Sample deliverable · M&A go-to-market
Day-1 Operating Model & Integration Plan
This is a sample. All client names, figures and specifics are redacted. Your deliverable is tailored to your deal structure and market.
Synergy Opportunity Summary
[$ range]
Revenue synergies (Year 1)
[$ range]
Cost synergies (run-rate)
[N] months
Target to stable state
Day-1 Operating Model, Key Decisions
| Area | Decision | Rationale | Owner |
|---|
| Sales & GTM | [Single team / separate teams] | [Rationale] | [Name] |
| Customer service | [Unified / branded separately] | [Rationale] | [Name] |
| Finance & reporting | [Combined / interim parallel] | [Rationale] | [Name] |
| Systems | [Migrate / run parallel / replace] | [Rationale] | [Name] |
Integration Priority Backlog
| # | Integration task | Owner | Target | Status |
|---|
| 1 | [Highest-priority integration task] | [Name] | Day 30 | On track |
| 2 | [Second priority] | [Name] | Day 60 | At risk |
| 3 | [Third priority] | [Name] | Day 90 | Not started |
Weekly Synergy Tracker
| Synergy | Target ($) | Captured to date | On track? |
|---|
| [Synergy 1] | [$] | [$] | Yes |
| [Synergy 2] | [$] | [$] | Partial |
| [Synergy 3] | [$] | [$] | Pending |