Merger And Acquisition Plan Template

Grow your business with a comprehensive Merger and Acquisition Plan. Get the tools you need to successfully combine two or more organizations.
Merger And Acquisition Plan Template

What is a Merger And Acquisition Plan?

A merger and acquisition plan is a comprehensive document that outlines the steps necessary to successfully combine two or more organizations. It outlines objectives and actions, establishes performance targets, and outlines the process for integrating the two organizations. The plan also includes financial analysis and due diligence to ensure the merger or acquisition is a sound investment.

What's included in this Merger And Acquisition Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Merger And Acquisition Plan template for?

This Merger and Acquisition Plan Template is designed to be used by finance teams in organizations of all sizes and industries who are looking to create a successful merger and acquisition plan. It provides a detailed guide to help teams plan and execute a successful merger or acquisition.

1. Define clear examples of your focus areas

The focus areas of a merger and acquisition plan are the core topics or areas of activity for the plan. Examples of focus areas for a merger and acquisition plan include Merger and Acquisition, Financial Feasibility, and Integration. Each focus area should have its own set of objectives, actions, and performance targets to be successful.

2. Think about the objectives that could fall under that focus area

Objectives are the concrete goals that the plan is intended to accomplish. Objectives should be specific, measurable, and achievable. For example, under the Merger and Acquisition focus area, objectives could include Identify potential targets and Create a deal structure.

3. Set measurable targets (KPIs) to tackle the objective

Key performance indicators (KPIs) are the measurable targets that serve to gauge the success of an objective. KPIs should be relevant, realistic, and achievable. For example, under the objective Identify potential targets, a KPI could be Accurately identify potential targets. The KPI should have an initial value, target value, and a unit of measurement.

4. Implement related projects to achieve the KPIs

Projects, also known as actions, are the steps necessary to achieve the KPI. Projects should be specific, measurable, and achievable. For example, under the KPI Accurately identify potential targets, a project could be Conduct financial analysis and due diligence.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform that helps teams create, track, and measure their strategies. Cascade allows teams to set objectives and KPIs, and track progress. With Cascade, teams can ensure their strategies are on track and quickly adjust their plans to ensure success.

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Merger And Acquisition Plan Template
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