M&A Integration Course

M&A Integration Training Danny A.Davis 5Course Overview

1. M&A integration overview: The M&A process, synergies, people, pre-deal integration, entity integration. The different types of M&A and thus integration
2. Integration planning: How do we start the planning process, mobilise work streams and start the delivery?
3. Integration control: What do we need to track, control, understand during the integration? How will we know if we are on target to succeeded?
4. Integration process: Understand the level of people and process needed for integration. Structure the delivery.
5. Integration strategy: Where are we going? Where are we trying to get to? How long will it take to get there?
6. Synergy delivery: Its about delivering savings – delivering more for less. Understand the business changes that occur as integration delivery progresses.
7. HR: People, people, people! Plan the organisational structure, power, culture capability, pay and pension. The people will deliver the integration and the business. What will we do with them? How will they feel?
8. IT: Data is needed to run the integration, make decisions and run the business. How will we collect it? How do the people fit in?
9. Finance: The deal is about delivering the synergies, but also a new finance function, and improvement in efficiencies. We also discuss outsourcing.
10. Communications: We need to tell people internally and externally what is going on – poor communications will lead to disaster. What shall we tell them, why and when?
11. Capability: Do we have the resource and knowledge to deliver a good integration. What capability does the new business need.
12. Sales & Marketing: One half of integration is cost cutting, the other is revenue improvement / generation. Cross-selling, up-selling, new products, improved pricing.


Key Discussion points
How can you get the most value out of your deal? What are the stages of a successful integration? How do you achieve the announced synergies? How do you estimate the costs? When do you start planning the programme? Who needs to be involved in the integration, and when? What tools and techniques do we use for structuring integration planning, delivery and tracking? How should you balance the programme against business as usual? What lessons have we learnt about avoiding the pitfalls? How to we maintain morale? How can we restructure but keep talent? How do we ensure performance is not affected? What effect does culture have?

Next courses

Please contact one of the managing partners to see the full list of training dates and locations

Companies we have trained:

ABB Asea Brown Boveri LtdScott-FyfeAbcam PlcSiemens
Investigation Bureau - Hong Kong Custom & Excise DeptBASF SESolvayBAT
JSC VimpelcomKPMG RussiaLQ GroupNSN
MetLife Services LimitedMerrill Corporation LtdPolska S.AHP
Standard Life InvestmentsMediCap HoldingSubsea7OMV AG
British American Tobacco GroupSymantecMoy Park LtdTAP
Brunei Investment AgencyCEC LimitedTech DataTRYG
Carron Engineering & Construction LtdBB & R Spirits LtdOrion PharmaQTEL
Turner Broadcasting Systems Europe LtdTrygVestaDONG EnergyEKZ
Civil Aviation Department Hong Kong Oxfam GBUnilever DTEK
Desenvolvimento Negocios SAPortrait SoftwareUralkaliVISA
Drambuie Liqueur Co LtdQtel InternationalPracticus LtdNETS
DSM Nutritional Products LtdVisa EuropeFiberweb plcENRC
Whitecroft Lighting LimitedG Plan Upholstery LimitedEC Harris Turkcell
SBB - Schweizerische Bundesbahnen (Swiss Federal Railways)Quattromed LombardMolnlycke
NXP SemiconductorsSumitomo Mitsui Trust bank LtdEvonik industries AGRWE
Sumitomo Mitsui Trust bank LtdFolksam ForsakringsbolagOTP BankEricsson
KBL European Private BankersEmery OleochemicalsIntralinks