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. Your participation in the survey is entirely voluntary, and you can opt out at any stage by closing and exiting the browser. Your data will be processed in accordance with the General Data Protection Regulation 2016 (GDPR) and the Data Protection Act 2018. You have the right to access information held about you. You may also have other rights including rights of correction, erasure, objection, and data portability. If you consent to provide your personal data at the end of the questionnaire, you are free to withdraw your responses at any time. If you do not provide us with any personal data, it will not be possible to later withdraw your data from the survey as they will not be identifiable. All information and content is treated as confidential and anonymous. If you have concerns about this matter please do not hesitate to contact Danny Davis. 1. Country (where you are) 2. Job Title 3. How many deals have you been involved with on the ACQUIRING firm side 4. How many deals have you been involved with on the ACQUIRED firm side 5. Acquiring Company - if you can say For this survey, please think of a specific deal and answer the questions accordingly. 6. Target Company - if you can say For this survey, please think of a specific deal and answer the questions accordingly. 7. 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 8. Deal size £1m - £50m £51m - £200m £201m - £500m £501m - £1bn £1bn+ 1 out of 5 9. 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 15. Do you use a repeatable playbook for your integrations? Yes No Don't Know 16. Were synergies managed and tracked Validated Managed Tracked Neither Don't Know 17. Were KPI's Validated Managed Tracked None of these Don't know 3 out of 5 18. Relative to our expectations, we are very satisfied with the development of sales 1 Not satisfied 2 3 4 5 6 7 Very satisfied 19. Relative to our expectations, we are very satisfied with the development of our market share 1 Not satisfied 2 3 4 5 6 7 Very satisfied 20. Relative to our expectations, we are very satisfied with the development of the operating margin 1 Not satisfied 2 3 4 5 6 7 Very satisfied 21. Relative to our expectations, we are very satisfied with the realization of synergies 1 Not satisfied 2 3 4 5 6 7 Very satisfied 22. Relative to our expectations, we are very satisfied with the overall success of the M&A integration 1 Not satisfied 2 3 4 5 6 7 Very satisfied 23. Relative to our expectations, we are very satisfied with the overall success of the acquisition 1 Not satisfied 2 3 4 5 6 7 Very satisfied 4 out of 5 24. What is important to M&A integration Success? 25. What casuses M&A integration to fail? 26. Which areas can be improved for future transactions? M&A integration pre-close planning M&A integration post-close planning Synergy/ value creation programme management M&A integration project resourcing M&A integration end state definition and transition KPIs and measurements and feedback Risk management Arranging a successful integration kick-off Integration training Use of external M&A integration experts 5 out of 5 Your name Your email (Required) Your Phone Number (Optional) Time is Up! Time's up
