What are the Steps in the M&A Integration Process?

  1. Facilitate executive session with senior leaders to determine planning direction and clarify integration goals, assumptions, non-negotiables, success metrics, and vision.

  2. M&A Integration Governance

    Define the hierarchy, structure, roles, and resources for the integration project .

  3. M&A Integration Governance

    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.

  4. M&A Integration Governance

    Teach integration teams a common methodology for the integration, Level set everyone with the same information.

  5. M&A Integration Governance

    Create risk management plan that proactively addresses major events that could negatively impact the integration.

  6. M&A Integration Governance

    Perform culture analysis that isolates the cultural risk factors that pose the greatest merger challenges and develop plans to address them.

  7. M&A Integration Governance

    Create detailed communication plans including detailed Day 1, week 1 schedule, and event sequence.

  8. M&A Integration Governance

    Develop approach, process, and timing for “Newco” cost and organization structure recommendations.

  9. M&A Integration Governance

    Create a comprehensive project plan and timeline for all integration activities including a detailed integration road map that includes integrated schedule, budget, and milestones for each functional work stream.

  10. M&A Integration Governance

    Implement plans and closely monitor the success of implementation with respect to quality, time, costs, and synergies.

  11. M&A Integration Governance

    Debrief to document and capture key learnings about the integration process.