M&A Integration Playbooks

The following playbooks are from many different types of acquisitions ranging in size from $10 million to $20 billion. Client names and client-specific details have been removed from the documents.

Playbooks 

M&A Integration - $20 Billion Acquisition
M&A Integration - $8 Billion Acquisition
Merger Integration - $900 Million Acquisition 
Acquisition Integration - $100 Million Acquisition
Merger Integration - $10 Million Acquisition
Sales and Marketing
Communications
Day 1 Human Resources M&A Integration Playbook
Day 1: Supplier Communications
Day 1: Employee Communications
Day 1: Customer Communications

PRITCHETT Merger Integration Certification Workshop Attendees, Consulting Clients,  and  Website Subscribers can access our  playbooks, tools, checklists, and integration deliverables from over 30 years of projects. 

 

M&A Integration Playbook - $20 Billion Acquisition

 

Includes over 900 integration tasks for the following work streams:

  • Finance
  • Information technology
  • Legal
  • Corporate
  • Communications
  • Operations
  • Human Resources

 

M&A Integration Playbook - $8 Billion Acquisition

Includes the following nine sections:

M&A integration playbook
 

Each section of this playbook represents a phase of the integration. For each phase, the playbook includes the following:

  • Key activities in detail in sequence
  • Success factors/lessons learned
  • Links to tools
  • Links to PowerPoint presentations

 

Merger Integration Playbook - $900 Million Acquisition

Includes tasks and long detailed checklists on integration work streams:

  • Due Diligence
  • Human Resources
  • Technology
  • Finance
  • Communications
  • Business Development
  • Legal

Everything is tied together in easily customizable excel spreadsheets that auto-calculate total budget costs and synergies. Plus, the documents auto-display timing of all major activities on Gant charts


 

Acquisition Integration Playbook $100 Million Acquisition

Includes action items and checklists on:

  • Human Resources
  • Accounting
  • Billing
  • Purchasing
  • Information Technology
  • Marketing
  • Operations
  • Call Center

 

M&A Integration Playbook - $10 Million Acquisition 

Covers almost 500 tasks for these integration work streams:

  • Legal
  • Proposals
  • Facilities
  • Procurement
  • Accounting
  • Treasury
  • Payroll
  • IT
  • HR
  • Communications

 

Sales and Marketing M&A Integration Playbook

Recommends 200 activities including:

  • Accessing target's selling process
  • Identifying overlap in product and service offerings
  • Integration proposal process
  • Developing transition plan
  • Determining changes to brands
  • Identifying new customer target opportunities
  • Developing plan to capture synergies
  • Harmonizing performance measures
  • Establishing customer retention program

 

Communications M&A Integration Playbook

Covers tasks to keep constituencies well-informed. An owner, due date, and priority are assigned to each task.


 

Day 1 Human Resources M&A Integration Playbook

Covers 36 HR workstreams and more than 200 actions. Plus, includes key risks and interdependencies.


 

Day 1 M&A Playbook: Supplier Communications


Includes answers to FAQs, sample letters to suppliers, and important talking points and messages.


 

Day 1 M&A Playbook: Employee Communications

Includes answers to employee FAQs, communication guidelines,  plus important talking points and messages.


 

Day 1 M&A Playbook: Customer Communications


Includes answers to customer FAQs, sample letters to customers, and critical talking points and messages.