M&A Integration Charter Template

The purpose of the template, Integration Charter Checklist, is to provide teams with a framework of requests for high level management presentations and is usually the first deliverable created by the integration team. This template is specifically tailored  to M&A deals.

  • Designed to be used during integration planning and execution for complex M&A deals
  • Includes standard guidelines and requirements needed for successful M&A integration

Agile M&A encourages teams to customize these checklists to accommodate your unique deal and process needs

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