Post-Merger Integration: 6 Essentials

Mercandetti, F. & Sheppard (2024). Post-Merger Integration: 6 Essentials. mediata sa: Villars-sur-Glâne.
ISBN 978–2‑8399–4391‑8

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Unlock the Secrets of Successful M&A Integration. A Practical Guide for Executives and Managers.

Navigate the complexities of M&A integration confidently, with the help of this comprehensive handbook. We illustrate the challenges of Post-Merger Integration (PMI) and emphasise the importance of meticulous planning and adherence to a structured process for achieving success.

We offer practical advice and actionable methods, structured around six essential elements. Through real-world case studies, we illustrate how our methods can be effectively applied to your own M&A projects, avoiding major mistakes, and adding value to your company, instead of destroying it, like many others have done. Start your journey towards successful integrations

Table of contents

Importance of PMI

1 — Systematic Process

What a Meeting — Integration Process Overview — Define the Integration Concept — Set-up the Integration Project — Ensure Readiness before Day 1 — Value Creation — Execution (Work-streams) — Management & Controlling —Handover to Business.

2 — Integration Concept
So Early and still so Late — End-state Vision — Integration Principles — Boundary Conditions — Integration Risks— When to Prepare the Concept? — The Valve Model.

3 — Dedicated Resources
Just a Liaison Officer — Who should be in Charge? — Deal Entrepreneur —Integration Steering Committee — Integration Manager — Integration Management Office — Integration Workstream Managers.

4 — Value Creation
Create or Destroy Value? — Base Decisions upon Value Creation — How to Create Value — Value Drivers.

5 — Integrate Cultures
Shocking Anniversary — The most Critical Factor — The Culture Gap Wheel — Know the People — Communicate and Listen — Manage Fear and Resistance —Take the Opportunity to Change—Don’t be Afraid to Cut — Set Incentives.

6 — Do It Right
We’ll Manage it, somehow —Importance of the Integration Plan — Timing of Integration Planning — Who is Responsible for the Plan? —Planning Tools — Guide to Action.

7 — Real-life Cases
Case A: Fast and Furious — Case B: Long-lasting Mistake — Case C: Don’t go so Fast — Case D: Why a Reverse Takeover?

Appendix: Tools & Templates

About the Author

Fabio Mercandetti holds a MSc with honours in Chemical Engineering from Politecnico di Torino, Italy. He worked for 27 years for industrial multinationals as consultant and executive, up to the executive board of a quoted Swiss multinational.
He led Operations and Corporate Development, with a passion for managing and improving business processes and companies. Since 2011 he is passing his experience of real businesses to younger generations, designing and teaching Business Engineering courses at the University of Applied Arts and Sciences of Luzern, Switzerland.

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