Is Your IT Infrastructure Prepared for M&A?

Well-executed M&A deals can help accelerate growth and improve an organization’s strength in the marketplace. But these complex transactions can also present a number of hurdles — including the challenge of bringing together two or more disparate IT environments. Use this checklist to develop an M&A IT integration strategy that prepares your new organization to compete and innovate in the future.

Key Considerations for Achieving M&A IT Integration Success

How will the IT team be engaged in the M&A process?

Will the IT team be engaged in the M&A discussion every step of the way, from the initial vision phase through the current-state analysis and integration of the organizations?

How is IT preparing to manage or minimize potential risks?

Is your IT infrastructure secured against internal and external threats? Do you know the specific business constraints and compliance requirements?

Does IT have the resources needed for M&A?

Does the IT team have the tools to conduct a thorough physical and virtual inventory of the IT assets of each M&A partner? Can you identify how IT resources are integrated and understand their interdependencies?

Are you making customer, financial and transactional data a priority?

Have you addressed critical issues like data management, sovereignty, security, encryption, confidentiality and regulatory compliance?

Do you know what technology inventory you have and where there are gaps?

What tech do all parties have in common? Do you have an inventory? Do you know what software you have? Do you know what network components you have? Do you know what servers you have?