Resources
M&A Integration Templates
Practical tools built from real engagements. Download any template by providing your email — we'll send it directly to your inbox.
Steering Committee Meeting Deck
A template for structured steering committee updates during an integration program. Covers program status, risk register, key decisions required, and workstream health — built for executive audiences.
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Risk Management Template
A structured RAID (Risks, Actions, Issues, Decisions) template for tracking and escalating integration risks across workstreams. Includes severity and probability scoring, owner assignments, and mitigation status tracking.
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Integration Governance Structure
Slide deck defining the integration governance model — executive steering committee, IMO leadership, workstream leads, and decision rights. Includes sample org chart and RACI for integration decision-making.
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Integration Guiding Principles
A slide-based framework for establishing guiding principles at the start of an integration. Sets behavioral norms, decision-making standards, and cultural expectations for the combined organization.
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Integration Team Charters
A template for defining team charters across integration workstreams — covering team purpose, scope, decision rights, membership, and operating norms for each functional team.
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Pre-Announcement Communications Playbook
A template for planning and executing pre-close communications — press releases, investor Q&A, employee talking points, and Day 1 messaging sequences. Ensures all stakeholders receive coordinated, accurate communications.
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Post-Merger Integration RACI Matrix
A RACI matrix defining roles and responsibilities across all integration workstreams — HR, IT, Finance, Legal, and Operations. Clarifies who is Responsible, Accountable, Consulted, and Informed for each key integration activity.
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M&A Culture Assessment Questionnaire
A structured survey tool for assessing cultural fit and potential friction points between acquirer and target. Covers values alignment, leadership style, communication norms, and change readiness.
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RAID Dashboard
An example consolidated dashboard view of Risks, Actions, Issues, and Decisions across all integration workstreams. Built for weekly IMO reporting and executive steering committee visibility.
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