M&A Toolkit

The Comprehensive M&A Checklist and Management Toolkit

Your M&A guide for everything from target evaluation through post-merger integration

This toolkit is designed for Corporate Development and Integration Teams and can be easily customized to fit your organization’s needs.  Along with the tools and templates comes a step-by-step guide on how to implement the toolkit.

Tracking and ranking of targets

Communicating with executive team

Prelim and full due diligence checklists

Integration planning and execution for closed deals

Detailed integration checklists for major functional areas

Templates, forms and reports that you can start using today

The M&A Checklist and Management Toolkit is available for purchase and immediate download. You will also receive a 12-month subscription to our update service. This ensures you receive the latest content and updates as soon as they are released. 

Should you decide to sign up for our M&A management software, the entire cost of your M&A toolkit purchase will be applied as a credit towards your first year subscription.

The M&A Checklist and Management Toolkit includes the following (click on each row for more details):

Acquisition Tracker (Excel)

Track all potential and historical targets. The first tab is an executive summary tab that will be used for the M&A Opportunity Funnel – Executive Summary document (see below). The second tab is to track all active targets and the last tab is to track all targets that have been abandoned / passed on and the ones that have closed (color coded). The tracker is very important, especially when there are multiple companies being researched. Keeping the comments, last action and next steps fields up to date will really help in communicating to leadership and ensuring that there is follow-through at each stage.

Acquisition Ranking Tool (Excel)

Score and rank potential targets, to give a quantitative perspective of which ones to focus on. This is not meant to be an absolute determination of the best companies to pursue, but is a quantitative and qualitative view of how the prospective targets rank against each other, based on criteria that you set. The criteria and scoring should be customized for your business, corporate strategy and vision.

M&A Opportunity Funnel - Executive Summary (PowerPoint)

Used for periodic Executive updates. This template allows you to show each target and its stage in the process, give a one-page summary of those targets (slide 3, which is cut and pasted from the Acquisition Tracker and detailed company summary slides for each company. The last slide in the appendix gives a detailed description of what is involved at each of the 5 stages.

Desktop (Preliminary) Due Diligence

This document describes the goals and process of Desktop Due Diligence. It is a general guideline that should be customized for your business and the specific target you are reviewing.

M&A Due Diligence Checklist (Excel)

This is a comprehensive due diligence checklist by function. You should work with each functional leader in your organization to customize it as a standardized list for all deals for your organization and then slightly tweak it for each particular target company.

M&A Integration Methodology

This document summarizes a refined integration approach, based on best practices within several different industries, as well as a wide range of deal sizes. It outlines, in detail, how to implement this framework and methodology step-by-step. While the methodology is very disciplined and structured, it is also flexible enough to easily customize and scale for each specific deal.

Integration Playbook for Core Functions

This is an integration playbook, or integration task list, for the core functions. This is meant to serve as a starting point and is not an exhaustive list – It should be thoroughly reviewed with each of the core functional leaders and customized to use as a standardized list for all deals for your company. The pertinent items will be used on the functional integration workplans and detailed out, as necessary. Additional actions, specific to a target / deal, will also be added to the functional integration workplans.

Key Employee Retention Plan (template)

Use this template to plan which key employees should be retained and how to retain them. This plan should be finalized, including both companies’ key employees, soon after the Letter of Intent (LOI) is executed for a specific deal.

Communication Plan (template)

This communication plan template guides you through what you need to consider, how to keep messaging consistent and what bases need to be covered, minimally.

Workstream Charter (Word)

Use this template to help develop workstream charters. A charter should be written by each workstream team during or shortly after the integration planning kick-off orientation.

Integration Workplan (Excel)

This template can be used by each workstream to develop their integration action plans. The first tab should be used for Phase 1 / Day 1 items. Some workstreams will not have any actions to execute on Day 1, but many will. The second tab should be used for all other actions. The phases can be tracked by Start Date. The level of detail under each major action is up to the workstream leaders.

Workstream Cross-Functional Dependency Log (Excel)

Track and resolve all cross-functional (cross-workstream) dependencies during integration planning and execution.

Workstream Risks and Issues Log (Excel)

Track, communicate, mitigate and resolve all risks and issues for each workstream.

Workstream Status Report (Word)

Use this template for regular workstream status reports to the Integration Leader. Reports are typically submitted weekly.

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