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Bolt-on acquisition playbook

Make the next acquisition easier to review

Use consistent review requirements while keeping the evidence and decisions specific to each target.

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What should the team examine on every bolt-on?

A repeat acquisition strategy creates familiar questions. A clear starting scope and reusable request language help the team carry its standards forward without losing the detail of the individual deal.

Inside the work product

Explore a
diligence review

Browse a sample acquisition handover, the findings behind it, and the requests that move the review forward.

ColabraProject Northbridge

Investment team · Working review

Acquisition handover

Executive view

Confirm the transaction perimeter, customer consent, and IP evidence. Carry the unresolved items into the closing and integration workstreams.

Matters for attention

01
Unreconciled subsidiary

The chart and proposed perimeter do not agree. Confirm whether the subsidiary is included and where its obligations sit.

Corporate structure chart · appendix B
02
Customer consent

Confirm whether the proposed transaction triggers consent before relying on the contract at close.

Acme customer agreement · §12.3
03
Missing IP assignment

The supporting records do not yet establish the transfer of this contributor’s work.

Engineering contractor file · document index

Evidence reviewed

  • Group structure chart
  • Customer contracts
  • IP assignment records
Prepared for investment review01
Follow the complete workflow

A review with a clear purpose

  1. Review the commercial exceptions

    Examine the agreements that matter to the acquisition. Keep unusual provisions and open consent questions connected to their sources.

  2. Clarify the people and ownership record

    Collect the ownership, employment, and founder agreements needed for the review. Assign questions about missing or incomplete documentation.

  3. Close the recurring evidence gaps

    Apply the review requirements and reuse standard request language where appropriate. Track each seller response in the context of the outstanding item.