CapabilitiesM&A Project Management
Run the deal without a separate tracker.
Plan and run every workstream from close to year one: tasks, owners, milestones, dependencies, critical path, risks and decisions. The plan starts from what diligence found and stays current because the work happens here.
M&A Project Management
What's included.
Tasks and owners
Every task has one owner, a date and a status.
Workstreams
Finance, legal, HR, IT, tax, operations and the rest, each with a lead.
Milestones and gates
Pre-sign, pre-close, Day 1, Day 100 and Year 1+, with the criteria to move forward.
Dependencies
Link tasks across workstreams, so a slip in one shows up in every plan it affects.
Critical path
See which work sets the date, and what slips if it slips.
Timelines
One Gantt from close to year one, from days to quarters.
Action queues
Each person sees what's waiting on them, across every deal they're on.
Risks and issues
A RAID log where every risk has an owner and the work that addresses it.
Decisions
Who decided what, when and why, so nothing gets relitigated in week six.
Calendar
Gate reviews, deadlines and notice dates in one calendar.
SteerCo reporting
Health, milestones, top risks and decisions required, ready for every committee.
You stay in control
Routine status updates happen for you. Adding, removing or reassigning work is always a person's call.
Start with a plan, not a blank template.
Sherpa builds the integration plan from what diligence found. The risks you uncovered are already tied to the tasks that deal with them.
Status stays current because updates happen as the work moves, not when someone remembers the tracker.
Working alongside you
Scout keeps the workstreams in step and routes each question to the person who should answer it, the way a good integration office lead would.
Part of the whole deal
Nothing starts from scratch. Nothing gets left behind.
Before
Risks and decisions from diligence.
After
Progress feeds SteerCo and board packs and the portfolio view.