M&A Integration Checklist

High Level M&A Integration Checklist

M&A Integration Synergy

Synergy estimation & validations

Create business cases and approvals

Agree detailed plans and implement

Tracking and reporting

 

M&A Integration Strategy

Integration Mapping

Maturity model

Baselining

Cultural Aspects

Scenario planning

End State Selections

 

M&A Integration Growth

Customer Analysis, Cross Sell and Up Sell

Product Analysis, Price, GM, NPD

Day 1

Sales force review, Sales Support, Customer experience

External Relationships

Communications

Synergy Analysis

 

M&A Integration Day 1

Executive Alignment

Financial Control

Customers

Communications

Day 1 Plan

People, employee

Risk Management

Non-negotiables

Stakeholder Management

 

M&A Integration Governance

Decision making

Guidance

Structure

People

Risk Workshop

 

M&A Integration Functional Planning

Planning Day 1 and 100 day

Synergy plans

Change Management & dependencies

HR, IT, Finance, Procurement, supply chain, R&D, manufacture, operations, sales, marketing, transport

 

M&A Integration Efficiencies

Overlap & Duplication

Waste

Standardisation

Bottlenecks

Cuts due to strategic change

 

M&A Integration Communications

Day 1 & First 100 days

Governance

Customers & Channels

Employee

Feedback mechanism

Guidelines

Management Q&A

Integration programme Communications

 

Integration Management Office

High level plans

Detailed plans

Resourcing

Status reporting

Budgets

Integration tools

Change management

Integration Strategy

Structure

Governance

Synergy

Risk Management

Communications

Business cases

Project set up

Integration kick off meetings

Document management