PRITCHETT, LP
Merger Integration Certification Workshop
The most successful
M&A integration training program
in the world delivered to over 30,000 professionals in 24 different languages in 50 different countries.
Our Credentials in Post-Merger Integration are Unrivaled...
PRITCHETT, LP has:
- Trained far more people in post-merger integration than anyone else
- Consulted on many of the most successful post-merger integrations in history
- Developed the best, most extensive online resource on M&A integration, MergerIntegration.com, and populated the site with the deliverables from our consulting engagements
- Sold more books on post-merger integration than all other authors combined
Merger Integration Certification Workshop participants learn our proven step-by-step approach for planning and running fast, effective integrations. The methodology we teach is neither too simple or too complex. It is precisely what acquirers need to minimize risks and optimize results.
- Unstructured
- Inconsistent
- Not repeatable
- Haphazard
- Fails to capture lessons
- Fast, flexible, adaptable
- User-friendly
- Easy to maintain
- Skills-focused
- Efficient skill transfer
- Unusable
- Not maintainable
- Cookbook oriented
- Not realistic
- Excess training required
Upcoming Merger Integration Certification WorkshopsDates and Times
or September 15 - 17, 2025
Delivered online via Zoom
PRITCHETT, LP delivers open workshops for individuals and training for organizations. Call +1-214-239-9600 for pricing on workshops for organizations.
First 3 Steps in M&A Integration Covered in the Workshop
Fifteen Workshop Objectives
Attendees will:
- Apply a step-by-step, scalable integration planning methodology
- Set up the ideal project governance
- Create effective integration team charters
- Identify critical risks and develop mitigation strategies
- Differentiate the "must-haves" from the "nice-to-haves"
- Use proven tools to create key deliverables
- Develop a logical, achievable detailed work plan
- Make the right opening moves on Day 1
- Avoid common mistakes that trigger cynicism and destroy management's credibility
- Create communication plans tailored for different constituencies
- Implement talent retention best practices
- Identify mission-critical cultural differences
- Develop a viable cultural integration plan
- Learn best practices on synergy program management
- Preserve hard-won wisdom by capturing lessons learned
Workshop Agenda
Introduction
- Review best practices and PRITCHETT's M&A integration methodology
- Examine the most common integration mistakes
- Develop integration guiding principles
Charter and Governance
- Clarify integration objectives
- Define integration scope
- Establish clear hierarchy and accountabilities for project
- Refine end-state criteria and target operating model
- Create charters
- Outline key deliverables
Risk Management
- Identify project risks and assumptions
- Evaluate impact of risks and probability of occurrence
- Develop mitigation strategies and contingency plans
Integration Planning and Execution
- Operationalize weekly schedule and planning process
- Break integration activities into macro-phases
- Determine timing and sequence of phases and set milestones
- Prioritize workstreams
- Establish synergy program management
- Develop day one and post-close game plans
- Closely monitor progress against goals
- Red flag issues that require extra attention
Cultural Integration
- Learn the hard core truth about cultural integration
- Determine what’s practical and viable
- Perform cultural diagnostics: Merger Risk Assessment, Operating Style Analysis, and Culture Context Questionnaire
- Identify the few mission-critical traits
- Ensure cultural clash is not used as an excuse for failure
Leadership
- Set the right expectations about the integration process and its inherent complexities
- Administer the Impact of Acquisition Survey
- Focus on the critical leverage points
- Communicate effectively even when there are more questions than answers
- Identify stakeholders and customize communication plans
- Achieve buy-in from stakeholders
- Motivate people in a destabilized environment
- Retain key players without over-promising or over-paying
- Engineer early wins to help quiet the skeptics
Close Project
- Survey stakeholders to ascertain concerns going forward
- Capture lessons learned, including mistakes people are reluctant to admit
- Formalize hand-offs of long-tail integration activities
Previous Participants of PRITCHETT Merger Workshops (Partial List)
See List by Industry
312 Investments
3PL Panamericana, CA
Abbott Laboratories
ABB
ABC Radio
ABN AMRO
Abry Partners
Abt Associates
accompio GmbH
Accor North America
Acelity
ACIS Inc
ACIST Medical Systems
Adobe
Adva Optical
Affinity Federal Credit Union
A.G. Edwards
Air Products (China) Investment Co.
Airbus
Alaska Milk Corporation
Alberto-Culver
Alcon Labs
Alexion Pharmaceuticals
Allegiance Bank Texas
Alliance Catholic Credit Union
Alliance Laundry Systems
Allison Transmission
AltasEdge Data Centers
American Science and Engineering
American Express Global Business Travel
Analog Devices, Inc.
AON Risk Services
A. P. Moller Maersk
Aptia
Aquatera
Arcserve
ARM Inc.
Aquatera Utilities
Aruba Networks
Atalian Servest Group
Atkins Nuclear Solutions US
Atlassian
Ausenco Chile Limita
Avaya
avidXchange
AVG Technologies
Axis Communications
BAE Systems
Bank One
Bank Pembangunan Malaysia Berhad
Banner Health
Banner Pharmaceuticals
Bashas' Inc.
Batesville Products
Baxalta
Bayer Healthcare
Baylor Scott & White Healt
Behavior Care Specialists
BerganKDV
Berlin Brands Group
Bestpass
BHP
Bilfinger
Biotage
Blackhawk Industrial Supply
Blue Cross Blue Shield of Louisiana
Blockdaemon Inc.
Blue Credit Federal Union
Blue Sky Therapy
Bluum Technology
Borg Warner Chemical
Bolton Clarke
Book Depot
Bon Secours Mercy Health
Boys & Girls Clubs of America
Branch Highways
BrandStar
Bridgestone Americas
Brooktree
California United Bank Caterpillar
Canadian Tire
Cannon Safe
Care First Home Care, LLC
Carl Zeiss AG
Carlsberg Vietnam Trading Ltd
Casamba
Cashbuild
CCRM Fertility
Celink
Cello Health
Celonis SE
Centene
Centerstone
Centrak
Cephalon
Cerner
Certified Management Accountants of Ontario
CGB Diversified Services
Charles River Labs
Chicago Board of Trade
Chicago Mercantile Exchange
Chiesi Farmaceutici S.p.A.
ChronoTrack Systems
Chugach Electric Assn.
Cinram Canada
Cisco
Citco Fund Services
City of Hope
CMC Materials
ComEd
Community 1st Credit Union
Computer Services, Inc.
Conifer Health
Connectwise
Convergys
Copyright Clearance Center
Corel Corporation
CorEvitas
Cox Enterprises
Credit Union of Central BC
Cresco Labs
CRH
CSIG
Cuestamoras
CVS Health
CXO Security
Cytec Industries Inc.
Daiichi Sankyo
Davies
Datwyler Holding AG
DCH Electrical Consulting LLC
Deaconess Health System
Dealer Services Network
Depuy Synthes
DigitalGlobe
Digital Marketing Direction
Dignity Health
DNV
Domtar
Donaldson Company, Inc.
Dow Chemical
DTE Energy Resources
Dunlop Conveyor Belts
DuraServ
East Kootenay Community Credit Union
EADS France
eCivis Inc
Elk
Embarq
EMC
EMD Millipore
Emergent Biosolutions
Entegris
ERT
Ergomed
ESADE
ESL Federal Credit Union
Ethicon
Ever.Ag
Evonik Investment Management Co.
Exelis
Exxon/Mobil
Fabcon Precast
Facebook
Faurecia
FEMSA Services
Ferguson Enterprises
Ferro
First Bank of Nigeria Ltd..
First Chicago NBD
First Merchants Bank
Fluidigm
Fosroc International Ltd
Foster Farms
Freeman
Freeway Insurance Services
Fujitsu
Fulton Financial Corporation
G&F Financial Group
GAF
GE HealthCare
GE Plastics
General Dynamics AIS
Global Contractors
Global Excel
Global Ground Support, LLC
Globus Medical
Golder Associates
Goodrich
Gordon Food Service
Gorenje O.O.O Beograd
Granite Construction
Greenhack
Grifols
Grove Worldwide
Growthpoint Properties
Growve
Grupo 3PL
Guidant
Gulf Winds
Gundersen Health System
Habasit
Halliburton
Hanson Building Materials
HARTING Americas
Hashem Contracting and Trading Co
HCL Technologies gbs
Health Catalyst
HealthiVibe
Hewlett Packard
Hi-Pro Feeds, LP
Hinsense International
Honeywell
Hospital for Sick Children
Hostelling International USA
Hope Media Group
Hunt Refining
Icon Co
IEA
IMT
INEOS
Income Electrix
Infineum USA
Infinera
Infoblox
Ingersoll Machine & Tool
Ingram Micro
Inno Integration
International Finance Corp.
International Flavor & Fragrances
Interswitch Limited
IPEG
ITC Infotech
iVision
Jabil
JET Group
JMMB Group
John Deere
Johnson & Johnson
Johnson Controls
JP Morgan Chase
Kabel-Technik-Polska (PKC Group)
Kal Tire
Katera, Inc.
Kenny Construction
Kent Hospitals
Kerry Group
King & Wood Mallesons
King Pharmaceuticals
Kitchener-Wilmot Hydro Inc.
Knowles Electronics
Knowmad Mood
KORE Wireless
Kraft Foods
Kuraray America
Lamark Media
Larson Design Group, Inc.
Lehigh Valley Health Network
Leonardo DRS
Life Technologies
Lifespace Communities
Lifespan Technology Recycling
Lime Energy
Linac Management Consulting
Lincoln Financial Group
Lionheart Industrial
Liquidnet
London Life
Lord & Taylor
Lowe's
Louisiana Capital Group
Lytx, Inc.
MacMillan Bloedel
Maersk
Manitowoc Company
MANN+HUMMEL
Manulife
Maritime Life
Marker Systems
Masan Group
McAfee
McKesson
McKesson Corporation
Measurement Specialities, Inc.
Medical Measurement Systems BV
Medical Management Professionals
Medline Industries
Memorial Health System
Mercantil, C.A. Banco Universal
Merck & Co.
Mercury Systems
Mercy Health
Meriplex Communications
MetaBank
Michelin
Micromedics
Micron Technology
Microsoft
Milliken & Company
Miratech Corp
Mitsubishi Chemical Group Corporation
Mode Transportation
Molex Inc.
Monitronics
Motorists Insurance Group
Motorola
Motorola Solutions
Mount Sinai Hospital
NAMSA
National CineMedia
National Instruments
Nationwide
Navitus
Nestle
NetApp
Newalta
NewPage
Nordson
Northern Safety & Industrial
Novell
Novozymes
Nuclear Safety Associates
NuVasive
NuVescor
Nycomed France
Olympus Corp
Oman Oil Company
Omron Europe
OpinionRoute
Optum
Ontario Systems
Orange
Orbitas
PACE Technical
Palmer Johnson Power Systems
Panduit
Patricia Industries
Pavlov Media
Paychex
Payliance
PayPal
Peace Health
Pearlman Group
Peco Energy
Pella Corporation
Pentac Health
Perforce Software
Performance Controls, Inc.
PetroCard
Pfizer
PGi
PGT Innovations
Pharming Group
Pharming Healthcare
Pharming NV
Phillips 66
Pilot Freight Services
Pinterest
PKC Group Plaza Bank
PlusCompany
Polaris
Post Consumer Brands
PowerStream, Inc.
Praxair
Precision Southeast Inc.
Professional Case Management
Provena Health
Quarles
Qumo Corporation
Radiometer GmbH/Danaher
Rain Bird Corporation
Raytheon
Red Hat
RedTeam Software
Reston Equity Group
Resurrection Health Care
Rockwell International
Rogers
Rosecrance Health Network
Royal Bank of Scotland
RPS North America
RTI Health Solutions
RTI International
RTI International Metals, Inc.
RuffaloCODY
Ryan & Company
SailPoint
Sage
SambaSafety
Sanofi
Sanofi-Aventis
Schering-Plough
Scientific Games
Scripps Networks
Service Express
Service King
SGL Technologies
Shenandoah Telecommunications
Shionogi, Inc.
Shire Pharmaceuticals
Showcare Event Solution
SI Group
Sid Lee
Siemens
Siemens Corp
Sierra Nevada Corporation
Sigma-Aldrich
Signify Health
Simventions
SkySpecs
SkyWater Technology
SMP Temprature Control Division
Société des Produits Nestlé
Solutions by STC
Solvay
Sonoco Products Company
Sophos PLC
Sound Physicians
Southwest Care Center
SpecPro Management Services
Spectrum Health
SPT Labtech
St. Mary's Medical Center
Standard Life Assurance Company
Standard Motor Products
Stanley Healthcare
Stanley Security
Sterling Commerce
Stryker Instruments
Sure Jersey Limited
Surgical Care Affiliates
Suse
Sys IQ
TAWAL Co.
The Prudential Insurance Company of America
Teleflex Inc.
Telkom Australia
Teranet Inc.
TerrAscend
Testbusters
Texas Instruments
TGS
The Cheesecake Factory
The Global Draw
The Master Group
The Vanguard Group
The University of Kansas Health System
Therapy Care
Thomas & Betts
TMEIC Corporation
Torrent Pharmaceuticals Limited
Toyota Tsusho America
Transact Global Services
TransAlta Corporation
TransUnion
Trimac
Trinity Consultants
True Records and Information Management
Tungco Inc.
Tuthill Corporation
UnityPoint Health
U.S. Bank
U.S. Concrete
Unilever
Unity Health Insurance
Union Bank & Trust
United Church of Canada
United Communities Credit Union
Unitop Group
Uplift
Upsher-Smith Laboratories
US Bank
UTEC Survey
UW Health
ValuableResources, Co.
Value Plastics
Vantiv
Varian Medical Systems
Vectrus
Verint Systems
Verizon Wireless
Verso Paper
Viasat
Virtual Technology Corp.
VMware
Volcano Corporation
Wachovia
Wam Italia Srl
Warner-Lambert
We Energies
Weatherby Eisenrich Insurance
Wells Fargo
Western Health
Wentworth-Douglass Hospital
Weyerhaeuser
Winshuttle
WIRB-Copernicus Group
Women and Infant Hospital
Workers Credit Union
World Bank Group
World Insurance Associates
Wrench Group
Wyeth Pharmaceuticals
York Insurance Services
YPS Anesthesia
Zeller Digital Innovations
ZOLL Medical Corporation
Zotec Partners
Fees
Attendees will receive FREE access to all the
playbooks, tools, presentations, videos, checklists, assessments, and other materials
on MergerIntegration.com.
$7,495/Person for 1 Attendee
$6,995/Person for 2 Attendees
$6,495/Person for 3 or More Attendees
Register two months in advance and save $500.
Certification
Attendees of the Merger Integration Certification Workshop who pass PRITCHETT’s exam (taken online after the workshop) will receive the credential, CM&AIe. The Certified M&A Integration Expert (CM&AIe) designation signifies you have taken the most in-depth available course on merger integration, mastered the content, and developed a core competence in acquisition integration. Verify CM&AIe credentials.
Cancellation Policy
Registrants who notify us of their cancellation more than two weeks prior to the workshop will have the option to apply the full amount of their tuition to a future merger course or receive a refund of their tuition less $1,750. Registrants who notify us of their cancellation within 2 weeks of the workshop will have the option to credit the full amount of the tuition to a future course or receive a 50% refund of the fee. The published fees for future courses are subject to change. Substitute attendees from the same organization can be made at any time without charge.
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