Operational due diligence checklist for M&A transactions. Covers org structure, systems, contracts, compliance, and integration readiness.
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.
Editable spreadsheets (.xlsx), documents (.docx), and slide templates (.pptx), plus a PDF deployment playbook.
All templates are fully editable. Structure and formulas are documented in the deployment playbook so your team can adapt naming, scoring, and thresholds.
30 days of email support directly with the contributor for setup and configuration questions.
Contact AskGallanDigital before purchase with scoping questions — digital delivery is final sale once downloaded.