TAB Toolkit for Mergers & Acquisitions

merging filing systems

Right now, corporate merger and acquisition activity is on the rise, and the process can be a challenge for the organisations involved. The good news is that with that challenge comes amazing opportunities to get your information in order, strengthen your RM program and use it to add value to your organisation!

This records integration toolkit is designed to tackle issues that can arise, before, during and after the transaction.

These records integration resources enable parties on both sides of the transaction to minimise the impact of M&A activity, while increasing overall RM efficiency and maximising the role of your program.

Use this toolkit to:

  • Incorporate new file collections seamlessly and without risk
  • Order your business assets for acquisition
  • Quickly capitalise on asset/ROI by quickly resuming full operations post-transaction
  • Minimise the risk to both parties by detailing assets you will be or have already acquired

For our readers who may be facing an M&A situation now or in the future, these are essential resources.

DATAFILE Consulting: Successfully Merging Collections

DATAFILE can show you how to successfully combine two organisations' information while reducing costs, minimising disruption to your business and ensuring regulatory compliance.


Energy Case Study: DATAFILE Helps Leading Energy Company Handle 100 Acquisitions a Year

The Land Records file room for a leading energy company wanted a more efficient way to incorporate the high volume of new files generated from their constant acquisition of assets. We did it for them!


M&A Records Intake Assessment Tool

Want to know the best way to handle incoming file collections during a merger? This tool will show you how, including intake planning, program assessment, collection level audits and action plan development.


White Paper: Records Management Best Practices for Mergers and Acquisitions

This DATAFILE white paper details every aspect of Records Management best practices to use for any M&A situation. You'll learn a step by step process you can use before, during and after the merger!