Programme Overview
The online M&A Integration training consists of five modules.
While going through the five modules, you can collect lots of know-how nuggets – some of which you can also download at the end of each module.
For more information watch our video above.
Modules
Module 1 presents major factors that set the framework for a post-merger integration. After presenting major stages of an M&A process it becomes clear that post-merger integration starts already in the pre-closing stage. The module also shows how business-overlaps drive both cost synergies and revenue synergies, and how synergies for their part drive the degree of integration and the target operating model.
Integration Framework
Module: Integration Framework
M&A process
- Stages of Mergers and Acquisitions
- Your opinion
- Start of PMI
- Your opinion
- End of PMI
Synergies
- Business overlaps
- Business complementarity
- Workout
- Costs of synergy implementation
Degree of integration
- Continuum of integration degrees
- Low, medium and high degree of integration
- The “right” degree of integration
- Workout
- Target Operating Model
- Case
- Expert statement
Lessons learned
Self Check
Module 2 shows that Integration Management is more than standard project management. It starts with demonstrating that any post-merger integration is managed through phases and that integration speed is above all about prioritising integration tasks. The module illustrates that Integration Management requires leadership on various levels and that teams are a major vehicle for managing post-merger integration. It wraps up with illustrating that success of integration is often more than just financials and that Integration Management demands proactive risk management.
Integration Management
Module: Integration Management
Complexity
- Managing PMI
- Deal type
- Share deal
- Asset deal
- Case
- Expert statement
Phases
- From preparation to implementation
- Case
- Expert statement
Speed
- Prioritization of tasks
- Timelines
- Workout
Leadership
- Leadership on various levels
- Case
- Expert statement
Success
- Key Performance Indicators
- Workout
- Case
- Expert statement
Risks
- Risk management
- Workout
Lessons learned
Self Check
Module 3 shows that post-merger integration is more than drawing new organisational charts. It illustrates how integration can greatly disturb the cultural peace of an organisation and that integration is emotional and stressful for all individuals from both organisations. The module illustrates why change management is a management task in post-merger integration that cannot be delegated. It closes with showing that communication is mandatory in almost any case to address merger-related fears and uncertainties.
People Integration
Module: People Integration
Organisational alignment
- Design parameters
- Management appointments
- Case
- Expert statement
Corporate culture
- Key elements
- Example
- Workout
- Culture clash
The individual’s perspective
- Merger syndrome
- Workout
- “Change Path”
- Explore the “Change Path”
Change management
- The soft side and the hard side
- Key people
- Workout
- Retention of key people
- Case
- Expert statement
Merger communication
- Workout
- Communication myths
- Stakeholder analysis
- Structuring merger communication
- Communication plan
- Case
- Expert statement
Lessons learned
Self Check
Module 4 presents the triple challenge of integrating support functions taking HR, Finance and IT as examples. It gives various task examples for HR managing people topics such as reassuring and retaining key people. Providing further examples on how Finance functions take and maintain control the module illustrates also how to control money flows and to consolidate and report financials. Regarding IT it further outlines task examples for establishing secure IT connections, and aligning IT applications and systems in order to connect people and processes.
Functional Integration
Module: Functional Integration
Introduction
- Functional Integration
Human Resources
- Integration of HR
- Exemplary Tasks
- Case
- Expert statement
Finance
- Integration of Finance
- Exemplary Tasks
- Case
- Expert statement
Information Technology
- Integration of IT
- Exemplary Tasks
- Case
- Expert statement
Workout
- Assess functional integration tasks
Lessons learned
Self Check
Module 5 illustrates that Business Integration is not business as usual by discussing examples from Research and Product Development (R&PD), Procurement, Operations, and Sales & Marketing. It shows that R&PD integration is about securing today’s offerings while planning for tomorrow’s and that Procurement needs to manage cost savings also beyond quick wins by analyzing spending in-depth. With regard to Operations the module illustrates how to balance cost savings and business continuity risks assessing consolidation options. It also illustrates how Sales & Marketing maintains and intensifies customer relationship management in a post-merger integration.
Business Integration
Module: Business Integration
Introduction
- Business Integration
Research & Product Development
- Integration of R&PD
- Exemplary Tasks
- Case
- Expert statement
Procurement
- Integration of Procurement
- Exemplary Tasks
- Case
- Expert statement
Operations
- Integration of Operations
- Exemplary Tasks
- Case
- Expert statement
Sales & Marketing
- Integration of Sales & Marketing
- Exemplary Tasks
- Case
- Expert statement
- Workout
- Assess business integration tasks
Lessons learned
Self Check
