Merger and Acquisition IT Checklist

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Mastering the IT Checklist for a Successful Merger and Acquisition

The process of post-merger integration holds immense importance within the realm of mergers and acquisitions (M&A), serving as a crucial driver for the success of these transformative business endeavors. This significance is underscored by statistics from Harvard Business Review, which indicate that a substantial 70-90% of M&A ventures fail predominantly due to insufficient system integration. Central to this integration is the seamless amalgamation of data from the merging entities, a fundamental aspect that facilitates well-informed decision-making, enhances operational efficiency, and ultimately realizes synergistic benefits. Nevertheless, it’s essential to acknowledge that data integration can be a formidable and intricate undertaking, often presenting formidable challenges that organizations must surmount to achieve a prosperous integration.

Merger and Acquisition IT Checklist

In this comprehensive guide, we present a step-by-step IT checklist to help you navigate the intricate landscape of IT integration post-merger or acquisition.

  1. Business Assessment

To ensure a harmonious merger, it’s crucial to align both businesses. Here are the key steps:

  • Review Common Policies: Start by reviewing organizational policies, including information security, code of conduct, terms of use, and data classification. Identify any discrepancies and synergies.
  • Cyber Risk Assessment: Evaluate the level of cyber risk and data protection capabilities. Address gaps in security controls and consider results from previous audits to formulate improvement plans.
  • Due Diligence: Conduct thorough due diligence and valuation to create a comprehensive integration plan. This plan should encompass all aspects of the business.
  1. IT Assessment

To conduct a comprehensive technology review:

  • Inventory IT Systems: Compile a list of all existing IT systems, tools, and applications currently in use.
  • Eliminate Redundancies: Identify duplicate or overlapping systems and solutions that can be streamlined or retired.
  • Modernization Plan: Assess which systems need modernization, integration, or retirement. Prioritize critical workloads.
  1. Licenses and Contracts

Establish transparency, transfer-ability, and termination clauses:

  • Vendor Contracts: Gather all contracts, agreements, and commitments with vendors and service providers. Ensure a clear understanding of software/hardware license ownership and entitlements.
  • Internal Commitments: Assess internal contracts and commitments made to employees, incorporating them into the transition plan.
  • Third-Party Risk Assessment: Conduct a detailed third-party risk assessment to quantify the risks associated with transfer and termination.
  1. Data Mapping and Integration

Ensure seamless data integration and migration:

  • Data Profiling: Perform end-to-end data profiling to assess data quality and quantity.
    • Identify data sources from both organizations and create a comprehensive inventory.
    • Map data elements and relationships to understand dependencies and interconnections.
  • Data Cleansing and Transformation
    • Address data inconsistencies, such as duplicate records and formatting errors.
    • Standardize data formats, naming conventions, and data structures.
    • Ensure data quality and integrity through data validation and verification.
  • Data Migration and Consolidation
    • Develop a data migration plan, considering factors like data volume and security requirements.
    • Implement data migration techniques, such as Extract, Transform, Load (ETL) processes or data integration platforms.
    • Ensure proper data mapping and reconciliation during the migration process.
  1. System Integration

Ensure a successful and careful integration of IT systems:

  • Infrastructure Mapping: Prepare a detailed map of existing IT systems and infrastructure, sharing it with other executives. Identify any outdated legacy systems that lack the necessary integration capabilities.
  • Integration Plan: Create a comprehensive integration plan detailing all system integration activities.
  • Infrastructure Management: Assess how IT infrastructure is currently managed and determine integration or outsourcing options.
  • Scalability Assessment: Evaluate the scalability of existing systems and develop an acquisition strategy that aligns with capabilities.
  • Change Management: Establish a robust change management strategy to track, monitor, and document all changes.
  1. Network Integration

Understand how networks will be combined or merged:

  • Network Strategy: Decide whether the new entity will maintain separate networks, merge into one, or build a completely new network.
  • Cost-Benefit Analysis: Evaluate the benefits, costs, and risks of each approach, aiming for the most effective and minimally disruptive transition plan.
  • Change Management: Implement a change management plan to track, monitor, and document all network changes.
  1. Phone and Contact Center Integration

  • Infrastructure Assessment: Analyze the management of phone system and contact center infrastructure and consider integration or outsourcing options.
  • Scalability Review: Determine the scalability of existing systems and develop an acquisition strategy aligned with capabilities.
  • Integration Plan: Create a detailed integration plan outlining all system integration activities.
  1. Security

Ensure the highest level of security post-M&A:

  • Cybersecurity Posture: Examine the cybersecurity posture of both firms, including data privacy standards, access control mechanisms, and security measures.
  • Policy Review: Review existing IT security policies and audit results pertaining to people, processes, and technology.
  • Vulnerability Assessment: Identify vulnerabilities and issues based on industry, geography, partners, products, and services.
  • Penetration Testing: Consider conducting penetration testing to uncover potential weaknesses and vulnerabilities.


A meticulous IT checklist is the linchpin of a successful merger and acquisition, ensuring that the integration process runs smoothly and securely. By following these steps, businesses can not only align their operations but also safeguard their IT systems and data, ultimately paving the way for a seamless transition and a prosperous future.

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