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PHASE 1
HIGH-LEVEL PLANNING
PHASE 2
DETAILED PLANNING
PHASE 3
EXECUTION
- Step 10: Execute Acquisition Integration Plans
- Step 11: Capture M&A Integration Lessons Learned
M&A INTEGRATION
CONSULTING & TRAINING

May 12 - May 14, 2025
July 21 - July 23, 2025

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Charters define baseline expectations.

Examples of information that might be included in a charter:

How integration support will be managed out of the COO office
How the integration support time frame will begin 30 days pre-close and average 90 to 120 days post-close for the majority of workstreams
Utilization of integration playbook (assuming the company has one) as the foundation for integration planning
Project constraints like earn-out timing and resource availability, etc....

M&A world locations

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