Pre-Close Data Harvesting Rules To Avoid Gun-Jumping

Process

• Integration leads require additional data to create integration plans
• Work streams request data to be “harvested”
• Acquirer and Acquired Co. legal teams determine if the data requested is Non-Sensitive: OK for integration team to review or Sensitive: giving a business a competitive advantage or influence
• All requests are considered and data is retrieved, if possible
• Data is placed into a Virtual Data Room (VDR) Integration Team folder, for Non-Sensitive data and Clean Team folder and Legal Only folder for Sensitive data
• As we get near to closing the deal, data will get declassified

How to Submit Data Request

—Changes to fields are made by:

• Requester (when entering a request, adding files)
• Team members (when making comments)
• Legal teams (after assessing a request)
• Acquired Co. staff (after a file is uploaded)...

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