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The Ultimate Guide to Post Merger (M&A) Integration Process

Post-Merger Integration Checklist
Get the exact checklist dealmakers use to successfully plan and prepare for their integration processes.

An old adage compares the process of mergers and acquisitions to trying to complete a large puzzle when your right hand and your left hand have never worked together.

To put it mildly, mergers and acquisitions revolve around a plethora of moving parts.

Further complicating matters is the fact that there are suddenly two companies and additional stakeholders that now need to fairly and seamlessly work and communicate together in order to bring the deal to completion.

But what happens after the deal has (seemingly) crossed the finish line? Furthermore, what is post-merger integration, and how to get it right?

As dozens of companies conduct their PMI projects with DealRoom, we've been able to gather valuable insights on this matter.

In this guide, we'll look at the importance of M&A Integration, process, best practices, post-merger integration software, and the true post-merger integration meaning.

Last but not least, DealRoom also provides helpful integration checklists you can try for free. More on that further ahead.

But let's first look at the M&A integration definition.

What is M&A Post-Merger Integration?

M&A integration or post-merger integration (PMI) is the process of bringing two or more companies together with the aim of maximizing synergies to ensure that the deal lives up to its predicted value. The same process is sometimes referred to as post-acquisition integration.

post merger integration

Why is Post-Merger Integration Important?

Post-Merger Integration (PMI) is critical for realizing the synergies and value propositions that initially motivated an M&A transaction.

Analysis has consistently shown that only by aligning strategic objectives, integrating technologies, and reducing divergences in corporate culture, can deals bring long-term shareholder value.

In essence, dealmakers can only hope to maximize deal value by delivering successful PMI.

More specifically, problems in mergers and acquisitions often cause deals to fail, or, at the very least, result in the inability to extract true value from deals - no one wants a deal that looks good only on paper or results in a semi-integrated company. This is further supported by research done by McKinsey in 2016:

"Companies that deliver integration will achieve growth of 6-12% higher than those that don’t"

Most companies enter the M&A process with the best intentions, but ultimately succumb to common traps that derail the deal. It is important to note that more than 55% of mergers and acquisitions fail to return intended value.

The M&A Spectrum below highlights just how difficult it is to successfully realize the value targeted at the beginning of the M&A process.

spectrum of where companies usually finish in the M&A process

With this in mind, post-acquisition merger planning must begin at the beginning of the deal, and best practices, integral team members, and M&A integration plans must be established before the deal closes.

Strategies for Successful Post-Merger Acquisition Approach

As mentioned, a strong post-merger integration phase is a pivotal phase for value extraction in M&A transactions.

Leveraging technology and making the process as scientific as possible - while not forgetting the significant human component - offer a formula for realizing all of the synergies inherent in a deal.

Below, we discuss some strategies that companies involved in the PMI process can leverage to build deal value.

Technology Enablement

This underpins the entire strategy. There are too many process, too many details, and too many pitfalls for PMI to be navigated without technology, which we summarize below.

Learn more: How Post-Merger Integration Software Enables Deal Success

Early engagement and planning

The sooner that PMI begins, the better. Good practice is to begin as soon as due diligence has finished. Set about identifying key stakeholders, setting clear objectives, and creating an integration roadmap.

Proactive integration and stakeholder engagement

By being proactive rather than reactive, the PMI team can enhance employee morale and engagement, improving communication, and ultimately identifying synergies.

Learn more: How Proactive Integration Engagement Can Differentiate Value in Deals

Streamline decision making

Even PMI teams with detailed roadmaps will be called on to make important decisions. For these to be made efficiently, create small teams where the decision makers are well defined and accountable for their decisions.

Learn more: M&A Integration Team Structure and Its Responsibilities

Prioritize talent

Focus on retaining and effectively managing human resources. Identify talent and ensure that it is pinned down as soon as possible, so that the company’s operations suffer minimum impact as a result of the PMI process.

Learn more: The Impact of Mergers and Acquisitions on Companies & Employees

Look outward as well as inward

In all the inward focus involved in PMI, the company’s external environment cannot be overlooked. Communicate with clients about the PMI, and ensure the company’s interactions with them continue as before.

DealRoom's M&A platform has been designed by and for M&A practitioners with the aim of enabling these strategies.

In addition to providing enhanced project management features, such as the ability to set specific requests for activities and documents, it provides an ultimate source of truth for all collaboration, communication, analytics, and data. Four components without which every PMI process is doomed for failure.

How Technology Enables Value Realization in Post-Merger Integration

The end goal of a well-planned PMI process rarely alters from how the PMI team first envisages it.

What does change, however, is the path to get there.

In PMI, the landscape is constantly shifting, even if the goal remains the same. If due diligence can be considered complex but relatively linear, PMI is complex and multilinear.

In layman’s terms, post-merger integration can be a massive headache for managers if the proper structures aren’t in place.

Structure, both in the planning, productivity, and execution of PMI, is brought by technology.

In a process characterized by multiple and disparate moving parts, PMI teams diminish their efficacy  by not leveraging technology.

Using DealRoom as our template - because this is the tool we’re most familiar with, and not the only one that you can use - below, we break down the tangible benefits that come from leveraging technology in post-merger integrations.

Real-time communication

A typical PMI process involves team members spread across different departments and locations.

In this context, real-time communication tools are vital to facilitate instant and transparent dialogue between team members (from both companies), intermediaries, and other third parties.

Effective technology tools offer a platform for quick decision-making, addressing concerns, and sharing updates, ensuring that everybody is aligned and informed throughout the process.

See also: How DealRoom enabled Emerson to never miss important questions and updates during diligence, moving them away from email communication on their 11-figure deals.


Collaboration builds on communication.

PMI delivers value only when several people at once are working together towards the end goal. This means creating a shared workspace for them to manage projects and workflows.

Crucially, M&A platforms such as DealRoom facilitate this by allowing coordination across different team memers and tasks. Furthermore, by creating open channels of communication, it breaks down the silos that sometimes exist between merging entities.

Document sharing

It’s remarkable how many novices believe that Box, Google Drive, or even Dropbox are sufficient for document sharing.

These tools were primarily developed for sharing holiday photos among family members and college professors to share class notes. They are not sufficient for corporate M&A purposes, where stakeholders have to have access to necessary documents, policies, and procedures on demand.

Furthermore, modern M&A software guarantees a secure environment, whose importance is amplified when different IT systems and data repositories.

Risk management

DealRoom helps in identifying, assessing, and mitigating risks associated with post-merger integrations.

And there are many of them, usually spread across each of the merging entities’ business functions. Purpose-built M&A platforms provide a framework for tracking compliance, operational, financial, and reputational risks, ensuring a smoother integration whose negative impacts can be minimized.

Everything in one place

Platforms increasing use third-party APIs to bring different services under the one roof.

This is problematic from an M&A perspective, as it opens up data compliance risks. Post-merger integration software integrates all functions in a single interface, which is beneficial to PMIs, where managing a mutitude of tasks and data sources in a coherent fashion is critical.

Progress tracking

Our post merger integration software allows teams to monitor how integration activities are advancing against set milestones and goals.

It alerts PMI team members to tasks that are falling behind schedule, as well as highlighting task dependencies (i.e., tasks that can only be initiated once others are finished.

Progress tracking

An example would be data cleaning and preparation before system integration and data migration.). By enabling this progress tracking, DealRoom also empowers managers to identify delays or issues early, and to adjust plans (or resources) accordingly.

Learn more about DealRoom's progress tracking features here.

Data compliance

Despite almost a decade of warnings, most companies still aren’t grasping the gravity of data compliance.

If you’re the manager of a company, can you put your hand on your heart and say that you know you are fully data compliant? Answering honestly, most will say ‘no’.

It is incumbent on the team leading the PMI process to ensure that data management adheres to legal and regulatory standards. You need tried and tested solution for data protection, privacy, and security.

In the recent spike in commentary around Artificial Intelligence (AI), one piece of insight stands out

"Artificial Intelligence will not be the end of your company."

But it will be the end of your company if you’re not using it. The same could be said about the use of technology in post-merger integrations.

Just as mathematicians no longer use abacuses, PMI professionals should no longer look at PMI as ‘part art, part science.’ PMI is a science, so use technology.

Reasons Why Post-Merger Integrations Fail

Post-Merger Integrations fail for a myriad of different reasons.

To paraphrase Tolstoy, all unsuccessful PMI processes are unsuccessful in their own way.

However, analysis of multiple deals that failed to deliver value because of poorly executed PMI does reveal boxes into which the types of failure can be categorized.

These are: Lack of big picture alignment, poor planning, poor execution, poorly executed due diligence, and cultural issues.

More on the nature of these failures can be read in DealRoom's guide to top 5 reasons of M&A integration failures & how to prevent them.

Post-Merger Integration Challenges

Different aspects of integration can be more challenging depending on the merging companies’ industrial vertical(s), the stage of the business cycle, and the personalities of the key internal and external stakeholders.

The overriding challenge - and the one responsible for most PMI failures -  is culture, or ‘how things are done around here.’

This takes in everything from change management to operating in a new environment. For anybody interested in exploring this topic future, DealRoom has a detailed guide on the 8 biggest PMI challenges & how to overcome them.

post merger integration issue vs solution

Many of the major pain points and obstacles present during the M&A process can be identified and overcome with the right combination of process, tools, training, and project management approach.

The Agile methodology is specifically designed to eliminate many of the risks associated with contemporary mergers & acquisition initiatives. A new model for M&A comes with a new mindset: rather than focus on pre-planned cost synergies, Agile M&A is based on continuously discovering and capturing value.

When complemented by the right toolset, the Agile M&A approach enables both sellers and buyers to manage the highly unpredictable M&A processes with maximum efficiency and accuracy.

DealRoom's Agile M&A Principles

Were developed specifically to address and avoid the traps of integration by enabling diligence and integration planning in parallel, making it the only project management tool designed to enable collaboration across the deal lifecycle.

DealRoom's agile M&A principles

Integration Planning

The complexities of most PMI processes means that planning is fundamental for the process to be worthwhile.

The article below looks at these complexities, from aligning corporate culture and streamlining business processes, and how to plan for them to deliver a value-generating integration. The article highlights best practices and common pitfalls in the journey of planning for post-merger integrations that aim to deliver a cohesive and synergized entity.

Continue reading: Successful M&A Integration Planning: How to Get It Right

What is a Post-Merger Integration Checklist?

A post-merger integration checklist (or M&A integration checklist) is a step-by-step agenda to keep teams on track in preparation for a merger or acquisition. You can also think of the PMI checklist as the backbone for the entire company merging plan since it will include all departments and personnel, and goes way beyond the typical post-merger integration 100-day plan.

The checklist needs to include plans for the following: hiring processes for short and long-term needs, redundancies, turnover, employee retention, M&A IT integration, technology, systems merging, tracking employee performance, and more.

It is also important for those in key roles to take a post-merger integration questionnaire to help them understand and align goals.

Post-merger integration plan includes:

1. Hiring process

  • Short-term needs
  • Long-term needs
  • Process
  • Benefits/Compensation

2. Overlap/redundancies

  • Secure top employees
  • Layoffs and severance forms

3. Technology

  • New org chart
  • Merge systems

4. Employee Performance

  • Training plans
  • Employee review documents and procedures
  • HR systems

Additionally, we've put together this PMI framework, which can be further helpful in setting your company up for post-close integration success.

From production to culture, replicate and use this framework as your go-to reference point and ease your integration with our integration planning framework.

post merger integration framework

M&A Integration Checklist - Templates

This is the most complete Post-Merger Integration checklist on the internet.

The best part?

Everything on these lists is based on DealRoom's vast experience and works GREAT.

We’ve broken this checklist down into sections that cover the main focus areas of post-merger (or post-acquisition) integration.

Let’s dive right in…

You don’t need to implement everything on these checklists, as planning for integration means being specific.

In general, however, you’ll need to pay attention to all of the above for a holistic post-integration strategy.

The more effort you put into practice, the higher the chance of successful integration you’ll get.

More on integration planning is below.

How to Use This Post-Merger Integration Checklist

DealRoom is regularly asked by companies that have recently conducted M&A transactions about how to integrate an acquired company, as this process demands good planning.

As an answer, we see dealmakers use these exact checklists to successfully plan and prepare for their integration processes.

To get started right now, pick any of the checklists above and click on "request a playbook demo".

Post-Merger Integration Checklist

Our checklists are packed with many helpful features, such as:

  • Expert-developed and complete integration playbooks
  • Ensures that nothing is missed during the integration process
  • Integration workstream progress tracking
  • Analytics and reporting that matters
  • Easily accessible knowledge transfers
  • Many more...
post merger integration planning checklist

Understanding The Integration Spectrum

While the importance of integration cannot be overstated, the level of integration is a crucial consideration.

Just as it is possible to not integrate enough, it can happen that a company integrates too much, destroying value by fundamentally changing aspects of the acquisition which made it so attractive in the first place.

Kearney identifies four stages that help companies integrate to get this right.

degree of integration

Continue reading: Degree of Integration: Strategies for Optimal Company Merging

Area Types of Post Merger Integration

post merger integration areas

Data and Knowledge

This area includes a plan on how to integrate knowledge such as customer, product, and service data.

Technology and Systems

Integrating companies need a strategy for combining their technology and systems. For example, if both companies use different CRMS, which CRM will they use in the future?

Internal Policies

How will the two integrating companies handle internal policies such as new employee training, salary changes, employee exits, etc.?

Business Procedures

This area includes the strategy behind future business operations such as sourcing new business and future mergers.

Company Culture

Company culture is the backbone of any business. If one company is an 8 AM - 5 PM Monday through Friday, and the other company has flexible hours and work-from-home days, there are sure to be clashes. Before M&A integration is complete, the two companies need to decide on the company culture that will emerge post-close.

This survey of M&A executives by Jabian resulted in most respondents saying culture – far more than other factors – is most important to an integration team working to combine two organizations.

M&A survey

Organizational Structures

This area includes organizing department structures. For example, will the two human resources departments become one, or will each one take on different responsibilities?


Before the companies integrated, they each had their own set of products and/or services. They will need to decide whether to continue, combine, or eliminate the products and/or services offered, as well as the branding associated with them.

M&A Integration Process Steps

The post-merger integration process (or M&A integration process) is greatly affected by the planning or lack thereof, that takes place at the start of the deal’s lifecycle.

Ongoing research by consulting firm KPMG suggests that 70% of the value erosion for deals that fail occurs at the post-integration phase.

Putting this in different terms: Billions of dollars are lost every year because companies fail to properly implement integration after an M&A transaction. This is why integration is so important to M&A.

Here is an outline of the process - to aid you in your M&A integration plan:

1. Start Planning Right From the Get-Go

M&A Integration planning must begin at the beginning of the deal and goals need to be re-evaluated regularly throughout the integration.

Teams are also assembled around aligned cross-functional goals. This enables everyone to have a big-picture view and eliminate common cross-functional dependency issues.

2. Hold a Kick-Off Meeting

A kick-off meeting should be held at the commencement of the deal. At this meeting, a list of people to be included in this phase must be generated. During this stage, it is critical to clarify governance and determine the operating post-merger integration framework for how teams will work together, such as setting up meetings, managing dependencies, and sharing info.

3. Due Diligence

While due diligence is not historically categorized as a part of PMI, successful M&A integrations keep a sharp eye during diligence.

Tools such as DealRoom’s M&A software, help companies, including VALTA and many others, plan for PMI before the deal closes.

valta dealroom M&A management due diligence tool review

4. Pre-Close Review

Pre-close (again not technically part of PMI, but essential to a positive outcome) - synergies should be reviewed and confirmed and teams and team leaders should be established.

5. Hold a Post-Merger Kick-Off Meeting

6. Establish Communication Channels

Institute communication channels and reporting via weekly or monthly stand-ups.

7. Post-Close Review

Teams review and evaluate the post-acquisition integration throughout constant short iterations. This makes it easier to realign a team and its goals as new information arises.

In order to accomplish a successful merger and avoid common risks, a thorough plan has to be in place before the deal closes.

Teams need to create a game plan and M&A integration checklist for the employees, set goals, track progress, and have open communication.

As mentioned above, DealRoom offers numerous proven post-integration checklists and templates that you can see in action in our roadmap tool for free right now.

post merger integration process

Who is Responsible for M&A Integration and Other Post-Merger Activities?

1. Top Executives & Stakeholders

One of the top post-merger success factors is placing value around mergers from the top down.

At the commencement of the M&A process, a company’s executives should gather all of the potential stakeholders involved in a deal’s due diligence process — bankers, lawyers, consultants, etc.

And begin communicating from the start about the details of the post-merger integration.

Better yet, each and every communication in the diligence phase during M&A integration should also have an eye on the post-deal integration period.

2. Diligence of Team Members

Post-merger integration best practices prove that the people doing diligence should become part of the team in order to retain and revise the information without redoing work or engaging in redundant tasks.

When using the same individuals for diligence and integration, there is continuity, which is invaluable during the often chaotic time of deal closing and post-acquisition integration.

The benefits of this continuity are numerous.

Consider, for instance, the time it would take for the diligence team members to do a full data transfer to the team.

  • Would every bit of information really get transferred?
  • What about the overlooked notes on notepads that do not get passed on?

Clearly, even the best-intended data hand-offs would end with some gaps and oversights.

In addition, let’s say that in the best-case scenario all of the information from the diligence team does get to the integration team - will the members really go over all of this work?

Importance of Communication

Most likely not because they will be under the gun and strapped for time, which, again, will result in gaps of knowledge and oversights.

Hence the importance of eliminating disconnected communication.

This is why acquirers use DealRoom to centralize all communication, tasks, and files in one place, which leads to improved collaboration and efficiency amongst all teams.

Consequently, the best and most efficient way of integrating is to have an overlap between the diligence and the integration team.

This model also increases the likelihood that the team will maintain its momentum and capture synergies, or “low hanging fruit,” of the deal that are found within the first 120 days, thus making it a key M&A integration strategy.

3. Human Resources

More and more M&A practitioners are understanding the importance of M&A integration planning, but operations (even those at major acquirers) still often miss the mark because the all too important “people” factor can get lost in the shuffle of modern business life.

This misstep can lead to the loss of employees and clients during the very critical early days of integration when competitors tend to go after both employees and clients of the target company.

With this in mind, practitioners need to be ready to execute and communicate on day one important information about targets, employees’ positions and benefits, and the future of the company - obviously Human Resources plays a vital role in the “human” piece of integration.

4. A Change Management Expert

HR cannot do it all, however; your acquisition transition plan will not be successful if it doesn’t take into account change management. The first rule related to change management best practices is to make change management its own role.

Some of the benefits of having a change management expert on your PMI M&A team are: the buyer gains valuable information about the target company (which can help maximize potential deal value), the target company feels cared for and employee morale/buy-in improves, and secrets are revealed (i.e. information comes to light that current leadership may be totally unaware of ) - all of which will help avoid major and costly problems.

One final note when it comes to putting together an M&A integration team and acquisition merger plan: when selecting a leader, recommendations should come from members of the diligence team - remember, strong practices and the valuing of post-acquisition integration comes from the top-down.

What is a Post Merger Integration 100-Day Plan?

An M&A integration 100-day-plan goes along with the traditional approach to integration. It is with the mindset that teams can follow an integration playbook and that after 100 days, the integration should be at a certain point.

However, many teams are no longer following the traditional methodology of integration playbooks.

Why manage Post-Deal Integrations the same way you did 20 years ago?

They deliver value to the deal by continuously improving value delivery processes following the Agile strategy methodology instead.

How Long Does Post-Deal Integration Take?

There is no set time frame for how long should post-merger or acquisition integration last.

Every deal is different, therefore, every post-deal merger has its own rhythm.

It can take months, if not years to fully complete.

However, no matter what type of deal is taking place, planning should begin early, alongside diligence, and before the deal closes.

Post-Merger Integration Best Practices

Ongoing research by consulting firm KPMG suggests that 70% of the value erosion for deals that fail occurs at the post-integration phase.

There are many different strategy types, but here are some general post-merger integration steps and best practices to follow for a successful outcome:

1. Eliminate workload friction by having honest conversations and setting a detailed budget

While having a separate company merger team is not possible for all companies, there are some things smaller corporations can do to make sure the key players have a balanced and manageable workload.

In order for post-acquisition tasks to receive the attention they need, honest conversations between workers and Corp-Dev need to be had.

What can actually be accomplished?

Are there day-to-day tasks or projects that can be handed off to other employees while certain people work on merging? In some cases, companies might consider hiring temporary workers and building this into the budget.

The budget needs to be looked at very closely and with realistic eyes.

2. Use Agile-inspired practices & sequencing

  • Establish clear expectations

A lack of clear expectations can bring chaos and negative emotions to mergers and acquisitions. Luckily, expectations can be set by prioritizing tasks for the business integration plan, which leads back to the key objective.

More specifically, the power to ask the right questions, at the right time, can be harnessed through daily, or almost daily, sequencing and prioritizing with the target company. This will be scary at first for the target company, and perhaps for you, too, but the benefits are immense.

Most importantly, this style of sequencing keeps the focus on the objective and only the tasks related to that objective; unnecessary work is also eliminated, thus reducing deal fatigue.

Although the target company might initially be weary of the daily contact, they will ultimately reap the benefits of focused practices and experience the mental joy of seeing the list of tasks become smaller and smaller.

  • Bring important topics to the forefront earlier

Another advantage of sequencing, stemming directly from the above points, is that the increased contact with the target company about priorities will allow critical conversations to come to the floor earlier in the life-cycle of the deal.

Limiting priorities (everything cannot be high priority) allows stakeholders to see the reality of the deal (what will and will not happen in the future) and reduces churn because it becomes clear early on that not everyone will get what he/she wants out of the deal.

  • Save company morale

Just as individuals react with a wide variety of emotions to shifts in their personal lives, they also follow a pattern of emotional responses to variations in their work lives.

Although models of the change curve use slightly different terms, experts agree when workers are faced with major changes at work, they often travel from denial to anger, to depression, and then, hopefully, move to stages of acceptance, hope, and commitment.

In simpler terms, when changes are implemented or mergers and acquisitions take place, morale often tanks, workers become preoccupied with fears and doubts and productive work suffers.

Agile can help with this as seen through some post-merger integration examples, namely the Disney-Pixar acquisition.

This M&A integration was especially successful because employees did not feel as though their entire worlds were changing in a short period of time; rather changes were implemented slowly and methodically based on their priority ranking.

Strong company morale is vital to any PMI framework.

3. Take advantage of M&A tools that can also serve as post-merger integration tools

While a tool is never the cure-all for any team’s M&A problems, the right tool, and M&A software can speed up the M&A integration process and produce valuable data for teams.

VDRs and project management platforms designed specifically for M&A, such as DealRoom (for deals 50M and greater) and FirmRoom (for deals under the 50M mark) can literally keep all parties, and new coworkers, on the same page. Executives can no longer simply rely on Microsoft Excel when there are more efficient tools and technologies.

In fact, DealRoom’s PMI tools can be used to super-charge your merger needs as it is a process management tool with an overlay for due diligence management. When the buy-side or banks use DealRoom, they see increased collaboration and a massive cut-down of emails.

When DealRoom’s use is continued to post-closing activities, its data can be reused and the tool itself can help avoid duplicate work - a common pitfall that slows the entire process and wastes valuable employees’ time. More specifically, items can be tagged during the diligence process for M&A integration.

4. Set up one-on-one interviews with employees from the target company

Successful M&A merging practices don’t overlook the fact that focus on change management, as alluded to above, is a vital part of the M&A integration plan.

5. After approximately 6 months, conduct a climate survey using a post-merger integration questionnaire and present findings to executives

Many stakeholders are fooled into overlooking the power of strong change management and integration practices.

Indeed, sometimes when conducting smaller deals, the buy-side can get away with sloppier methods and disregard the important leg work related to proper change management.

However, as deals get larger, ignoring change management will certainly lead to post-acquisition problems.

The crux of the matter is big deals demand robust change management practices. Experts recommend that around the six-month mark,  employees should be given a climate survey. Again, the data collected should be analyzed and the feedback should be delivered in a report to upper-level management.

This will allow the company’s leadership to take a look at what is going well and what still needs to be addressed, or worked on further, in order for the integration process to continue to move in the right direction.  

6. And finally, don’t rely too much on those infamous M&A Post Merger Integration “playbooks:”

While there has been a growing desire for deal “playbooks” over the last few years, the notion of playbooks has begun to take on a more negative connotation in the industry due to the fact that no two deals are exactly alike.

It is impossible to have a PMI template for every aspect of a deal because all deals involve different people, emotions, products, and risks. Even if your target company looks very similar to a past target company, you must consider that a current deal could be different because you, as the acquiring company, may have changed.

One could even go as far as to say that the desire to follow an M&A integration playbook is dangerous to the deal itself as it can cause tunnel vision, hurting big-picture alignment and customer relations and failing to recognize the uniqueness of each deal - all of which will jeopardize maximizing the value of the deal. Instead of turning to playbooks, try to shift your mindset to being a bit more Agile, or flexible, and consider frameworks and other PMI tools.

While playbooks are not ideal for the fluctuating/irregular world of M&A, basic game plans and frameworks are relevant. It is both practical and human nature to want to look at past deals and see what may or may not apply to your current deal.

Within this post-merger integration framework, you will generally want to know how you will begin the M&A process and who will be involved, but all players need to acknowledge that the exact approach is what everyone will be working together in an Agile manner to uncover.

Through discovery and analysis, the post-merger integration framework must allow for taking time to understand the customer and the target company, which is a major benefit of Agile - teams become efficient and much more customer/people-focused.

M&A Integrated Solutions and DealRoom as a Post-Merger Integration Tool

Poor post-deal integration practices are the number one cause of PMI failure. DealRoom helps you stay away from common post-acquisition mistakes, and increases the chance of a successful post-merger integration.

The platform enables users to plan properly from day one and the very beginning of the diligence process. Teams have access to all the files and data prior to the deal closing, allowing them to spot areas of concern and plan accordingly.

DealRoom also allows users to set cross-stream dependencies across multiple functions. All deal team members can see the progress of the deal as it unfolds, in real-time.

This enables employees in key roles such as managers, department heads, and human resources, to have access to information and updates on a regular basis.

DealRoom also has a PMI plan template for users to download. Ready for a better process that helps maximize deal value? Request our M&A integration software today.

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