Step 9: Develop Project M&A Integration Plans
An M&A project 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.
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 align expectations and replace employee skepticism with optimism.
In this section of our web site, we provide several merger integration playbooks of successful acquirers. These Word and Excel documents can be easily downloaded and customized for your acquisitions.
We also offer PowerPoint presentations that cover a wide range of topics such as M&A integration team kickoff meetings, Day 1 preparation, detailed planning deliverables and their timing, and examples of functional team plans.
Plus, our eMerger software is packed with more than 80 post merger integration planning tools, templates, checklists, matrices, and examples of task force planning deliverables.
Free Access
Articles
Quick-wins help soften resistance and build momentum.
Top ten key considerations.
Presentation
Partial or Restricted Access
Videos
M&A Playbooks
M&A Integration Playbook - $8 Billion Acquisition
Merger Integration Playbook - $900 Million Acquisition
Acquisition Integration Playbook - $100 Million Acquisition
Accounting and Finance Merger Integration Playbook
Sales and Marketing M&A Integration Playbook
M&A Integration Playbook - $10 Million Acquisition
Software
Proven, easy-to-use online reference tool for merger planning and communications.
Presentations
Tools
HR Manager survey tool.
This example covers the key agenda items that should be covered during the first integration team meeting.
The 1-page Word template is used document additional questions, issues, or action items requiring follow up after a planning meeting.
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.
Keeps record of who has access to each functional teams folders.
Article
16 questions to address.
Reveals the most common complaint of employees in the typical merger.