To be done: an acquisition/merger checklist
Posted by: Troy Tate
An acquisition or merger is not a frequent event for my organization. However, it seems like in the past year or so we have worked on a number of these activities. So, it seems like it may be time to create a formalized checklist for the IT department items that need to be addressed during an acquisition.
To get the ball rolling, I am listing some items that I consider to be important to the infrastructure/security folks like me. I know this list is not exhaustive or complete. It is a work in progress and will need to be refined for each event since they are all different. Some of these may be done in the due-diligence but the rubber hits the road during the implementation.
So, without further ado:
Absorbing a new acquisition – to do list (general & incomplete)
- Private WAN connectivity – 30-90 days or more lead time depending on location
- flexible IP addressing scheme to absorb devices on new network(s)
- Internet firewall changes – ports, source addresses, NAT, etc.
- DNS ownership and management
- changing registrars
- changing DNS nameservers – use a dig tool to get information concerning current configuration – MenAndMice
- Network hygiene – how clean are the devices and what personnel habits need to be changed?
- Device inventory – what effort will it take to do this?
- Software licensing inventory
- What about handling loss of staff & knowledge?
- Documentation of processes, procedures, configurations?
- Phone list sharing
- E-mail addressbook sharing
- E-mail system integration
- anti-spam/anti-virus
- calendar sharing
- ERP process integration
- Resource access permissions
- Financial reporting integration – accounts payable, receivable, tax, etc.
- Staff reporting structure
- Other HR activities – benefits, payroll, etc.
I welcome your insight and experience on the many other activities you feel is important to address during a merger/acquisition.
Thanks for your time. Let’s be good network citizens together & practice safe networking!




