M&A IT Integration Toolkit

Toolkit and playbook for Microsoft 365 cross-tenant M&A integrations. Used in production for five completed acquisitions (Bakers Group, Britz Food Group, GVM Food Marketing, S&H Foodservice, PSI Inc.) and currently driving AG Canada cross-border discovery.

Reusable PowerShell migration scripts

Scripts at the Acquisitions repo root that every new integration spins up against:

• Get-TenantDiscovery.ps1: source-tenant baseline.
• Generate-MigrationUsers.ps1: user migration manifest.
• Start-MailboxMigration.ps1 / Start-OneDriveMigration.ps1 / Start-SharePointMigration.ps1: cross-tenant migration runners (Movebot for mailbox and OneDrive).
• Tenant2TenantSetup.ps1: coexistence configuration.
• Export-LaptopProfile.ps1: device profile capture for cutover.
• Copy-MailboxContent.ps1 / Copy-OneDriveContent.ps1 / Copy-SharePointContent.ps1: content copy patterns.
• GimmeMailboxAccess.ps1: temporary access grants during cutover windows.

Nine-domain repository template

Every new acquisition gets a folder spun up from a nine-domain _Template: Discovery, User Accounts, Email, SharePoint/OneDrive, Phones, Devices, Miscellaneous, Domain/Website, Network Infrastructure. Plus checklists, config, comms, logs, lessons-learned, migration-scope, and progress tracking.

Cross-tenant coexistence patterns

Designed for the gap window between deal close and full cutover: mail flow connectors, shared address space, free/busy and calendar sharing, and unified GAL where required.

AG IT M&A Integration Guide v2.0

26-page operating playbook authored April 2026 (v2.0 released May 2026). Three audience tracks (Leadership, Seller, Technical IT), seven phased timelines (T-minus / T-plus framework), acquisition sizing table by employee count, Integration Decision Matrix, IT Due Diligence Checklist, five appendices (communication templates, SharePoint file organization standard, Deferred-Work Log, Post-Integration Review template, Vendor Cancellation Log).

The guide is generated by a Node.js + docx document builder I wrote, so it's a maintainable codebase rather than a hand-edited Word document. Backed by a 290-task inventory spanning Discovery through Domain/Website cutover.

Acquired-company marketing sites

Shipped on Astro + Tailwind + Cloudflare Pages with R2 image hosting and Formspree integrations: Perishable Sales Inc., Sandh Food Service, Chesapeake North Group, Glenwyck. Consolidates acquired sites onto a single managed platform with predictable cost and unified DNS administration.

Telephony cutover

Phone number porting (2 to 3 week lead time per acquisition, planned into the T-minus timeline) onto Teams Phone via BCMOne.

Vendor cancellation policy

Cancel-and-restart under new LLC, never transfer. Isolates inherited liability from acquired companies' billing disputes and auto-renewal commitments.