Merger Integration Certification Workshop

The Most Successful Post-Merger Integration Training Program in the World (Over 30,000 Attendees)

Mergers and acquisitions typically involve restructuring. . . a culture clash ... heavy-duty management changes ... downsizing of some sort ... major reworking of systems ... and more. A post-merger 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 online (via Zoom) post-merger integration training workshop, 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.

Inadequate M&A Methodology
 - Improvised; ad hoc
 - Unstructured
 - Inconsistent
 - Not repeatable
 - Haphazard
 - Fails to capture lessons
 
PRITCHETT M&A Methodology
 - Principles-based
 - Fast, flexible, adaptable
 - User-friendly
 - Easy to maintain
 - Skills-focused
 - 
Efficient skill transfer
 
Overly Complex M&A Methodology
 - Cumbersome
 - Unusable
 - Not maintainable
 - Cookbook oriented
 - Not realistic
 - Excess training required  
 
 



Register Online

Register Early & Save $1,000

 Workshop Dates

January 23-25, 2023
April 24-26, 2023



Merger Integration Training

Download 18-Page
Workshop Brochure

PRITCHETT, LP delivers open workshops for individuals and training for organizations. Call +1-214-239-9600 for pricing on workshops for organizations.

 

Dates and Times

January 23-25, 2023
April 24-26, 2023

Delivered via Zoom

The start and end times (Central Standard Time Zone):
Monday and Tuesday: 9:00 AM to 12:00 PM and 1:00 PM to 4:30 PM
Wednesday: 9:00 AM to 12:00 PM

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

 

Workshop Agenda (Back to top)

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
ABC Radio
ABN AMRO
Abry Partners
Abt Associates
Accor North America
Acelity
ACIST Medical Systems
Adobe
Adva Optical
Affinity Federal Credit Union
A.G. Edwards
Airbus
Alaska Milk Corporation
Alberto-Culver
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
Aquatera
Arcserve
ARM Inc.
Aquatera Utilities
Aruba Networks
Atalian Servest Group
Atkins Nuclear Solutions US
Atlassian
Avaya
avidXchange
AVG Technologies
Axis Communications
BAE Systems
Bank One
Banner Health
Banner Pharmaceuticals
Bashas' Inc.
Batesville Products
Baxalta
Bayer Healthcare
Baylor Scott & White Healt
Behavior Care Specialists
BerganKDV
Berlin Brands Group
BHP
Bilfinger
Biotage
Blackhawk Industrial Supply
Blockdaemon Inc.
Blue Sky Therapy
Borg Warner Chemical
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
Carl Zeiss AG
Carlsberg Vietnam Trading Ltd
Casamba
Cashbuild
Celink
Cello Health
Centene
Centerstone
Centrak
Cephalon
Cerner
Certified Management Accountants of Ontario
CGB Diversified Services
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
CSIG
Cuestamoras
CVS Health
CXO Security
Cytec Industries Inc.
Daiichi Sankyo
Datwyler Holding AG
Depuy Synthes
DigitalGlobe
Digital Marketing Direction
Dignity Health
Domtar
Donaldson Company, Inc.
Dow Chemical
DTE Energy Resources
Dunlop Conveyor Belts
East Kootenay Community Credit Union
EADS France
Elk
Embarq
EMC
EMD Millipore
Emergent Biosolutions
Entegris
ERT
ESADE
ESL Federal Credit Union
Ethicon
Evonik Investment Management Co.
Exelis
Exxon/Mobil
Fabcon Precast
Facebook
Faurecia
FEMSA Services
Ferguson Enterprises
Ferro
First Bank of Nigeria Ltd..
First Chicago NBD
Fluidigm
Fosroc International Ltd
Foster Farms

Freeman
Freeway Insurance Services
Fujitsu
Fulton Financial Corporation
G&F Financial Group
GAF
GE Plastics
General Dynamics AIS
Global Contractors
Global Excel
Global Ground Support, LLC
Golder Associates
Goodrich
Gordon Food Service
Gorenje O.O.O Beograd
Granite Construction
Greenhack
Grifols
Grove Worldwide
Growthpoint Properties
Growve
Grupo 3PL
Guidant
Gundersen Health System
Habasit
Halliburton
Hanson Building Materials
HARTING Americas
Hashem Contracting and Trading Co
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
Infoblox
Ingersoll Machine & Tool
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
Kabel-Technik-Polska (PKC Group)
Kal Tire
Katera, Inc.
Kenny Construction
Kent Hospitals
King & Wood Mallesons
King Pharmaceuticals
Kitchener-Wilmot Hydro Inc.
Knowles Electronics
Kraft Foods
Kuraray America
Lamark Media
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
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
Micromedics
Micron Technology
Microsoft
Milliken & Company
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
Nuclear Safety Associates
Nycomed France
Olympus Corp
Oman Oil Company
Omron Europe
OpinionRoute
Optum
Ontario Systems
Orange
Orbitas
PACE Technical
Palmer Johnson Power Systems
Panduit
Paychex
PayPal

Peace Health
Pearlman Group
Peco Energy
Pella Corporation
Pentac Health
Perforce Software
Performance Controls, Inc.
PetroCard
Pfizer
PGi
PGT Innovations
Pharming Healthcare
Phillips 66
Pilot Freight Services
PKC Group Plaza Bank
PlusCompany
Polaris
Post Consumer Brands
PowerStream, Inc.
Praxair
Precision Southeast Inc.
Provena Health
Quarles
Qumo Corporation
Radiometer GmbH/Danaher
Raytheon
Red Hat
RedTeam Software
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
SambaSafety
Sanofi
Sanofi-Aventis
Schering-Plough
Scientific Games
Scripps Networks
Service Express
Service King
SGL Technologies
Shenandoah Telecommunications
Shire Pharmaceuticals
Showcare Event Solution
SI Group
Sid Lee
Siemens
Siemens Corp
Sierra Nevada Corporation
Sigma-Aldrich
Signify Health
SkySpecs
SMP Temprature Control Division
Société des Produits Nestlé
Solvay
Sonoco Products Company
Sophos PLC
Sound Physicians
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
Surgical Care Affiliates
Suse
Sys IQ
The Prudential Insurance Company of America
Teleflex Inc.
Telkom Australia
Teranet Inc.
TerrAscend
Texas Instruments
TGS
The Cheesecake Factory
The Global Draw
Therapy Care
Thomas & Betts
TMEIC Corporation
Torrent Pharmaceuticals Limited
Toyota Tsusho America
Transact Global Services
TransAlta Corporation
TransUnion
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
Verizon Wireless
Verso Paper
Viasat
Virtual Technology Corp.
VMware
Volcano Corporation
Wachovia
Wam Italia Srl
Warner-Lambert
We Energies
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
ZOLL Medical Corporation
Zotec Partners

Continuing Professional Education

CPE CertificationOur workshop qualifies for 12 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. 

Certification

Participants who pass PRITCHETT’s exam (taken online after the 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.

cm&ai



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.