M&A Integration tools & Knowledge |

Welcome to our M&A Integration Tools & Knowledge survey

This survey focuses on the tools and knowledge that were used on a particular deal and tries to see if there is a link with increased chance of acquisition success. Please answer all the questions, filling out the survey will take less that 10 min.

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Country (where you are)

Job Title

How many deals have you been involved with on the ACQUIRING firm side

How many deals have you been involved with on the ACQUIRED firm side

Acquiring Company - if you can say

For this survey, please think of a specific deal and answer the questions accordingly.

Target Company - if you can say

For this survey, please think of a specific deal and answer the questions accordingly.

Why did you buy?

Buying a competitor Increased market share Geographic expansion Access to distribution channels Access to customer relations Enhancing value proposition (e.g. new technology) Arbitrage between private and public valuation Product or service diversification/ complementarity Cost synergies Vertical acquisition (upstream or downstream) Acquiring skills and expertise Access to strategic suppliers Don’t know

Deal size

£1m - £50m £51m - £200m £201m - £500m £501m - £1bn £1bn+

1 out of 5

Which planning documents were developed? (Select all that apply)

Governance Structure IMO Structure Synergy Workshop or Full Synergy Plans High Level Workstream Plans Detailed Workstream Plans Integration Strategy Workstream Business cases Workstream Synergy Plans Risk Management Workshop or Matrix Communications Plans Project Set up and Tracking Day 1 Planning Day 1 Delivery Growth Plans or Sales & Marketing Plans

10.

Was an M&A integration strategy agreed to by key stakeholders? (The strategy outlines what the integration sets out to achieve). (Select one)

Yes No

11.

Was the deal rationale (or thesis) understood by the target and acquiring companies?

Yes No

12.

Did you set up governance in the form of a steering committee or equivalent that met regularly?

Yes Yes - with people who were trained in M&A Integration No

13.

Did you create Functional teams to report into your integration management office?

Yes No

14.

Did you create Teams that cross functions to report into your integration management office?

Yes No

2 out of 5

18.

Relative to our expectations, we are very satisfied with the development of sales