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Mergers & acquisitions

How to Manage Records During a Merger or Acquisition – Part 3

Last week’s post, the second of a three-part series, provided direction on how to conduct a pre-integration inventory and audit, as well as some questions to ask yourself in the process. This third and final post in our series focuses on integration and beyond. Phase 3 – Integration Integrating an acquired collection is where you will…Read More

How to Manage Records During a Merger or Acquisition – Part 2

Our first post of this series shared some preliminary steps that records mangers can take in the early stages of a merger or acquisition. This second post in our series outlines the next major steps: the pre-integration inventory and audit. Pre-Integration Inventory and Audit This stage starts after the deal has been signed and will…Read More

How to Manage Records During a Merger or Acquisition – Part 1

Corporate mergers and acquisitions are complicated and move through many stages before they are completed. For records managers, there is a role to play at each stage to ensure that the deal is successful and that the transition is a smooth one. To guide you through those stages, the team at TAB has put together…Read More

Virtual data rooms simplify mergers, acquisitions, and divestitures

In a recent blog post, we shared several important questions to ask before a merger or acquisition. This week we offer even more assistance with mergers, acquisitions and divestitures, highlighting the growing and invaluable role that virtual data rooms play in complex corporate transactions. Getting the right information at the right time The success of…Read More

Key RIM considerations for a merger or acquisition – Part 2

In last week’s blog post, we began our look at the important questions to ask before a corporate merger or acquisition. We pointed out that the work starts right at the beginning, during the due diligence process. As the records manager, you will be responsible for facilitating the examination of records while ensuring the security…Read More