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Legal M&A Integration Checklist

Legal Integration Checklist (Playbook)

This legal integration checklist provides a framework for the legal requirements needed for pre-close and post merger integration. This checklist is tailored specifically to assist practitioners accomplish the legal aspects of integration during an M&A transaction.

  • Most suitable during integration planning and execution for complex M&A transactions
  • Includes the typical legal requirements needed for successful M&A integration, for both pre-close and post-close.
  • DealRoom legal data room encourages teams to customize these checklists to accommodate the unique needs of your deal and M&A process.

What Does a Pre & Post Merger Integration Legal Checklist Include?

Understanding and conducting the proper legal analysis during integration is essential for completing a successful M&A transaction. This checklist includes the main legal requirements for pre-close and post-close integration such as coordinating negotiations, assisting deal evaluation and monitoring the escrow period. This checklist serves as a guideline and should be customized to fit the specifics of each M&A deal.

Pre-Close

Understanding and conducting the proper legal analysis during integration is essential for completing a successful M&A transaction. This checklist includes the main legal requirements for pre-close and post-close integration such as coordinating negotiations, assisting deal evaluation and monitoring the escrow period. This checklist serves as a guideline and should be customized to fit the specifics of each M&A deal.

  • Coordinate Deal Negotiations and Agreements
  • Maintain Awareness of the Risk Environment, Including Potential Contingencies
  • Assist Regulators in Deal Evaluation as Requested
  • Monitor Achievement of Closing Conditions
  • Deliver Gun-Jumping Training, and Service as Point of Contact for Gun-Jumping Questions
  • Define Day 1 Legal Department Target Operating Model, Including Organization Design, Systems, Facilities, and Roles/Responsibilities
  • Serve as Point of Contact on Legal Matters, i.e. Interpretation of Legal Agreements

Post-Close

After an M&A deal closes, there are many essential legal roles to be fulfilled. This mostly involves ensuring that all agreements are met and that proper mitigation and advisement is given so that integration execution runs without issue.

  • Monitor Legal Parameters During Escrow Period
  • Advise on Design on Contingency Milestones/Measurements, i.e. for Earn Out or Other Contingent Payments
  • Oversee Contract Migration, Novation, Termination, or Replacement for Leaseholds, Vendors/Customer Contracts

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Legal M&A Integration Checklist

Legal Integration Checklist (Playbook)

This legal integration checklist provides a framework for the legal requirements needed for pre-close and post merger integration. This checklist is tailored specifically to assist practitioners accomplish the legal aspects of integration during an M&A transaction.

  • Most suitable during integration planning and execution for complex M&A transactions
  • Includes the typical legal requirements needed for successful M&A integration, for both pre-close and post-close.
  • DealRoom legal data room encourages teams to customize these checklists to accommodate the unique needs of your deal and M&A process.

What Does a Pre & Post Merger Integration Legal Checklist Include?

Understanding and conducting the proper legal analysis during integration is essential for completing a successful M&A transaction. This checklist includes the main legal requirements for pre-close and post-close integration such as coordinating negotiations, assisting deal evaluation and monitoring the escrow period. This checklist serves as a guideline and should be customized to fit the specifics of each M&A deal.

Pre-Close

Understanding and conducting the proper legal analysis during integration is essential for completing a successful M&A transaction. This checklist includes the main legal requirements for pre-close and post-close integration such as coordinating negotiations, assisting deal evaluation and monitoring the escrow period. This checklist serves as a guideline and should be customized to fit the specifics of each M&A deal.

  • Coordinate Deal Negotiations and Agreements
  • Maintain Awareness of the Risk Environment, Including Potential Contingencies
  • Assist Regulators in Deal Evaluation as Requested
  • Monitor Achievement of Closing Conditions
  • Deliver Gun-Jumping Training, and Service as Point of Contact for Gun-Jumping Questions
  • Define Day 1 Legal Department Target Operating Model, Including Organization Design, Systems, Facilities, and Roles/Responsibilities
  • Serve as Point of Contact on Legal Matters, i.e. Interpretation of Legal Agreements

Post-Close

After an M&A deal closes, there are many essential legal roles to be fulfilled. This mostly involves ensuring that all agreements are met and that proper mitigation and advisement is given so that integration execution runs without issue.

  • Monitor Legal Parameters During Escrow Period
  • Advise on Design on Contingency Milestones/Measurements, i.e. for Earn Out or Other Contingent Payments
  • Oversee Contract Migration, Novation, Termination, or Replacement for Leaseholds, Vendors/Customer Contracts

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

Easily Collect Data Using this Template in DealRoom

DealRoom is a project management solution and virtual data room for complex financial transactions. DealRoom enables increased collaboration, efficiency and value creation by providing a centralized platform in which practitioners can organize and complete tasks essential to due diligence, integration and deal success. By conducting legal integration through DealRoom's post merger integration software, practitioners can securely store important documents, collaborate on requirements, communicate more easily with third parties, and organize priorities.

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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