What's Included in an M&A Integration Charter?

Charters define baseline expectations.  

Examples of information that might be included in a charter:

  • How integration support will be managed out of the COO office
  • How the integration support time frame will begin 30 days pre-close and average 90 to 120 days post-close for the majority of workstreams
  • Utilization of integration playbook (assuming the company has one) as the foundation for integration planning
  • Project constraints like earn-out timing and resource availability, etc....