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