M&A Integration Playbooks

The following M&A playbooks are from acquisitions ranging in size up to $20 billion. Client names and client-specific details have been removed from the documents.

PRITCHETT's Consulting ClientsMerger Integration Certification Workshop Attendees, and Website Subscribers can download all the playbooks, not just the free ones. They can also access all the presentations, playbooks, checklists, books, articles, assessments, webinars, research, tools, and templates on MergerIntegration.com.


M&A Integration Playbook - $20 Billion Acquisition
M&A Integration Playbook - $20 Billion Acquisition

45-page playbook specifies over 900 integration tasks for the following work streams:

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

Playbook also provides links to additional files on pre-close rules of engagement and Day 1 communications.



M&A Integration Playbook - $8 Billion Acquisition
M&A Integration Playbook - $8 Billion Acquisition
Free

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



$900 Million M&A Integration Playbook
Merger Integration Playbook - $900 Million Acquisition
Free

54-page playbook includes tasks and long detailed checklists on these 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
Acquisition Integration Playbook - $100 Million Acquisition

Lists action items and supplies checklists on:

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



M&A Integration Playbook - $10 Million Acquisition
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
Sales and Marketing M&A Integration Playbook - $25 Million Acquisition

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
Communications M&A Integration Playbook - $220 Million Acquisition

Covers all the tasks acquirers should follow to ensure all constituencies are well informed. An owner, due date, and priority are assigned to each task.



Day 1 Human Resources M&A Integration Playbook
Day 1 Human Resources M&A Integration Playbook -$600 Million Acquisition

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



Day 1 M&A Playbook: Supplier Communications
Day 1 M&A Playbook: Supplier Communications - $1.6 Billion Acquisition

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



Day -1- Employee Comm-thumbnail
Day 1 M&A Playbook: Employee Communications - $1.6 Billion Acquisition
Free

Sixteen page document that includes answers to seventy-five employee FAQs, plus communication guidelines, and important talking points and messages.

Contents Page
Communication Guidance 3
Key Messages for Employee 4
Employee Talking Points 5
Employee FAQs 7
Integration Approach 10
Impact on Operations 11
Compensation, Benefits, and Incentives 13
Sales Professionals FAQ 15
Question Specific to New Employees 16



Day 1 M&A Playbook: Customer Communications
Day 1 M&A Playbook: Customer Communications - $1.6 Billion Acquisition
Free

Easily customized Word document that includes answers to FAQs, sample letters to customers, and critical talking points and messages.



Communications Playbook for Media, Social Media, and Websites
Communications Playbook for Media, Social Media, and Websites - $760 Million Acquisition

Covers media plan, talking points, letter to state and local officials, and posts for social and media websites.



Customer Communications M&A Integration Playbook
Customer Communications M&A Integration Playbook - $2 Billion Acquisition
Free

Guidance for customer-facing employees and teams to help them communicate effectively with their customers about the acquisition. Includes communication tips, talking points, letter and answers to FAQs.



Employee Communications Playbook - $3 Billion Acquisition
Employee Communications M&A Integration Playbook - $3 Billion Acquisition
Free

Includes communication tips, talking points, letter, and answers to 45 FAQs. Makes the job of sharing accurate, timely, consistent information with employees easier.



Supplier Communications M&A Integration Playbook - $3 Billion Acquisition
Supplier Communications M&A Integration Playbook - $3 Billion Acquisition

Communication guidance for supplier-facing teams that includes key messages, talking points, sample supplier letter, and supplier FAQs with answers.