Step 4: Provide M&A Integration Training

Merger Integration Certification Workshop

More than 30,000 people have attended our Merger Integration Certification Workshop making it the most successful M&A integration training on the market. Each attendee receives access for one year to a large library of M&A integration materials including over 100 presentations, 20 playbooks, 100 tools, 30 checklists, and 100 articles. 

In the fourth step of PRITCHETT's M&A integration methodology, we teach integration team members our proven process so they can produce excellent results ... repeatedly. An unprepared or overconfident acquirer can get lucky and succeed at one merger the same way a bad poker player will sometimes win a hand. It takes more than good fortune to successfully integrate target companies time-after-time. That kind of consistency requires a replicable, scalable methodology just like the proven one taught by our consultants in our Merger Integration Certification Workshop

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Ten Reasons Why Our Merger Integration Workshop is Unique and Powerful

Answers to FAQs about M&A Integration

What Every Acquirer Should Know about Post-Merger (M&A) Integration
What Every Acquirer Should Know about Post-Merger Integration

Answers to these questions:


M&A Integration Strategy and Planning
M&A Integration Strategy and Planning

Answers to these questions:

  • What are the five types of integration strategies?
  • When should the M&A integration planning process start?
  • What is the first step in integration planning?
  • What are the key elements in an M&A integration plan?
  • What is a post-merger integration end state?
  • What is a 100-Day Plan?
  • What should executive not say when announcing the deal to employees?
  • Why is Day 1 so important?
  • To what extent should acquirers integrate?
  • Is it more difficult to integrate a “merger of equals” than other types of mergers?
M&A Integration Team Structure
M&A Integration Team Structure

Answers to these questions:


  • What is the typical team structure for an M&A integration?
  • What is integration governance?
  • Who is on the integration steering committee and what is its role?
  • What is an Integration Management Office (IMO)?
  • What is the role of the Integration Manager?
  • What are the seven key attributes an Integration Manager should have?
  • How much time should integration team members dedicate to an integration?
  • When should you invite the target to participate in planning?
  • What is an M&A integration team charter?
  • When should M&A integration teams be disbanded?

M&A Integration Articles

HR's role in M&A
Role of HR During Mergers and Acquisitions

Three things that are guaranteed to give HR a better seat at the table:

  • Preemptively prepare for M&A. Anticipate. Provide in-depth training for HR staff on the fundamentals of due diligence, merger integration strategy, how to reconcile culture differences, etc. Ensure that the HR Team is very sophisticated on merger dynamics and positioned to serve as a merger-savvy resource to people in other functions.
  • Rethink HR's conventional wisdom on how success should be measured. HR is the guardian of workforce issues such as morale, trust, job satisfaction, stress levels, and employee loyalty, but those metrics will take wicked turns for the worse during a merger. Success is better measured by tracking productivity, quality, market share, customer satisfaction, and– above all– profitability. This is highly counterintuitive for HR people, but these are the critical markers for the integration process...

Post-Merger Integration Process

The Steps in the Post-Merger integration Process?
What are the Steps in the Post-Merger Integration Process?

The 11 steps to follow when integrating two organizations:

  1. Define Integration Strategy and Guiding Principles
    Facilitate executive session with senior leaders to determine planning direction and clarify integration goals, assumptions, non-negotiables, success metrics, and vision.
  2. Determine M&A Integration Governance
    Define the hierarchy, structure, roles, and resources for the integration project.
  3. Conduct Integration Management Office (IMO) Meeting
    Plan and facilitate an IMO kickoff event to formally commence the integration process and officially onboard integration teams by reviewing pre-planning input, rules of engagement, objectives, and methodology.