Step 9: Develop Project M&A Integration Plans

An M&A integration plan is a document (or set of documents) outlining exactly how and when major resources, assets, processes, and commitments of the acquiring and acquired companies will be combined in order to achieve the strategic goals of the deal. 

There is no single “right way” to design an integration plan. The plan should follow the strategy for the deal and help everyone understand how an integration will help create value. Some things may be a given. For example, perhaps the buyer will need to pick up responsibility for payroll immediately upon close. Other things may have to be decided, like when or whether to combine the sales forces and customer lists.

Acquirers should follow a proven M&A 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.  The clarity from a carefully crafted M&A integration plan helps provide focus and direction, align expectations, and replace employee skepticism with optimism. 

In this section of our web site, we provide the merger integration playbooks of successful acquirers. These Word and Excel documents can be easily downloaded and customized for your acquisitions.

We also offer presentations that cover a wide range of topics including M&A integration team kickoff meetings, Day 1 preparation, detailed planning deliverables, the timing of those deliverables, and examples of functional team plans.

Plus, we provide our eMerger software. It is packed with more than 80 post merger integration planning tools, templates, checklists, matrices, and examples of task force planning deliverables. 

Free Access

Articles

Post Merger Integration
The Post-Merger Integration Plan—Combining Resources, Assets, and Processes
Quick-wins help soften resistance and build momentum.
Big guys buys small fries
When Big Guys Buy Small Fries
Top ten key considerations.
 
Merger Integration Consulting
So There's a Deal Cooking? We May Know What's Going Through Your Mind  
Includes information about PRITCHETT's consulting services.

Presentations

M&A Playbooks



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Videos

Software

eMerger Software for M&A Integration
eMerger: Software for M&A Integration Planning and Communication
Proven, easy-to-use online reference tool for merger planning and communications.

Presentations

Tools

Example of Kick Off agenda
Example of a Kickoff Agenda for the Integration Team
This example covers the key agenda items that should be covered during the first integration team meeting.
High Level M&A Plan
High Level M&A Plan Review Meeting: Questions, Open Issues, and Action Items
The 1-page Word template is used document additional questions, issues, or action items requiring follow up after a planning meeting.
Identify Integration Priority
How to Identify Integration Priority Initiatives and Priority Initiatives Word Template
A Task Force may feel overwhelmed by the large number of identified initiatives. To assist a team on  how to prioritize activities, we provide the criteria to evaluate projects and the Priority Initiatives Template.

Article