Assess whether integration costs were sandbagged in the CIM (d75cbb)

Situation

A PE platform evaluating a founder-led SaaS add-on cannot treat a customer who just sent a non-renewal as color commentary on post-merger systems-integration risk register. Integration-risk PMO must close integration costs were sandbagged from that extract under M&A Due Diligence / People and Contracts.

Decision

Integration-risk PMO in a PE platform evaluating a founder-led SaaS add-on must choose Proceed / Reprice / Walk / Hold using post-merger systems-integration risk register after a customer who just sent a non-renewal.

Hypotheses to test

• Authorize Proceed now; post-merger systems-integration risk register already has the discriminator after a customer who just sent a non-renewal.
• Keep Reprice in force until post-merger systems-integration risk register is completed after a customer who just sent a non-renewal for integration-risk PMO.
• Treat post-merger systems-integration risk register as Walk because both readings appear after a customer who just sent a non-renewal.
• Refuse a M&A Due Diligence close: integration-risk PMO does not have the page integration costs were sandbagged turns on in post-merger systems-integration risk register.

Analysis required

• Map reps, earnout mechanics, and integration risk a PE platform evaluating a founder-led SaaS add-on would inherit.
• Tie quality-of-earnings, working-capital, and contingent items in post-merger systems-integration risk register to integration costs were sandbagged.
• Name the document integration-risk PMO still needs before signing.
• For this M&A Due Diligence People and Contracts file, read post-merger systems-integration risk register against a customer who just sent a non-renewal and write the one fact that would move integration costs were sandbagged for integration-risk PMO.

Recommendation

Choose Proceed / Reprice / Walk / Hold on this M&A Due Diligence / People and Contracts packet (post-merger systems-integration risk register after a customer who just sent a non-renewal). If post-merger systems-integration risk register cannot force a M&A Due Diligence label under People and Contracts, stop. If post-merger systems-integration risk register after a customer who just sent a non-renewal cannot support Proceed versus Reprice on this M&A Due Diligence People and Contracts close, integration-risk PMO must do not proceed, reprice, or walk on a quality-of-earnings fact the packet does not carry.