Integration Essentials For Platform Acquisitions

Integration Essentials For Platform Acquisitions 1

Request enrollment information by clicking here or contact Sheila Mayfield to reserve your seat: +1 415 738-8109 x858. Space is limited.

Training Overview

Held in a boardroom setting, this one-day workshop is designed for Private Equity and Corporate Management Teams seeking proven strategies and tactics to drive greater value out of platform acquisitions and consolidations.

October 5th, 2017, The Penn Club of New York, 30 West 44th Street, New York, NY 10036

Program Learning Objectives

  • Translate deal drivers and business objectives into realistic integration plans
  • Create a synergy tracking framework that connects integration work to the P&L
  • Architect an efficient integration process that drives momentum into the acquired business
  • Create scalable and repeatable integration playbooks to build internal expertise and support future transactions


Who Should Attend

  • Private equity partners and associates
  • Corporate management teams
  • Corporate development leaders


  • 1 Day course and workshop
  • Executive setting
  • Maximum 25 participants
  • Course materials provided to all attendees
  • 8:30 AM continental breakfast
  • Program start at 9 AM ending at 5 PM
  • Lunch provided
  • Optional dinner at 6:30 PM sponsored by Midaxo


  • Planning and executing mandatory tasks: Day 1 thru Day 100
  • Using tools and templates to speed execution and reduce the burden on management teams
  • Tips for managing carve-outs and transitions service agreements (TSAs)
  • No nonsense status and results reporting for corporate boards and outside investors
  • Communication and people planning essentials
  • Functional planning and execution best practices and lessons learned (e.g. IT, Operations, HR etc.)
  • Cross-border integration planning tips


Click here to download the brochure

Integration Essentials For Platform Acquisitions 2

Oct. 5th 2017 Instructors

Integration Essentials For Platform Acquisitions 3Scott Whitaker

Integration Essentials For Platform Acquisitions 4Stefan Hofmeyer

Integration Essentials For Platform Acquisitions 5Lieven Nuyttens



  • $950 USD per attendee.
  • $750 USD per attendee for companies with 3 or more participants.

Cancellation Policy

  • Cancellations or deferrals must be submitted in writing 30 days before the program start date to receive a full refund less 10% processing fee. Due to program demand and the volume of pre-program preparation, cancellations or deferrals received less than 30 days before the program start date will be charged in full.

Books by Instructors

Integration Essentials For Platform Acquisitions 6Cross-border Mergers & Acquisitions

Integration Essentials For Platform Acquisitions 7M&A Integration Handbook

Feedback from previous GPMIP training attendees:

“Thoroughly engaging and informative training. Material was extremely well done and presented by true experts in M&A Integration.” -Janet Phillips, Sr. Director M&A, Symantec, Inc.

“There was a good combination of practical concepts and action plans reviews together with in depth discussions between the participants. The two leaders from GPMI partners, Scott and Stefan are very experienced and knowledgeable and definitely have all the relevant practices needed for successful integration.” – Eran Katz, SVP , Chief Business Processes Officer, Teva Pharmaceuticals

“The vast experience in PMI’s accumulated by ‘Global PMI partner’ was put together in a clear and relevant way in the beneficial two days training. It is surely recommended to executives that will need to face PMI challenges.” – Class Participant

Endorsements from GPMIP’s recent book, Cross-border Mergers and Acquisitions

“Cross-border M&A is the new norm in a globalized world. This book provides the nuts and bolts view of what it takes to be successful in this endeavor. The practical experience of the authors comes through in the book and that is very useful for anybody venturing into bringing together two companies from different geographies”
—Srikantan Moorthy, EVP, Head of Global Services, Infosys

“Mergers and acquisitions is an inevitable choice for Chinese companies going global. The methodology and experience shared from this book provides an excellent reference for them.”
—Mr. Pi Shui, President and Editor-in-Chief, China Times

“A comprehensive overview of Cross-Border M&A touching on strategic rationale, deal process and key focus areas for integration that not only provided tangible examples from prior deals, but practical tools for application.”
—Don Yakulis, VP of Corporate Development, Visa

“This book provides clear guidance on Cross-Border M&A. The combined knowledge from these practitioners sets the international standard for deal execution. It is a must read for any executive leading global business expansion, no matter in developed or emerging market.”
—Dr. Charles Wang, General Manager and Global Head of M&A, Yili Group

“Thought provoking and comprehensive. A well balanced practitioners guide about one of the most up to date business topics these days. Clearly a must read for the international business leader.”
—Thomas Kipp, CEO DHL eCommerce, Deutsche Post DHL

“The compilations of 10 contributors provide the holistic view of the art and science of integration with a continual focus on strategy alignment and drive for accretive value—remarkably overlooked and misunderstood by many IMO practitioners.”
—Jonathan E. Bunce, Senior Director, M&A Integration, Intel

“The reader will find many decades of hands-on cross-cultural leadership synthetized in practical concepts. The authors splendidly combine a holistic depiction with great depth on the critical topics. A must-read if you play any relevant role in a cross-border M&A or PMI.”
—Helio A. Castano, Vice President, Administration and Integration, Bar-S Foods

“Most recent books about M&A focus on the need to ensure that the integration is based on the objectives and value drivers of the acquisition. In this book Whitaker takes this approach a step further by applying a crossborder lens. The result is both a good read and a great reference book for the M&A practitioner.”
—Pat Belotti, Director of Corporate Development Integration, DocuSign

“A rich database for everyone involved in cross-border M&As; in many cases a ‘must’ in today’s world with globally distributed value chains. The combination of both breadth and depth in one context will attract both professional managers and readers in search of knowledge in this area for the first time.”
—Arne Karlsson, Departing Chairman and Former CEO, Ratos

“Given my role at an M&A software company, I have read a library of M&A books. Cross-Border Mergers and Acquisitions easily rises to the must-read category for M&A practitioners at all levels. The material covers all topics comprehensively, makes complex situations easily understandable, and provides actionable advice to planning and executing global deals.”
—Ari J. Salonen, PhD, President, Midaxo

“Cross-border mergers and acquisitions are among the very few strategic moves that can change the competitive position of a company almost overnight. This book provides a unique and comprehensive perspective on how cross-border M&As must be prepared, executed, and managed over the long run. It is a must-read for executives, consultants, and students interested in the topic.”
—Bernard Garrette, Professor of Strategy and MBA Associate Dean, HEC Paris

“China’s cross-border M&A thrives in recent years as the result of great success in economic growth. Besides sustained enthusiasm of inbound investments, capital-rich Chinese investors are increasingly interested in overseas valuable assets, not only in order to acquire natural resources or market entry but also to fulfill the capability gaps in technologies, management, and so on. I find that this book provides comprehensive and practical knowledge in cross-border M&A and believe that it could be helpful for those emerging Chinese players and their global counterparts.”—Yi Bao, CEO, Morgan Stanley Huaxin Securities, and Managing Director, Morgan Stanley