Merger and Acquisition Template

The merger and acquisition process can be complex, involving diverse teams and multi-stage pipelines. It doesn’t have to be though, with manageable phases, proven processes, and a tried-and-tested template.

Wrike offers the solution you’ve been looking for. Our complete merger and acquisition template is ideal for teams who want to centralize, organize, and streamline their entire end-to-end M&A process. This template will take you from strategic planning, through due diligence, and onto post-merger integration.

• Gantt chart view
  Visualize your entire M&A pipeline with Wrike’s interactive Gantt charts. Set realistic goals, monitor your planned timeline, and adjust due dates as needed. Create milestones and dependencies so everyone is clear on the journey ahead. 
• Project dashboard
  Build your own executive-level project dashboard to scan quickly for progress and roadblocks. Drill down into granular details to get even more clarity and ensure your merger and acquisition closes on time. 
• Request form
  Need to get started fast? Use our customizable request form to capture important details from the get-go, including task requirements, assignees, and due dates. Explore the functionality of Wrike’s custom request forms.
• Custom Item Types
  Create a tailored workspace for your PMO team with their preferred language, business customs, and ways of working. Help your teams progress through familiar stages and easily understood tasks with Custom Item Types. 

Wrike’s merger and acquisition template can help you manage multi-stage workflows, collaborate on complex tasks, and centralize all your data in one secure platform.

It comes with:

• Pre-filled customizable M&A stages
• Individual steps to complete for each stage
• A list of key features for added value
• Customizable statuses such as ‘New’ and ‘Completed’