Improving M&A Integration Welcome to our Improving M&A Integration survey This survey focuses upon area integrations could be improved to increase 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 1 out of 6 5. Managers involved with an M&A integrations are debriefed about their experience, after deals Yes No 6. Your company maintains a database with learning from past integrations Yes No 7. Which of these resources are developed and used to assist managerial decision making and actions related to integrations. Checklists Tools & Templates Guidelines Playbooks / Methodologies 8. Do these resources cover all functional areas Checklists Tools & Templates Guidelines Playbooks / Methodologies 9. Our company updates these resources when there are new findings from acquisitions Checklists Tools & Templates Guidelines Playbooks / Methodologies 2 out of 6 10. Resources such as M&A Integration coaching are used Internal Coaching External Coaching None 11. Our company has a formal evaluation process for completed integrations. Yes No 3 out of 6 12. Our company has a well-defined process for executing integrations, in the following areas Communications Finance Sales Marketing HR IT Operations 13. Company managers in these attend appropriate M&A integration training, before they are engaged in M&A integration Tick, where training occurs Communications Finance Sales Marketing HR IT Operations 14. Do you have experienced M&A integration people in these areas Tick, where training occurs Communications Finance Sales Marketing HR IT Operations 15. Do you bring experienced M&A externals in? Yes No 16. Additional Comments (Optional) 4 out of 6 17. Relative to our expectations, we are very satisfied with the development of sales 1 Not satisfied 2 3 4 5 6 7 Very satisfied 18. 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 19. 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 20. Relative to our expectations, we are very satisfied with the realization of synergies 1 Not satisfied 2 3 4 5 6 7 Very satisfied 21. 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 22. 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 5 out of 6 23. What is important to M&A integration Success? 24. What casuses M&A integration to fail? 6 out of 6 Your name Your email (Required) Your Phone Number (Optional) Time is Up! Time's up
