Post-Merger Integration Surveys & Assessments
Post-Merger Integration Survey of Acquired Company Employees
Summary of Results
Interpreting the Percentages
Key Drivers of Engagement
Ares of Strength
What Additional Remarks or Suggestions Do You Have
Post-Merger Integration Team Survey
Please answer the following questions using a rating scale of 1-5. Feel free to add comments to add clarity or details. The results of this survey will be used to brief senior management regarding integration progress and priorities for the future.
First 5 of 25 Questions
- The integration team has done an excellent job of identifying the mission critical issues and activities required to successfully integrate Acquirer and Acquiree.
- The integration team has done an excellent job of identifying specific milestones and objectives for integrating Acquirer and Acquiree.
- The integration team has done an excellent job of establishing realistic time frames for integration deliverables.
- The integration team has done an excellent job of staying on budget for integration deliverables.
- The integration team has remained focused and productive during integration team meetings ...
Post-Merger Integration Assessment
M&A Integration Assessment Project Objectives
- Gain insights into Acquirer executives’ experiences with respect to past and current integration practices and results to date
- Incorporate the perspective of acquired company personnel
- Use the assessment learnings to inform the development of an integration approach and improve competency in M&A integration …
Mergers & Acquisitions Employee Survey and Results
Each person was asked to rate twenty-one statements from 1 to 5
- I understand the reason for the merger
- I think the merger will be good for the business
- I have a good understanding of the company's goals and direction
- I know how the company is performing …
Post-Acquisition Employee Survey Questions
Survey includes twenty-one questions for employees in the following five categories: Demographics, Merger Announcement, Between Announcement and Close, During the Integration, and Overall …
Post-Merger Integration Audit
A Post-Merger Integration Audit answers key questions about the last acquisition:
- How were the events, decisions, communications, and actions surrounding the merger handled?
- What could have been done differently to make the integration easier …
M&A Survey Questions
- Who dedicates an internal group (i.e. IMO) to their integrations?
- Does your company successfully communicate integration objectives to employees prior to close? And during the first 100 days after close ...
Feedback on Merger: Interview Guide
5-page guide includes questions such as:
- What is your perception about the general feeling in the organization related to this deal?
- What do you view as the biggest risks associated with pulling together these organizations?
- What do you view as the highest priorities for integration (e.g., integrating the systems, resolving client overlap, etc.)
- Complete the following sentence….I wish everyone on the leadership team realized ______
- What might be some important “home runs” and major successes that the combined company could achieve in the near term ...
M&A Lessons Learned
The 10 Common Post-Merger Integration Mistakes that Create Problems, Issues, and Challenges
This Post-Merger Integration presentation is a crash course on M&A integration that condenses into 10 slides PRITCHETT's recommendations on how to avoid post-merger problems.
- Little or No Pre-Close Planning:
When planning does not start before close, an integration starts more slowly and takes longer.
- Unclear Integration Strategy:
Acquirers should define a clear integration strategy early and before their teams begin to develop plans ...
Lessons from 1,000 Deals
Deal-making centers around money, but acquisition integration centers around people.
Once the M&A papers are signed, human beings are the make-or-break factor.
Lessons From 1,000 Deals gives you actionable, high-payoff guidelines for managing the human side of post merger integration. Bestselling author Price Pritchett spells out how you can:
- Mentally prepare people for merger shock
- Protect executive credibility in a climate of distrust and negativity
- Do “triage” on resistance to change
- Get straight to the heart of culture challenges
- Win the M&A “Super Bowl of change management”
- Defend productivity and profitability during integration
- And much more...
Post-Merger Integration Tools
Post-Merger Integration Tracking Tool and Best Practices Meeting
When it comes to mergers and acquisitions, experience counts. The first deal a buyer does will always be the hardest. With each subsequent deal, a buyer will learn more about M&A. Acquirers should document what worked, as well as what didn’t, so they don’t lose lessons learned.
Example of Lessons Learned Report
The two-page document is an example on the data collected by The Steering Committee, Integration Team, and Task Forces about what went well during a merger and what should be changed for the next Integration. The two-page Lessons Learned Word template is also provided.
On chartering the team(s)
Review the Charters semi-monthly to ensure Task Forces are consistently on track
On creating, reviewing, and approving Detailed Project Plans
Include fewer people in the review process (it took too long) ...
Which M&A Integration Mistake is the Most Common?
"If no formal integration oversight authority is established ... if there is no Integration Management Office (IMO), there is likely little planning accomplished before close. When integrations fall short of their objectives, inadequate pre-close planning typically contributes to the failures."
Who Should You Interview and What Should You Ask to Capture Lessons Learned?
"Initiate a formal process to collect feedback from IMO participants, acquired company employees, senior management, IMO team members, employees (both companies), and consultants involved in the integration.
In particular, facilitate a “Lessons Learned” meeting with IMO participants and functional leads and ask these questions ..."