M&A Science

Standing up a Diligence and Integration Management Office

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Feb 21, 2022
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INSIGHT

Integration Shapes The Target Experience

  • The integration team is the acquirer's first and lasting impression on the target.
  • Early involvement reduces diligence fatigue and speeds post-close ramp.
ADVICE

Pick Leads For People Skills And Continuity

  • Hire integration leads for interpersonal skills: trust, likeability, assertiveness, and team influence.
  • Source from internal PMOs or hire full-time integration specialists for continuity.
ADVICE

Deliver A Concise Handoff Summary

  • Create a short four-page handoff capturing integration type, value drivers, KPIs, and disruption metrics.
  • Use that summary to keep teams focused on what to do and avoid re-reading long diligence memos.
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