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RACI matrix templates

RACI — M&A Due Diligence

Acquisition diligence workstreams: corporate development leads with legal, finance, HR, IT, and outside advisors.

Template previewRACI matrix
Project Harbor — due diligenceCorp DevLegalFinanceHRITAdvisorsData-room setupARCCICRFinancial modelARCContracts reviewIARCRIP & litigation scanIARCRComp & retention planCCCARISystems integrationCIARCSynergy caseARRCCCFinal recommendationARCCCCIRResponsibleAAccountableCConsultedIInformed

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title "Project Harbor — due diligence"
roles: Corp Dev, Legal, Finance, HR, IT, Advisors
Data-room setup       | A/R, C, C, I, C, R
Financial model       | A, -, R, -, -, C
Contracts review      | I, A/R, C, -, -, R
IP & litigation scan  | I, A/R, -, -, C, R
Comp & retention plan | C, C, C, A/R, -, I
Systems integration   | C, -, I, -, A/R, C
Synergy case          | A/R, -, R, C, C, C
Final recommendation  | A/R, C, C, C, C, I