Mergers and acquisitions always involve organizing many moving parts, from the very beginning of a transaction through to the very end. Once a transaction is closed and two or more companies are merging, the number of moving parts increases even further: more stakeholders, more employees, and different policies and procedures. In order to successfully combine these moving parts and maximize synergies, post-merger integration (PMI) is required.
PMI ensures that the merger will return on the intended value from the initial transaction. It’s a long process, and the earlier it’s started, the better.
While post-merger integrations can differ depending on the companies involved and the circumstances around the merger or acquisition, we’ve found there are many consistent elements across PMIs. Methodical checklists broken down by dated milestones ensure that every department across an organization is properly prepared for integration and that nothing is overlooked.
Ready to get started? Choose whichever format you prefer—Word document or Excel file—and download your free PMI checklist below.
Using a Firmex VDR? Upload the Excel checklist directly to your data room to keep track of your progress!