| name | closing-checklist |
| title | M&A Closing Checklist |
| description | Drafts M&A closing checklists tracking documents, approvals, consents, and action items from signing through post-closing. Use when coordinating closings for mergers, acquisitions, stock purchases, asset deals, or any corporate transaction requiring multi-party document tracking and funds flow management. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/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 transaction-specific closing checklist covering corporate authorizations, transaction documents, third-party consents, regulatory filings, funds flow, and post-closing obligations.
Prerequisites
Before drafting, collect:
- Definitive agreement — purchase/merger agreement with all schedules
- Transaction structure — stock purchase, asset purchase, or merger
- Party information — legal names of buyer, seller, target, escrow agent
- Closing logistics — date, time (with timezone), location or virtual platform
- Material contracts — contracts with change-of-control or consent provisions
Quick Start
Format every checklist with:
- Header: transaction name, parties, closing date/time/method
- Party legend: abbreviations (BC = Buyer's Counsel, SC = Seller's Counsel, B = Buyer, S = Seller, EA = Escrow Agent; expand as needed)
- Item matrix:
# | Description | Responsible | Cross-Ref (§) | Status
- Status stages:
Draft → Review → Negotiation → Execution → Delivered
Checklist Sections
I. Corporate Authorization
II. Transaction Documents
All structures:
Asset purchases — add:
