Form
General Information
Name
*
First Name
Last Name
Email
*
example@example.com
Company Name
*
Position
*
Primary Industry
*
Please Select
Biopharma
Medtech
Advanced Therapies
Tools and Services
Specialty Chemicals
Other
When are you considering acquiring the target business
*
Please Select
3 months or less
6 months
12 months or more
Target business already acquired
I agree to receiving relevant follow-up by a ClarityNorth Partners professional (view policies at website)
*
Yes
I agree to the Terms and Conditions and Terms of Use (view policies at website)
*
Yes
Deal Context and Strategy Alignment
What is the strategic rationale for the deal?
*
Synergy capture
Market entry
Product extension
Tech acquisition
Talent
Other
Has the integration thesis been clearly defined and documented?
*
Please Select
Yes
No
Have Day 1 and end-state goals been aligned between the deal and integration teams?
*
Please Select
Yes
No
How confident are you in your synergy capture plan?
*
1
2
3
4
5
Integration Governance and Leadership
Is there a dedicated integration leader or team in place?
*
Please Select
Yes
No
How experienced is your integration team with similar deals?
*
None
Some
Experienced
Experts
Are roles and responsibilities across business functions clearly defined for integration?
*
Please Select
Yes
No
Has executive sponsorship been secured for key workstreams?
*
Please Select
Yes
No
Functional Readiness
Have you conducted a functional impact assessment (IT, HR, Finance, Ops, etc.)?
*
Please Select
Yes
No
Are integration workplans defined for each function?
*
Please Select
Yes
Partially
No
Are functional leaders aware of Day 1 requirements?
*
Please Select
Yes
No
Rate your confidence in each function’s readiness for integration - IT
*
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Rate your confidence in each function’s readiness for integration - HR
*
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Rate your confidence in each function’s readiness for integration - Finance
*
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Rate your confidence in each function’s readiness for integration - Ops and SCM
*
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Day 1 Planning
Do you have a confirmed Day 1 list of activities and owners?
*
Please Select
Yes
No
Is customer/supplier communication planning underway?
*
Please Select
Yes
No
Are compliance and regulatory requirements mapped for Day 1?
*
Please Select
Yes
No
Have Day 1 systems access and data flow needs been identified?
*
Please Select
Yes
No
Culture and Change Management
Have you assessed cultural differences between buyer and target?
*
Please Select
Yes
No
Is there a communication plan for employees post-close?
*
Please Select
Yes
No
Have key employee retention or flight risks been identified?
*
Please Select
Yes
No
How confident are you in your change management plan?
*
1
2
3
4
5
Synergies and Value Capture
Are synergy targets quantified by category (cost, revenue, etc.)?
*
Please Select
Yes
No
Is there a mechanism to track synergy realization post-close?
*
Please Select
Yes
No
Have you stress-tested value levers in case of execution delays?
*
Please Select
Yes
No
Integration Complexity Profile
Deal Type
Please Select
Asset
Share
Carve-Out
Merger
Bolt-On
Geography
Please Select
Domestic
Multi-country
Global
Approximate Deal Size
Please Select
<$100M
$100-500M
+$500M
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