Videos: A Q&A on M&A

The Who, What, When, How, and Why of Merger Integration

The 31 videos are organized under the steps of the world-class M&A integration methodology taught in PRITCHETT's Merger Integration Certification Workshop. 

PRITCHETT Consulting Clients, Merger Integration Certification Workshop Attendees, and Website Subscribers can access all the videos. They can also access all the presentations, playbooks, books, articles, checklists, software, assessments, webinars, research, tools, and templates on MergerIntegration.com.

Step 1: Establish Guiding Principles

What are the M&A Integration Guiding Principles in the Area of Preparation?
3 minutes 27 seconds
Two Guidelines M&A Integration Managers Should Follow
 Free
1 minute 47 seconds

Step 2: Define M&A Integration Strategy and Governance

How Should You Select the Right M&A Integration Leader?
2 minutes 4 seconds
What is the Role of the IMO (Integration Management Office)?
2 minutes 54 seconds
What Are the Five Types of Integration Strategies?
1 minute 44 seconds
When Should You Use M&A Integration Consultants?
1 minute 26 seconds

Step 3: Provide M&A Integration Training

Which M&A Integration Mistake is the Most Common?
55 seconds
Who Should You Interview and What Should You Ask to Capture Lessons Learned?
1 minute 24 seconds
What Are Several Best Practices for Synergy Program Management?
1 minute 13 seconds
How Should an IMO Support Synergy Tracking?
1 minute 16 seconds
What Is an M&A Integration End State? When and How Should Teams Hand Off Remaining Activities?
2 minutes 53 seconds
When Should Most M&A Integration Activities Occur?
1 minute 9 seconds
What Are Critical IT Day One Activities and Risks?
1 minute 47 seconds
What Is the Length of a Typical M&A Integration?
3 minutes 31 seconds
How Should You Prioritize Workstreams?
2 minutes
Why Set Up Rolling FAQs?
39 seconds
Who Should Communicate Key Messages During an Integration?
2 minutes 7 seconds
What Should You Do When Synergy Estimates Are Inflated?
1 minute 46 seconds
What Key Guidelines Should Leaders Follow in a Merger?
2 minutes 53 seconds
What Is an Effective Tool to Manage Any Naysayers on an M&A Integration Team?
3 minutes 27 seconds
What Happens When the Wrong Employee Expectations Are Set?
1 minute 49 seconds
What is the Role of the IMO (Integration Management Office)?
2 minutes 54 seconds

Step 5: Develop M&A Risk Mitigation Strategies

What Should You Do When Synergy Estimates Are Inflated?
1 minute 46 seconds
Why Move to One Performance Measurement System ASAP?
1 minute 42 seconds

Step 6: Develop Culture Integration Plans

Who Should Perform the Cultural Audit and Report the Findings?
2 minutes 16 seconds
What Questions from the Operating Style Analysis Are Particularly Useful?
2 minutes 52 seconds
What Do People Like about the Operating Style Analysis?
 Free
58 seconds

Step 7: Develop M&A Communication Plans

Why Do "Staggered Experiences" Foul up M&A Communications?
2 minutes 12 seconds
Why Set Up Rolling FAQs?
39 seconds
Who Should Communicate Key Messages During an Integration?
2 minutes 7 seconds

Step 8: Develop Staffing and Retention Plans

Who Should You Try to Win Over in a Merger? What Percentage of the Workforce Can You Expect to Be Defiant?
1 minute 42 seconds

Step 9: Develop Project M&A Integration Plans

What Are Critical IT Day One Activities and Risks?
1 minute 47 seconds
What Is a Symptom of Poor End Game Definition?
42 seconds
What Is the Length of a Typical M&A Integration?
3 minutes 31 seconds
How Should You Prioritize Workstreams?
2 minutes

Step 10: Day One & Integration Execution

What Are Several Best Practices for Synergy Program Management?
1 minute 13 seconds
How Should an IMO Support Synergy Tracking?
1 minute 16 seconds
What Is an M&A Integration End State? When and How Should Teams Hand Off Remaining Activities?
2 minutes 53 seconds
What Is an Example of a Good IMO Schedule?
2 minutes 31 seconds
When Should Most M&A Integration Activities Occur?
1 minute 9 seconds

Step 11: Capture Lessons Learned

Which M&A Integration Mistake is the Most Common?
55 seconds
Who Should You Interview and What Should You Ask to Capture Lessons Learned?
1 minute 24 seconds