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Date:
Mon, 25 Apr 2016 08:59:57 -0700
Reply-To:
Records Management Program <[log in to unmask]>
Subject:
Re: M&A (Mergers and Aquisitions) Closing Docs
From:
Nolene Sherman <[log in to unmask]>
In-Reply-To:
<[log in to unmask]>
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Records Management Program <[log in to unmask]>
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We keep all the due diligence materials for 10 years. The actual purchase or sale agreement and collateral docs are kept permanently — typically we just keep the entire closing binder, but that was because it was a convenient place to find all the related documents. Now that we have a better records management system in place and the individual documents can be found, I may revisit that practice in the next revision to the retention schedule.


Nolene Sherman
[log in to unmask]


> On Apr 19, 2016, at 11:53 AM, Carlo Perez <[log in to unmask]> wrote:
> 
> I'd like to hear how other Records Managers handle M&A documents.  
> Please advise. 
> Carlo Perez
> 
> San Diego, CA
> [log in to unmask] 

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