100+ M&A Operational Due Diligence SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a comprehensive, transaction-ready framework for executing world-class M&A Operational Due Diligence across all critical value drivers and risk domains.
2. Delivers a structured, Excel-based SOP library that standardizes operational risk assessment, synergy identification, and post-merger integration planning.
3. Equips private equity firms, corporate development teams, and advisors with a scalable operational due diligence toolkit designed to accelerate deal execution and maximize EBITDA impact.

DUE DILIGENCE EXCEL DESCRIPTION

This product (100+ M&A Operational Due Diligence SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives


100+ M&A Operational Due Diligence SOPs Library

The Ultimate Operational Due Diligence Excel Template for Private Equity, M&A Advisors & Corporate Development Teams

If you're executing buy-side or sell-side operational due diligence, you cannot afford gaps, blind spots, or inconsistent analysis.

This 100+ M&A Operational Due Diligence SOPs Library (Excel Template) is a comprehensive, ready-to-deploy framework built for:
•  Private Equity Firms
•  Investment Banks
•  Corporate Development Teams
•  Transaction Advisory Services
•  Strategy & Operations Consultants
•  Independent Sponsors

It delivers 150 institutional-grade Operational Due Diligence SOPs, fully structured and standardized for immediate use in live deals.


🚀 What You Get

A powerful Excel-based Operational Due Diligence SOP Library covering every critical operational value driver and risk area across:
•  Strategy & Governance
•  Manufacturing & Production
•  Supply Chain & Procurement
•  Quality & Compliance
•  Commercial Operations
•  IT & Digital
•  Human Capital
•  Facilities & Asset Management
•  Financial Operations Interface
•  Enterprise Risk
•  Product & R&D
•  Customer & Service
•  ESG & Sustainability
•  Integration Readiness
•  Continuous Improvement

Every SOP follows a structured, professional due diligence format:
•  Purpose
•  Scope
•  Owner / Role
•  Inputs (Required Information & Documents)
•  Process Steps (Detailed Workflow)
•  Outputs / Deliverables
•  KPIs / Success Metrics
•  Risks / Controls
•  Review Frequency
This is not theory.
This is transaction-ready operational diligence infrastructure.


🔎 Complete List of All 150 Operational Due Diligence SOPs
1️⃣ Operations Strategy & Governance
1. Operational Strategy Alignment Review SOP
2. Operating Model Assessment SOP
3. Business Unit Performance Governance SOP
4. Operational KPI Framework Validation SOP
5. Decision Rights & Accountability Mapping SOP
6. Operational Risk Governance SOP
7. Management Cadence & Review Structure SOP
8. Operational Policy Framework Assessment SOP
9. Strategic Initiative Execution Review SOP
10. Board & Executive Oversight Effectiveness SOP

2️⃣ Manufacturing & Production Operations
11. Production Capacity & Utilization Assessment SOP
12. Manufacturing Footprint Optimization Review SOP
13. Overall Equipment Effectiveness (OEE) Validation SOP
14. Production Planning & Scheduling SOP
15. Throughput & Bottleneck Analysis SOP
16. Yield & Scrap Rate Assessment SOP
17. Shop Floor Controls Review SOP
18. Production Cost Structure Validation SOP
19. Capital Equipment Condition Assessment SOP
20. Make-vs-Buy Operational Analysis SOP

3️⃣ Supply Chain & Procurement
21. End-to-End Supply Chain Mapping SOP
22. Supplier Concentration Risk Assessment SOP
23. Procurement Governance & Controls SOP
24. Strategic Sourcing Effectiveness SOP
25. Supplier Contract & Pricing Review SOP
26. Inventory Planning & Replenishment SOP
27. Logistics & Transportation Cost Assessment SOP
28. Demand Forecast Accuracy Review SOP
29. Supply Chain Resilience & Continuity SOP
30. Working Capital Efficiency Assessment SOP

4️⃣ Quality Management & Compliance
31. Quality Management System (QMS) Review SOP
32. Product Defect & Recall History Assessment SOP
33. Regulatory Compliance Operations SOP
34. CAPA (Corrective & Preventive Action) SOP
35. Internal Audit Program Effectiveness SOP
36. Certification & Accreditation Validation SOP
37. Customer Complaint Handling Process SOP
38. Quality Cost Analysis SOP
39. Inspection & Testing Protocol Assessment SOP
40. Compliance Documentation Integrity SOP

5️⃣ Commercial Operations Interface
41. Sales & Operations Planning (S&OP) SOP
42. Order-to-Cash Process Review SOP
43. Pricing Operations & Controls SOP
44. Customer Service Operations Assessment SOP
45. Contract Fulfillment Capability SOP
46. Revenue Leakage Risk Assessment SOP
47. Channel Operations Governance SOP
48. CRM Operational Effectiveness SOP
49. Quote-to-Order Process SOP
50. Backlog Management & Conversion SOP

6️⃣ IT & Digital Operations
51. IT Infrastructure Operational Stability SOP
52. ERP System Effectiveness Assessment SOP
53. Cybersecurity Operational Controls SOP
54. IT Service Management (ITSM) SOP
55. Data Governance & Integrity SOP
56. System Integration & Interoperability SOP
57. Business Continuity & Disaster Recovery SOP
58. Automation & Digital Maturity Assessment SOP
59. IT Vendor & SLA Management SOP
60. Technology Technical Debt Assessment SOP

7️⃣ Human Capital & Workforce Operations
61. Workforce Planning & Capacity Assessment SOP
62. Labor Productivity Analysis SOP
63. Skills & Competency Gap Assessment SOP
64. Organizational Structure Efficiency SOP
65. Key Talent Dependency Risk SOP
66. Union & Labor Relations Review SOP
67. Incentive & Compensation Operational Alignment SOP
68. Workforce Turnover & Retention Analysis SOP
69. Training & Development Effectiveness SOP
70. Health & Safety Operations SOP

8️⃣ Facilities & Asset Management
71. Facilities Condition Assessment SOP
72. Asset Lifecycle Management SOP
73. Preventive Maintenance Program Review SOP
74. Predictive Maintenance Capability SOP
75. Real Estate Lease Obligation Review SOP
76. Utilities Efficiency & Cost Assessment SOP
77. Environmental Compliance Operations SOP
78. Capacity Expansion Readiness SOP
79. Critical Asset Dependency Risk SOP
80. Facility Consolidation Feasibility SOP

9️⃣ Financial Operations Interface
81. Cost Accounting Process Validation SOP
82. Operational Expense Structure Review SOP
83. Inventory Valuation Accuracy SOP
84. Standard Cost System Assessment SOP
85. Budgeting & Forecasting Process SOP
86. Variance Analysis Governance SOP
87. Working Capital Operational Drivers SOP
88. Cash Conversion Cycle Review SOP
89. Internal Controls Over Operations SOP
90. Operational Synergy Quantification SOP

🔟 Risk Management & Business Continuity
91. Enterprise Risk Integration into Operations SOP
92. Operational Risk Heatmap Development SOP
93. Business Continuity Plan Validation SOP
94. Crisis Management Preparedness SOP
95. Insurance Coverage Adequacy SOP
96. Third-Party Risk Management SOP
97. Fraud Risk in Operations SOP
98. Contractual Operational Obligations Review SOP
99. Geopolitical Exposure Assessment SOP
100. Scenario Stress Testing SOP

1️⃣1️⃣ Product & R&D Operations
101. Product Development Lifecycle Assessment SOP
102. Stage-Gate Process Review SOP
103. Time-to-Market Benchmarking SOP
104. R&D Portfolio Prioritization SOP
105. Engineering Change Management SOP
106. Product Costing Accuracy SOP
107. Intellectual Property Operations SOP
108. New Product Introduction (NPI) SOP
109. Innovation Pipeline Sustainability SOP
110. R&D Resource Allocation Efficiency SOP

1️⃣2️⃣ Customer & Service Operations
111. Service Delivery Model Assessment SOP
112. Field Service Productivity SOP
113. Service Level Agreement (SLA) Compliance SOP
114. Warranty & Returns Operations SOP
115. Customer Retention Operations SOP
116. After-Sales Support Capability SOP
117. Technical Support Escalation SOP
118. Installed Base Management SOP
119. Service Profitability Analysis SOP
120. Spare Parts Supply Chain SOP

1️⃣3️⃣ ESG & Sustainability Operations
121. Environmental Footprint Assessment SOP
122. Carbon Emissions Operational Baseline SOP
123. Waste & Recycling Operations SOP
124. Energy Efficiency Optimization SOP
125. Ethical Sourcing Compliance SOP
126. Social Responsibility Operational Programs SOP
127. Sustainability Reporting Process SOP
128. Water Usage & Stewardship SOP
129. ESG Data Collection Controls SOP
130. Climate Risk Impact on Operations SOP

1️⃣4️⃣ Integration Readiness & Synergy Execution
131. Operational Integration Readiness SOP
132. Day-1 Operational Continuity SOP
133. Synergy Capture Governance SOP
134. TSA (Transition Services Agreement) Operational Review SOP
135. IT Systems Integration Planning SOP
136. Supply Chain Integration Planning SOP
137. Workforce Integration Risk Assessment SOP
138. Redundancy & Consolidation Planning SOP
139. Post-Merger KPI Tracking SOP
140. Cultural Integration Impact on Operations SOP

1️⃣5️⃣ Process Excellence & Continuous Improvement
141. Lean Operations Assessment SOP
142. Six Sigma Capability Review SOP
143. Process Mapping & Documentation SOP
144. Value Stream Analysis SOP
145. Continuous Improvement Governance SOP
146. Benchmarking Against Industry Peers SOP
147. Automation Opportunity Identification SOP
148. Digital Process Optimization SOP
149. Operational Best Practice Adoption SOP
150. Performance Dashboard & Reporting SOP


💼 Why This Is a Must-Have for Every Deal Team

✔ Institutional-Level Structure
Built to mirror Big 4 and Tier-1 consulting operational due diligence frameworks.

✔ Immediate Deployment
Fully structured Excel format. No blank templates. No guesswork.

✔ Identify Hidden Operational Risks
Surface revenue leakage, capacity constraints, compliance exposure, working capital traps, talent dependency, integration risk.

✔ Quantify Synergies & Value Creation
Not just risk mitigation – this library is built for EBITDA expansion and post-close operational improvement.

✔ Reduce DD Cycle Time by 40–60%
Stop rebuilding diligence frameworks for every transaction.


🎯 This Operational Due Diligence SOP Library is ideal if you are searching for:
•  M&A Operational Due Diligence Template
•  Operational Due Diligence Checklist
•  Private Equity Operations DD Framework
•  Manufacturing Due Diligence SOP
•  Supply Chain Due Diligence Template
•  Post-Merger Integration SOP Library
•  M&A Integration Playbook Excel
•  Operational Risk Assessment Template
•  PE Portfolio Operations Toolkit
•  Deal Execution Operational Checklist


🏁 Close Deals With Confidence
Operational due diligence is where value is won or lost.

This 150-SOP Excel Library gives you:
•  Standardization
•  Professional credibility
•  Analytical rigor
•  Risk visibility
•  Synergy quantification capability

If you're serious about world-class M&A operational diligence, this is the definitive toolkit.




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Source: Best Practices in Due Diligence Excel: 100+ M&A Operational Due Diligence SOPs Excel (XLSX) Spreadsheet, SB Consulting