Post Merger Integration Checklist

This checklist template provides a framework for integration requests, tailored specifically for M&A transactions. Initial requests help prompt basic information for an overview of the target company.

Post Merger Integration Checklist

The Post Close Integration Checklist template provides a framework for integration requests. These are tailored specifically for M&A transactions.

  • Most suitable for transactions that involve complex 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
Download Template
Try for free

Post Merger Integration Checklist

The Post Close Integration Checklist template provides a framework for integration requests. These are tailored specifically for M&A transactions.

  • Most suitable for transactions that involve complex 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

Post Merger Integration Checklist

This checklist template provides a framework for integration requests, tailored specifically for M&A transactions. Initial requests help prompt basic information for an overview of the target company.

Download Template
Start trial with this template

What are the benefits of using this template?

Excel Export/Import

Export this template to Excel with just one click. Also, Import your Excel spreadsheet easily - turn it into a nice dealroom.net board.

Integrated with Data Room

The tasks tracker is integrated with the virtual data room, so you can start collecting documents right away.

Easy Tracking

Track your projects progress from start to finish, know if a task is stuck or behind schedule.

Eliminate Excel trackers, emails and disconnected tools with DealRoom

Post Merger Integration Checklist

The Post Close Integration Checklist template provides a framework for integration requests. These are tailored specifically for M&A transactions.

  • Most suitable for transactions that involve complex 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 Tasks does the 

Post Merger Integration Checklist

 Include

Close Plus 30 Days

Here are example request line items covered in the “Close Plus 30 Days” section of DealRoom’s Post Close Integration Checklist

  • 1st Record-to-Report Cycle with Consolidated Financials Completed, Issues Noted on Issues Log with Resolution Plans Documented
  • 30 Day Post-Onboarding Employee Survey Sent, Inclusive of Buddy System Checkpoint
  • 30 Day Post-Close Customer Survey Sent
  • Weekly Sales Transition Calls Occurring, Issues and Resolution Plans are Being Documented
  • All Training for Day 1 Has Been Satisfactorily Completed by Trainees

Close Plus 60 Days

Here are example request line items covered in the “Close Plus 60 Days” section of DealRoom’s Post Close Integration Checklist

  • 2nd Record-to-Report Cycle with Consolidated Financials Completed, Issues Preventing Short Close Cycle to be Addressed by Day 100
  • Employee Survey Results Analyzed, Resolution Plans in Place for Identified Issues
  • Customer Survey Results Analyzed, Resolution Plans in Place for Identified Issues
  • Sales Transition Call Attendance Reduced to Persons Required for Issue Resolution Only
  • Permanent Signage in Place at All Sites

Close Plus 100 Days

Here are example request line items covered in the “Close Plus 100 Days” section of DealRoom’s Post Close Integration Checklist

  • 3rd Record-to-Report Cycle with Consolidated Financials Completed Using Short Close Cycle Protocol
  • 100 Day Post-Onboarding Employee Survey Sent
  • Buddy Protocol Discontinued
  • 100 Day Post-Close Customer Survey Sent
  • Data Migration Complete for Retiring Systems, Archiving and Retirement Plans Underway

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.

More Templates

IT Due Diligence Checklist

Acquisition Evaluation Template

M&A Press Release Template

Try DealRoom templates

Signup for DealRoom

Download Template

*All fields are required