Our M&A closing checklist template will help you to see key actions and documents related to any M&A deal closing.
Our M&A integration scorecard will help to evaluate the M&A integration process on now, after 100 days and after one year after the deal is done.
Our merger timeline template is a helpful tool to track merger process, key dates and people responsible for the processes.
Tailored to assist practitioners to accomplish the financial aspects of integration, this checklist provides a framework for the necessary finance-related responsibilities that should be met for successful integration.
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This checklist will ensure nothing essential is missed in the integration process. It includes all the typical guidelines and requirements needed for successful integration, however, we encourage teams to customize these checklists to accommodate the specific needs of your deal.
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.
This checklist provides a framework of requests for corporate development teams. Help prompt basic information for a general overview of the target company with initial requests.
Our Integration Charter checklist is tailored specifically to M&A transactions, providing a framework of requests for high level management presentations. Prompt basic information from the target company such as purpose, budget, and success criteria.
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Our M&A Integration Communication Checklist provides a framework for integration communication requests.
Understanding and conducting the proper legal analysis during integration is essential for completing a successful M&A transaction.
Our IT M&A integration checklist provides a framework for tasks to be completed during an IT integration.
