{"id":26389,"date":"2021-06-21T15:36:59","date_gmt":"2021-06-21T15:36:59","guid":{"rendered":"https:\/\/www.process.st\/templates\/ma-acquisition-checklist\/"},"modified":"2024-08-14T11:02:25","modified_gmt":"2024-08-14T11:02:25","slug":"ma-acquisition-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/ma-acquisition-checklist\/","title":{"rendered":"M&#038;A Acquisition Checklist"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/38f6e5a3-9a25-4ccb-8240-b63ba51b3148\/gLtOHlrfd5GZH5m31nNBsw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/38f6e5a3-9a25-4ccb-8240-b63ba51b3148\/gLtOHlrfd5GZH5m31nNBsw.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>This workflow is designed to walk you through every stage of the M&amp;A program from creating your search criteria to integrating the new organization.<\/p>\n  <p class=\"style-info\">For&nbsp;<strong>step-by-step guidance<\/strong>&nbsp;on creating, editing, managing, and running workflows, read&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\" rel=\"nofollow noopener\" target=\"_blank\">Getting Started with Process Street: The 5 Stages of Process Building<\/a>.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">This task utilizes&nbsp;<strong>Forms Automation<\/strong>&nbsp;features such as&nbsp;<strong>Dropdown Menu<\/strong>,&nbsp;<strong>Date Selection<\/strong>, and&nbsp;<strong>File Upload<\/strong>. Read&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Getting Started: How to Use Form Fields<\/a>&nbsp;for&nbsp;<strong>detailed instructions<\/strong>, or&nbsp;<strong>watch the video<\/strong>&nbsp;below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/3LFg9gHUWu8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"determine-your-strategic-rationale\">\n <h2>Determine your strategic rationale<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">Before you even begin your search for a Target company, you need to determine your <strong>strategic rationale<\/strong>.&nbsp;<\/p>\n  <p>Common rationales for <strong>top-performing deals<\/strong> include:<\/p>\n  <ul>\n   <li>To improve company performance<\/li>\n   <li>Consolidate to remove excess capacity<\/li>\n   <li>Improve a product's time-to-market<\/li>\n   <li>Acquire technology, expertise, products, and\/or resources<\/li>\n   <li>Exploit economies of scale in specific industries<\/li>\n   <li>Invest in a young company with a high level of promise<\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What do you hope to accomplish with this deal? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What are you willing to pay to complete the deal? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How will you finance the deal? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What risks are associated with a purchase? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"enter-target-companys-details\">\n <h2>Enter Target Company's details<\/h2>\n <div class=\"text-content\">\n  <p>Use this task to document the reasons and motivations behind selecting the Target company.&nbsp;<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date initially contacted <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company website <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company address <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Company's pros <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Company's cons <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload correspondence <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"begin-valuing-and-evaluation\">\n <h2>Begin valuing and evaluation<\/h2>\n <div class=\"text-content\">\n  <p>Enter the <strong>details<\/strong> of the valuation process such as who will be <strong>leading<\/strong> <strong>the valuation<\/strong>, who your <strong>contact at the Target<\/strong> company will be, and details of any <strong>outside counsel<\/strong> you intend to consult.&nbsp;<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Valuation start date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Valuation Lead <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Valuation Lead Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Contact Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Contact Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">This task uses the&nbsp;<strong>Conditional Logic<\/strong> feature. Read about <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">Conditional Logic<\/a> in our Knowledge Base.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Are you using outside counsel? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Counsel Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Counsel Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload supporting documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"negotiate-the-deal\">\n <h2>Negotiate the deal<\/h2>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Outline the initial deal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date deal presented to Target company <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Schedule negotiation meeting <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Was offer accepted? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload supporting documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"document-the-agreedupon-deal\">\n <h2>Document the agreed-upon deal<\/h2>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Outline the negotiated deal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The next task is an&nbsp;<strong>Approval<\/strong>. Approvals help&nbsp;<strong>streamline<\/strong>&nbsp;any processes that require&nbsp;<strong>authorization<\/strong>. Read more about Approvals in our&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>, or watch the video below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/cjPj3nLEO9k?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>INFO:&nbsp;<\/strong>The next task utilizes a&nbsp;<strong>Stop Task<\/strong>. This&nbsp;<strong>stops the workflow<\/strong>&nbsp;run at a given point. No&nbsp;<strong>tasks past that point<\/strong>&nbsp;(or the workflow run itself) can be&nbsp;<strong>completed<\/strong>&nbsp;until the&nbsp;<strong>stop task is completed<\/strong>. Read more about Stop Tasks in our&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Knowledge Base<\/a>, or&nbsp;<strong>watch the video<\/strong>&nbsp;below.&nbsp;<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/L5XQMNGpyRE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div><!-- No description -->\n <\/div>\n<\/section>\n<section id=\"approval-accept-the-deal\">\n <h2>Approval: Accept the deal<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Document the agreed-upon deal<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"perform-due-diligence\">\n <h2>Perform due diligence<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">During the due diligence process, ensure you have reviewed the following documentation from the Target:<\/p>\n  <ul>\n   <li>Corporate structure &amp; general matters<\/li>\n   <li>Financials &amp; taxes<\/li>\n   <li>Strategic fit with your company<\/li>\n   <li>Intellectual property &amp; technology<\/li>\n   <li>Material assets<\/li>\n   <li>Contracts<\/li>\n   <li>Employees &amp; management<\/li>\n   <li>Litigation<\/li>\n   <li>Compliance &amp; regulatory matters<\/li>\n  <\/ul>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Start date for due diligence <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Provisional end date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Due Diligence Lead <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Lead's Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload due diligence report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-approve-the-report\">\n <h2>Approval: Approve the report<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Perform due diligence<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"create-an-integration-strategy\">\n <h2>Create an integration strategy<\/h2>\n <div class=\"text-content\">\n  <p>Most mergers fail as a result of a poorly executed post-merger integration process. Establishing a firm strategy for how this process will go in advance will help make sure yours runs smoothly and successfully.&nbsp;<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Operational Day One <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Legal Day One <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>Confirm that the lead for each of the teams has submitted their integration plan:<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Financial\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     HR &amp; personnel\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Legal\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Communication &amp; culture\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Technology\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales &amp; marketing\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Production &amp; supply chain\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload PMI documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-accept-the-pmi-strategies\">\n <h2>Approval: Accept the PMI strategies<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Create an integration strategy<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"create-purchase-and-sale-contracts\">\n <h2>Create purchase and sale contracts<\/h2>\n <div class=\"text-content\">\n  <p>When you're ready to close, your M&amp;A counsel will draft the final purchase and sale contracts for you to review. Once everyone has signed these contracts, the deal is closed and you have successfully acquired the Target company.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer Company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer Representative <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Buyer Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of contract signing (Buyer) <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Company <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Company Representative <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of contract signing (Target) <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload final purchase agreement <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-authorize-final-contract-signing\">\n <h2>Approval: Authorize final contract signing<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Create purchase and sale contracts<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"assess-ma-activities\">\n <h2>Assess M&amp;A activities<\/h2>\n <div class=\"text-content\">\n  <p>Once the merger is complete, it's important to evaluate the process to determine what - if anything - could have been done differently or improved.&nbsp;<\/p>\n  <p>These lessons should be documented for future M&amp;A programs.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What went well during the M&amp;A process? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What obstacles were encountered? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What was the actual impact of the acquisition? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.bcg.com\/capabilities\/mergers-acquisitions-transactions-pmi\/post-merger-integration\" rel=\"nofollow noopener\" target=\"_blank\">BCG: Post-Merger Integration<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/blog\/biggest-post-merger-integration-challenges\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: Biggest Post-Merger Integration Challenges &amp; How to Overcome Them<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/faq\/post-merger-and-acquisition-m-a-integration-process\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: The Ultimate Guide to Post-Merger (M&amp;A) Integration Process<\/a><\/li>\n   <li><a href=\"https:\/\/dealroom.net\/blog\/why-m-a-integrations-fail\" rel=\"nofollow noopener\" target=\"_blank\">DealRoom: Top 5 Reasons of M&amp;A Integration Failures &amp; How to Prevent Them<\/a><\/li>\n   <li><a href=\"https:\/\/www2.deloitte.com\/us\/en\/pages\/operations\/articles\/mergers-acquisitions-integration-plan-checklist.html\" rel=\"nofollow noopener\" target=\"_blank\">Deloitte: M&amp;A Integration\/Separation\/Divestiture Checklist for Day One Readiness<\/a><\/li>\n   <li><a href=\"https:\/\/hbr.org\/2020\/03\/dont-make-this-common-ma-mistake\" rel=\"nofollow noopener\" target=\"_blank\">HBR: Don't Make This Common M&amp;A Mistake<\/a><\/li>\n   <li><a href=\"https:\/\/hbr.org\/2011\/03\/the-big-idea-the-new-ma-playbook\" rel=\"nofollow noopener\" target=\"_blank\">HBR: The Big Idea: The New M&amp;A Playbook<\/a><\/li>\n   <li><a href=\"https:\/\/www.ipmcinc.com\/insights\/a-matter-of-approach-avoiding-ma-pitfalls\/\" rel=\"nofollow noopener\" target=\"_blank\">IPM: A Matter of Approach: Avoiding M&amp;A Pitfalls<\/a><\/li>\n   <li><a href=\"https:\/\/core.ac.uk\/download\/pdf\/301359016.pdf\" rel=\"nofollow noopener\" target=\"_blank\">JITTA: A Framework for Understanding Post-Merger Information Systems Integration<\/a><\/li>\n   <li><a href=\"https:\/\/onlinelibrary.wiley.com\/doi\/pdf\/10.1002\/9781118692028.app2\" rel=\"nofollow noopener\" target=\"_blank\">John Wiley &amp; Sons: M&amp;A Information Technology Best Practices, Appendix B<\/a><\/li>\n   <li><a href=\"https:\/\/jorgdesign.springeropen.com\/articles\/10.1186\/s41469-018-0027-4\" rel=\"nofollow noopener\" target=\"_blank\">Journal of Organization Design: Post-Merger Integration<\/a><\/li>\n   <li><a href=\"https:\/\/www.lhh.com\/us\/en\/organizations\/our-insights\/the-seven-worst-m-and-a-mistakes-and-how-to-avoid-them\" rel=\"nofollow noopener\" target=\"_blank\">LHH: The Seven Worst M&amp;A Mistakes and How to Avoid Them<\/a><\/li>\n   <li><a href=\"https:\/\/medium.com\/m-a-science\/common-m-a-pitfalls-and-problems-1c0a5eca1b05\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Science: Common M&amp;A Pitfalls and Problems<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/strategy-and-corporate-finance\/our-insights\/a-blueprint-for-m-and-a-success\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: A Blueprint for M&amp;A Success<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/m-and-a\/how-we-help-clients\/m-and-a-strategy-due-diligence\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: M&amp;A Strategy &amp; Due Diligence<\/a><\/li>\n   <li><a href=\"https:\/\/www.mckinsey.com\/business-functions\/strategy-and-corporate-finance\/our-insights\/the-six-types-of-successful-acquisitions\" rel=\"nofollow noopener\" target=\"_blank\">McKinsey &amp; Company: The Six Types of Successful Acquisitions<\/a><\/li>\n   <li><a href=\"https:\/\/www.google.com\/aclk?sa=l&amp;ai=DChcSEwj5ssqH89DwAhWaiNUKHe8yB04YABABGgJ3cw&amp;ae=2&amp;sig=AOD64_3EWZI4xW3htO3LNQMyWYmntqxMKA&amp;q&amp;adurl&amp;ved=2ahUKEwij_8KH89DwAhVnC2MBHW0jDuEQ0Qx6BAgGEAE\" rel=\"nofollow noopener\" target=\"_blank\">Midaxo: M&amp;A Guide: Integration<\/a><\/li>\n   <li><a href=\"https:\/\/www.priorilegal.com\/deals\/mergers-acquisitions\/manda-due-diligence-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Priori Legal: M&amp;A Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.mergerintegration.com\/m-and-a-integration-strategy-guiding-principles\" rel=\"nofollow noopener\" target=\"_blank\">Pritchett, LP: M&amp;A Integration Strategy and Guiding Principles<\/a><\/li>\n   <li><a href=\"https:\/\/www.mergerintegration.com\/strategy-planning\/post-merger-integration-plan-merging-businesses?gclid=CjwKCAjwqIiFBhAHEiwANg9szvG0Ua2obN4ghOywPTFZWvl4RkVqL0wDMweVTplFR3bfTRy4JbBzzxoCUoIQAvD_BwE\" rel=\"nofollow noopener\" target=\"_blank\">Pritchett, LP: The 5 Critical Elements of an M&amp;A Integration Plan<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/change-management-models\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: 8 Critical Change Management Models to Evolve and Survive<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/change-management-strategy\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: How to Make a Change Management Strategy (and Defuse the Growth Time Bomb)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-register\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: How to Prevent Project Failure With a Risk Register<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/prioritization-matrix\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Prioritization Matrix 101: What, How &amp; Why? (Free Template)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-mitigation\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Risk Mitigation: What It Is and How to Implement It (Free Templates)<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: The Ultimate Risk Management Guide: Everything You Need to Know<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/risk-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street: Why You Need a Risk Management Process (+ Free Template)<\/a><\/li>\n   <li><a href=\"http:\/\/redrocketvc.blogspot.com\/2011\/07\/lesson-66-preparing-for-due-diligence.html\" rel=\"nofollow noopener\" target=\"_blank\">Red Rocket: Preparing for a Due Diligence Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.smartsheet.com\/content\/merger-and-acquisition-process\" rel=\"nofollow noopener\" target=\"_blank\">SmartSheet: The Ultimate Guide to the M&amp;A Process for Buyers and Sellers<\/a><\/li>\n   <li><a href=\"https:\/\/uk.practicallaw.thomsonreuters.com\/5-383-7853?transitionType=Default&amp;contextData=(sc.Default)&amp;firstPage=true\" rel=\"nofollow noopener\" target=\"_blank\">Thomson Reuters: Information Exchange and Integration Planning in M&amp;A: Antitrust<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-workflows\">\n <h2>Related workflows:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-target-search-process\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Target Search Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-strategy-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Strategy Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ma-due-diligence-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">M&amp;A Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/post-merger-integration-pmi-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Post-Merger Integration Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-with-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding With Automations<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-checklist-26\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-quick-start\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding Quick Start<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/risk-management-process-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Risk Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/hipaa-privacy-risk-assessment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">HIPAA Privacy Risk Assessment Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/risk-register-process-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Risk Register Process Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sustainability-risk-management-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sustainability Risk Management Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/startup-due-diligence-for-a-venture-capitalist-8\/\" rel=\"nofollow noopener\" target=\"_blank\">Startup Due Diligence for a Venture Capitalist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/private-equity-due-diligence-checklist-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Private Equity Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/stock-purchase-due-diligence-checklist-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Stock Purchase Due Diligence Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/property-acquisitions-digital-marketing-assets\/\" rel=\"nofollow noopener\" target=\"_blank\">Property Acquisitions: Digital Marketing Assets<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-audit-checklist-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Audit Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-planning-process-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Planning Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/annual-financial-report-template-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Annual Financial Report Template<\/a><\/li>\n   <li><a 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