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Mergers & acquisitions

A four-step approach to onboarding acquired file collections – Part Two

In last week’s blog post we began to outline a proven methodology for onboarding records from a merger or acquisition. As we saw, a big part of the process involves getting a handle on the scope and nature of the incoming collections. To do this, we recommended looking at: The overall records landscape: How many […]Read More

A four-step approach to onboarding acquired file collections – Part One

Corporate transactions create a lot of work for records management teams. For example, as a deal comes together, we are often asked to make records available for the discovery process. This can involve setting up temporary records rooms to facilitate reviews of key documents by the acquiring party. The work really begins once the deals are done and we start the massive process of integrating the acquired records collections into a common system.Read More

4 Steps to Solving the Records Management Challenges of Mergers and Acquisitions

After a merger or acquisition, consolidating file collections becomes a necessary but resource-intensive proposition for records managers. If it isn’t done right, it can have a negative impact on your organization’s ability to operate. When your organization acquires new business assets and operations, it inherits all the records that support those assets and operations. You […]Read More