Post Merger Integration Checklist

Maintaining a consistent post-merger integration plan will help retain value and solidify your new team culture! This checklist provides a framework for integration tasks at 30, 60, and 100-day intervals, keeping you on track.

• Day-1 integration blueprint
  Pre-built checklists and timelines for people, systems, and operations so every team knows exactly what happens next.
• Ownership and accountability
  Assign workstream leads, set priorities, and track status in one place—no scattered spreadsheets or email chains.
• Synergy capture & KPI tracking
  Quantify cost and revenue synergies, monitor critical KPIs, and surface risks early to keep value creation on track.
• Documented decisions
  Attach artifacts, log approvals, and preserve context across workstreams for a clean audit trail and faster escalations.
• Seamless handoff from diligence
  Carry forward findings, documents, and assumptions from diligence so integration starts with full context.

For sector-specific pre-close checks, see the Oil & Gas Due Diligence Checklist, and for people-focused risk review, use the HR Due Diligence Checklist.