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.
The following is a non-exhaustive list of information to be requested/obtained when conducting an intellectual property (IP) due diligence review of a company (the “Company”) for a commercial transaction. Documents and/or information should be requested for both the Company and its subsidiaries, if any.
Our LOI template provides a foundation for negotiating and memorializing the parties’ agreement on the key terms of an asset deal. Covers key deal terms that are present in most asset deals The template is customizable to meet the specific circumstances of your deal
Our template Confidentiality Agreement provides mutual protections for both Buyers and Sellers to allow the parties to freely discuss potential transactions knowing that their confidential information is protected. Buyers and Sellers can feel confident discussing a potential transaction Mutual confidentiality agreement protects the confidential and proprietary information of both parties The fact that the parties are having discussions is protected, helping to prevent unwanted leaks and rumors about a potential deal
Our flow of funds template will help you track and organize your closing payments. Create clear, organized instructions for all payments that will be made at closing Verify payment and account details Helps ensure that your closing runs smoothly and efficiently
Our change management process template will help you to plan the change in any organization after M&A. The template is done via a time chart, so it easy to estimate the time needed for the change. Use this chart to plan the step-by-step process with a clear structure keeping your accounting, culture and organization structure in tact during the change process.
Our LOI template provides a foundation for negotiating and memorializing the parties’ agreement on the key terms of an equity deal. Covers key deal terms that are present in most stock deals The template is customizable to meet the specific circumstances of your deal
Our "Business Plan for an Acquisition" template includes guidelines for creating a business plan in preparation for an acquisition. This template goes over categories such as: objectives market analysis external environmental analysis acquisition plan financing plan integration plan and more
Our template Clean Team NDA can be used in conjunction with our (or any other) Confidentiality Agreement to allow the Buyer and Seller to exchange the most sensitive competitive information. Protects highly sensitive and/or competitive information Control access to the most sensitive confidential information
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. The template shows what sections are in integration process, the status of each workstream to see how if the integration is going on time. The template has detailed financial, operational, sales and general tasks examples to help you with integration process.
Decisions/Change Requests log, guide, and template Instructions. Includes: Decision making criteria and guidelines Decision log template directions Decision template Change request log guidelines Change request template directions Change request template
Our post-merger synergy template will help you to see where the synergy can be improved across the key company components such as strategic orientation, communication, training and development, planning, teamwork, and other operations categories.
The Private Company Due Diligence Checklist provides a framework of initial due diligence requests. Data required ranges from general information about the company and their culture to conducting more in-depth surveys on internal processes.
Our deliverables chart template will help you track all stages of M&A deal from testing to reviewing stage. It is easy to understand, which deliverable is in progress, what is the desired outcome of the deliverable, responsible department and member. Such structure will make sure that M&A transition is done correctly and on time.
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.
Our M&A roles and responsibilities matrix will help everyone on the M&A team to understand their place in the overall process. This can make the M&A process more efficient in terms of time, prevent potential costs arising from misunderstandings and increase team involvement with a clear structured schedule with duties assigned to each team member.
Our acquisition strategy template is very useful in defining your long-term goals regarding future M&A deals. This template will help you to choose and compare all growth strategies including organic growth, acquisitions, mergers or divestments and identify criteria for targets for mergers or acquisitions such as financials, company size, and other relevant parameters.
Discounted cash flow (DCF) valuation model is a way to value a company/project based on its future cash flows. The model is completely flexible, so that when you put in the inputs data the model calculates the P&L and does valuation automatically. If you need to change only one parameter, just do it and the model will do necessary recalculations of valuation. Input revenue, costs, investment assumptions to arrive at very quick yet efficient valuation of your project.
In addition to general requests in categories that are applicable to nearly all transactions, our technology playbook emphasizes those areas of due diligence where issues most often arise for technology targets. Checklists are customizable to meet the specific circumstances of your deal.
Program List template with category titles, along with management instructions Program List template with category titles, along with management instructions. Includes: Risk log formatted template Detailed category names Risks and issues definitions, guidelines, and examples Directions on how to use the risks log Directions on how to use the issues log
Due diligence is required of any responsible investor seeking to share in the gains (or losses) of the hedge fund of their choosing. Our checklist is comprised of basic questions you'll need to be answered before investing in a fund.
Our merger timeline template is a helpful tool to track merger process, key dates and people responsible for the processes. The dates of each process automatically transform into Gantt diagram that can be copied to any status report and visualize what is happening right now and what are the next steps to ensure that the merger integration process runs as efficiently as possible.
The Private Equity Due Diligence Checklist provides a framework of initial due diligence requests. Data required ranges from general information about the company and their culture to conducting more in-depth surveys on internal processes.
Our acquisition evaluation template will help you structure potential targets for acquisition. When selecting a potential company for acquisition it is important to get a short overview of each target and then compare how targets match the acquirer business in terms of product fit, geography, financials, and other parameters on a 1-page dashboard. It will greatly assist you in making the correct decision for the M&A deal.