Merger Integration Certification Workshop - Cloned

Mergers and acquisitions typically involve restructuring ... a culture clash ... heavy-duty management changes ... downsizing of some sort ... major reworking of systems ... and more. An integration is a very complex undertaking. Just winging any phase of the process is reckless. Organizations invite chaos if they attempt to merge without a field-tested, well-defined methodology.

In our M&A integration training program, participants learn PRITCHETT’s proven step-by-step approach for planning and running fast, effective integrations. Our methodology is neither too simple nor too complex. It is precisely what acquirers need to minimize risks and optimize results.

 - Improvised; ad hoc
 - Unstructured
 - Inconsistent
 - Not repeatable
 - Haphazard
 - Fails to capture lessons
 - Principles-based
 - Fast, flexible, adaptable
 - User-friendly
 - Easy to maintain
 - Skills-focused
Efficient skill transfer
Overly Complex
 - Cumbersome
 - Unusable
 - Not maintainable
 - Cookbook oriented
 - Not realistic
 - Excess training required
Training Includes Online Access: Free One-Year Subscription  

top 10 reasons

All Times in U.S. Central Standard Time Zone

Online Workshop (Via Zoom)

Our online workshop covers the first two days of our four and a half day Merger Integration Certification Workshop. Over two days, attendees will learn how to:

  • Use our step-by-step, proven planning methodology 
  • Apply best practices 
  • Establish governance
  • Determine guiding principles 
  • Define integration scope
  • Develop charters 
  • Identify risks and mitigation strategies 
  • Create detailed plans
  • Prioritize workstreams  
  • Set up synergy program management 
  • Avoid the ten most common integration mistakes.

Participants of the online session may also attend a future on-site workshop (the remaining two and a half days or all the days) for FREE or send someone from their organization in their place. Upon registration in the online workshop, attendees receive immediate FREE access to all the playbooks, tools, presentations, videos, and checklists on

September 21-22, 2020

The start and end times for both days are:
10:00 AM to 1:00 PM and 2:00 PM to 5:00 PM

On-Site Workshops

January 25-29, 2021
May 3-7, 2021
September 13-17, 2021

December 6-10, 2021


The start and end times are:

Monday - Thursday 9:00 AM to 5:00 PM
Friday 9:00 AM to Noon.

Register 2 months before the on-site workshop dates and save $1,000.

Register Online

Online Workshop
Sept. 21-22, 2020

On-Site Workshops
Jan. 25-29, 2021
May 3-7, 2021
Sept. 13-17, 2021

Dec. 6-10, 2021

Merger Integration Training

Download 19-Page
Workshop Brochure

Comments from Attendees

Step 1 Video

The First Thing You Will
Learn in the Workshop

merger integration workshop

Learn about Us

We also deliver this workshop at client locations. Call +1-214-239-9600 or +44-203-936-2220 for more information.

Fifteen Workshop Objectives

Attendees will:

  1.  Apply a step-by-step, scalable integration planning methodology
  2.  Set up the ideal project governance
  3.  Create effective integration team charters
  4.  Identify critical risks and develop mitigation strategies
  5.  Differentiate the "must-haves" from the "nice-to-haves"
  6.  Use proven tools to create key deliverables
  7.  Develop a logical, achievable detailed work plan
  8.  Make the right opening moves on Day 1
  9.  Avoid common mistakes that trigger cynicism and destroy management's credibility
  10.  Create communication plans tailored for different constituencies
  11.  Implement talent retention best practices
  12.  Identify mission-critical cultural differences
  13.  Develop a viable cultural integration plan
  14.  Learn best practices on synergy program management
  15.  Preserve hard-won wisdom by capturing lessons learned


On-Site Workshop Agenda (Back to top)


-  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


-  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

Abbott Laboratories
ABC Radio
Abt Associates
Accor North America
ACIST Medical Systems
Affinity Federal Credit Union
A.G. Edwards
Alcon Labs
Alexion Pharmaceuticals
Allegiance Bank Texas
Alliance Catholic Credit Union
Allison Transmission
American Science and Engineering
American Express Global Business Travel
Analog Devices, Inc.
AON Risk Services
A. P. Moller Maersk
ARM Inc.
Aquatera Utilities
Aruba Networks
Atkins Nuclear Solutions US
AVG Technologies
BAE Systems
Bank One
Banner Health
Banner Pharmaceuticals
Bashas' Inc.
Bayer Healthcare
Baylor Scott & White Health
Blue Sky Therapy
Borg Warner Chemical
Boys & Girls Clubs of America
Branch Highways
California United Bank Caterpillar
Canadian Tire
Cannon Safe
Carl Zeiss AG
Carlsberg Vietnam Trading Ltd
CGB Diversified Services
Chicago Board of Trade
Chicago Mercantile Exchange
Chugach Electric Assn.
Cinram Canada
Citco Fund Services
City of Hope
Community 1st Credit Union
Computer Services, Inc.
Copyright Clearance Center
Credit Union of Central BC
Cytec Industries Inc.
Daiichi Sankyo
Datwyler Holding AG
Depuy Synthes
Dow Chemical
DTE Energy Resources
EMD Millipore
Emergent Biosolutions
ESL Federal Credit Union
Fabcon Precast
Ferguson Enterprises
First Bank of Nigeria Ltd..
First Chicago NBD
Fosroc International Ltd
Foster Farms
Freeway Insurance Services
Fulton Financial Corporation
GAF GE Plastics
General Dynamics AIS

Global Contractors
Global Excel
Global Ground Support, LLC
Golder Associates
Gordon Food Service
Granite Construction
Grove Worldwide
Growthpoint Properties
Grupo 3PL
Hanson Building Materials
Hashem Contracting and Trading Co
Hewlett Packard
Hi-Pro Feeds, LP
Hospital for Sick Children
Hostelling International USA
Hunt Refining
Icon Co
Income Electrix
Ingersoll Machine & Tool
Inno Integration
International Flavor & Fragrances
Interswitch Limited
ITC Infotech
JET Group
John Deere
Johnson & Johnson
Johnson Controls
Katera, Inc.
Kenny Construction
Kent Hospitals
King Pharmaceuticals
Knowles Electronics
Kraft Foods
Kuraray America
Lehigh Valley Health Network
Life Technologies
Lifespace Communities
Lifespan Technology Recycling
Lime Energy
Linac Management Consulting
Lincoln Financial Group
London Life
Lord & Taylor
Louisiana Capital Group
MacMillan Bloedel
Manitowoc Company
Maritime Life
McKesson Corporation
Medical Management Professionals
Medline Industries
Merck & Co.
Mercury Systems
Micron Technology
Milliken & Company
Molex Inc.
Motorists Insurance Group
Motorola Solutions
Mount Sinai Hospital
National CineMedia
National Instruments
Northern Safety & Industrial
Nuclear Safety Associates
Nycomed France
Omron Europe
Ontario Systems
Palmer Johnson Power Systems
Peco Energy
Pella Corporation

PGT Innovations
Phillips 66
PKC Group Plaza Bank
Post Consumer Brands
PowerStream, Inc.
Precision Southeast Inc.
Provena Health
Radiometer GmbH/Danaher
Red Hat
Resurrection Health Care
Rockwell International
Rosecrance Health Network
Royal Bank of Scotland
RPS North America
RTI Health Solutions
RTI International Metals, Inc.
Ryan & Company
Scientific Games
Scripps Networks
Service King
SGL Technologies
Shenandoah Telecommunications
Shire Pharmaceuticals
Showcare Event Solution
SI Group
Sierra Nevada Corporation
Sonoco Products Company
Sophos PLC
Sound Physicians
Spectrum Health
St. Mary's Medical Center
Standard Life Assurance Company
Standard Motor Products
Stanley Security
Sterling Commerce
Stryker Instruments
Surgical Care Affiliates
Sys IQ
The Prudential Insurance Company of America
Teleflex Inc.
Telkom Australia
Teranet Inc.
Texas Instruments
The Cheesecake Factory
The Global Draw
Thomas & Betts
Torrent Pharmaceuticals Limited
Toyota Tsusho America
Trinity Consultants
Tuthill Corporation
UnityPoint Health
U.S. Bank
U.S. Concrete
Unity Health Insurance
Union Bank & Trust
Unitop Group
Upsher-Smith Laboratories
UTEC Survey
UW Health
Value Plastics
Varian Medical Systems
Verizon Wireless
Verso Paper
Virtual Technology Corp.
Volcano Corporation
We Energies
Wells Fargo
Wentworth-Douglass Hospital
WIRB-Copernicus Group
Women and Infant Hospital
Workers Credit Union
World Bank Group
Wyeth Pharmaceuticals
York Insurance Services
YPS Anesthesia
ZOLL Medical Corporation
Zotec Partners


Online Workshop (via Zoom)

September 21-22, 2020

Our online training covers the first two days of our four and a half day Merger Integration Certification Workshop. Over two days, attendees will learn how to use our step-by-step, proven planning methodology, apply best practices, establish governance, develop charters, identify risks and mitigation strategies, create plans, set up synergy program management, and avoid the ten most common integration mistakes.

Participants of the online session may also attend a future on-site workshop (the remaining two and a half days or all the days) for FREE or send someone from their organization in their place.

Upon registration in the online workshop, attendees receive immediate FREE access to all the playbooks, tools, presentations, videos, and checklists on

$8,995/Person for 1 Attendee
$8,495/Person for 2 Attendees

$7,995/Person for 3 or More Attendees

On-Site Workshops

January 25-29, 2021
May 3-7, 2021
September 13-17, 2021

December 6-10, 2021

Register 2 months before the on-site workshop dates and save $1,000.

$9,995/Person for 1 Attendee
$9,495/Person for 2 Attendees

$8,995/Person for 3 or More Attendees

Location of On-Site Workshops

Campbell Centre Tower 2

PRITCHETT's Dallas, Texas office is the training location.

Campbell Centre II
8150 North Central Expressway, 13th Floor
Dallas, TX 75206

Suggested Hotels

DoubleTree by Hilton Hotel
Attached to Campbell Centre
8250 N. Central Expressway
Dallas, TX 75206-1888
Phone: 214.691.8700
Use corporate account #0560026236 for 15% discount.

Magnolia Hotel Dallas Park Cities
1.6 miles south of Campbell Centre
6070 N. Central Expressway
Dallas, TX 75206
Phone: 214.750.6060 or 888.915.1110

Springhill Suites by Marriott
1.8 miles north of Campbell Centre
10111 N. Central Expressway
Dallas, TX 75231
Phone: 469.906.5861
HYATT House Dallas/Lincoln Park
0.2 miles west of Campbell Centre
8221 North Central Expressway
Dallas, TX 75206-1888
Phone: 214.696.1555

Marriott Courtyard Dallas Central Expressway 
1.8 miles north of Campbell Centre
10325 North Central Expressway
Dallas, TX 75231
Phone: 214.739.2500

Hampton Inn & Suites Dallas - Central Expy North Park Area
1.8 miles north of Campbell Centre
10370 North Central Expressway
Dallas, TX 75231
Phone: 214.361.0033

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.

Continuing Professional Education

CPE CertificationOur on-site workshop qualifies for 36 CPE or HRCI certification credits.

PRITCHETT, LP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.


HRCI Approved certification The use of the HRCI seal means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit. It is not an endorsement by the HR Certification Institute of the quality of the program. 


Participants who pass PRITCHETT’s exam (taken on Friday morning of the on-site workshop) will receive the credential, CM&AI. The Certified M&A Integration (CM&AI) 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. The only accreditation for M&A integration professionals is the CM&AI.  Verify CM&AI credentials.