Step 4: Provide M&A Integration Training

M&A Integration Training for Senior Management

Your integration team members should learn a comprehensive, proven post-merger integration methodology like the one taught in the Merger Integration Certification Workshop. Plus, your top decision makers should understand integration best practices and guiding principles. PRITCHETT's 3-hour Executive Briefing provides that foundational M&A integration knowledge to senior management.

  • Our briefing delivers critical insights, creates executive alignment on new priorities, and positions your senior leaders to follow the same integration game plan.
  • We give leaders a panoramic view of the integration landscape, explaining how merger dynamics create new stresses, change people’s behavior, and cause a highly predictable set of problems. The situation calls for numerous counterintuitive moves. Our Executive Briefing focuses on what works, what doesn’t, and why.
  • The session explains the two sides of merger integration: project management and people management. Both are critical. We highlight key aspects of project management such as the appropriate governance structure and integration methodology. People management topics include merger-specific communications, how to protect productivity, managing resistance to change, reconciling cultural issues, talent retention, etc.
  • We also cover the most damaging mistakes to avoid so acquirers can reduce distractions, remain focused on priorities, and more fully realize the benefits from their deals.

Call +1 214 239 9600 or +44 203 936 2220 to learn more about our Executive Briefing.

Answers to FAQs about M&A Integration

Best Practices

Training

The M&A Process

Answers to FAQs about M&A Integration

Answers to FAQs About M&A Integration

Answers to FAQs About M&A Integration

Answers to questions related to starting the M&A integration process on topics such as team structure, integration planning, and Day 1.
Answers to FAQs on M&A Communications

Answers to FAQs About Post-Merger Integration Communications

When post-merger integration difficulties develop, over half of them usually have their roots in M&A communication problems. Acquirers who understand the answers to key communication questions reduce the number of people-related problems and run smoother merger integrations.

 

 

Answers to FAQs on M&A Integration Best Practices

Answers to FAQs about M&A Integration Best Practices

Answers questions including:

  • What are several best practices for M&A integration projects?
  • What happens when you do not take a structured approach M&A integrations?
  • What should be the priorities during a post-merger integration?
  • What areas deserve extra attention during an M&A. . .
Answers to FAQs about Acquisition Integration

Answers to FAQs about Acquisition Integration

Answers questions including:

  • What is an acquisition integration?
  • What are key project management best practices for acquisition integrations?
  • What happens when a structured project management approach to the acquisition integration process is not followed?
  • What are the most influential early wins you can achieve in an integration to build momentum and provide reassurance an acquisition is a good one. . .
Answers to FAQs about Culture in M&A

Answers to FAQs about Culture in M&A

Answers questions including:

  • How do you begin merging cultures after an acquisition or merger?
  • What is organizational culture? And what is cultural integration in M&A?
  • Why do so many M&A culture change initiatives fail?
  • Where should culture change initiatives be focused. . .
Answers to FAQS on Post-Merger Integration Risks

Answers to FAQS about Post-Merger Integration Risks

Answers to questions such as:

  • What is usually the most dangerous phase of M&A integration?
  • How can you tell if a merger integration is being mismanaged?
  • What are the most common causes of M&A integration problems?
  • What is gun jumping and how to avoid it? . . .

 
Answers to FAQs about Managing People in Acquired Organizations

Answers to FAQs about Managing People in Acquired Organizations

Answers questions including:

  • Why should employee issues be addressed quickly after close of a merger?
  • What is leadership soft due diligence?
  • When does employee turnover peak in an integration?
  • What are several talent retention methods. . .
What is Post merger Integration?

What is Post-Merger Integration?

Post-merger integration is a process of combining two companies into one after a merger or acquisition. Merging companies who follow a proven integration process are more likely to achieve their objectives. 

Best Practices

The 10 Critical Acquisition Integration Best Practices

The 10 Critical Acquisition Integration Best Practices

  1. Start Planning Prior to Close

    When planning does not start before close, an integration starts more slowly and takes longer.

    Potential Problems When This Best Practice Is Not Followed

    • Disorganized Day 1
    • Scope of integration undefined ...

Training

What's your Merger IQ?

What's Your Merger IQ?

Companies often struggle through integrations because managers have been taught little about the process or, even worse, have been taught the wrong things. Many of the correct moves are not obvious.

Learn what you really know about merger management. Take our 16-question online Merger IQ exam. The answers to the test are based on PRITCHETT LP's three decades of acquisition integration consulting experience.
Post Merger Integration Exam

Post Merger Integration 101 Exam

The exam is based on our answers to common FAQs about:

M&A Integration
M&A Communications
Integration Best Practices
Acquisition Integration
Merging Cultures
Post-Merger Risks
Managing People
Playing Russian Roulette with the Merged Company's Future at Stake

Playing Russian Roulette with the Merged Company's Future at Stake

An integration is no place for on-the-job training. There's too much on the line. 

Consolidating two companies isn’t anything like running the day-to-day business. There's little in the routine operation of a business that prepares its managers to run an M&A integration …
The Yin and Yang of M&A Integration

The Yin and Yang of M&A Integration

The yin-yang symbol represents the ancient Chinese understanding of how things work.  In the context of merger integration, think of the white area (yang) as the “hard stuff” and the black area (yin) as the “soft stuff.”  Yang is project management, yin is people management. So which do you think is more important ...
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: ...
Merger Integration Certification Workshop

Merger Integration Certification Workshop Presentations

Slides presented to Merger Integration Certification Workshop training attendees.

The M&A Process

Post-Merger Integration Phases

Post-Merger Integration Phases

1. High Level Planning

Objectives:

  • Finalize all core integration planning requirements & direction

Inputs:

  • Deal thesis, target operating model, diligence information, executive input...
Manage The Multiple Phases of Mergers & Acquisitions as Part of One Process

Manage The Multiple Phases of Mergers & Acquisitions as Part of One Process

The coming together of two companies should be handled as a single, coordinated process. 

Integration cannot be divorced from any of the other phases and should not be treated as though it can be ...
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: ...
The Post M&A Integration Process

The Post M&A Integration Process

High-Level Planning defines the future state.

Detailed Planning defines the plans to reach the future state.

Execution implements the plans to reach the future state...
Overview of Merger Integration Planning Process

Overview of Merger Integration Planning Process

Detailed Merger Planning Lessons Learned
  –    Understand/Validate dependencies

  • Facilitate joint team meetings to identify and address dependencies
  • Ensure tight coordination between transitions and customer support organizations …
The 7-Step Merger & Acquisition Process

The 7-Step Merger & Acquisition Process

The Merger & Acquisition Process from due diligence, negotiation, announcement, integration planning, and to close.