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Corporate development

Look beyond the close

Review ownership, commercial restrictions, and operational risks with the eventual integration in mind.

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What are you taking on with the acquisition?

The review needs to connect the investment rationale to the business you will operate. IP records, vendor terms, and employment documents can all reveal questions for the integration team.

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. Examine ownership evidence

    Review IP assignments and corporate records, and identify the documentation still needed to support ownership.

  2. Understand contract restrictions

    Extract assignment and change-of-control provisions so the team can identify consents and terms that need further review.

  3. Prepare the handover

    Keep operational issues, supporting files, and seller responses together for the team taking responsibility after close.