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Corporate Development M&A Integration Checklist

M&A Corporate Development Integration Checklist

The M&A Corporate Development Checklist provides a framework of requests for corporate development teams. These are tailored specifically to M&A transactions.

  • 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 your team.

What the Corporate Development Checklist Includes

The M&A Corporate Development Checklist template Includes line items for both pre and post close.

Pre-Close Corporate Development Checklist

Here are example request line items covered in the pre-close section of DealRoom’s M&A Corporate Development Checklist

  • Maintain Awareness of Market, Industry, Economic, and Other Forces that May Impact Deal Valuation Assumptions
  • Calculate Deal Valuation and Synergy Projections
  • Develop Presentation Materials for Internal and External Stakeholders
  • Assist Finance in the Development of the Capital Stack and Legal Entity Step Plans
  • Advise Integration Lead of Synergy and Valuation Assumptions for use in Integration Target Operating Model Development
  • And More

Pre-Close Corporate Development ChecklistClose Plus 60 Days

Here are example request line items covered in the pre-close section of DealRoom’s M&A Corporate Development Checklist

  • Alongside Legal, Monitor Parameters During Escrow Period
  • Advise on Design on Contingency Milestones/Measurements, i.e. for Earn Out or Other Contingent Payments
  • Set Up Synergy Realization Tracking and Reporting
private equity icon

Corporate Development M&A Integration Checklist

M&A Corporate Development Integration Checklist

The M&A Corporate Development Checklist provides a framework of requests for corporate development teams. These are tailored specifically to M&A transactions.

  • 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 your team.

What the Corporate Development Checklist Includes

The M&A Corporate Development Checklist template Includes line items for both pre and post close.

Pre-Close Corporate Development Checklist

Here are example request line items covered in the pre-close section of DealRoom’s M&A Corporate Development Checklist

  • Maintain Awareness of Market, Industry, Economic, and Other Forces that May Impact Deal Valuation Assumptions
  • Calculate Deal Valuation and Synergy Projections
  • Develop Presentation Materials for Internal and External Stakeholders
  • Assist Finance in the Development of the Capital Stack and Legal Entity Step Plans
  • Advise Integration Lead of Synergy and Valuation Assumptions for use in Integration Target Operating Model Development
  • And More

Pre-Close Corporate Development ChecklistClose Plus 60 Days

Here are example request line items covered in the pre-close section of DealRoom’s M&A Corporate Development Checklist

  • Alongside Legal, Monitor Parameters During Escrow Period
  • Advise on Design on Contingency Milestones/Measurements, i.e. for Earn Out or Other Contingent Payments
  • Set Up Synergy Realization Tracking and Reporting
FAQ

Can I change requests in this checklist or add new?

Every M&A and due diligence 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 due diligence information?

This corporate development M&A checklist was created by and for M&A professionals. It includes a comprehensive starting point for any diligence process. Every deal is different however and may require additional requests or diligence areas.

Easily Collect Data Using this Template in DealRoom

The M&A Corporate Development Checklist Template can easily be imported into DealRoom.

How to use the template with DealRoom:
  • Download the due diligence 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 due diligence template. Users can begin assigning, adding to, and completing due diligence requests.

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