Communication M&A Integration Checklist

Our M&A Integration Communication Checklist provides a framework for integration communication requests.

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” section of 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

Download Template
Start Due Diligence With DealRoom
Start Integration With DealRoom

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” section of 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

Communication M&A Integration Checklist

Our M&A Integration Communication Checklist provides a framework for integration communication requests.

Download Template
Start Due Diligence With DealRoom
Start Integration With DealRoom

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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” section of 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

What Tasks does the 

Communication M&A Integration Checklist

 Include

FAQ

What Is Due Diligence?

Due diligence is a critical aspect of any deal that begins very early in the process and can continue right up until closing. During due diligence, the potential buyer asks questions and requests documentation from the seller that helps the buyer understand the target company and its business. These requests are usually general to start and become more specific as the buyer develops a greater understanding of the target. Buyers use the information provided by the seller to evaluate the opportunities and risks associated with the potential transaction. It is important for sellers to stay organized throughout the process. Buyers often submit thorough, detailed request lists that require input from numerous members of the seller’s deal team.

What is a due diligence checklist?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction.
However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

What Questions Does the Master Due Diligence Questionnaire Include?

As the name implies, a due diligence request list is a list of questions and requests for information and documentation that a buyer submits to a seller in order to learn about the target company, its business and its operations. The initial diligence request list tends to be broad and typically includes an extensive list of questions covering a wide range of subjects. This allows the buyer to gain a broad understanding of the target company and identify key issues that can be investigated and considered more closely. Because every deal is different, due diligence request lists have to be tailored to meet the needs of the buyer and address the unique circumstances of your transaction.
However, there is a variety of fundamental requests that are relevant in most deals. These are the types of requests that our templates are designed to address.

Key considerations when using our m&a due diligence template

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select a Master Due Diligence Template while creating a new room
  • Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

Can I change requests in this checklist or add new?

Every M&A 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 integration information?

This checklist was created by and for M&A professionals. It includes a comprehensive starting point for the integration process. However, every deal is different and may require additional requirements and tasks.

How to use this template with DealRoom?

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select an Integration Template while creating a new workspace
  • Start planning, assigning, adding to, and completing integration tasks. The Requests tab is automatically populated with the tasks from the integration template.

Key considerations when using our m&a due diligence template

Our templates are drafted to provide an inclusive and wide-ranging list of initial due diligence requests. However, the templates, as well as the information contained therein, are not legal advice. They are not complete, and they are not specific to your transaction. The templates are designed to elicit general information from the seller that will provide the buyer with a broad overview of the target and it’s business and operations. You should review any template before using it, and it may need to be modified to ensure that it is suitable and relevant to your circumstances. Information provided by the seller will likely trigger additional questions that focus on specific aspects of the target’s business and issues identified during the due diligence process.

Are the requests in the template comprehensive?

No. Our Due Diligence Checklist is drafted to include typical requests that are relevant in most transactions. However, every deal and every target company is unique. Before utilizing any template, it is important that you review it with the help of your legal and other professional advisors to ensure that the requests are complete and tailored to the specific circumstances of your deal.

How to use the template with Dealroom

  • Start 14-day Free Trial of DealRoom and sign-up
  • Select a Master Due Diligence Template while creating a new room
  • Start assigning, adding to, and completing due diligence requests with needed documents by uploading them into the built-in virtual data room. The Requests tab is automatically populated with the requests from the due diligence template.

Communication M&A Integration Checklist

Our M&A Integration Communication Checklist provides a framework for integration communication requests.

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Requests
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Analytics
Overview
Progress
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How DealRoom can help you execute due diligence

By using our master due diligence template, alongside DealRoom’s M&A lifecycle management software, you can create a smooth diligence process.

How DealRoom can help you execute integration

By using our integration template, alongside DealRoom's M&A lifecycle management software, you can create a smooth integration process

With this solution you’ll receive:

Professional diligence template

With requests that are specific to your transaction type. Whether you conduct sell-side or buy-side transactions, our platform allows you to add new requests as they pop up, track progress, collaborate and more.

A built-in data room

Allowing you to link corresponding documents to the diligence requests and keep all the information safe. Organize and manage your files and documents with easy drag & drop upload, 4-levels permissions, a built-in viewer, and smart notifications.

Project management capabilities

That enable your team to work together and set priorities during the diligence process. You can also invite other parties and client into the platform, set permissions, access and answer new coming requests.

Collaboration tools

To eliminate long email threads. Team members can add comments and specifically tag other users on requests to ask questions or give awareness.

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