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 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 many M&A integration playbooks from successful acquisitions. 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 meetings, Day 1 preparation, detailed planning deliverables and their timing, and 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

Human Resources/OD Plan from an M&A Integration

Human Resources/OD Plan from an M&A Integration

20-page document is a plan that covers organization comparative analysis, future state recommendation, day 1 items, risk analysis, early wins, outstanding issues & decisions, and communications.

The 5 Critical Elements of an M&A Integration Plan
The 5 Critical Elements of an M&A Integration Plan
Integration teams can make more progress when five areas are clearly well-defined in their plans.
When Big Guys Buy Small Fries: The 10 Rules to Follow
When Big Guys Buy Small Fries: The 10 Rules to Follow
Top ten key rules to follow.
What's going through the mind of an integration manager?
So There's a Deal Cooking? We May Know What's Going Through Your Mind
Includes information about PRITCHETT's consulting services.

M&A Integration Playbook - $8 Billion Acquisition
M&A Integration Playbook - $8 Billion Acquisition

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

Merger Integration Playbook - $900 Million Acquisition
Merger Integration Playbook - $900 Million Acquisition

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


Day 1 M&A Playbook: Employee Communications
Day 1 M&A Playbook: Employee Communications - $1.6 Billion Acquisition

Easy to customize Word document that includes answers to FAQs, communication guidelines, and important talking points and messages.