Step 1: Define M&A Integration Strategy and Guiding Principles

M&A Integration

M&A integration is the process of consolidating a buyer and seller to the degree necessary to achieve the anticipated benefits from a merger or acquisition. An M&A integration strategy defines the integration targets, priorities, success metrics, non-negotiables, and the extent of the integration.

The first step in an M&A integration is to achieve agreement among your executives on the integration strategy. They should clarify it at least two to three months before the deal closes.

When M&A integration teams rush into planning without clarity from top management, they are likely to make the wrong assumptions, spin their wheels, and veer off on tangents. Before teams get rolling, they need clear objectives from above so they can proceed in the right direction and develop effective plans.

Senior executives should also agree on set of acquisition integration guiding principles that will serve as basis for decision-making and ensure integration teams act in alignment. 

In this section of the website, our presentations, books, and articles cover the strategies, best practices, and guiding principles that can help you achieve integration success.

Initial Decisions

Best Practices

M&A Integration Books