M&A Operational Diligence Checklist
Operational due diligence checklist for M&A transactions. Covers org structure, systems, contracts, compliance, and integration readiness.
- Instant digital delivery
- 6-Gate Vetted Contributor
- Deployment guide included
- 30-day support window
- Editable, fully unlocked files
What's Included
Deployment Complexity
Financial diligence catches the numbers. Operational diligence catches the problems the numbers do not show — the org chart that falls apart when one VP leaves, the procurement process that exists only in someone's inbox, the safety program that is a binder on a shelf. This checklist is built from the operational diligence patterns I observed across PE deal evaluations during my Big 4 career. Fifty-nine questions across six domains, each one included because I watched a deal team miss it at least once. The Deal Summary section at the end — risk findings, value creation opportunities, reps and warranties recommendations, Day 1-30 actions — exists because every diligence report ends with someone asking "so what do we actually do on Day 1?" This answers that before they have to ask.
FAQ / Deployment Notes
What format are the files delivered in?
Editable spreadsheets (.xlsx), documents (.docx), and slide templates (.pptx), plus a PDF deployment playbook.
Can this be customized?
All templates are fully editable. Structure and formulas are documented in the deployment playbook so your team can adapt naming, scoring, and thresholds.
What support is included?
30 days of email support directly with the contributor for setup and configuration questions.
Is there a refund policy?
Contact AskGallanDigital before purchase with scoping questions — digital delivery is final sale once downloaded.