In retrospect, should your company have managed your last integration faster or slower?

Faster
91%
Slower
9%

Before close, does your company complete integration plans for Day 1 through Day 30?

Incomplete Plans
65%
Completed Plans
35%

Which one of these tasks is most difficult for your company to achieve when managing an M&A integration?

Communication
27%
Tracking Tasks
19%
M&A Performance
16%
Selecting Resources
14%
Best Practices
14%

In which area do you see the biggest need for improvement in terms of integration skills / capabilities?

HR
25%
Sales/Marketing
22%
IT
21%
Operations
17%
Finance
9%
R&D
6%

When does your company start detailed integration planning?

Prior to Close
79%
After Close
21%

Does your company perform any sort of cultural assessment in the process of acquiring/merging?

 
  •  Yes (49%)
  •  Sometimes (17%)
  •  No (34%)

Who dedicates an internal group (i.e., IMO) to their integrations?

Successful Acquirers
39%
Unsuccessful Acquirers
13%

18% of all acquirers dedicate an internal group to their integrations.

Is the compensation scheme of integration team members linked to integration goals?

 
  •  Not Linked (59%)
  •  Linked (41%)

In your company, who receives M&A communications-related orientation/training?

Neither
60%
Executives
25%
Middle Management
15%

Would your past mergers have substantially benefited from greater cultural understanding prior to the merger?

Yes
81%
No
19%

How would you rate your organization’s effectiveness at handling cultural issues?

5.2
Average score on a scale of 1 to 10

Whose communication processes are effective?

 
  •  Successful Acquirers (71%)
  •  Unsuccessful Acquirers (29%)

Who conducts post-mortems and documents lessons learned on transactions?

Successful Acquirers
61%
Unsuccessful Acquirers
25%

38% of all acquirers conduct post-mortems and document lessons learned.

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