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Post Merger Integration Checklist

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 Does a Post Merger Integration Checklist Include

The Post Close Integration Checklist template Includes line items for the following: Close Plus 30, 60, and 100 days.

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
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Post Merger Integration Checklist

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 Does a Post Merger Integration Checklist Include

The Post Close Integration Checklist template Includes line items for the following: Close Plus 30, 60, and 100 days.

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

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 Post Merger Integration Checklist was created by and for M&A professionals. It includes a comprehensive starting point for any integration process. However, every deal is different and may require additional requests or diligence areas.

Easily Collect Data Using this Template in DealRoom

The Post Close Integration Checklist Template can easily be imported into DealRoom. Here’s how to use the template with DealRoom's post merger integration software:

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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