This play is designed to shorten the diligence memo for readability during hand-off to the integration team.
The due diligence memo is extremely hefty and usually contains 30 to 50 pages for the integration team to read. It’s wishful thinking that every person involved in the integration team would read every piece of that document...there lies the problem.
It’s no secret that a knowledge chasm between diligence and integration teams can lead to value leaks. Even when the integration lead is involved early in the process, there will be new people added during the formal integration process.
Execute this play and shorten your diligence memo to ensure that everyone will read your report for effective integration planning. The final result should be no more than four pages.
Head of Corp Dev, Deal Sponsor, Integration Lead, Functional leads
Pen and paper
Convey meeting with all the functional leaders
Summarize the Diligence Memo pulling out the following key things:
Hand-off your 4-page document to the integration team