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Mergers & Acquisitions Integration Handbook: Helping Companies Realize The Full Value of Acquisitions

Book Description

Proven strategies and tactics to manage the integration of acquired and/or merged companies

Mergers & Acquisitions Integration Handbook is a comprehensive resource to help companies create a scalable post merger or acquisition integration process and framework that accelerates operating and business benefit goal realization.

  • Includes tools, templates, forms, examples and checklists to provide a no nonsense "handbook" style approach to managing an effective integration.

  • Helps integration managers quickly get up to speed on various integration challenges, including guidance on developing detailed operational and functional integration plans to support flawless execution.

  • Reveals how to avoid integration failure by establishing an in-house integration management office to handle integration projects.

  • Includes a sample integration playbook that can be used to create a core competency within companies to support ongoing integration activity.

Botched integration is the number one reason mergers fail. Mergers & Acquisitions Integration Handbook shows you how to develop, execute and implement merger integrations and business strategies to realize your organization's mergers and acquisitions goals.

Table of Contents

  1. Cover
  2. Series
  3. Title Page
  4. Copyright
  5. Dedication
  6. Acknowledgments
  7. Chapter 1: Introduction
    1. WHO SHOULD USE THIS BOOK?
    2. HOW THIS BOOK IS SET UP
    3. CHAPTER SUMMARIES
    4. A WORD TO THE WISE
  8. Chapter 2: Mergers and Acquisitions 101 and Assessing Integration Complexity and Risk
    1. MERGERS AND ACQUISITIONS 101
    2. DETERMINING POST-ACQUISITION INTEGRATION SCOPE
    3. ASSESSING INTEGRATION COMPLEXITY AND RISK
    4. SUMMARY
  9. Chapter 3: Making the Business Case for Integration
    1. HOW TO IMPROVE PERFORMANCE
    2. THE MOST COMPLEX AREAS
    3. MAKING THE BUSINESS CASE FOR INTEGRATION SUPPORT
    4. THE CHALLENGES OF INTEGRATION
    5. INTEGRATION SUCCESS FACTORS
    6. Summary
  10. Chapter 4: An Introduction to Integration Planning
    1. INTEGRATION ACTIVITIES
    2. INTEGRATION TIMING
    3. INTEGRATION AND BUSINESS PLANNING
    4. INTEGRATION SUPPORT
    5. SUMMARY
  11. Chapter 5: The Pre-Planning Phase
    1. KEY ACTIVITIES
    2. REVIEWING THE PLANNING DOCUMENTS
    3. ASSESSING POTENTIAL CHALLENGE AREAS
    4. SUMMARY
  12. Chapter 6: The Importance of Due Diligence
    1. DUE DILIGENCE DOCUMENTS LISTS
    2. A FEW WORDS ABOUT IT DUE DILIGENCE
    3. SUMMARY
  13. Chapter 7: An Introduction to Integration Planning
    1. SETTING UP AN IMO
    2. DETERMINING FUNCTIONAL RESOURCE COMMITMENTS
    3. DEDICATED VERSUS MATRIXED RESOURCES
    4. SETTING UP AN INTEGRATION PROJECT CHARTER
    5. SETTING UP AN INTEGRATION GOVERNANCE STRUCTURE
    6. SUMMARY
  14. Chapter 8: Executing Your Integration Plan
    1. FUNCTIONAL WORK-PLAN ELEMENTS
    2. INTEGRATION WORK STREAMS
    3. FUNCTIONAL WORK-PLAN QUALITY
    4. FUNCTIONS REQUIRING EXTRA ATTENTION
    5. SUMMARY
  15. Chapter 9: Planning Your Integration’s End State
    1. HOW TO KNOW WHEN AN INTEGRATION IS FINISHED
    2. THE TYPICAL PROCESS: ROLES, RESPONSIBILITIES, TRACKING, AND FINISHING WELL
    3. SUMMARY
  16. Chapter 10: Effective Communication Planning
    1. COMMUNICATION PLANNING OBJECTIVES
    2. GUIDING PRINCIPLES FOR AN EFFECTIVE COMMUNICATION PLAN
    3. ESTABLISHING A COMMUNICATION MATRIX
    4. A PROPER COMMUNICATION PROCESS
    5. SUMMARY
  17. Chapter 11: Cultural Integration and Assessment
    1. MANAGING CULTURAL INTEGRATION ACTIVITIES
    2. CULTURE AND CHANGE MANAGEMENT
    3. SUMMARY
  18. Chapter 12: The Talent Assessment Process
    1. TALENT ASSESSMENT GUIDING PRINCIPLES
    2. TALENT ASSESSMENT OBJECTIVES
    3. EVALUATION TOOLS FOR ASSESSING TALENT
    4. RETENTION AND SEPARATION GUIDELINES AND POLICIES
    5. DEPENDENCIES FOR TALENT ASSESSMENT AND RETENTION AND SEPARATION ACTIVITIES
    6. THINGS TO AVOID
    7. SUMMARY
  19. Chapter 13: Synergy Program Management
    1. EFFECTIVELY MANAGING SYNERGIES
    2. THE IMO'S ROLE IN MANAGING A SYNERGY PROGRAM
    3. A TYPICAL SYNERGY PLAN
    4. BEST PRACTICES
    5. SUMMARY
  20. Chapter 14: Information Technology Integration
    1. IT'S ROLE WITHIN AN INTEGRATION
    2. DAY ONE PLANNING
    3. THE THREE RISKS
    4. SUMMARY
  21. Chapter 15: Integration Feedback: Lessons Learned
    1. GOALS AND TOOLS OF LESSONS LEARNED
    2. GETTING FEEDBACK AND MAKING ADJUSTMENTS
    3. COLLECTING POST-INTEGRATION FEEDBACK
    4. ADDITIONAL TIPS
    5. SUMMARY
  22. Chapter 16: Creating an Integration Playbook
    1. PLAYBOOK CONTENTS
    2. PLAYBOOK ELEMENTS
    3. HOW THE ELEMENTS WORK TOGETHER
    4. APPLYING THE PLAYBOOK
    5. SUMMARY
  23. About the Author
  24. About the Website
  25. Index