# Build a change-of-control consent matrix for US M&A

Judicio editorial worksheet | 9 September 2026

Source guide: https://judicio.ai/blogs/us-ma-change-of-control-consent-matrix

This is an adaptable professional workflow, not a prescribed legal form. Examples in the guide are illustrative. Complete the jurisdiction and matter-specific review before relying on it.

## Matter record

- Matter reference: ____________________
- Prepared by: ____________________
- Reviewed by: ____________________
- Review date: ____________________
- Source/version cut-off: ____________________
- Transaction structure / version: ____________________
- Trigger / exception / clause: ____________________
- Counsel conclusion: ____________________
- Action owner / timing / evidence: ____________________

## Checks

- [ ] Record the proposed transaction structure and assumptions.
  Evidence/location: ____________________
  Exception/owner: ____________________
- [ ] Extract assignment, control, merger and related wording separately.
  Evidence/location: ____________________
  Exception/owner: ____________________
- [ ] Reconcile definitions, exceptions, amendments and incorporated terms.
  Evidence/location: ____________________
  Exception/owner: ____________________
- [ ] Have counsel approve the action required and timing.
  Evidence/location: ____________________
  Exception/owner: ____________________
- [ ] Track completion evidence and reopen rows after structure changes.
  Evidence/location: ____________________
  Exception/owner: ____________________

## Decision

- Status (draft / limited approval / accepted / blocked): ____________________
- Permitted reliance and limitations: ____________________
- Unresolved actions and due dates: ____________________
- Next review trigger: ____________________