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M&A checklist

Pre-Deal Considerations

Identify the objectives and goals of the M&A transaction

Conduct a thorough due diligence of the target company

Evaluate the financial and legal risks associated with the transaction

Develop a negotiation strategy and determine the deal structure

Legal and Regulatory Compliance

Ensure compliance with all applicable laws, regulations, and industry-specific requirements

Review the target company's contracts, licenses, permits, and intellectual property rights

Identify any potential antitrust or competition law issues

Review the target company's environmental, health, and safety practices

Corporate Governance and Structure

Review the corporate structure and governance of both the acquiring and target companies

Ensure compliance with corporate bylaws, shareholder agreements, and other governance documents

Consider the impact of the transaction on existing employee benefit plans and executive compensation arrangements

Review any potential conflicts of interest and related-party transactions

Employee and Labor Matters

Identify any potential labor and employment law issues, including collective bargaining agreements and union relationships

Review employee contracts, handbooks, and policies

Address any potential workforce integration challenges and develop a post-merger integration plan

Consider the impact of the transaction on employee benefits and pensions

Financial and Tax Matters

Evaluate the financial statements and accounting practices of the target company

Review tax implications of the transaction, including potential tax liabilities and benefits

Consider the impact on existing financing arrangements and debt obligations

Develop a financial and tax structure for the transaction

Intellectual Property and Technology

Conduct a comprehensive review of the target company's intellectual property portfolio

Evaluate any potential infringement or licensing issues related to patents, trademarks, copyrights, and trade secrets

Review technology licenses, software agreements, and data privacy compliance

Address any cybersecurity risks and data protection measures

Contracts and Agreements

Review all material contracts and agreements of the target company, including customer and supplier contracts, leases, and joint venture agreements

Identify any change-of-control clauses or restrictions on assignment

Address any potential breaches of contracts by the target company

Determine the impact of the transaction on existing contractual relationships

Litigation and Disputes

Review any pending or potential litigation, arbitration, or regulatory proceedings involving the target company

Evaluate the potential impact of ongoing disputes on the transaction

Address any potential indemnification or liability issues arising from litigation

Consider the need for litigation hold and preservation of relevant documents

Post-Closing and Integration

Develop a post-closing integration plan, including the integration of operations, systems, and employees

Address any potential cultural and organizational challenges

Ensure a smooth transition of customer and supplier relationships

Implement post-closing governance and reporting mechanisms

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