Every deal is made with a vision of growth, efficiency, or transformation. Yet 75% of deals fall short of their projected value, according to Fortune.
Why? Misaligned teams, fragmented execution, and culture clashes derail even the most promising transactions. That’s where a structured post-merger integration framework becomes critical.
This whitepaper delivers a practical, research-backed checklist for managing integration from pre-close planning through post-Day 90 optimization. It’s designed for M&A professionals who want to translate strategy into execution, with fewer delays and greater synergy realization.
What’s inside the whitepaper?
Inside, you’ll find:
- A five-phase PMI framework, from pre-close preparation to long-term optimization
- Nine core areas to focus on during PMI
- A practical post-merger integration checklist featuring 70+ actionable examples
- Guidance on business continuity, risk mitigation, regulatory compliance, and cybersecurity
Whether you’re leading integration in a cross-border acquisition, a tech-driven deal, or a cost-synergy consolidation, this whitepaper helps you adapt while maintaining structure.
Why it matters
Without a structured approach, integration efforts stall. Functions operate in silos. Cultural disconnects deepen. And projected synergies remain theoretical.
Our M&A integration checklist helps you:
- Start strong with defined Day 1 objectives
- Track progress using real KPIs (e.g., talent retention, system integration, cost savings)
- Avoid common missteps like static planning or over-customization
- Assign clear ownership of integration activities
- Digitize execution by uploading the checklist into your data room for audit trails and secure access
“A successful integration after a merger or acquisition largely depends on effective planning and execution during the first 100 days.” — Kaizen Institute, a global consulting firm
Who should use it?
It’s designed for:
- M&A project managers, integration leads, and corporate development executives
- Legal, compliance, finance, and risk officers overseeing integration governance
- CIOs, CHROs, and functional leaders managing operational alignment post-close
- Strategy officers, business development heads, and M&A consultants guiding deal execution
This checklist helps your organization navigate post-merger integration with greater clarity, reduced friction, and better results.
Don’t risk a stalled integration
Many deals falter because the post-merger integration process is treated as an afterthought. This checklist helps you keep your teams aligned, control your risks, and ensure value creation stays on track — from Day 1 and beyond.Download our PMI checklist in a convenient PDF format and start building a structured, measurable, and flexible integration plan for your next deal.
