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 Clients, 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.
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.
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
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.
Lists action items and supplies checklists on:
- Human Resources
- Accounting
- Billing
- Purchasing
- Information Technology
- Marketing
- Operations
- Call Center
Covers almost 500 tasks for these integration work streams:
- Legal
- Proposals
- Facilities
- Procurement
- Accounting
- Treasury
- Payroll
- IT
- HR
- Communications
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
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.
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.
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 |
Easily customized Word document that includes answers to FAQs, sample letters to customers, and critical talking points and messages.
Covers media plan, talking points, letter to state and local officials, and posts for social and media websites.
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.
Includes communication tips, talking points, letter, and answers to 45 FAQs. Makes the job of sharing accurate, timely, consistent information with employees easier.
Communication guidance for supplier-facing teams that includes key messages, talking points, sample supplier letter, and supplier FAQs with answers.