Post Merger Integration Checklist
Download the Post Merger Integration Checklist used by our experts.
Most PMI checklists are too generic to be useful or too long to be operational. Stonehill built this one for the way PE-backed and middle-market integration teams actually work — organized by workstream, sequenced by Day 1, Day 30, and Day 100, and grounded in the operational realities that determine whether a deal hits its synergy targets or quietly underperforms. The checklist is the same internal tool our integration leads bring into client engagements. It covers what gets done in the first 100 days across every functional workstream, the decisions that have to be made before Day 1, and the checkpoints that surface integration risk early — while there's still time to course-correct.
Who this is for
PE operating partners running integration on platform or add-on acquisitions
Corp dev teams at strategic acquirers managing in-house integration
Integration management offices (IMOs) at companies absorbing acquisitions
CEOs and CFOs at companies that have just closed and need a framework before kickoff
Carve-out leadership standing up newly independent businesses post-separation
What's in the checklist
The checklist is organized into five workstream sections, each broken down by Day 1 readiness, Day 30 milestones, and Day 100 deliverables.
Value Creation Planning — Synergy thesis validation, value capture sequencing, EBITDA bridge construction, and the upfront governance decisions that determine whether the integration delivers on the investment thesis.
Technology and Systems Integration — ERP, CRM, financial systems, identity and access, data migration, infrastructure consolidation, and the cybersecurity dependencies that get underestimated in nearly every middle-market deal.
Synergy Realization — Cost synergy tracking, revenue synergy enablement, procurement consolidation, organizational design decisions, and the operational metrics that separate planned synergies from realized ones.
Integration Management — IMO setup, governance cadence, workstream leadership, escalation paths, stakeholder communications, and the change management spine that holds the rest of the integration together.
Post-Transaction Analytics — KPI design, performance tracking, value realization reporting, and the Day-100-forward measurement architecture that lets leadership see what's working and what isn't.
How it's different from what's already out there
There's no shortage of PMI checklists on the internet. Most are written by firms that have never run an integration — generic frameworks lifted from textbooks, with no sequencing logic and no acknowledgment of the operational decisions that actually matter. This one was built by senior practitioners who've led integrations as operators and as advisors, in both PE platform and strategic-acquirer contexts. Every item on the checklist is there because it has, at some point, been the thing that determined whether an integration delivered.
Download the checklist
Enter your name and email below. We'll send you the checklist immediately and won't add you to a marketing nurture sequence — one email with the asset, and that's it. If you want to talk through how it applies to a specific deal you're working on, the contact form is below.
Download our free Post Merger Integration Checklist
Don't let the complexities of post-merger integration leave you feeling overwhelmed. Download Stonehill's Post Merger Integration Checklist today and arm yourself with the knowledge and tools needed to unlock the full potential of your merger or acquisition. Start your journey toward a successful integration now, and turn the promise of your merger into reality.
Our checklist covers vital areas including Value Creation Planning, Technology & Systems Integration, Synergy Realization, Integration Management, and Post Transaction Analytics. It's not just a list; it's a comprehensive plan that helps you to align cultures, integrate operations , and achieve the EBITDA growth you're aiming for.