DealRoom for Post M&A Integration

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!

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.

This buildable checklist ensures that nothing is missed during the integration process. It includes all the typical guidelines and requirements needed for successful integration with space to customize and add tasks specific to your unique deal.

As IT systems become ever more complex, integrating a target’s data and systems into your own becomes increasingly daunting. With our M&A integration template, you can itemize tasks and take this process one step at a time!

The best way to ensure retention during integration is by offering clear and consistent communication. Our Communication M&A Integration Checklist helps you build a roadmap for consistent and clear messages across your entire organization.

Understanding and conducting the proper legal analysis prior to and as integration starts is essential for completing a successful M&A transaction. With our template, your integration process will be set up for legal success.