• 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)...

Slide titles:


Process Flow

Tool We're Using for Requests

How to Submit Data Requests

Virtual Data Room

Weekly Data Harvesting Meeting

Escalation Scenarios

Escalation 1: Ask Specific Questions

Escalation 2: Meeting Request

General FAQs

Acquired Co. - Specific FAQs

Currently Working With Legal