Typical M&A Functional Workstreams Introduction The team framework, particularly the structure of the functional workstreams, is dependent on several factors, such as type of business, organizational structure, size of acquisition, the focus and strategy of the acquisition (i.e. product integration, new product, strategic uplift, synergies), etc. There are typically between six and twelve workstreams, as
M&A Communications Plan This is a communication plan template for a merger or acquisition. It guides you through what you need to consider, how to keep messaging consistent and what bases need to be covered, minimally. To Do What will we have in place to ensure feedback? People need to be heard and may have
M&A Due Diligence Checklist Due Diligence is arguably the most important step when it comes to a merger. Planning which specific documents and data to request from the target company can save a lot of time and money, ensuring that you gather all critical information to make an educated decision on whether or not to
M&A Team Roles, Responsibilities and Skill Sets Probably the most complex and critical part of the Integration Framework Definition phase is the structuring of the teams and the hierarchy and process for approvals and decisions. The list below describes the team portion of the Integration Framework and the high-level flow described here. Executive Steering Committee
M&A Acquisition Templates, Trackers and Checklists The Devensoft M&A Checklist and Management Toolkit includes several template, trackers and checklists for use by M&A teams. They are available for free download by submitting the form at the bottom of this page. They include the following: Acquisition Tracker This is a tool to track all potential and
General Tips For a Successful M&A Ensure that your M&A Due Diligence checklist is solid. You should start with our standard list and tweak it as a start for all deals (already customized to fit what you need to know, based on your organization), but will need to add or remove some entries, to customize