Mergers & Acquisitions Integration Handbook - Scott C Whitaker

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Résumé :

Acknowledgments xi

Chapter 1 Introduction 1

Who Should Use This Book? 2

How This Book Is Organized 2

A Word to the Wise 6

Chapter 2 Mergers and Acquisitions 101 and Assessing Integration Complexity and Risk 9

Mergers and Acquisitions 101 9

Understanding Transaction Types and Integration Scope 10

Assessing Integration Complexity and Risk 14

Assessing Integration Debt 19

The Evaluation and Measurement of Performance 22

Summary 22

Chapter 3 Making the Business Case for Integration 23

The Business Drivers of M&A Activity 23

Why M&A Can Be So Difficult 27

Making the Business Case for Integration Support 30

The Challenges of Integration 32

Integration Success Factors 36

Summary 37

Chapter 4 An Introduction to Integration Planning 39

Integration Activities 40

Integration Timetable Considerations 41

Integration and Business Planning 44

Managing the Change, People, and Potential Business Disruption 46

Summary 48

Chapter 5 The Pre-planning Phase 49

Key Activities 50

Reviewing Planning Documents 52

Assessing Potential Challenge Areas 55

Managing Integration Delays 59

Summary 60

Chapter 6 The Importance of Due Diligence 61

Due Diligence Documents Lists 63

A Few Words about IT Due Diligence 75

The Due Diligence Process and AI 76

Assessing Integration Debt 78

Summary 79

Chapter 7 Establishing an Integration Management Office 81

Setting Up an IMO Office 83

Determining Functional Resource Commitments 89

Setting Up an IMO Project Charter 94

A Note on Carve-outs 96

Summary 99

Chapter 8 Executing Your Integration Plan 101

Defining the Overall Integration Strategy 102

Developing the Functional Work Plans 104

Project Management Tools 107

Functional Work Plans 108

Integration Workstreams 110

Functions Requiring Extra Attention 118

Summary 123

Chapter 9 Planning Your Integration's End State 125

How to Know When an Integration Is Finished 126

The Typical Process: Roles, Responsibilities, Tracking, and Finishing Well 130

Summary 134

Chapter 10 Effective Communication Planning 135

Communication Planning Objectives 136

Guiding Principles for an Effective Communication Plan 137

Establishing a Communication Matrix 138

Communication Planning and Execution Scope 149

Summary 152

Chapter 11 Managing Culture and Change During M&A 153

What Is Culture Exactly? 153

Managing Cultural Integration Activities 154

Managing Change During M&A 162

Summary 165

Chapter 12 HR Diligence and the Talent Assessment Process 167

Human Resource Diligence 168

Talent Assessment Guiding Principles 173

Talent Assessment Objectives 174

Evaluation Tools for Assessing Talent 174

Retention/Separation Guidelines and Policies 176

Dependencies for Talent Assessment/Retention and Separation Activities 183

Things to Avoid 185

Summary 186

Chapter 13 Synergy Program Management 187

Synergy in the M&A Context 188

Effectively Managing Synergies 192

Common Synergy Realization Pitfalls and Warnings 197

Summary 199

Chapter 14 Information Technology and Infrastructure Integration 201

IT Integration in M&A 201

IT's Role During Early Integration Planning 202

Day 1 Planning 204

IT Workload Examples 206

Application Decisions 21...

Biographie:

SCOTT C. WHITAKER has over 30 years' experience covering M&A strategy, integration, carve-outs, divestitures, and internal M&A capabilities development. He was a co-founder of Global PMI Partners, an international M&A consulting firm, and has been a Managing Director at E78 since 2023. Previously, Scott held senior-level marketing, sales, and operations positions with several Fortune 500 companies....

Sommaire:

A comprehensive, up-to-date discussion of maximizing the value of M&A transactions

In the newly updated second edition of the Mergers & Acquisitions Integration Handbook: Helping Companies Realize the Full Value of Acquisitions, Revised and Updated, 30-year M&A professional Scott Whitaker delivers a pragmatic and actionable discussion of how to plan and execute integrations across a wide variety of tiers, markets, and business sectors. The author provides best practices and lessons learned from his first-hand experience managing hundreds of integrations.

You'll find expert guidance on managing mergers and acquisitions, integration and carve-out planning, and the overall PMI (post-merger integration) process. . You'll also discover resources for managing communications, culture, and change management requirements. This book provides a no-nonsense handbook-style approach to manage an effective integration and to help integration managers quickly get up to speed on various integration challenges and learn how to navigate them. It is a desktop reference to inform and craft the optimal integration strategy for your company. The 2nd edition update includes:

• Samples of tools and templates to illustrate how to accomplish many tasks, as well as suggested approaches to address many typical challenges and blockers to peak integration performance.
• Real-world examples of successful integrations across a broad range of industries, deal types and transaction sizes.
• Guidance on leveraging AI tools in the M&A and integration process.
• Updated developments on M&A trends that impact real-life integration planning and execution

The Merger & Acquisition Integration Handbook 2nd Edition will get readers up to speed on the most common integration issues and outline some basic practices to tackle integration projects in a rational and efficient manner that preserves and protects the value of your transaction.