Course curriculum

  • 1

    Managing the Pain of Integration

    • Intro

    • What is integration pain?

    • DealRoom

    • Pain Management Part 1

    • Have you tried an upfront therapy session with business leaders on both sides?

    • Pain Management Part 2

    • Do you have a philosophy around a heavy headed integration vs a light touch integration plan depending on the size of the acquisition, or do you use the same framework?

    • Pain Management Summary

    • Managing Integration

    • Tips for Handling Distressed Entities' Acquisitions

    • When should you start planning for integration?

    • Strategies for Re-energizing Post-merger Integration Efforts

    • Realigning Your Integration Strategy When Things go South

    • What are some indicators that an integration is over and successful? What are some indicators that the integration needs more time?

    • The Biggest Lesson Learned from Integration

    • Choosing the Right Consultant for M&A Integration

    • Who owns the PNL during integration?

    • Why is selling "internally" so important? Why is sharing the investment theory not enough?

    • Scaling Your Integration Approach for Smaller Acquisitions

    • Tracking Progress and Measuring Success During M&A Integration

    • How do you know if your integration plan that was created pre-close is no longer within scope? How do you course correct?

    • Key Diligence Questions for Identifying Integration Challenges

    • Handling Integration Between Companies with Vastly Different Regulatory Requirements

    • How do you bring in other funcitons during integration, while still respecting the deal team's need for confidentiality?

    • Hiring Your First FTE

    • Building an M&A Center of Excellence

    • How does integration impact the deal model?

    • Importance of Financial Deal Models in M&A Integration Planning