M&A Integration Project Initiation Form

Streamline Your M&A Integration Planning with Paperform

Mergers and acquisitions require meticulous planning and seamless coordination across multiple workstreams. This M&A Integration Project Initiation Form template helps executives, project managers, and integration teams establish a solid foundation for post-merger success from day one.

Whether you're a private equity firm, corporate development team, management consultant, or business executive leading integration efforts, this template captures all critical dimensions of your M&A project: organizational structures, technology systems, cultural considerations, communication plans, and phased timelines.

Why This Template Works for M&A Integration

The form systematically guides your team through essential integration planning areas—from comparing organizational hierarchies and assessing IT system compatibility to developing cultural alignment strategies and stakeholder communication plans. By centralizing this information at project kickoff, you create a single source of truth that keeps integration teams aligned throughout the process.

Automate Your Integration Workflows with Stepper

Once your M&A integration brief is submitted, use Stepper to automatically route approvals to stakeholders, create project workstreams in your project management tool, notify relevant integration teams, and trigger due diligence workflows. Stepper's AI-native automation ensures every submission kicks off the right sequence of actions without manual handoffs.

Built for Complex Business Processes

With Paperform's conditional logic, you can tailor questions based on deal type, integration complexity, or organizational size. The platform's calculation engine supports timeline planning and resource allocation, while native integrations with tools like Monday.com, Asana, Slack, and your CRM ensure seamless data flow across your tech stack.

Trusted by professional services firms and enterprises worldwide, this template is SOC 2 Type II compliant and designed for teams that need both flexibility and security when handling sensitive M&A information.