M&A IT Integration

M&A Technology Integration

In an M&A IT Integration, the infrastructure and applications of merging organizations are rationalized and consolidated, and technology standards are aligned.

The financial success of a merger or acquisition can heavily depend on the success of the IT Integration. Acquirers often expect synergies from cross-selling, shared services consolidation, integration of sales forces, process improvements, and/or legacy system retirements. All of these synergies have one thing in common. They all require major IT changes.

This section of the site can help M&A integration information technology teams develop a go-forward strategy to meet the synergy targets and support the requirements of the new combined organization.

Post-Merger Integration
Consulting Services
Merger Integration
Certification Workshop
July 28 - July 30, 2025
September 15 - September 17, 2025

IT Playbooks and Plans

IT Presentations

IT Checklists

IT Playbooks and Plans

IT playbook

Information Technology Post-Merger Integration Playbook

Information Technology High-Level Plan (Section 1)

Executive Summary
Approach
Current State
Proposed State
Gap Analysis
To-Be State
Implementation Plan
Implementation Schedule
Implementation Budget ...
IT Plan Cover

Information Technology M&A Integration Plan

Content

Key Objectives of The Workstream
Workstream Organization and Scope
System End State After Integration
Planning Goals Key Facts
IT Integration Migration Strategy for Local Acquired Co Applications
Local Acquired Co Applications in Scope for Migration
High Level Schedule . . .
Information Technology: Charters from 4 M&A Integrations

Information Technology: Charters from 4 M&A Integrations

Charters from 4 different M&A Integrations

IT Presentations

Information Technology Post-Merger Integration Progress

Information Technology Post-Merger Integration Progress

Content

IT Integration Standardization Phase IT phases, 
IT Integration Process Enablement Phase
Progress - Task Group
IT Integration Phases
IT Integration Punch List
Overall Progress
Information Technology Acquisition Integration Objectives

Information Technology Acquisition Integration Objectives

Areas of Focus

  • Review for contract synergies
  • Plan for back-office standardization
  • Communication
  • Email connectivity
  • Network connectivity
  • Voice mail connectivity
  • Video conferencing . . .
IT Integration Strategy for Mergers and Acquisitions

IT Integration Strategy for Mergers and Acquisitions

Content

  • IT Strategy for M&A Integration
  • Summary of Synergies
  • Key Choices
  • Key Projects
  • Key Difficulties and Risk
Information Technology Post-Merger Integration Approach

Information Technology Post-Merger Integration Approach

M&A Integration Program Design
Defining the big picture
What will we do? Why are we doing it? When are we doing it?
Project Design
Project Charter, Work Breakdown, Work Plan, Resource Plan, Cost
Project Execution …
 
Operations and Technology M&A Integration Work Streams

Operations and Technology M&A Integration Work Streams

Content

Step I: Assess Current Situation
Step II: Develop Plan
Step III: Target IT Design Outline

Overview

The operations and technology integration work streams will be responsible for analyzing . . .

IT Checklists

IT Mergers & Acquisitions Checklist

IT Mergers & Acquisitions Checklist

IT Mergers & Acquisitions Checklist that covers Networks, Applications, IT Operations, IT Policies and Procedures, IT Projects, and Coordination.
IT Post-Merger Integration Checklist - Day 1 Initiatives

IT Post-Merger Integration Checklist - Day 1 Initiatives

IT checklist covers more than 50 tasks and defines which are to be completed by Day 1.
Information Technology M&A Integration Checklist

Information Technology M&A Integration Checklist

Checklist of fifty IT M&A integration actions in these categories: Systems, Infrastructure Integration, Network Integration Plan, Business Applications and Security.

The checklist begins with tasks is the Systems category:

  • Develop AWS Integration Plan (Org Policies, Enterprise Support, Billing, etc.)
  • Determine data required for reporting; identify migration timeline to D365 support
  • Clean and map account data for import into Dynamics
  • Migrate CRM data to D365 and train team. 
M&A Integration IT Checklist

M&A Integration IT Checklist

M&A Integration IT Checklist in Word that covers Applications, Operations, IT Organization, Security and Access. Network Infrastructure, Enterprise Technology, Finance, and HR.

Applications

  • Transition SharePoint (web/collaboration) from 3rd party to Acquirer governance
    • Transition business control of Target Co.com
    • Migrate Target Co. SharePoint instance
  • Transition Imaging - CIS/Viewpoint (Carla) to Acquirer governance
  • Transition ERP - eCMS to Acquirer governance
    • Audit and review issues
    • Transfer to Acquirer support and governance ...

     
M&A IT Due Diligence Checklist

M&A IT Due Diligence Checklist

Excerpt from IT Checklist

  • Systems for which management is dissatisfied. Corrective measures taken or planned
  • Employees with exceptional skills in writing software, developing systems, or troubleshooting problems
  • Systems manual maintained, up to date, and followed
  • List of all information systems utilizing computers and their function in the business. Type of machines, software, their age, number, and location of units
  • Backup and disaster recovery procedures and programs
  • Level of difficulty anticipated to integrate the company’s databases into the buyer’s systems. . .