Due Diligence and Integration Planning

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  • #62158

    As a deal progresses through Due Diligence and Integration Planning, how are you structuring teams to support both efforts simultaneously, keeping both motions distinctly separate but aligned?

    Ryan Dawkins

    Our due diligence is typically a smaller sub-set of our integration team. We have some cross-over so that due diligence informs integration and vice versa, but the larger integration team is not involved in due diligence.


    I am currently working on a Due Diligence knowledge transfer checklist. I am listing all items my PAI team would need in order to hit the ground running shortly post-close.


    In my experience the due diligence team is normally a smaller team of Subject matter experts at a senior level, with some having responsibilities within the integration tea. Key is to have a group of senior executive voices across both the teams.

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