One of Global PMI Partners core principles is to transfer our knowledge to our clients. Whether it be training on M&A basics, or developing comprehensive playbook solutions to help clients scale their acquisition capabilities, Global PMI Partners has the deep experience to help organizations become leaders in M&A planning & execution. 

Held in a boardroom setting with a maximum of 14 participants, this combination course and workshop is designed for management teams leading the transition from deal planning thru execution. The 1-day sessions cover the most common elements of M&A integration planning & execution and include numerous examples of best practices, artifacts and live examples of actual integration work to help reinforce the learning objectives. The course can also be customized to address unique transaction or industry requirements for a management teams’ upcoming transaction.

Client Challenges:

• Limited M&A experience among executives and/or integration leaders
• Varying understanding of industry accepted best practices for integration management and execution

Deliverables and Value:

• A comprehensive session covering all elements of integration planning & execution

We define M&A success as “delivering the deal rationale”. Our integration planning works through six dimensions where an acquirer needs to demonstrate a sufficiently high level of readiness, otherwise, the acquisition integration is at risk. The six dimensions are Vision, Incentives, Culture, Actions, Resources, and Skills. Together they form the acronym “VICARS”.

Client Challenges:

• Gauging the team’s integration readiness
• Ensuring a shared understanding across all levels of acquirer and target of the deal rationale
• How to plan for M&A success
• How to avoid repeating mistakes from the past
• To capture lessons learned in previous acquisitions and increase the success of Integration DIY

Deliverables and Value:

• VICARS M&A integration readiness diagnostic
• The Business Model Canvas as a simple way visualize the shared business model
• Open and in-house training of M&A integration professionals
• We build with you your company-tailored M&A Playbook
• Online toolkit, templates and community platform in TeamWork, SmartSheets, Midaxo or MergerWare

Integration skills are essential for integration success. These skills can be outsourced to third-party advisors or they can be insourced to become a part of your internal expertise. At Global PMI Partners, we are uniquely placed to train or coach your team.

Client Challenges:

• Getting the team ready to integrate the target
• “We have an in-house IMO lead, but he needs a sparring partner from time to time”
• “Our Steering Committee needs independent input to help govern the integration”

Deliverables and Value:

• We transfer our knowledge in tailored M&A training:
  • M&A Integration training
  • Carve-out training
  • Finance across all integration workstreams
  • Finance for non-financials
  • Open training for M&A integration professionals
• Our seasoned experts coach IMO officers and workstream leads to giving them the insights on how to clear roadblocks and progress
• We take a seat in your integration steering committee to insert M&A integration know-how and ensure an independent view on how the integration process progresses.

Our playbook solutions help companies facilitate a lean, structured approach and methodology to integrating newly acquired companies. Our solutions provide meticulous documentation of how work gets done, ensures consistency and standardization across integration teams, and delivers continuous improvement of integration process flow and outcomes. Our playbooks enable integration planning & execution improvement activity in a systematic way and eliminates non-value added steps and time wasted.

Client Challenges:

• Lack of scalable and consistent approach for M&A planning and execution
• Limited integration and/or carve-out program experience
• Poor results for previous activity
• Outdated tools and technology

Deliverables and Value:

• Integration model & process
• Playbook technology platform and governance model
• Functional baseline work plans, checklists, templates, tools
• Communication templates
• Training/Simulation

Global PMI Partners’ playbook solutions help companies facilitate a lean & structured approach and methodology to acquisitions with a clear governance model. Our solutions provide meticulous documentation of how work gets done, ensures consistency and standardization across transactions, and delivers continuous improvement of acquisition process flow and outcomes. It clarifies who makes decisions in the different phases of a transaction and what the decision criteria are.

Our playbooks enable M&A strategy, screening and deal sourcing, transaction & due diligence improvement activity in a systematic way, and eliminates non-value added steps and time waste.

Client Challenges:

• Lack of scalable & consistent approach for M&A transaction planning & execution
• Unbalanced assessment of acquisition opportunities and no M&A pipeline priority list
• Limited M&A transaction experience
• Poor results from previous activity
• Outdated tools & technology

Deliverables and Value:

• M&A methodology, model & process
• Customized Target Screening, priority pipeline, evaluation and valuation criteria
• Formal Due Diligence tools and templates
• Deal summary and handover to integration project
• Governance model with; tollgates, milestones, checklists, templates, tools
• Training/Simulation
• Playbook technology platform