Additional Guides & Whitepapers

M&A Checklist for Treasury


A treasury department’s role in mergers and acquisitions can involve a variety of duties, depending on the department’s involvement in its company’s acquisition process. Understanding Treasury’s role in the process will help provide the best analysis of the acquisition with the aim of preparing for eventual integration. 

It’s very common in treasury departments to have individuals manage acquisition duties in addition to their day-to-day duties. This document was created with those individuals in mind and is meant to be a time saving tool for them.

Download the Checklist