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Acquired a company (Buy-side)
Learn how to add all required information when you acquire a company (buy-side)
Discover how to keep your Corporify environment up to date when you have acquired a company. This way, your governance, org charts and registers remain accurate and ready for audits and ongoing compliance.
This learning path is structured into four clear steps:
Step 1 - Add the legal entity and corporate information
Step 2 - Add supporting information
Please note that some of the steps described below are optional and others may not be listed if they are specific to your set-up, for example when you use custom fields in your environment.
Do not hesitate to reach out to support@corporify.com if you have a specific use case or questions.
Step 1 - Add the legal entity and corporate information
Add a legal entity and additional information
First, add the acquired entity in Corporify. Then complete the basic details, such as the address, AGM date and other key entity information.
Know that you can easily add entities via our CBE integration or via our Dun & Bradstreet integration. Reach out to support@corporify.com to find out more information.
Below you can find a step-by-step guide on how to add a new legal entity.
For detailed instructions, click 'Start tutorial' below.
Click 'here' to find more information on how to add the basic details such as the address and the date of the AGM.
Add share register
Once the basics are added, you can proceed to adding the share register. This will not only give you a clear overview of the shareholders but once the share register is added, this entity will also appear on the Org Chart.
Below you can find a step-by-step guide on how to create a share register.
For detailed instructions, click 'Start tutorial' below.
When creating the share register, you can start it on the acquisition date.
When exporting the share register to PDF, you can include the historical overview by attaching a copy of the previous paper or digital share register. This gives you a complete view of both the current position and the historical evolution.
Add governing bodies
In addition to the share register, it is also important to have a clear overview of the governing bodies. Think about the directors, daily management, committees or the statutory auditor.
Below you can find a step-by-step guide on how to create a governing body.
For detailed instructions, click 'Start tutorial' below.
Additional information
In addition to the basics such as the share register and governing bodies, it is helpful to review another existing entity to see which other information is being tracked. This may include delegations, UBOs, specific data in custom fields (for example tax information), or the use of groups to maintain a clear overview.
Below you will find key knowledge base articles:
Step 2 - Add supporting information
Add a note
To include additional information about the acquired entity, you can conveniently add a note on the overview page of this legal entity. For example: The entity has been acquired from party XYZ on Thursday, the 8th of May 2025.
Below you can find a step-by-step guide on how to add a note.
For detailed instructions, click 'Start tutorial' below.
Add default folder structure
Before adding the supporting documents, you will have to add your default folder structure. This helps you to keep track of your corporate documents in the same structured way for all of your managed entities.
Below you can find a step-by-step guide on how to apply the default folder structure within an entity.
For detailed instructions, click 'Start tutorial' below.
Add documents
You can easily upload the relevant documents regarding the M&A process in the document room of the entity. For example: Due diligence report, SPA or the closing memorandum, articles of association, etc.
Below you can find a step-by-step guide on how to upload a document.
For detailed instructions, click 'Start tutorial' below.
Step 3 - Add reminders
To keep you on track of your corporate housekeeping, you can set up different reminders, for example on the date of the AGM or an end date of a mandate. When uploading documents, you can add a reminder to a specific document. For example, if you upload the SPA or closing memorandum, you can set a reminder to follow up on certain terms, payments or reps and warranties.
Below you will find key knowledge base articles:
- Learn how to add a reminder for the Annual General Meeting.
- Learn how to add a reminder on the end date of a mandate.
- Learn how to add a reminder on a document.
Step 4 - Access rights
Once you have added all information and documents, review who should have access to this entity via the portal. This is only needed if you use the portal to give internal or external stakeholders access to your entities.
Below you can find a step-by-step guide on how to add a portal user.
For detailed instructions, click 'Start tutorial' below.
If, as a result of the acquisition, new colleagues need access to the platform rather than the portal, you can find more information 'here' on how to add a platform user with limited viewing rights.
Questions?
if you have any further questions, please feel free to contact us at support@corporify.com for assistance.