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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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...

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.

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 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...

M&A IT Playbook Template

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

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 Glossary

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

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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