M&A Roles and Responsibilities

Our M&A roles and responsibilities matrix will help everyone on the M&A team to understand their place in the overall process. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Clear ownership & accountability
  Define each participant’s role in the M&A lifecycle—deal team, legal, finance, operations, and integration—so everyone knows their deliverables and deadlines.
• Streamlined workflow structure
  Map tasks, approvals and handoffs across sourcing, diligence, closing and integration phases—avoiding ambiguity and friction.
• Cross-functional alignment
  Bring together corporate development, business units and advisors in one shared matrix so responsibilities are transparent and communication flows smoothly.
• Audit-ready structure
  Capture sign-offs, track who handed off to whom and maintain a documented log of roles and transitions—key for governance and institutional memory.

Once roles are defined, compare deal terms using the Form of Bid Comparison Chart, or assess target operations with the Operational Due Diligence Checklist.

‍

‍