Standing up a Diligence and Integration Management Office
How to Build the Function That Fixes Your Diligence-to-Integration Handoff
What you’ll learn
- How to build a combined DIMO function
- What their diligence team looks like
- What to surface early in the diligence-to-integration handoff
- How to manage multiple parallel integrations
- How to structure a steering committee
Who is this course for
This course is designed for corporate development and integration leaders responsible for building or scaling an M&A function. Whether you're standing up your first IMO or optimizing a mature program, you'll learn how to combine diligence and integration into a single seamless operation — and manage multiple deals running in parallel.
Access this course now by becoming a member.
Instructor
Kerry Perez is Chief Marketing Officer and Enterprise Strategy lead, overseeing Marketing, Corporate Communications, and Creative Services. She has led more than $1.75 billion in strategic acquisitions and integrations, helping scale the company from $1.1 billion to $3 billion. Kerry brings a data-driven approach to marketing and strategy, with expertise spanning M&A, business development, and organizational change management. She holds dual Bachelor of Arts degrees in Business Economics and Communication from UC Santa Barbara.
Badges
Have any questions?
DealPilot is where M&A practitioners access Buyer-Led M&A™ playbooks, frameworks, templates, and real-world insights from experienced deal leaders. Courses are taught by practitioners who've run deals — not academics or advisors. Topics include integration planning, due diligence, deal sourcing, valuation, and more.
DealPilot is available 24/7 through your M&A Science membership. Access them on-demand at your pace, on any device.
It depends on where you are in your M&A journey. If you're building foundational knowledge, start with the M&A Fundamentals Track — five courses covering the full deal lifecycle from sourcing through integration. If you're already running deals and want to build a repeatable, scalable process, explore the Buyer-Led M&A™ Certification. New courses are added regularly as we deepen the curriculum.
