M&A Integration Toolkit

Integration playbooks that survive contact with Day 1.

You've just been handed the integration, and the clock started at deal close. Spend three weeks building the plan, the risk log and the board dashboard from scratch, or start from templates already pressure-tested on real M&A deals.

Get the toolkit from £199 See what's inside  ›

Instant download  ·  30-day money-back guarantee  ·  Built from 100+ live deals

Pre-close Charter, RACI and workstream leads agreed before the clock starts
Day 1 Readiness checklist, comms plan and the announcement that lands
Day 30 Risks rated, retention conversations done, synergies tracked
Day 100 Board dashboard, value banked, lessons captured

Everything you need to run the integration, end to end.

Sixteen core templates covering the whole lifecycle, pre-populated with realistic worked examples so you're never staring at an empty grid.

Governance

Integration Charter & RACI

Scope, objectives, decision rights and workstream ownership, agreed once and referenced daily.

Planning

100-Day Plan

Phased milestones from Day 1 readiness through the 100-day review, structured by workstream.

Risk

Risk Log

RAG-rated risks with owners, mitigations and escalation triggers built in.

Value capture

Synergy Tracker

Cost and revenue synergies tracked from identified to banked, with variance to the deal model.

Reporting

Board Dashboard

The one-page view leadership actually reads, auto-fed from the underlying trackers.

People

Stakeholder Map & Retention

Influence and sentiment mapping on both sides of the deal, with a retention sense-check.

Communications

Communication Plan

Sequenced announcements by audience, timed around close and Day 1.

Finance

Cost Tracker

One-off integration costs against budget, so the deal economics stay honest.

And more

Seven further templates

Day 1 readiness checklist, issues and decision logs, lessons-learned log, and weekly status, agenda and meeting-notes templates.

See it before you buy

The dashboard your steering committee actually reads.

Every number here pulls from the underlying trackers automatically. Update the risk log or synergy tracker once, and this page updates itself - nobody's re-typing numbers into a slide the night before SteerCo.

  • Auto-fed, not re-typed - the dashboard pulls from the same workbook as your trackers
  • RAG logic built in - statuses shift automatically as due dates pass
  • One page - built for a five-minute readout, not a scroll
See what else is inside
Board_Dashboard.xlsx
Synergies banked£2.4m
Day 1 readiness94%
Open risks3 high
Milestones18 / 22
Synergy capture vs. plan
Cost
82%
Revenue
54%
Day 1
100%
IT systems cutoverOn track
Customer contract migrationCommercial Lead
Works council consultation (DE)Escalated

Illustrative preview - your download includes the full interactive Excel file.

Pick your pack.

One-time purchase, no subscription. Every pack is editable, brandable, and delivered instantly, with neutral terminology that works either side of the Atlantic.

Core £199 Run a single integration, end to end Includes
  • 16 templates covering the full lifecycle - charter, plan, risk log, synergy tracker, dashboard & more
  • Every file pre-populated with a worked example, not a blank grid
  • Core formula set built in
  • Instant download, yours to keep - no subscription
Buy - £199
Most popular Pro £499 For leads who live in these files daily Everything in Core, plus
  • 3 additional heavyweight workbooks - Governance Log, Value Tracker, Engagement Pack
  • 1,500+ working formulas and advanced auto-fed dashboards
  • 19 files in total
Buy - £499
Enterprise £999 PE, Corp Dev & advisory teams Everything in Pro, plus
  • Team deployment kit - HR workstream pack, Steering Committee deck, playbook shell, 5 workstream briefings & a deployment guide
  • White-label rights - rebrand it and issue it as your own methodology
  • Org-wide licence, unlimited transactions
  • Lifetime updates via a dedicated Drive folder
Buy - £999
Advisory £2,499 The toolkit plus the expertise behind it All of Enterprise, plus
  • Two 90-minute sessions with the author - deal setup, and a Day 30-60 integration review
  • A direct line for questions across your first live deal
Book - £2,499

One-time payment · 30-day money-back guarantee · Secure checkout via Stripe · VAT receipts available

Built by a practitioner

Templates from someone who's actually run them.

These aren't theoretical templates reverse-engineered from a textbook. They're the working documents of a career integration lead, refined on live deals, board reviews, and 100-day plans that had to hold up under CFO scrutiny.

Deals that shaped the toolkit100+
Every template used on a live transactionNo filler
Terminology that works on both sides of the AtlanticUK & US

Stop building it from scratch at 11pm.

Download the toolkit now and walk into your next steering committee with the trackers, the dashboard, and the plan already built.

Get the toolkit

From £199 · One-time payment · Instant download