Mergers & acquisitions introduce a full new set of tools, licenses, and admin standards to the acquiring organization. The resulting data sprawl can make important information difficult or impossible to find.
Data scattered across tenants, legacy archives, HR systems, and collaboration platforms with unclear ownership and missing context. You’re responsible for obligations tied to information you didn’t create.
Any alteration or loss of preserved evidence exposes your organization to legal and compliance risk. Inherited legal holds must remain intact before, during, and after integration.
Critical evidence and historical records are locked in archives and journal systems that can’t be shut down until the data is migrated to a compliant alternative.
When identity systems disappear during integration, custodian context disappears with them; breaking chain of custody and undermining defensibility.
Move inherited communication and collaboration data from legacy systems like Enterprise Vault, SourceOne, and PSTs into Microsoft 365 or Expireon. Preserve what matters, retire what doesn’t, and maintain defensibility throughout.
Provides a compliant home for M&A remnants and data that can’t live in Microsoft 365, such as journal archives, regulated content, and communication records.
Immutable. Searchable. Legal-hold aware.
Use AI-powered classification to separate valuable content from ROT (redundant, obsolete, or trivial information). Understand content, context, and custodianship so you can make informed, defensible decisions about what to keep, migrate, or delete.
You don’t just inherit content, you inherit context. CaseFusion preserves custodian identity relationships, roles, and historical activity across systems, ensuring that nothing is lost when HR directories or legacy systems disappear.
BECOME A RESPONSIBLE STEWARD OF ACQUIRED DATA
Cloudficient helps organizations understand what data has been inherited and where it resides, which systems and custodians are in scope, and where legal, regulatory, and business risk exists.
Result: Clear scope, defensible accountability, and informed decision-making before irreversible migration or legal actions occur.
ARCHIVE WHAT MICROSOFT 365 CANNOT HANDLE
Cloudficient provides a compliant home for inherited data that cannot safely live in Microsoft 365 without forcing organizations to maintain fragile legacy systems.
Result: Confident legacy retirement with uninterrupted compliance.
AI-DRIVEN DATA CLASSIFICATION FOR M&A
Cloudficient uses AI-driven classification, which distinguishes high-value, defensible content to be kept, from content that can be safely excluded before migration.
Result: Lower migration costs, reduced data volume, and the ability to make smarter, defensible decisions throughout M&A integration.
PRESERVE THE CONTEXT BEHIND INHERITED DATA
Cloudficient preserves historical identity intelligence across systems, ensuring that custodianship and chain of custody remain intact long after source systems are gone.
Result: Accurate discovery, defensible collections, and no blind spots in custodian history.
During M&A transactions, organizations inherit scattered data which often is missing context and has unclear ownership. This data is often sequestered in isolated email archives, collaboration platforms, legacy systems, and documents that are under legal hold. Without knowing what is contained in this data, you are also inheriting a compliance risk that prevents legacy system retirement and makes maintaining chain of custody difficult.
Legal holds must remain uninterrupted during M&A integration to avoid spoliation risks. To remain compliant, custodian context must be preserved throughout migration by maintaining immutable archives for data that won’t work in your new environment, and implementing legal-hold-aware systems that track who created what content and when, This ensures the chain of custody remains intact while data moves from acquired systems into your infrastructure.
ROT stands for Redundant, Obsolete, and Trivial data; It is information that no longer serves a purpose for business, legal, or compliance. In M&A scenarios, inherited systems are often over 50% ROT which increases storage costs, migration complexity, and eDiscovery expenses. AI-powered classification tools like AI Studio can automatically identify ROT before migration, allowing organizations to reduce data volume and only migrate what truly matters.
Legacy systems can be retired once critical data has been responsibly migrated to compliant storage. This requires first gaining visibility into what data exists, classifying valuable content versus ROT, migrating important records while preserving metadata and custodian context, and ensuring data under legal hold has a compliant home. Only after these steps can legacy archives be safely decommissioned.
Divestitures and acquisitions present opposite data challenges. In acquisitions, you’re inheriting unknown data where you have to gain visibility into it, identify what is valuable, and integrate it without disrupting legal holds. In divestitures, you already own the data. The challenge is cleanly separating it while ensuring each party only gets what separation agreements allow and creating defensible copies that preserve context while preventing unauthorized retention. Acquisitions require consolidation and deduplication; divestitures require division and access control. Both require maintaining chain of custody for compliance, but acquisitions focus on “what did we get?” while divestitures focus on “who gets what?"
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