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

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

61-page 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 | SG&A Synergies | Corporate Organization Structure

Legal: Intellectual Property Management | Contracts | Organization Planning | Corporate Secretary |Procurement | Legal Team Integration| System | Internal Audit | Compliance

Operations: Employee Onboarding | Safety | Customer and Vendor Integration | Operations | Operational Synergies | SAP Integration| Policies and Procedures | Day 1 Communications | Sales and Marketing Integration | Post Close Assessments

Playbook also provides links to additional files regarding pre-close rules of engagement, steering committee kick off presentation, Day 1 communications, and IMO tools.