Post Merger Integration Presentations

Below are more than 65 post merger integration presentations from actual projects organized under the steps of the world-class M&A integration methodology taught in PRITCHETT's Merger Integration Certification Workshop.

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

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

Step 2: Define M&A Integration Governance

M&A Presentation Template
M&A Presentation Template: Strategy and Structure
Free
17 Slides

Understanding the Deal 4 S’s

  • Strategy for the deal
  • Synergy for the companies
  • Structure of the deal
  • Steps for the M&A integration …
Overview of Post Merger Integration Process and Structure
Overview of Post Merger Integration Process and Structure
Free
15 Slides

M&A Integration 

  • Guiding Principles (Example)
  • Integration Approach Overview
  • Integration Team Structure & Phase Overview
  • Integration Project Roadmap …

Step 3: Conduct Joint Integration Management Office (IMO) Meeting

change management post merger integration plan
Change Management Post Merger Integration Plan
Free
9 Slides
  • Develop a comprehensive change management plan that identifies what is changing and what is not as a result of the merger 
  • Design and deploy mechanisms to help employees understand the required changes and take personal responsibility for successfully implementing them
  • Prioritize activities in the change management plan by creating HR Plans for Day 1, first 100 days, first six months, and first year post-close …
Integration Management Office IMO Charter
Integration Management Office (IMO) Charter
Free
3 Slides

Key Objectives and Scope Defined for IMO 

  • Define governance model & structure
  • Data harvesting process
  • Culture & communication planning
  • Drive key pre-planning workstreams …
Joint IMO Kickoff: Acquirer and Acquired Company
Joint Integration Management Office (IMO) M&A Kickoff Meeting
Free
34 Slides

Understand how we will work together:

  • Review rules of engagement to ensure pre-close compliance with HSR guidelines
  • Review our M&A integration process, structure, roles, and responsibilities
  • Build a solid foundation for ongoing teaming and collaboration …
Workstream Charters
Work Stream Charters
15 Slides

Key Objectives and Scope of these Merger Work Streams:

  • Finance
  • Information Technology
  • Human Resources
  • Procurement …
M&A Communications Planning
Merger & Acquisition Communications Planning
Free
19 Slides

Objectives

  • Level-set on M&A integration communication best practices
  • Understand M&A integration communication approaches and progress-to-date
  • Define Charter and Operating Model for Communications Team
  • Define a set of integration communication Guiding Principles …
3 Key Questions the (IMO) Integration Management Office Should be Able to Answer
3 Key Questions the (IMO) Integration Management Office Should be Able to Answer
Free
5 Slides
  1. What are the basic roles/responsibilities associated with programs and projects?
  2. What are the deliverables ...
What is Gun Jumping and How to Avoid It
What is Gun Jumping and How to Avoid It
Free
11 Slides

CONFIDENTIALITY REMINDER

  • Our companies are still operating independently
  • All work associated with the M&A integration teams should be considered confidential
  • Please do not share details of our integration work outside this team   
  • The M&A integration lead team will coordinate communications to both organizations as needed throughout the process …
Kick Off Meeting - Integration Chartering
Kick Off Meeting - Integration Chartering
4 Slides

An M&A integration project charter is a simple document designed to clearly outline the “who, what, and how” elements of an integration and gain commitments from resource owners in advance. The charter includes:

  • Integration strategy for functional and operational areas
  • Integration project scope defined as the general expectations around the role of the integration management office and from where in the organization it will be administered …
Integration Team Kickoff Meeting
Integration Team Kickoff Meeting
19 Slides

Chartering the M&A Integration Team

  • Team Scope/Objective
  • Team Goals/Deliverables
  • Success Measures
  • Reporting/Communication …
Charter Examples
Charter Examples
4 Slides

Key Objectives in a Finance Charter 

  • Implement optimal finance organization structure by end of year 1
  • Meet synergy targets by end of year 1
  • Seamless Day 1 financial operations (payroll, vendors, collect cash, combined financial reporting)
  • Financial system migration/consolidation during year 1 …

Step 4: Provide Post Merger Integration Training

Overview of M&A Planning Methodology
Overview of M&A Planning Methodology
26 Slides

7 Deadly Sins in Merger Integration 

  1. Delay the start, drag out the finish
  2. Put no one in charge
  3. Allow divergent initiatives
  4. Forget the business and the customer …
M&A Integration Approach
M&A Integration Approach
11 Slides

High-level M&A integration planning defines the future state (approximately 6 weeks)

  • Determines the strategic direction for key parts of the business
  • Paints a picture of the future state in each functional/business area

Detailed M&A integration planning defines the transition (approximately 6 weeks)

  • Dictates detailed steps and timing for the many initiatives required to drive the transition …

Step 5: Develop Post Merger Integration Risk Mitigation Plan

Risks, Dependencies and Mitigation Steps by Function
Post Merger Integration Issues, Risks, and Dependencies
Free
16 Slides

Risks

  • Tight timeline, limited information gathering leads to organizational/infrastructure decisions and less than optimal outcomes
  • Inconsistent communications to the stakeholders between the two companies
  • Disruptions in the business due to systems issues
  • Loss of key employees and contractors leading up to and during transition …
Risk Management
Risk Management
10 Slides

Risk Assessment Questions

  • What are the most sensitive areas of the business that might be prone to disruption?
  • Are major IT system integrations required to realize synergy benefits or operational efficiencies?  
  • Are there any key managers or salespeople that might leave as a result of the deal?
  • Are there any past business practices that are incongruent with the Newco’s (or acquiring company’s) business strategies (for example, credit standards for new customers)? …

Step 6: Develop Post Merger Integration Culture Plans

M&A Culture Assessment Summary
M&A Culture Assessment Summary
9 Slides

In addition to interviews, PRITCHETT asked 15 standardized questions:

  1. What are three adjectives you would use to describe your company? 
  2. Describe the decision-making process at your company?
  3. What is your company’s attitude toward spending money? 
  4. Describe communications at your company? …
Culture in M&A – Hard Facts and Principles
Culture in M&A – Hard Facts and Principles
7 Slides

Hard Facts About Culture

  • Strategy is a product of your view of the future. Culture is essentially the product of your history
  • It’s challenge to ensure corporate culture is aligned with and supports your plans for tomorrow.
  • VERY FEW culture characteristics wield a make-or-break influence over operating results and an organization’s future …

Step 7: Develop Post Merger Integration Communication Plans

Pre-Close Briefing to M&A Integration Teams
Pre-Close Briefing to M&A Integration Teams
26 Slides

Communication Plan Objectives

  • Protect the base business; maintain focus on day-to-day operations
  • Make a good first impression; deliver Day 1/Welcome Week playbook, timeline and training
  • Transparent, timely communication about what matters
  • Provide functional M&A integration communication processes, tools, counsel …
Answers to FAQs from Integration Planning Teams
Answers to FAQs from Integration Planning Teams
5 Slides
  • What HR integration initiatives will be corporate driven and do not need to be “solved” (only executed) in other plans?
  • What Finance integration initiatives will be corporate driven and do not need to be replicated (only executed) in other plans?
  • Are there any mandatory time parameters I should use for organizational structuring initiatives?
  • If I have assigned another BU or Function to one of my initiatives what should I do? …
AAA to Merge with XYZ
AAA to Merge with XYZ
14 Slides

Includes slides on:

  • The Integrated Company
  • Merger Integration Planning
  • Merger Timeline
  • Opportunities for Employees …
M&A Communication Best Practices
Merger Communication Best Practices
Free
9 Slides

M&A Communication Pitfalls to Avoid

  • Assuming managers are informed and onboard
  • Thinking silence doesn’t say anything
  • Improvising
  • Dodging tough issues …
Building Commitment in M&A
Building Commitment in M&A
7 Slides

Business Unit Leaders should: 

  • Articulate a compelling business rationale for the deal
  • Make key decisions quickly regarding organizational structure, staffing, product rationalization, core processes, resource allocation, and performance management
  • Develop a structure and plan for implementing those changes
  • Engineer “early wins” to create energy and build confidence in deal …

Step 8: Develop Post Merger Staffing and Retention Plans

Merging What to Expect
Merging What to Expect
5 Slides

Predictable Problems in M&A Integration

  • Communication deteriorates
  • Productivity drops and momentum slows
  • Team play suffers
  • Power struggles throw work into disarray …
Talent Retention Guidelines
Employee Retention After an Acquisition
7 Slides

How to Re-Engage and Re-Recruit Key Players in M&A Integration

  • Re-engage and re-recruit yourself first!
  • Conduct “Stay” conversations
  • Engage multiple methods of 2-way communication
  • Give key talent meaningful work to do …
Employee Orientation Plan
Employee Orientation Plan
6 Slides

What to Avoid in Employee Orientations

  • A tedious data dump 
  • Boring presenters
  • Executives who do “touch-n-go’s” or “flyovers” without any real engagement
  • Dumbed-down orientations for employees (separate from managers) …

Step 9: Develop M&A Project Integration Plans

Pre-Close Data Harvesting Rules To Avoid Gun-Jumping
Pre-Close Data Harvesting Rules To Avoid Gun-Jumping
13 Slides

Acquirer and Acquired Co. legal teams determine if the data requested is:
      -    Non-Sensitive: OK for integration team to review
      -    Sensitive: giving a business a competitive advantage or influence

As we get near to closing the deal, data will get declassified …
 
Post Merger Integration Timeline
Post Merger Integration Timeline
Free
3 Slides
  1. Integration Planning Calendar
  2. Team Leads Identified 
  3. SMT Direction Finalized 
  4. Communication Update 
  5. Integration Kick Off/Process Starts 
  6. Team Charters …
IT Post Merger Integration Overview
IT Post Merger Integration Overview
5 Slides

M&A Integration Program Design
Defining the big picture
What will we do? Why are we doing it? When are we doing it?
Project Design
Project Charter, Work Breakdown, Work Plan, Resource Plan, Cost
Project Execution …
 
IT Post Merger Integration Process
IT Post Merger Integration Process
5 Slides

Tasks Before Kick-Off Meeting

  • Identify business project leader, person from the business with extensive knowledge of the current operations who will have significant time (50%) to dedicate to the project  
  • Conduct an initial IT discovery session – including a site tour and general process discussions 
  • Prepare plan / schedule for process walk-through/requirements sessions
  • Develop initial objectives, scope in/out, issues, risks …
Smartsheet Tutorial for M&A Integration Team Members
Smartsheet Tutorial for M&A Integration Team Members
19 Slides

Objectives

  1. Understand how to use SmartSheet for your M&A integration work plan development
  2. Discuss tips and best practices that will help us produce quality plans
  3. Confirm key steps and focus for the next phase of plan development
  4. Take care of some housekeeping items
Flowcharts By Workstream
Flowcharts By Workstream
14 Slides

IMO Tools: Synergy capture template, Quick wins template, M&A scorecard tool, Scope change request, Progress reporting template … 

IMO Deliverables: Prioritized list of value drivers, Integration strategy, Overall integration scorecard, SharePoint Site, Governance guidelines …
 
Pre-Merger M&A Integration Planning
Pre-Merger Integration Planning
Free
4 Slides

Pre-Close M&A Integration Efforts

  • Identify comprehensive list of projects within each work-stream
  • Assess internal and external staffing requirements
  • Establish calendar by functional area and for entire transition effort
  • Identify what work will be done pre-close...
The 10 Most Common Post Merger Integration Problems
The 10 Most Common Post Merger Integration Problems
Free
11 Slides
  1. Lack of Pre-Planning: When integrations fall short of their objectives, inadequate pre-close planning contributes to the failures more than half of the time.
     
  2. No Formal M&A Integration Strategy: Acquirers should define a clear integration strategy early and before their teams begin to develop plans...
High-Level Integration Plan
High-Level Integration Plan
11 Slides

Contents

  • Integration Goals
  • Measures
  • High-Level Initiatives
  • Approach to Merger Integration Planning ...
Functional Integration Team Plan
Functional Integration Team Plan
21 Slides

Contents

  • Task Force Members/Structure
  • Key Decisions/Strategies
  • Open/Remaining Decisions
  • M&A Integration Initiatives …
Detailed M&A Integration Planning Requirements
Detailed M&A Integration Planning Requirements
8 Slides

Required to Complete - Functions

  • Functional M&A Integration Action Plan
  • Project Definition Documents for each item that qualifies as a “Project”
  • Project Plan (Gantt chart) for each item that qualifies as a “Project”
  • Business Requirements and Functional Requirements as Required …
Attributes of a High-Quality Merger & Acquisition Integration Plan
Attributes of a High-Quality Merger & Acquisition Integration Plan
7 Slides

Attributes of a High-Quality, Detailed Plan

  • Single owner: One point of accountability makes it clear who is coordinating the effort and calling the shots
  • Parallel level of task detail: Major steps are specific enough to allow the owner to understand what is expected, but not so detailed as to include every task necessary to accomplish the work …
Integration Plan & Project Management
Integration Plan & Project Management
16 Slides

Functional M&A Integration Deliverables

  • Project Definition Document (for any projects not part of a program)
  • Project Plans (for any projects not part of a program)
  • Project Cost Estimate (for any projects not part of a program)
  • Functional Integration Action Plan Template …
Overview of Merger Integration Planning Process
Overview of Merger Integration Planning Process
10 Slides

Detailed Merger Planning Lessons Learned
  –    Understand/Validate dependencies

  • Facilitate joint team meetings to identify and address dependencies
  • Ensure tight coordination between transitions and customer support organizations …
Executive Debrief: Detailed Planning
Executive Debrief: Detailed Planning
8 Slides

Contents

  • Additional Key Decisions or Changes Since M&A High-Level Planning
  • Timeline Overview
  • Summary of Financial Implications
  • Key Dependencies/Linkages and Implementation Risks …
Day 1 Plan by Site and Function
Day 1 Plan by Site and Function
4 Slides

Day 1 Event

What will the celebration consist of? | How many attending? | Dialing in? | Who will make presentations? | Information welcome packets? | Who will create? | Audio/visual equipment required? | Signage changed? | Who will remove/install? | What will employees receive on Day 1? (Badges, IDs, Business Cards, Phone Cards, Credit Cards, Building/Parking Access Cards, etc.) …
 
Post Merger Integration Day 1: Communications
Post Merger Integration Day 1 Communications
15 Slides

Day 1 M&A Communications Objectives
   –    Mark the completion of the transaction as an opportunity to honor the past and recognize the contributions of the employees of both organizations
   –    Promote the strengths and benefits of the new company, its brand and growth strategy to promote employee attachment to NewCo …
M&A Playbook Template
M&A Playbook Template
9 Slides

Content of Day 1 Communications Playbook

  • Contacts
  • Company Profile/Fact Sheet
  • Day 1 hour-by-hour review of actions; include location, who performs, who coordinates/owns
  • Core Messages for Customers, Employees, Vendors, Partners …
Integration Planning Guide for M&A Teams
Integration Planning Guide for M&A Teams
Free
17 Slides

Roles

  • IMO Members/Executives: Help ensure the discussion is focused on the critical/material issues that will enable or hinder achievement of our integration objectives 
  • Presenting Team Leads: Crisply articulate a summary of the team’s recommendations, financial impact, and risks …

Step 10: Execute Acquisition Integration Plans (Includes Day 1 Plans)

Day 1 Post Merger Integration Plan
Day 1 Post Merger Integration Plan
7 Slides

Day Before Close
Resolution of DOJ Review Announced, Receive Confirmation of Close Date, Ship items to facilities, Finalize call/webcast logistics, Prep session for Welcome Teams (Cover Welcome Playbook), Prep for Facility Managers/HR Managers Prep for Company A managers, Prep for Company B managers …
 
M&A Day 1 Communications
M&A Day 1 Communications
5 Slides

Deliverable and Spokespeople

  • Employee Playbook - Managers (Acquirer & Acquired Co.)
  • Customer Playbook - Sales & Marketing Organizations (Acquirer & Acq. Co.)
  • Supplier Playbook - Supplier-Facing Teams (Acquirer & Acq. Co.)
  • Welcome Week Playbook - Welcome Week Teams …
Sample Merger Announcement to Employees on What’s Changing
Sample Merger Announcement to Employees on What’s Changing
6 Slides

Information Technology

  • Employee Directory: All Acquired Co. employees will be added to Acquirer Employee Directory
  • New intranet site for Acquired Co. employees will be accessible 
  • Day 1 Email, Phones, Applications, …
Information Technology Help Desk: Key M&A Integration Tasks
Information Technology Help Desk: Key M&A Integration Tasks
3 Slides

Day 1

  • Incoming call & ticket support will stay “as is” on Day 1.
  • Both Help Desk teams know who to contact if users request access to resources. Acquirer’s 
  • Intranet site will have a “cube” with the Acquired Co. support phone number and when clicked, will email the Acquired Co. Help Desk …
Post Merger Integration Management
Post Merger Integration Management
13 Slides

IMO Guidance

  • No surprises:  Honest status - the good, the bad and the ugly
  • PM should never hear about an issue from someone else before he hears it from you
  • Effective:  Cover what you need to cover - the right content at the right level of detail
  • No busy work - for you or your PMs; leverage what you already have …
Post Acquisition Integration Process: The End-State Transition
Post Acquisition Integration Process: The End-State Transition
Free
5 Slides

How to hand off remaining activities:

  • Document deadlines and deliverables associated with the remaining open items
  • Provide access to all documentation on the project
  • Provide a list of all contacts and stakeholders involved in the project
  • Provide a full understanding of what has to be done, by when, and by whom.
  • Make sure people have an understanding of the negative implications if the remaining tasks get delayed
Acquisition Integration Plan: First 30 Days for Finance, HR, Legal, and Corporate
Acquisition Integration Plan: First 30 Days for Finance, HR, Legal, and Corporate
Free
12 Slides

First 30 Days – Human Resources

  • Compensation Map Target roles to Acquirer roles 
  • Communication of changes to salary grade and/or pay adjustments 
  • Determine impact to Tier I & II Severance for Acquired Co. employees 
  • Define data mapping requirements for Day 2 conversion of HR and YTD payroll data …
Day One Post Merger Integration Overview
Day One Post Merger Integration Overview
1 Slide

Day 1 Welcome Packets
Message from CEO | Safety Overview | Basic FAQs | New Company Infographic | Company Vision | Email structure | FAQ process | Acquirer Swag | Pay & Benefits reminder | Checklist | What to expect soon | IT Access …
 
M&A Synergy Realization
Best Practices on M&A Synergy Capture
Free
6 Slides

M&A realization best practice tips

  1. Assign synergies to accountable owners and then hold them to a plan 
  2. Follow up on agreements on planned measurement approaches and their timing 
  3. Ensure initiatives are supported and linked to integration related projects 
  4. Manage cross-functionally to ensure costs are not simply shifted to other parts of the business …
Mergers & Acquisitions Communications Team Meeting
Mergers & Acquisitions Communications Team Meeting
Free
11 Slides

Chartering the Integration Communication Team
Purpose—To ensure we are all in agreement about the objectives of the team, we will document what we will deliver, how we will measure success, how we will communicate with other project teams, what our resource needs are, and possible barriers or constraints.
 
Merger Integration Management Process
Merger Integration Management Process
Free
6 Slides

Objectives of Weekly Merger Integration Management Process

  • Add speed and efficiency to integration planning
  • Ensure that we make the most of all meetings and interactions
  • Proactively manage the identification and escalation of issues and decisions
  • Set the pace for M&A integration planning
Best Practices for the M&A Integration Process
Best Practices for the M&A Integration Process
Free
8 Slides

Implement an overall program management process to:

  • Monitor progress against the key milestones
  • Raise and resolve issues and address risks quickly and efficiently
  • Make cross-functional decisions rapidly in regular steering team or executive team reviews …

Step 11: Capture M&A Integration Lessons Learned

Post Acquisition Review
Post Acquisition Review
Free
9 Slides

Methodology

  • All Team Leads were interviewed; answers were aggregated and kept anonymous 
  • Output was organized by topic into recap slides for each question 
  • Questions were centered on broader “Newco” topics …
The 10 Most Common Post Merger Integration Problems
The 10 Most Common Post Merger Integration Problems
Free
11 Slides
  1. Lack of Pre-Planning: When integrations fall short of their objectives, inadequate pre-close planning contributes to the failures more than half of the time.
     
  2. No Formal M&A Integration Strategy: Acquirers should define a clear integration strategy early and before their teams begin to develop plans...
Survey of Attendees
M&A Survey Questions
Free
16 Slides
  1. Who dedicates an internal group (i.e. IMO)  to their integrations? 
  2. Does your company successfully communicate  integration objectives to employees prior to close?  And during the first 100 days after close ...
Mergers & Acquisitions Employee Survey and Results
Mergers & Acquisitions Employee Survey and Results
21 Slides

Each person was asked to rate twenty-one statements from 1 to 5

  1. I understand the reason for the merger
  2. I think the merger will be good for the business
  3. I have a good understanding of the company's goals and direction
  4. I know how the company is performing …
Post Merger Integration Assessment
Post-Merger Integration Assessment
Free
21 Slides

M&A Integration Assessment Project Objectives
   -    Gain insights into Acquirer executives’ experiences with respect to past and current integration practices and results to date
   -    Incorporate the perspective of acquired company personnel
   -    Use the assessment learnings to inform the development of an integration approach and improve competency in M&A integration …