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)...


Slide titles:


Objective
Objective
Process Flow
Process Flow
Tool We're Using for Requests
Tool We're Using for Requests
How to Submit Data Requests
How to Submit Data Requests
Virtual Data Room
Virtual Data Room
Weekly Data Harvesting Meeting
Weekly Data Harvesting Meeting
Escalation Scenarios
Escalation Scenarios
Escalation 1: Ask Specific Questions
Escalation 1: Ask Specific Questions
Escalation 2: Meeting Request
Escalation 2: Meeting Request
General FAQs
General FAQs
Acquired Co. - Specific FAQs
Acquired Co. - Specific FAQs
Currently Working With Legal
Currently Working With Legal