← All workflows

Ma Closing Checklist

Draft M&A Closing Checklists in Minutes, Not Hours

10 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Jump to detailsOpen in Workspace

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Ma Closing Checklist

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Ma Closing Checklist

Overview

CaseMark's M&A Closing Checklist skill automatically drafts comprehensive, party-coded closing checklists for U.S. stock purchases, asset deals, and mergers. By analyzing your definitive agreement and deal documents, it generates a status-tracked matrix covering every closing deliverable—from corporate authorizations and regulatory clearances to funds flow coordination and post-closing obligations.

Drafting M&A closing checklists manually is tedious, error-prone, and time-consuming. Associates spend hours combing through definitive agreements to identify every deliverable, assign responsible parties, and organize items into a coherent tracking document—only to discover missed items or incorrect assignments as closing approaches.

CaseMark's AI analyzes your purchase or merger agreement and automatically generates a comprehensive, party-coded closing checklist with status tracking built in. Every corporate authorization, consent requirement, regulatory clearance, and post-closing obligation is identified, organized, and assigned to the responsible party—giving your deal team a complete coordination tool in minutes.

How it works

  1. 1. Upload your executed purchase or merger agreement and deal summary

  2. 2. AI analyzes deal structure, parties, conditions, and closing requirements

  3. 3. Review the generated party-coded checklist with status tracking for every deliverable

  4. 4. Export in your preferred format (DOCX, PDF) and distribute to all deal parties

What you get

  • Corporate Authorizations Matrix

  • Principal Transaction Documents

  • Third-Party Consents & Approvals

  • Regulatory Clearances

  • Funds Flow & Escrow Items

  • Post-Closing Obligations

What it handles

  • Party-coded matrix with buyer, seller, counsel, and escrow agent assignments

  • Status-tracked workflow from Pending through Draft, Review, Executed, to Complete

  • Comprehensive coverage of corporate authorizations, consents, and regulatory clearances

  • Funds flow and escrow coordination tracking

  • Post-closing obligations and deliverables management

  • Supports stock purchases, asset deals, and mergers

Required documents

  • Definitive Agreement

    The executed purchase agreement, merger agreement, or asset purchase agreement with all schedules and exhibits

    .pdf, .docx

  • Deal Summary or Term Sheet

    Summary of key deal terms including parties, structure, closing date, and material conditions

    .pdf, .docx

Supporting documents

  • Disclosure Schedules

    Disclosure schedules identifying material contracts, consents, and regulatory requirements

    .pdf, .docx

  • Organizational Documents

    Charters, bylaws, or operating agreements of the parties for corporate authorization requirements

    .pdf, .docx

  • Prior Closing Checklist

    A prior version or template checklist to incorporate firm-specific formatting preferences

    .pdf, .docx, .xlsx

Why teams use it

Reduce checklist drafting time from hours to minutes while ensuring no closing deliverable is missed

Maintain clear accountability with automatic party-code assignments for every line item

Track deal progress with a standardized status workflow from Pending through Complete

Ensure comprehensive coverage across corporate authorizations, consents, regulatory clearances, and post-closing items

Questions

What types of M&A transactions does this checklist cover?

CaseMark generates closing checklists for U.S. stock purchases, asset purchases, and mergers. The AI automatically adapts the checklist categories and line items based on your specific deal structure.

How does the party-coding system work?

Each checklist item is assigned a party code (e.g., BC for Buyer's Counsel, SC for Seller's Counsel, B for Buyer, S for Seller, EA for Escrow Agent). CaseMark identifies responsible parties from your deal documents and assigns codes automatically, making it clear who owns each deliverable.

Can I customize the checklist after it's generated?

Absolutely. CaseMark produces a fully editable checklist that you can modify, add items to, reassign party codes, and update statuses as your deal progresses toward closing.

Does the checklist include regulatory and HSR requirements?

Yes. CaseMark analyzes your deal documents for HSR threshold triggers, industry-specific regulatory approvals, and jurisdictional filing requirements, then includes them as tracked line items in the checklist.

How does CaseMark handle post-closing obligations?

The generated checklist includes a dedicated post-closing section covering items like purchase price adjustments, indemnification escrow releases, employee transition matters, and any other obligations specified in your definitive agreement.

Can I use this for cross-border transactions?

This skill is optimized for U.S. M&A transactions. While it covers domestic regulatory clearances and corporate authorizations comprehensively, you may need to supplement the output for international regulatory filings or foreign jurisdiction requirements.

Related

30b6 Corporate Rep

Draft & Defend 30(b)(6) Depositions in Minutes

30b6 Deposition

Master 30(b)(6) Depositions in Minutes, Not Hours

Abstract of Judgment

Draft Judgment Abstracts in Minutes, Not Hours