The M&A Due Diligence Checklist That Catches What Others Miss

Don't leave money on the table or inherit hidden problems. This 150+ item checklist covers everything you need to examine before closing an acquisition.

  • Financial diligence: Quality of earnings, working capital, debt
  • Legal: Contracts, litigation, IP, compliance
  • Operational: Systems, key persons, customer concentration
  • Commercial: Market, competition, growth drivers
  • Integration: Day 1 readiness and 100-day plan items

Used by PE firms, independent sponsors, and strategic acquirers.

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What the Checklist Covers

Comprehensive diligence across all critical areas

📊 Financial

  • Quality of earnings analysis
  • Working capital normalization
  • Revenue recognition review
  • Debt and liability schedule
  • Tax exposure assessment
  • Cash flow verification

⚖️ Legal

  • Material contracts review
  • Litigation history
  • IP ownership verification
  • Regulatory compliance
  • Employment agreements
  • Change of control triggers

⚙️ Operational

  • Key person dependencies
  • System and technology stack
  • Vendor relationships
  • Facility and equipment
  • Insurance coverage
  • Operational KPIs

📈 Commercial

  • Customer concentration
  • Sales pipeline analysis
  • Market position review
  • Competitive landscape
  • Pricing power assessment
  • Growth driver validation

👥 HR & Culture

  • Org chart and headcount
  • Compensation benchmarking
  • Retention risk assessment
  • Benefit plan review
  • Union and labor issues
  • Culture fit evaluation

🔄 Integration

  • Day 1 readiness items
  • Communication planning
  • System integration needs
  • Synergy validation
  • 100-day priority actions
  • Risk mitigation steps

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