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PHASE 1
HIGH-LEVEL PLANNING
Step 1: Establish M&A Integration Guiding Principles
Step 2: Define M&A Integration Strategy and Governance
Step 3: Provide M&A Integration Training
Step 4: Create M&A Integration Charters
PHASE 2
DETAILED PLANNING
Step 5: Develop M&A Integration Risk Mitigation Strategies
Step 6: Develop M&A Culture Integration Plans
Step 7: Develop M&A Integration Communication Plans
Step 8: Develop M&A Staffing and Retention Plans
Step 9: Develop M&A Project Integration Plans
PHASE 3
EXECUTION
Step 10: Execute Acquisition Integration Plans
Step 11: Capture M&A Integration Lessons Learned
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M&A INTEGRATION
CONSULTING & TRAINING
M&A Integration Consulting
M&A Integration Training
M&A Integration Clients
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Workshop Dates:
Apr 29 - May 3 (Dallas, TX)
May 13 - May 17 (Amsterdam, NL)
Aug 19 - Aug 23 (Dallas, TX)
Register 2 months in advance and save $1,000.
High-Level Integration Plan
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Slide titles:
Contents
Integration Team Members
Integration Goals
Measures
High Level Initiatives
Integration Approach
High-Level Schedule
Major Milestones
Integration Planning Budget
Weekly Reporting Requirements
