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Subscribe for full access to MergerIntegration.com and download the largest number of quality M&A integration playbooks, tools, presentations, and checklists on the market. These materials are not theoretical or generic. They are from over 100 actual M&A integrations.  

Subscribers to our site never have to start from scratch. They can easily customize our files in Word, PowerPoint, and Excel, and save a tremendous amount of time and effort. Each subscriber can also attend our Merger Integration Certification Workshop for free.

Subscribers have access to all the following also:

(Click on below links for information about each resource).

Playbooks (All in Word & Excel)

Acquisition Integration Playbook
Acquisition Integration Playbook
M&A Integration Playbook
M&A Integration Playbook for Integration Managers
100 Day Post-Merger Integration Plan from Playbook
100 Day Post-Merger Integration Plan from Playbook
Information Technology Post-Merger Integration Playbook
Post-Merger Integration Playbook
M&A Employee Retention Playbook
Acquisition Integration Playbook - $65 Million Deal
M&A HR Playbooks from 3 Different Integrations
M&A Finance 100-Day Integration Plan
M&A Integration Playbook - $10 Million Deal
HR M&A Integration Compensation & Benefits Playbook
Cross-Border M&A Integration Playbook
Acquisition Integration Playbook - $2 Million Acquisition
Sales and Marketing M&A Integration Playbook
Day 1 Human Resources M&A Integration Playbook
Legal Team Plans from 3 M&A Integration Playbooks
Day 1 M&A Playbook: Employee Communications
Day 1 M&A Playbook: Employee Communications
Day 1 M&A Playbook: Customer Communications
Day 1 M&A Playbook: Supplier Communications
Customer Communications M&A Playbook - $95 Million Acquisition
Supplier M&A Communications Playbook - $240 Million Acquisition
M&A Integration Communications Playbook - $75 Million Acquisition
Communications Playbook: Media, Social Media, & Websites
Day One M&A Communications Playbook - $25 Million Acquisition
M&A Integration Playbook - $5 Million Deal
Legal Team: Post Merger Integration Plan from Playbook

Tools and Templates (All in Word & Excel)

Operating Style Questionnaire
180 Day Post-Merger Integration Plan at 90 Days Post Close
M&A Day 1 Onboarding Guide
Finance & Accounting 90-Day Acquisition Integration Plan
Finance Team Post-Merger Integration Charter
Operating Style Analysis (Part II)
Post-Merger Integration RACI Matrix
The Four Post-Merger Integration Talent Retention Planning Steps
Post-Merger Integration Human Resources Plan
M&A Integration Scorecard Template
M&A Integration Scorecard Template
Cross-Border Day 1 Merger Integration Plan
Communication of New Benefits Plan Post-Acquisition
M&A Team Roles and M&A Leaders During an Integration
Cultural Due Diligence Interview Results
Day -3 Through Day 1 M&A Communications Plan
Post-Merger Integration Cross-Border Finance Plan
Post-Merger Integration Compensation, Benefits, and Policy Changes
M&A Communications Plan: Announcement to Close
Post-Merger Integration Dashboard
How to Create an M&A Integration Team Charter
M&A Culture Assessment
How to Identify Post-Merger Integration Priorities
Human Resources Acquisition Integration Plan
M&A Day 1 Answers to Employee Frequently Asked Questions
M&A Clean Teams: Competitively Sensitive Information
Four Levels of Change Survey
Case Study Exercise - Creating an HR Integration Team Charter
Steering Committee Post-Merger Integration Dashboard
Human Resources Post-Merger Integration Project Plan
Staffing and Retention Integration Project Plan
Case Study Exercise - Creating a Product Development Integration Team Charter
Information Technology: Day 1 Answers to Frequently Asked Questions
Invitation to Functional Team Leaders and Overview of Integration
A Primer on Talent Assessment and Retention
Case Study Exercise - Creating an Information Technology Integration Team Charter
Due Diligence Data Request Checklist for an Acquisition Integration
Post-Merger Integration Guidelines
Acquisition Signing Day Communications Schedule
M&A Synergy Plan Template
Case Study Exercise - Creating a Sales Integration Team Charter
Example of Employee Communication about Post-Merger Jobs
M&A Cost Synergies Report
Post-Merger Organizational Announcements: Complete by 90 Days
Target Operating Model and Roadmap Template
M&A Day 1 / Week 1 Letter to Acquirer’s Leaders
M&A Synergy and Cost Savings Report Templates
Strategic Score of Each Integration Initiative
M&A HR Due Diligence: Side-by-Side Comparison of the HR Programs
Estimated M&A Synergies Report
Post-Merger Integration Communications from CEO
Acquisition Project Plan Excel Template
M&A HR Due Diligence Tool
Company Merger Announcement Template
Evaluation of HR Acquisition Integration Plan
Employee Retention Bonus Agreement
Cross-Border M&A Synergies
M&A Synergy Template
HR Team Post-Merger Integration Charter
M&A Integration Communication Matrices by Function
How to Communicate Mergers or Acquisitions to Your Customers
Status of Post-Merger Integration Guiding Principles
Integration Plan Template
Templates for Post-Merger Integration Plan Review
Private Equity Acquisition - Talking Points and Answers to Employee FAQs
IMO Kick-Off Meeting Agenda: Acquirer-Acquired Company
Workstream Status Report - Sales
Answers to Employee Post-Merger Integration Questions
When and What to Report for a Post-Merger Integration
CEO Letter to Employees about Acquisition
Integration Issue Form and Issue Log
M&A Integration Risk Impact/Mitigation Template
Example: Acquisition Announcement Letter to Employees
Integration Risk Form and Risk Log
Welcome Letter to Employees After an Acquisition
Company Merger Announcement Letter to Employees
Integration Dependency Form and Dependency Log
Merger Announcement Letter to Employees
Post-Merger Integration Tracking Tool and Best Practices Meeting
Example of Lessons Learned Report
Acquisition Letter to Customers
Company Merger Letter to Customers
Letter to Customers After an Acquisition
Acquisition Announcement to Suppliers and Answers to Supplier FAQs
Company Merger Letter to Vendors
M&A Communication Planning Matrix
Human Resources M&A Survey on Resources Needed
Stakeholder Analysis Template for a Post Merger Integration
M&A Communications: Core Messages Example

Checklists (All in Word & Excel)

Sales and Marketing M&A Checklist
IT Acquisition Integration Checklist
Post M&A Integration Checklist
Finance Integration Checklist
HR M&A Checklist
Day 1 M&A Checklist
IT Post-Merger Integration Checklist - Day 1 Initiatives
Sales and Marketing Post-Merger Integration Checklist
Post-Acquisition Integration Checklist
Post-Merger Integration Checklists: IT, HR, Finance, and Legal

Assessments

M&A Due Diligence Cultural Assessment Results
Feedback on Merger: Interview Guide
Cultural Due Diligence Assessment
How to Conduct the M&A Operating Style Analysis plus the Operating Style Analysis Word Template

Webinars

What is the #1 Cause of Merger Failure?
Top 10 Ways to Protect Your Career in a Merger

Research

The "X Factor" in Mergers and Acquisitions

Presentations (All in Powerpoint)

Post-Merger Integration Planning Meeting
Post-Merger Integration Plan
High-Level Acquisition Integration Plan
Information Technology M&A Integration Plan
Acquisition Integration Communications Plan
Pre-Close Briefing to M&A Integration Teams
Pre-Close Review of Human Resources M&A Integration Plan
Global HR Integration Process
Post-Merger Integration Survey of Acquired Company Employees
Post-Merger Integration Assessment
Post-Merger Integration Communications Plan for Day 1
M&A Day 1 Readiness: Dry Run Session
Post-Merger Integration Planning: Day 1 - Day 30
Average Employee Retention Bonus After Acquisition
How to Perform Culture Due Diligence
15 Areas Executives Should Agree on Before Integration Planning Begins
Global Steering Committee M&A Integration Planning
10 Key Guidelines for Post-Merger Integration Teams
What is Gun Jumping and How to Avoid It
3 Key Questions the (IMO) Integration Management Office Should be Able to Answer
Post-Merger Integration Teams: Deliverables, Planning, and Reporting
Merger Integration Management Process
The Role of M&A Integration Manager
M&A Governance
M&A Integration Governance Model
Pre-Close Integration Data Sharing Rules
Antitrust Compliance Guidelines During Pre-Close M&A Integration Planning
Post-Merger Integration Framework
M&A Integration Planning: Answers to Frequently Asked Questions
The 10 Critical Acquisition Integration Best Practices
What is Post-Merger Integration?
Work Stream Charters
Joint Integration Management Office (IMO) M&A Kickoff Meeting
Post Merger Integration Management
Integration Management Office (IMO) Charter
Information Technology: Charters from 4 M&A Integrations
IMO Office Kickoff Meeting
IMO M&A Integration Kickoff
The IMO Process Prior to Kickoff Meeting
Cross-Border M&A Integration IMO Team Kickoff
Merger Integration Team Planning Exercises
Human Resources: 4 M&A Integrations Charters from Different Acquisitions
Legal: 4 M&A Integration Charters from Different Acquisitions
Finance: 4 M&A Integration Charters from Different Acquisitions
Post-Merger Integration Work Stream Charters
Workstream Charter Review Templates
Organizational Culture and Mergers: The Hard Facts
Cultural Differences in Mergers and Acquisitions
M&A Organizational Culture Checklist
Culture Integration in Mergers & Acquisitions
Post-Merger Integration Culture
Building Employee Commitment in M&A
Merger Communication Best Practices
Merger Announcement Presentation
Day One Post Merger Integration Overview
Mergers & Acquisitions Communications Plan
FAQs from Integration Planning Teams
Merger Integration Communication Lessons Learned
Communication Guidelines for Acquirer
Employee Briefing on Acquisition
Communication Plan Post-Integration
M&A Communications Plan
4 Key Communication PMI Deliverables
Acquisition Announcement Template
M&A Day 1 Employee Onboarding Plan
Employee Retention After an Acquisition
M&A Synergy-Based Incentive Plan
Post-Merger Staffing and Retention
M&A Talent Selection Plan
Integration Planning Guide for M&A Teams
M&A Communications Timelines
Day 1 Plan by Site and Function
Overview of Merger Integration Planning Process
Attributes of a High-Quality Merger & Acquisition Integration Plan
Detailed M&A Integration Planning Requirements
Functional Integration Team Plan Templates
High-Level Integration Plan Templates
Flowcharts for Each M&A Workstream
Smartsheet Tutorial for M&A Integration Team Members
IT Post Merger Integration Process
IT Post Merger Integration Overview
Post-Merger Integration Timeline
Finance/Tax/Treasury M&A Integration Team
Procurement M&A Integration Team Planning
IT Integration Strategy for Mergers and Acquisitions
M&A Integration Plan Checklists
Manufacturing Post-Merger Integration Plan Overview
Legal and Risk Management M&A Integration Planning Meeting
Functional Team Post-Merger Integration Plan Reviews
Human Resources Cross-Border M&A Integration Pre-Close Planning
Change Management Plan for M&A Integration
Key Data for M&A Integration Planning
Post-Merger Integration Steps on Timeline
Human Resources M&A Integration Planning Meeting
Acquiree’s Finance Sub-Team: Acquisition Integration Planning
Information Technology Acquisition Integration Objectives
Operations and Technology M&A Integration Work Streams
Engineering High-Level Post-Merger Integration Plan
Role of HR in Mergers and Acquisitions
The Usual Post-Merger Integration Costs
Best Practices: M&A Integration Process
Mergers & Acquisitions Communications Team
Post-Acquisition Integration Process: The End-State Transition
Information Technology Help Desk: Key M&A Integration Tasks
Sample Merger Announcement to Employees on What’s Changing
Day 1 M&A Communications
Day 1 Post Merger Integration Plan
M&A Integration Success Metrics
Day 1 Compensation and Benefits
Due First 30 Days By Work Stream
M&A Integration Day 1 Plan
Employee Briefing on Acquisition
Post Merger Integration Major Initiatives by Work Stream
M&A Integration Status Report: First 90 Days
Post-Merger Termination and Survivor Meetings
Acquisition Integration Update For Employees 60 Days Post Close
M&A Day 1 Mandatory Initiatives by Work Stream
M&A Integration Review 60 Days Post-Close
Information Technology Merger Integration Progress
M&A Synergy Best Practices
Mergers & Acquisitions Employee Survey and Results
M&A Survey Questions and Results
The 10 Causes of Post-Merger Integration Problems and Issues
Day 90 M&A Integration Review
Merger Integration Communication Lessons Learned
Post-Merger Integration Team Survey
M&A Integration Risk Management
Post Merger Integration Issues, Risks, and Dependencies
The 10 Causes of Post-Merger Integration Problems and Issues
Ten Common Reasons Why Mergers Fail

Videos

Which M&A Integration Mistake is the Most Common?
Who Should You Interview and What Should You Ask to Capture Lessons Learned?
What Is an M&A Integration End State? When and How Should Teams Hand Off Remaining Activities?
What Is an Example of a Good IMO Schedule?
What Are Critical IT Day One Activities and Risks?
How Should You Prioritize Work Streams?
Who Should You Try to Win Over in a Merger?
Why Do "Staggered Experiences" Foul up M&A Communications?
Who Should Perform the Cultural Audit and Report the Findings?
What Should You Do When Synergy Estimates Are Inflated?

Articles

Employee Retention After An Acquisition
7 Secrets for a Kinder, Gentler M&A Integration
10 Key Pre-Merger Integration Questions
M&A Day 1: The Power of Opening Moves
The Best Predictor of Post-Merger Integration Success
10 Guidelines for a Successful M&A Integration
7 Critical Post-Merger Integration Best Practices
The Questions to Ask When Forming Post-Merger Integration Teams
So There's a Deal Cooking? We May Know What's Going Through Your Mind
A Primer on M&A Integration Governance
An Effective Mergers & Acquisitions Team Structure
How to Select an M&A Integration Manager
The Yin and Yang of M&A Integration
M&A ... How Does Being Acquired Change the Game?
Role of HR During Mergers and Acquisitions
The 7-Step Merger & Acquisition Process
Today's Deals Ain't Your Daddy's M&A
Divested: What Do You Do?
Playing Russian Roulette with the Merged Company's Future at Stake
Manage The Multiple Phases of Mergers & Acquisitions as Part of One Process
What are the Steps in the Post-Merger Integration Process?
M&A Gets a Bum Rap
Cultural Integration: The "X Factor" in Merger Success and Failure
Merging Cultures After an Acquisition
I Love You, You're Perfect, Now Change
Acquisition Integration When Big Guys Buy Small Fries
The Strategy-Culture Disconnection
Don't Be Surprised When Culture Counterattacks
When It Comes To Culture Change, Standard Communication Procedures Won't Cut It
Is Culture Clash Really The Cause Of Your Post-Merger Integration Problems?
R<sub>x</sub> for M&A Culture Integration
The "Best of Both" Strategy for Merging Organizational Cultures
Most Companies Integrate Without a Culture Integration Plan
The 15 Most Common M&A Integration Communications Mistakes
Expect These M&A Questions
Merger & Acquisition Announcements: 5 Things You Should Never Say
Sample Letter: Employee Communication During M&A
When and What to Communicate to Employees in a Merger and Acquisition
Employee Meetings: Announcement, Day One, and Post-Close
Ignore Social Media at Your Own Peril During Merger Integration
Top 10 Reasons Why More Employee Communication Is Necessary When Merging Companies
M&A Insights Drawn from a Nobel Prize Winning Psychologist
Sugar-Coated Merger Announcements Leave a Sour Aftertaste
Make A Sales Pitch for Your Acquisition but Point Out the Warning Label
M&A Communication Strategy From A Hit Man
The Dos and Don'ts of M&A Communications
Information Technology Communications: Healthcare M&A Integrations
Pride and Prejudice: The Politics of Merging Boards of Directors
Onboarding Acquired Company Employees
How to Minimize Employee Turnover After an Acquisition
Effective M&A Integration Management is "Unfair"
Why Not Evaluate the Acquired Company's Management on Corporate Profits?
The Case for Leadership Due Diligence in M&A
Do "Stay Bonuses" Really Work?
What's Next?: The Hard Core Truth About How to Get Hired
Ten Common Mistakes Managers Make During Job Status Notification
Mergers and Acquisitions: The Process for Making Staffing Decisions
How to Manage Staff Reductions and Separations in Mergers
How to Design the New Post-Merger Organizational Structure
The Three Sources of Management Turnover in an Acquisition
How to Keep Your "A Players" in a Merger: Six Guidelines
Interviewing Guidelines for Staffing NEWCO
How to Manage the Impact of Mergers & Acquisitions on Employee Morale
The Argument Against Waiting to Make Staffing Changes
Most Onboarding in M&A: Too Little Too Late
How To Lead After Eliminating Redundancies
The 5 Critical Elements of an M&A Integration Plan
Post-Merger Integration Planning Prepares You to Improvise
Engineer Early Success in Your Merger
Post-Acquisition Customer Survey
Uncommon Merger Management for Uncommon Growth
Merger & Acquisition Project Management
Post-Merger Integration at 100 Days: The Customer Tolerance Point
M&A Metrics That Always Matter
M&A Day 1: The Power of Opening Moves
Manage Employee Turnover After An Acquisition
High-Velocity M&A Change Management
The 5 Guidelines for Setting M&A Priorities
Change Management in M&A: How to Manage Resistance
The Make or Break Point in Change Management During Mergers & Acquisitions
The Two Critical Post-Merger Integration Challenges
The Magnetic Pull of Momentum in Post-Merger Integration
Post-Merger Integration Audit
Post-Acquisition Employee Survey Questions
The Most Common Complaint During Post-Merger Integration
The Top 10 Distress Signals in M&A Integration
The Most Dangerous Phase of M&A Integration
Which is Easier—Making the Deal or Making the Deal Work?
Four Common Approaches to M&A Integration That You Should Avoid
Deal-Killing Post-Merger Integration Risks
Integrate Now or Later?
Post-Merger Sales Integration: The #1 Hotspot
The Post Merger Integration Costs Due to Bad Management
Six Common Post-Merger Management Mistakes
M&A Failure Feeds on Itself
Is M&A Integration Harder than Rocket Science?
How to Protect Sales During Post-Merger Integrations
The Two Critical Post-Merger Integration Challenges
Post-Merger Integration Mediocrity Can Rob You Blind

Books

Culture Shift
High Velocity Culture Change
The Employee Handbook for Shaping Corporate Culture
After the Merger: Managing the Shockwaves
Lessons from 1,000 Deals
Mergers: Growth in the Fast Lane
Making Mergers Work: A Guide to Managing Mergers and Acquisitions

Software

Tools included in our eMerger Software:

Implementation Plan
Integration Methodology Presentation
Integration Planning Budget
Integration Project Team Structure
Integration Strategy Definition for Integration Team
Integration Strategy Definition for Task Forces
Integration Strategy Worksheet
Integration Team High Level Integration Plan
Kickoff Agenda for Task Forces
Kickoff Agenda for the Integration Team
Kickoff Notification for Task Forces
Kickoff Notification for the Integration Team
Kickoff Presentation for the Integration Team
Lessons Learned Report
Major Milestones
New Word Glossary Form
Organizational Structure and Asset Review
Overview of Merger and Acquisition Concepts and Terminology
Press Release Outline
Priority Initiatives
Roles, Responsibilities and Governance Matrix
Task Force Detailed Project Plan
Task Force High-Level Initiatives Worksheet
Task Force Integration Checklist
Task Force Matrix
Announcement Presentation to Acquiring Company Employees
Announcement Presentation to Employees of the Acquired Company
Anticipating Questions
Charter for Communication Announcement Team
Charter for Communication Task Force
Common Communication Mistakes
Communicating Confidentiality Guidelines and Suggestions
Communications Matrix for Announcement
Core Message Data
Core Message Document
Customer Letter
Decisions Required Tracking Document
Development Plan for Announcement Communications
Employee Communication Effectiveness Survey
Employee Letter/Email
Evaluating Communications Effectiveness
Event Evaluation Form
Guidelines for Communicating with Employees
Impact of the Merger Survey
Key Points to Share with the Communications Announcement Team at Kickoff
Kickoff Agenda for the Communications Announcement Team
Kickoff Presentation for the Communications Announcement Team
Leader's Guide
Lessons Learned Report
Meeting Logistics
Newsletter Updates
Ongoing Communications Development Plan
Ongoing Communications Matrix
Press Release
Roles and Responsibilities During Integration
Selecting Communications Announcement Team Members
Selecting Skilled Messengers
Skilled Messenger Issues Log
Skilled Messenger Program Kickoff Materials
Skilled Messenger Program
Task Force Weekly Status
Time Schedule for Announcement Communications
Time Schedule for Ongoing Communications

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