Post Merger Integration Checklist/Framework

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!

This template is included in all DealRoom's plans

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Excel Export/Import

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

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

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What Tasks does the 

Post Merger Integration Checklist/Framework

 Include

Legal

  • Asset/Stock purchase agreements
  • Labor/unionization relations
  • Follow-up on red flags found during Due Diligence
  • Legal risk management
  • Integration contract law
  • Intellectual property (IP) rights

Finance

  • Organizational financial audit
  • Statutory audit and reporting
  • Audit accounting practices and policies
  • Implement management report structure
  • Implement accounting practices
  • Evaluate organizational control
  • Implement treasury policy
  • Implement customer financing system
  • Collect tax audit results
  • Evaluate tax practices and policies
  • Integrate taxation

HR

  • Evaluate organizational structure and upper management
  • Audit and evaluate HR policies and practices
  • Identify current and past legal issues
  • Evaluate HR metrics
  • Benefits and compensation
  • Stock options
  • Pension and retirement 
  • Other miscellanous employee insurances
  • Fringe benefits
  • Agreements - employee, compensation, collective bargaining, severance
  • Evaluate HRIS 
  • Performance appraisals and management
  • Pinpoint key personnel
  • Create organizational restructuring strategy

ITC

  • Evaluate ICT infrastructure and processes
  • Intregrate ICT systems, applications, and processes
  • Create deviation report
  • Create and implement a plan to resolve issues

Communication

  • Survey and evalute current practices
  • Identify corporate identity and culture
  • Create strategy to assimilate communication practices

Culture

  • Company history
  • Pre-integration identity and culture
  • Compare and evaluate company cultures
  • Forecast potential strategic and operational challenges
  • Establish an integrated culture and value structure

Sales & Marketing

  • Coordinate commercial integration meetings
  • Develop sales strategy -- short- and long-term
  • Notify supply chain constituents -- customers, suppliers, stakeholders
  • Audit new customer contracts for integrety and continuity
  • Develop post-integration brand awareness strategy

Post-Sale and Service

  • Identify leading post-sale and service processes
  • Form and implement post-integration strategy

Technology and R&D

  • Assess results and findings from Due Diligence
  • Create post-integration technology portfolio
  • Integrate/implement technology systems
  • Evaluate R&D capacity and capabilities
  • Evaluate documentation practices
  • Develop strategy to leverage joint company R&D capabilities

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.

Post Merger Integration Checklist/Framework

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!

Post Merger Integration Checklist/Framework

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!

This template comes with Single Project plan and above
Automate your process today with this M&A checklist.

Utilizing a checklist is just step one. In order to have a seamless process, M&A checklists need to be utilized with the proper deal workflow tool.

‍Request a demo to learn how you can turn a checklist into an automated process and workflow with the DealRoom platform. With DealRoom, you can tackle any type of due diligence.

Project Tristan
Requests
Documents
Groups
Analytics
Overview
Progress
Timeline
Filter
All Requests
Export
  • Asset/Stock purchase agreements
  • Labor/unionization relations
  • Follow-up on red flags found during Due Diligence
  • Legal risk management
  • Integration contract law
  • Intellectual property (IP) rights
  • Organizational financial audit
  • Statutory audit and reporting
  • Audit accounting practices and policies
  • Implement management report structure
  • Implement accounting practices
  • Evaluate organizational control
  • Implement treasury policy
  • Implement customer financing system
  • Collect tax audit results
  • Evaluate tax practices and policies
  • Integrate taxation
  • Evaluate organizational structure and upper management
  • Audit and evaluate HR policies and practices
  • Identify current and past legal issues
  • Evaluate HR metrics
  • Benefits and compensation
  • Stock options
  • Pension and retirement 
  • Other miscellanous employee insurances
  • Fringe benefits
  • Agreements - employee, compensation, collective bargaining, severance
  • Evaluate HRIS 
  • Performance appraisals and management
  • Pinpoint key personnel
  • Create organizational restructuring strategy
  • Evaluate ICT infrastructure and processes
  • Intregrate ICT systems, applications, and processes
  • Create deviation report
  • Create and implement a plan to resolve issues
  • Survey and evalute current practices
  • Identify corporate identity and culture
  • Create strategy to assimilate communication practices
  • Company history
  • Pre-integration identity and culture
  • Compare and evaluate company cultures
  • Forecast potential strategic and operational challenges
  • Establish an integrated culture and value structure
  • Coordinate commercial integration meetings
  • Develop sales strategy -- short- and long-term
  • Notify supply chain constituents -- customers, suppliers, stakeholders
  • Audit new customer contracts for integrety and continuity
  • Develop post-integration brand awareness strategy
  • Identify leading post-sale and service processes
  • Form and implement post-integration strategy
  • Assess results and findings from Due Diligence
  • Create post-integration technology portfolio
  • Integrate/implement technology systems
  • Evaluate R&D capacity and capabilities
  • Evaluate documentation practices
  • Develop strategy to leverage joint company R&D capabilities

Prepare for your integration

DealRoom’s post merger integration template is designed to help teams have an efficient integration process from the beginning. By providing your team with a pre-made professional task list, you can start the process right away.

The template can act as a guide for common integration task categories such as legal, financial, HR, IT, tax and more. And when you use a task tracker inside DealRoom, everything will be in one centralized space.

Legal

  • Asset/Stock purchase agreements
  • Labor/unionization relations
  • Follow-up on red flags found during Due Diligence
  • Legal risk management
  • Integration contract law
  • Intellectual property (IP) rights

Finance

  • Organizational financial audit
  • Statutory audit and reporting
  • Audit accounting practices and policies
  • Implement management report structure
  • Implement accounting practices
  • Evaluate organizational control
  • Implement treasury policy
  • Implement customer financing system
  • Collect tax audit results
  • Evaluate tax practices and policies
  • Integrate taxation

HR

  • Evaluate organizational structure and upper management
  • Audit and evaluate HR policies and practices
  • Identify current and past legal issues
  • Evaluate HR metrics
  • Benefits and compensation
  • Stock options
  • Pension and retirement 
  • Other miscellanous employee insurances
  • Fringe benefits
  • Agreements - employee, compensation, collective bargaining, severance
  • Evaluate HRIS 
  • Performance appraisals and management
  • Pinpoint key personnel
  • Create organizational restructuring strategy

ITC

  • Evaluate ICT infrastructure and processes
  • Intregrate ICT systems, applications, and processes
  • Create deviation report
  • Create and implement a plan to resolve issues

Communication

  • Survey and evalute current practices
  • Identify corporate identity and culture
  • Create strategy to assimilate communication practices

Culture

  • Company history
  • Pre-integration identity and culture
  • Compare and evaluate company cultures
  • Forecast potential strategic and operational challenges
  • Establish an integrated culture and value structure

Sales & Marketing

  • Coordinate commercial integration meetings
  • Develop sales strategy -- short- and long-term
  • Notify supply chain constituents -- customers, suppliers, stakeholders
  • Audit new customer contracts for integrety and continuity
  • Develop post-integration brand awareness strategy

Post-Sale and Service

  • Identify leading post-sale and service processes
  • Form and implement post-integration strategy

Technology and R&D

  • Assess results and findings from Due Diligence
  • Create post-integration technology portfolio
  • Integrate/implement technology systems
  • Evaluate R&D capacity and capabilities
  • Evaluate documentation practices
  • Develop strategy to leverage joint company R&D capabilities

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 template

with requests that are specific to your transaction type. 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.

Project management capabilities

that enable your team, client and other parties to work together and set priorities during the diligence.

Collaboration tools

to eliminate long email threads. Team members can add comments and tag other each other on requests.

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