The Complete Guide to Mergers and Acquisitions: Process Tools to Support M Integration at Every Level, 3rd Edition

The Complete Guide to Mergers and Acquisitions: Process Tools to Support M Integration at Every Level, 3rd Edition

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Book description

Ease the M&A process with a more effective integration plan

The Complete Guide to Mergers and Acquisitions is the ultimate handbook for planning and managing post-merger integration. Packed full of "how to" guidance, tools, templates and resources that have been put to the test on numerous due diligence and integration efforts around the world, The Complete Guide to Mergers and Acquisitions has been the go-to guide for firms seeking to maximize the value of their deals since the release of the first edition in 1999.

Poor integration management virtually ensures that a merger or acquisition will fail to meet financial and strategic goals. The Complete Guide to Mergers and Acquisitions provides the information that enables firms to quickly and prudently capture projected cost and revenue synergies, and to move the combined organization forward. The book addresses strategic deal considerations, due diligence, integration management, people dynamics and cultural integration, common integration mistakes, communications strategies, and provides actionable steps toward creating measurable, positive results throughout the integration process. The updated third edition contains new information and tools to help firms in any industry manage deals of all sizes, including:

Merger and acquisition activity across the globe continues to grow, and is also playing a major role in the development of expanding markets. A well-managed integration effort is essential to success, and failure means a tremendous waste in terms of time and money, as well as the rapid destruction of shareholder value. The Complete Guide to Mergers and Acquisitions: Process Tools to Support M&A Integration at Every Level, Third Edition is an invaluable resource to guide firms in managing M&A integration and maximize the value of their deals.

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Table of contents

  1. Title Page
  2. Copyright
  3. Dedication
  4. List of Exhibits
  5. Foreword: Building M&A Integration Capabilities as a Competitive Advantage
    1. M&A As an End-to-End Business Process
    2. Pre-programming Integration Success Prior to the Initial Public Announcement
    3. Enterprise M&A Competency as an Important Competitive Advantage
    1. This Book's Purpose and Audience
    2. Overview of the Contents
    3. Acknowledgments
    1. Buyer Beware!
    2. Factors Contributing to Poor M&A Results
    3. Deal Strategy—Then and Now
    4. Strategic Deal Rationale: The Eight Cs
    5. Serial Acquisitions as a Growth Strategy
    6. Integrations Exist on a Continuum
    7. Ten Key Recommendations for Maximizing Deal Value
    8. Develop a Sustained M&A Capability
    9. Be Sure to Avoid the Killer Phrases
    10. Chapter Summary
    11. Discussion Questions
    12. Rapid Assessment Tool
    1. The Deal Flow Model
    2. Chapter Summary
    3. Discussion Questions
    4. Rapid Assessment Tool
    1. Due Diligence Should Prevent Surprises
    2. Due Diligence Is an Iterative Process
    3. Managing Due Diligence as a Rapid Results Project
    4. Target or Partner Firm Participation in Due Diligence
    5. Prioritize Synergies According to Their Impacts on Deal Value
    6. Due Diligence and Integration Strategy
    7. Due Diligence and Integration Risk Factors
    8. Due Diligence and Organizational Culture
    9. Due Diligence and Human Resources
    10. Due Diligence and Human Capital
    11. Chapter Summary
    12. Discussion Questions
    13. Rapid Assessment Tool
    1. Organizational Dynamics Created by Mergers and Acquisitions
    2. Seven Fundamentals of M&A Change Management
    3. Chapter Summary
    4. Discussion Questions
    5. Rapid Assessment Tool
    1. The Merger Integration Work Streams Model
    2. Deploying the Model
    3. Chapter Summary
    4. Discussion Questions
    5. Rapid Assessment Tool
    1. Establishing the Integration Infrastructure
    2. Staffing the Integration Project Team
    3. Launching the Planning Process
    4. Chapter Summary
    5. Discussion Questions
    6. Rapid Assessment Tool
    1. Great Ideas and Game Winners
    2. M&A Communications: Lessons Learned
    3. Chapter Summary
    4. Discussion Questions
    5. Rapid Assessment Tool
    1. “Me” Issues Dominate
    2. Examples of Effective Retention and Rerecruitment
    3. Identifying Key Talent
    4. Understanding What Motivates People
    5. Developing and Executing a Retention and Rerecruitment Action Plan
    6. Retention and Rerecruitment Options and Considerations
    7. Chapter Summary
    8. Discussion Questions
    9. Rapid Assessment Tool
    1. Common Problems
    2. Ten Principles
    3. Fair Processes
    4. Staffing Process Models
    5. Chapter Summary
    6. Discussion Questions
    7. Rapid Assessment Tool
    1. Integration Measures
    2. Chapter Summary
    3. Discussion Questions
    4. Rapid Assessment Tool
    1. The Impact of Culture on NewCo Performance
    2. Operationalizing and Managing Cultural Integration
    3. Discovering, Designing, and Delivering Cultural Integration
    4. Answering Key Questions
    5. Sticking to the Cultural Integration Implementation Plan
    6. Continuously Manage NewCo Culture
    7. Chapter Summary
    8. Discussion Questions
    9. Rapid Assessment Tool
    1. The “Making Strategy Work” Model
    2. Case Studies in Human Capital–Related Integration
    3. Chapter Summary
    4. Discussion Questions
    5. Rapid Assessment Tool
    1. Clear Symptoms
    2. Merger Repair Rapid Assessment
    3. Two Tracks of Merger Repair
    4. Chapter Summary
    5. Discussion Questions
    6. Rapid Assessment Tool
    1. Are You Getting Better at M&A?
    2. Failing to Protect Your Investment
    3. Beware the “Not Invented Here” Syndrome
    4. Don't Fumble at the Goal Line
    5. Enterprise-Level M&A Competency Model
    6. How Does Your Integration Stack Up?
    7. Does It Work?
    8. Chapter Summary
    9. Discussion Questions
    10. Rapid Assessment Tool
    1. I. Team Members
    2. II. Synergy Targets
    3. III. Deliverables
    4. IV. As-Is Analysis
    5. V. Initial Identification of Issues
    6. VI. Task Force Logistics and Communications
    7. VII. Links to Other Task Forces
    1. An Outline for Task Force Initial Transition Plans
    2. I. Overall Work Flow and Key Operating Rules
    3. II. Synergies—“Quick Hits and Low-Hanging Fruit”
    4. III. Initial Systems and Facilities Requirements
    5. IV. Transition Cost Estimate
    6. V. Transition Timeline
    7. VI. Issues and Recommendations for the Executive Staff's Attention
    1. Overview
    2. Respondent Demographic Data
    3. Are Acquirers Getting Better at M&A Integration?
    4. Seven Essential M&A Integration Improvements Every Serious Acquirer Must Address
    5. Summary Results
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