MergerMax / Tools & Templates Library

Tools & Templates Library

Provided for informational purposes only, offered 'as-is' and we assume no liability for any outcomes resulting from their use.

All Phases

MergerTrax Status Board

Preview

Preview & Save

Strategy/Targeting

Strategy - Lessons Learned Guide

Preview

Preview & Save
Targeting - M&A Target Selection and Strategy

Preview

Preview & Save

Due Diligence

Due Diligence - Day 1 Critical Issues Checklist

Preview

Preview & Save
Due Diligence - DD Questions Illustrative

Preview

Preview & Save
Due Diligence - Key Functional Risks and Gaps Example

Preview

Preview & Save
Due Diligence - Pre-Sign Playbook

Preview

Preview & Save
Due Diligence - Vendor Outreach Example

Preview

Preview & Save
Due Diligence - What-If Contingency Planning Template

Preview

Preview & Save

Integration

Integration - Pre-Close Playbook

Preview

Preview & Save
Integration - 30-60-90-Day Template

Preview

Preview & Save
Integration - Buyer Guiding Principles Example

Preview

Preview & Save
Integration - Buyer Kickoff Illustrative

Preview

Preview & Save
Integration - DRD Framework Template

Preview

Preview & Save
Integration - Final Lessons Learned Example

Preview

Preview & Save
Integration - IMO DRD Template

Preview

Preview & Save
Integration - IMO LD1 Interlock Session Template

Preview

Preview & Save
Integration - Integrated Roadmap Example

Preview

Preview & Save
Integration - Lessons Learned Template

Preview

Preview & Save
Integration - MA Integration Starter Templates Toolkit

Preview

Preview & Save
Integration - Post LD1 Communications Planning Example

Preview

Preview & Save
Integration - Rules of the Road

Preview

Preview & Save
Integration - Sample Transition Services Agreement

Preview

Preview & Save
Integration - WTW Consolidated - Day 1 Part 1 - Illustrative

Preview

Preview & Save
Integration - WTW Consolidated - Day 1 Part 2 - Illustrative

Preview

Preview & Save