Free HR M&A Checklist
Are You Deal-Ready?
Download Converge’s practical HR M&A Checklist to assess workforce structure, compensation and benefits, employment agreements, compliance, culture, HR systems, Day 1 readiness, and post-integration priorities.
M&A due diligence is about more than financials and operations. The workforce, leadership team, employment obligations, HR systems, and culture can all affect the success of a transaction.
This checklist gives deal teams a practical framework to help identify important HR questions before close and plan for the transition that follows.
What’s Inside
The checklist takes you from pre-deal due diligence through post-integration planning.
It covers:
Workforce structure, headcount, leadership dependencies, and key talent
Compensation, benefits, equity, and retirement plans
HRIS, payroll, and employee data
Compliance history, employee claims, wage and hour issues, and leave
Employee handbooks, HR policies, and HR technology
30-, 60-, and 90-day post-integration priorities
Employment agreements, severance, and change-of-control provisions
Culture, communication, organizational design, and retention
Day 1 readiness
Use It to Create Structure Around Your HR Review
The checklist can help your team organize the questions that need to be answered, identify potential people and compliance risks, and clarify which issues require follow-up before close.
It also creates a shared framework for conversations between HR, finance, operations, legal counsel, and other members of the deal team. The goal is to bring people considerations into the transaction early enough to act on them, rather than treating HR as a final-stage activity.
Who Is This For?
This resource is designed for:
CEOs, CFOs, and operating executives
Private equity firms and operating partners
Portfolio company leadership teams
HR and People leaders
M&A attorneys
Business brokers and transaction advisors
Get the Free HR M&A Checklist
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The People Side of a Deal Deserves a Plan
Converge HR Solutions helps deal teams prepare for HR due diligence, integration planning, Day 1 readiness, and post-close execution.
