Mergers & acquisitions integration template

Steps in this flowchart

• Deal signed
• Set up integration management office
• Confirm deal thesis & synergy targets
• Regulatory clearance received?
• Clean-team planning only
• Deal close
• Day 1: comms, payroll, access, branding
• Integration workstreams
• People & org design
• Finance & reporting consolidation
• IT systems: email, ERP, identity
• Customer & sales alignment
• Key talent retained?
• Retention bonuses & role clarity
• 100-day plan milestones
• Synergy tracking dashboard
• Synergies on track?
• Corrective actions by steering committee
• Hand over to business as usual

How to use this flowchart template

1. Click Open in the editor. The flowchart opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart TD
  SIGN([Deal signed]) --> IMO[Set up integration management office]
  IMO --> THESIS[Confirm deal thesis & synergy targets]
  THESIS --> REG{Regulatory clearance received?}
  REG -->|No| CLEANROOM[Clean-team planning only]
  CLEANROOM --> REG
  REG -->|Yes| CLOSE[Deal close]
  CLOSE --> DAY1[Day 1: comms, payroll, access, branding]
  DAY1 --> WS[Integration workstreams]
  WS --> HR[People & org design]
  WS --> FIN[Finance & reporting consolidation]
  WS --> IT[IT systems: email, ERP, identity]
  WS --> CUST[Customer & sales alignment]
  HR --> RETAIN{Key talent retained?}
  RETAIN -->|No| BONUS[Retention bonuses & role clarity]
  RETAIN -->|Yes| PLAN100[100-day plan milestones]
  BONUS --> PLAN100
  FIN --> PLAN100
  IT --> PLAN100
  CUST --> PLAN100
  PLAN100 --> TRACK[Synergy tracking dashboard]
  TRACK --> ONTRACK{Synergies on track?}
  ONTRACK -->|No| CORRECT[Corrective actions by steering committee]
  CORRECT --> TRACK
  ONTRACK -->|Yes| HANDOVER([Hand over to business as usual])

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