Access a Full Library of M&A Best Practices
MergerAI’s templates library offers a comprehensive collection of pre-built templates to guide M&A leaders through every phase of the integration process. From day-one plans to post-merger performance reviews, each template provides best practices and structure to ensure smooth and effective integration. Fully customizable, these templates empower your team to handle each task with precision and confidence.
Explore our collection of plans, checklists, surveys, and more—tools designed to streamline your integration and help you achieve synergy faster.
M&A Integration Master Plan Template
A foundational template covering all phases of integration, from initial planning to post-merger goals. Includes task breakdowns, timelines, and team roles to provide a clear roadmap for success.
Day-One Readiness
Checklist
Ensures all key tasks are completed for a smooth day-one transition, covering communication plans, system integrations, onboarding, and operational continuity.
Synergy Tracking and Reporting Template
Tracks synergy targets like cost savings and revenue growth. Provides fields for tracking metrics and comparing projected vs. actual synergies, ensuring stakeholder alignment.
Post-Merger Integration Communication Plan
A template to streamline communication across departments, stakeholders, and employees, ensuring everyone stays informed and aligned during integration.
Employee Onboarding and Retention Checklist
Focuses on managing employee transitions, including onboarding steps, retention strategies, and cultural integration to reduce turnover.
IT and Systems Integration Plan
Guides IT through system and database integration, covering data migration, cybersecurity, and system continuity to minimize risks and downtime.
Financial Due Diligence Checklist
Ensures all financial aspects are thoroughly vetted, including balance sheets, liabilities, tax risks, and compliance, supporting smooth financial alignment.
Integration Team Roles and Responsibilities Guide
Defines roles and responsibilities within the integration team, detailing tasks and access levels to ensure accountability and efficient collaboration.
Made by integration managers for integration managers.
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