| name | ma-closing-checklist |
| title | M&A Closing Checklist |
| description | Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for any M&A transaction. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/ma-closing-checklist |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | corporate |
| language | en |
M&A Closing Checklist
Generates a party-coded, status-tracked closing checklist for U.S. M&A transactions (stock purchase, asset purchase, or merger).
Quick Start
Confirm before drafting:
- Definitive agreement — executed purchase/merger agreement with disclosure schedules
- Structure — stock purchase, asset purchase, or merger
- Parties — buyer, seller, target (if distinct), escrow agent, counsel
- Closing logistics — date, time/TZ, location or virtual platform
- Material contracts — change-of-control and consent triggers identified
- Regulatory profile — org jurisdictions, HSR thresholds, industry regulators
Output Format
Header: target name, buyer name, closing date/time/TZ/location, version number, distribution date.
Party legend (expand as needed):
| Code | Party |
|---|
| BC | Buyer's Counsel |
| SC | Seller's Counsel |
| B | Buyer |
| S | Seller |
| EA | Escrow Agent |
| CO | Company (if distinct) |
Matrix columns: # | Item | Party | Status
Status flow: Pending → Draft → Under Review → Executed → Delivered → Complete
Checklist Categories
1. Corporate Authorizations
| # | Item | Party |
|---|
| 1.1 | Good standing certificates — Seller (each org jurisdiction, ≤30 days) | SC |
| 1.2 | Good standing certificate — Buyer | BC |
| 1.3 | Board resolutions — Seller (approve transaction, authorize signatories) | SC |
| 1.4 | Board resolutions — Buyer | BC |
| 1.5 | Shareholder/member approval — Seller (if required) | SC |
| 1.6 | Consent rights holders — preferred shareholders, option/warrant holders |
