M&A will always be part of any growth strategy. It’s becoming clear that integration issues should now be thought through and planned well before the deal is agreed. With finance people from all levels of the organisation needing to improve their integration capability. A good understanding of the financial aspects of post deal integration, planned pre-deal, through the negotiation process and then well into the post deal time period is a good way forward. The integration can be the pivotal part which changes M&A from failure to success. What are the stages of a successful integration? How do you achieve the announced synergies? When do you start planning the programme? What does finance nee to do during the integration process? Who needs to be involved and when? What tools and techniques do we use for structuring integration planning, delivery and tracking? How should you balance the programme against business as usual?

M&A Integration Strategy
• M&A Integration Overview
• Why mergers fail? - defining success
• What is integration, and its objective
• Integration strategies and transforming the business

Planning the Integration Process
• Integration drivers, mobilisation, momentum, governance, management and control
• 100 day planning finance and the business
• Day 1 activities, take control
• Understanding evaluating and delivering synergies
• Deliver more for less

Control and Process
• Review tracking, control, governance and information during integration
• Review assets and capability across businesses
• Understand the need for integration, cost vs benefit
• Integration and business structure

How to deliver a successful integration process
• Understand systems: What do we have, what new data will be needed?
• The finance plan covering all other integration plans
• Plan resources: What additional knowledge or resource is needed?
• Training Finance people and training the whole organisation for integration
• Project management and tracking
• Uncertainty, company productivity, “the profit dip”

Business Functions
• Understanding the people
• Financial information, and systems: decision making
• Increasing Revenue across the organisation
• Customer and supplier focus – finance overlap with S&M
• Cost cutting and efficiency across the business
• Co-ordinating communications across finance and the business
• Integrating the finance function
• Finance role in the whole business integration

• Clarify the deal’s context and the desired outcomes
• Determine the ideal future business structure and strategy
• Assess the degree to which business integration is needed
• Understand, evaluate and deliver synergies
• Actively manage finance and the financial integration
• Learn the M&A and integration process and how to integrate successfully
• Understand the things that will delay or kill the integration
• Evaluate the tools, techniques and process involved
• Link strategy through planning to delivery

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