A Primer on M&A Integration Governance

Governance

The project management structure/hierarchy that helps ensure the integration is completed on-time within budget and achieves its other desired goals. The proper amount of governance is a function of many variables including the complexity of the deal, the objectives of the integration, and the level of integration experience.

Guidelines

  • Periodically solicit input from the integration manager and work stream leads on the decision making protocols and the escalation issue process
  • Don’t over-engineer and develop a structure that slows rather than escalates the resolution of tough issues
  • Periodically collect data on the effectiveness of the integration/project management process and document the lessons learned to improve governance  procedures ...