Finance Mergers & Acquisitions Checklist

Finance Mergers & Acquisitions Checklist

Prepared By: [Your Name]

Date: [Month Day, Year]

Pre-Deal Preparations

Identify Strategic Objectives

  • Define [Your Company Name]'s strategic objectives for the M&A.

  • Align with [Your Partner Company Name] on shared strategic goals.

Regulatory Compliance

  • Ensure compliance with relevant financial regulations.

  • Identify potential regulatory hurdles and develop mitigation strategies.

Financial Assessment

  • Conduct a comprehensive financial analysis of both parties.

Due Diligence

Legal Due Diligence

  • Engage legal advisors for a thorough review of contracts, licenses, and legal obligations.

  • Identify potential legal risks and liabilities.

Financial Due Diligence

  • Analyze historical financial statements.

  • Assess working capital, capital expenditures, and cash flow projections.

Operational Due Diligence

  • Evaluate operational processes and identify synergies.

  • Assess technology systems compatibility.



  • Determine the valuation methodology.

  • Agree on the final valuation of [Your Partner Company Name].

Deal Structure

  • Define the structure of the deal (e.g., stock purchase, asset purchase).

  • Agree on payment terms and conditions.

Legal Documentation

  • Draft and review the Letter of Intent (LOI).

  • Engage legal teams to prepare definitive agreements.

Post-Merger Integration

Integration Planning

  • Develop a detailed integration plan.

  • Assign responsibilities and timelines for integration tasks.

Financial Consolidation

  • Merge financial systems and reporting.

  • Implement cost synergies and efficiencies.

Stakeholder Communication

  • Communicate the merger to employees, clients, and other stakeholders.

  • Address concerns and ensure a smooth transition.