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M&A Glossary

The glossary, which comprises terms and definitions related to mergers and acquisitions, will help your IT team elevate their understanding and familiarize themselves with...

Develop an M&A IT Playbook

Integrating technology is critical to the success of any merger and acquisition (M&A) transaction. Though each deal will have its own unique challenges, approaching any...
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Develop an M&A IT Playbook – Phases 1-5

This storyboard is a step-by-step guide to help you deliver a fit-for-purpose M&A IT playbook.

M&A IT Playbook Template

​Use this playbook template to prepare the IT department in the acquiring organization for an upcoming M&A transaction.

Due Diligence Checklist and Rubric

This Excel workbook is dedicated to helping CIOs and their M&A team structure their due diligence questionnaires and checklist.

M&A Seller Package

This standalone artifact is a subset of the M&A IT playbook, used after a target (TargetCo) is identified. It includes a due diligence checklist and an M&A culture...

M&A Culture Assessment

This tool provides a high-level cultural assessment of the organizations involved in an M&A to inform the cultural integration plan.

M&A IT Workbook

​This Excel workbook will help you bridge the gaps, if any, found during the preparation of an M&A IT playbook for your organization and when preparing for M&A due...

Business Context Interview Guide

An interview guide to help you elicit the business context by interviewing business leaders and peers.

IT Department Assessment Workbook

Use this Excel-based assessment in conjunction with Info-Tech's CIO Playbook program to help determine and track your annual focus and priorities as CIO.
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