Scott C. Whitaker

Mergers & Acquisitions Integration Handbook (eBook, PDF)

Helping Companies Realize The Full Value of Acquisitions

• Format: PDF

Produktbeschreibung

Proven strategies and tactics to manage the integration of acquired and/or merged companies Mergers & Acquisitions Integration Handbook is a comprehensive resource to help companies create a scalable post merger or acquisition integration process and framework that accelerates operating and business benefit goal realization. * Includes tools, templates, forms, examples and checklists to provide a no nonsense "handbook" style approach to managing an effective integration. * Helps integration managers quickly get up to speed on various integration challenges, including guidance on developing detailed operational and functional integration plans to support flawless execution. * Reveals how to avoid integration failure by establishing an in-house integration management office to handle integration projects. * Includes a sample integration playbook that can be used to create a core competency within companies to support ongoing integration activity. Botched integration is the number one reason mergers fail. Mergers & Acquisitions Integration Handbook shows you how to develop, execute and implement merger integrations and business strategies to realize your organization's mergers and acquisitions goals.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 192
• Erscheinungstermin: 24. April 2012
• Englisch
• ISBN-13: 9781118221785
• Artikelnr.: 38237423

Autorenporträt

SCOTT C. WHITAKER, CMC, is President and CEO of Whitaker & Company, an Atlanta-based consulting and project management firm specializing in helping companies to develop, execute, and implement merger integrations and business strategies designed to achieve growth. Since 2005, Whitaker & Company has been involved in merger integration and strategy and operations projects totaling more than $25 billion for both domestic and international companies.

Inhaltsangabe

Acknowledgments xi CHAPTER 1 Introduction 1 Who Should Use This Book? 1 How
This Book Is Set Up 2 Chapter Summaries 2 AWord to theWise 4 CHAPTER 2
Mergers and Acquisitions 101 and Assessing Integration Complexity and Risk
7 Mergers and Acquisitions 101 7 Determining Post-Acquisition Integration
Scope 8 Assessing Integration Complexity and Risk 11 Summary 18 CHAPTER 3
Making the Business Case for Integration 19 How to Improve Performance 19
The Most Complex Areas 21 Making the Business Case for Integration Support
23 The Challenges of Integration 24 Integration Success Factors 29 Summary
30 CHAPTER 4 An Introduction to Integration Planning 31 Integration
Activities 32 Integration Timing 32 Integration and Business Planning 33
Integration Support 35 Summary 37 CHAPTER 5 The Pre-Planning Phase 39 Key
Activities 39 Reviewing the Planning Documents 40 Assessing Potential
Challenge Areas 42 Summary 45 CHAPTER 6 The Importance of Due Diligence 47
Due Diligence Documents Lists 48 A Few Words about IT Due Diligence 59
Summary 60 CHAPTER 7 Establishing an Integration Management Office 61
Setting Up an IMO 63 Determining Functional Resource Commitments 66
Dedicated versus Matrixed Resources 68 Setting Up an Integration Project
Charter 69 Setting Up an Integration Governance Structure 72 Summary 73
CHAPTER 8 Executing Your Integration Plan 75 Functional Work-Plan Elements
76 Integration Work Streams 77 Functional Work-Plan Quality 79 Functions
Requiring Extra Attention 82 Summary 85 CHAPTER 9 Planning Your
Integration's End State 87 How to Know When an Integration Is Finished 88
The Typical Process: Roles, Responsibilities, Tracking, and Finishing Well
88 Summary 93 CHAPTER 10 Effective Communication Planning 95 Communication
Planning Objectives 95 Guiding Principles for an Effective Communication
Plan 96 Establishing a Communication Matrix 97 A Proper Communication
Process 101 Summary 105 CHAPTER 11 Cultural Integration and Assessment 107
Managing Cultural Integration Activities 107 Culture and Change Management
112 Summary 114 CHAPTER 12 The Talent Assessment Process 115 Talent
Assessment Guiding Principles 115 Talent Assessment Objectives 116
Evaluation Tools for Assessing Talent 117 Retention and Separation
Guidelines and Policies 118 Dependencies for Talent Assessment and
Retention and Separation Activities 123 Things to Avoid 125 Summary 126
CHAPTER 13 Synergy Program Management 127 Effectively Managing Synergies
128 The IMO's Role in Managing a Synergy Program 129 A Typical Synergy Plan
130 Best Practices 137 Summary 138 CHAPTER 14 Information Technology
Integration 139 IT's Role within an Integration 140 Day One Planning 144
The Three Risks 146 Summary 147 CHAPTER 15 Integration Feedback: Lessons
Learned 149 Goals and Tools of Lessons Learned 149 Getting Feedback and
Making Adjustments 150 Collecting Post-Integration Feedback 151 Additional
Tips 153 Summary 156 CHAPTER 16 Creating an Integration Playbook 157
Playbook Contents 157 Playbook Elements 159 How the Elements Work Together
161 Applying the Playbook 162 Summary 162 About the Author 163 About the
Website 165 Index 167