M&A Playbook Template

Content of M&A Playbook

Contacts

A listing of who to contact with questions; key phone numbers

• Organized by functional area (e.g., Finance/Accounting - Expenses, etc.)

Company Profile/Fact Sheet

Hour by Hour

Day 1 hour-by-hour review of actions

Include location, who performs, who coordinates/owns

Communication Schedule/Plan

Matrix of other activities, meetings, key events for Day 1-5

• Include location, who performs, who coordinates/owns

Core Messages for Customers, Employees, Vendors, Partners

• Re-affirm confidentiality guidelines for media, analysts, etc.

External communications

• Copy of press releases, advertisements, etc.

Customers

Customer contact plan w/executive points of contact

Customer Q&As

Employees

People/policies

• What is changing if you are a Acquirer employee
• What is changing if you are a Acquired Co. employee

Employee Q&A

Business Operations

Non-people/policy changes for Day 1

• e.g. All agreements use CME standard forms, etc.

Vendor & partner Q&As

Meeting Preparation Kit

Officer briefing orientation slides

Helpful merger tips