline & channel play-book
  Use milestone-based sequencing (pre-sign, announcement, closing, Day 1, integration) and mix channels (town hall, email, website, social) to reach all stakeholders when it matters most.
• Audit-ready communications trail
  Track every message, approval, version, and distribution channel so your leadership team can see exactly what was said, when, and to whom.

Follow your communication launch using the Compliance Due Diligence Checklist to validate regulatory readiness, then transition to deal-clean-up using the Clean Team Agreement Template.