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Prepare for a merger and acquisition checklist

This checklist helps employers prepare for a merger or acquisition by identifying and organizing key HR‑related information needed during pre‑transaction due diligence and post‑transaction integration.

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by Warren N. Rothman, Blue Prairie Group LLC

When to use

A Pre-merger or Acquisition Due Diligence is the process of identifying, collecting and reviewing critical information to determine the risk factors involved in the possible transaction as well as to ensure seamless integration once the transaction is complete. An employer can use this checklist to prepare for a merger and acquisition. Employers should complete the following steps in sequential order.

In this guide, learn about:

  • Customizable checklist

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About the author

Warren N. Rothman

Warren N. Rothman has over 30 years of experience in senior HR leadership roles with a broad range of large and small private and public companies (such as Macy’s and Xerox). He has expertise in all aspects of HR, having been consulting since 2006.

Mr. Rothman has been an invited speaker and publisher on such topics as mergers and acquisitions, due diligence, employee engagement and the use of strategic HR assessments. He has also held several leadership positions with the Human Resource Management Association of Chicago among several professional affiliations.

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