Step 9: Develop M&A Project Integration Plans

An M&A project integration plan outlines exactly how and when major resources, assets, and processes of the acquiring and acquired companies will be combined in order to achieve the goals of the deal. 

Acquirers should follow a proven post-merger integration planning methodology (playbook) to define the integration steps and activities so that people in both organizations can see the work ahead as logical and achievable.  A clear, carefully crafted M&A integration plan helps align expectations and replace employee skepticism with optimism.

In this section of our web site, we provide post-merger integration:

  • Presentations about M&A integration plans for many integration teams including finance, HR, IT, marketing, legal, procurement, culture, and change management
  • Playbooks from successful acquisitions
  • Presentations that educate teams about the planning process
  • Presentations about cross-border integration planning
  • Tools for integration planning including our eMerger software that is packed with more than 80 post-merger integration tools 

Our files can be downloaded and easily customized for your acquisitions.

Note: Before you develop your plans, please make sure you have completed Step 1 of the integration planning process.  Watch Step 1 video.

Post-Merger Integration Plans and Playbooks - All Teams

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


The free sample pdf is an excerpt from the playbook. The full unredacted playbook in Excel is available to
Merger Integration Certification Workshop attendees and MergerIntegration.com subscribers.

The 61-page M&A integration 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 ...


 

Acquisition Integration Playbook
Acquisition Integration Playbook - $8 Billion Deal

The free sample pdf is an excerpt from the playbook. The full unredacted playbook in Word is available to Merger Integration Certification Workshop attendees and MergerIntegration.com subscribers.

The Acquisition Integration playbook 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

Post-Merger Integration Finance Planning

Post-Merger Integration HR Planning

Post-Merger Integration IT Planning

Post-Merger Integration Sales and Marketing Planning

Culture and Change Management Post-Merger Integration Planning

Other Post-Merger Integration Team Planning

Educating Teams on M&A Integration Planning

Cross-Border M&A Integration Planning

Post-Merger Integration Planning Tools