M&A Integration Playbooks

The following M&A integration 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 Merger 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.

We offer several samples of free playbooks from our consulting engagements:

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

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

Finance: Treasury | SAP Integration | Financial Close | Operational Reporting | Financial Reporting | Tax | Inventory Accounting | Acquisition Process | Investor Relations | Synergy Tracking | Organization Design

Information Technology: Infrastructure | IT Integration Program | Day 1 | HR | Legal | Corporate | Organizational Structure | Finance

Human Resources: Compensation | Retention | Deferred Comp | Long Term Incentive Plan | Severance | Gainsharing | Health & Rx | Dental | EAP | COBRA | Life | Com Plan | HSA | LTD | STD |401k | Pension | LOA | Com Day 1 | Com Day 2 | Drug Testing | Recruiting | Data Conversion | Payroll Timekeeping | Org Structure | Immigration | Workers Comp. | Training & Development | Compliance | Safety | Policies | Labor Relations | IT Help Desk | Educ. Assistance | Travel & Expense

Corporate: Day 1 - Employee Communications | Day 1 - Corporate | Day 1 – Safety | Corporate Giving | Communications | SG&A Synergies | Corporate Organization Structure

Legal: Intellectual Property Management | Contracts | Organization Planning | Corporate Secretary |Procurement | Legal Team Integration| System | Internal Audit | Compliance

Operations: Employee Onboarding | Safety | Customer and Vendor Integration | Operations | Operational Synergies | SAP Integration| Policies and Procedures | Day 1 Communications | Sales and Marketing Integration | Post Close Assessments

Playbook also provides links to additional files regarding pre-close rules of engagement, steering committee kick off presentation, Day 1 communications, and IMO tools.

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

Seventeen-page playbook includes communication tips, talking points, letter, and answers to 45 FAQs. The document makes the job of sharing accurate, timely, consistent information with employees much easier.

Will offices or other facilities be closed?

For the time being there will be no changes and we will continue to go to market as we have in the past. We will begin immediately to get to know each other and develop plans to combine our businesses in the most effective way. As we make business decisions over time, we’ll work closely with our employees, customers and suppliers to ensure smooth transitions. 

Will I lose my job?

Changes may come, but not right away. As with any merger or acquisition, we know there will be some job changes and some overlap that will result in job eliminations. How many and where will take a bit more time to work through. Most people’s jobs won’t change, but others may end up with new or different responsibilities, or may report to someone new. The number and extent of job changes and reductions will depend on the unique needs of each business and department. We expect some reductions may happen within the first 90 days, and others may take longer as we integrate systems and businesses.

Our commitment to you is that we will outline a high-level process and timeline for finalizing the organizational structure within the next 30 days that will help people know what to expect ...

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

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

Supplier Key Messages

  • Our mission is to create a great place to work for our team members, great products and partnerships with our customers and suppliers across the markets we serve, and a great business that supports local economies.
  • Nothing changes in the near term.
  • We will act with purpose, focus and transparency to integrate our two companies working closely with our stakeholders every step of the way.
  • Our relationship with our suppliers is critical to our future success. Our focus on delivering the best products and services to our customers and maintaining strong supplier partnerships ...