Summary Guide
M&A Due Diligence

by Jon Farnsworth

This checklist includes documents and information commonly exchanged in corporate mergers and acquisitions, primarily focused on information that buyers would request from sellers.

Due Diligence Checklist
Including items in the following categories:

• Organizational Documents
  
• Member/Stockholder Information
• Officers, Directors, Employees, and Benefits
• Debt and Liabilities
• Financial Information
• Taxes
• Contracts and Other Agreements
• Sales and Marketing
• Intellectual Property
• Real Property (for Transactions with the Sale of Real Property)
• Tangible Property
• Litigation and Audits
• Insurance
• Governmental Regulations and Filings
• Privacy and Data Security
• Miscellaneous

Use of Online Data Rooms in the Mergers & Acquisitions Due Diligence Process
A table defining criteria / features, examples, and cost / vendors.