CURRICULUM


INTEGRATION EXECUTION

with Scott Whitaker


44% of acquirers say that integration,
both technical and cultural,
is a major challenge.

National Center for the Middle Market


In the M&A Academy’s Integration Execution course, we’ll highlight the aspects of executing an integration that require extra attention and explore the key areas and elements of a functional integration workplan and endstate planning. We’ll also examine critical elements of integration execution process, such as the communication management plan, cultural assessment process, change management plan, cultural integration steps, talent assessment practices, and the synergy management plan.

The following table outlines the content provided in this course.
Click any of the 'Free Preview' buttons to check out the content before you buy!

  • 2

    Module 1 | Executing Your Integration Plan

    • Introduction

    • 1.1 | Functional Work Plan

    • 1.2 | Workplan Quality

    • 1.3 | Functions Requiring Extra Attention

    • Module 1 Review & Checkpoint

  • 3

    Module 2 | Integration End State and Communication

    • Introduction

    • 2.1 | End State Defined

    • 2.2 | End State Process

    • 2.3 | Communication Management Plan

    • 2.4 | Communication Matrix

    • 2.5 | CMP Process

    • Module 2 Review & Checkpoint

  • 4

    Module 3 | Cultural Integration and Assessment

    • Introduction

    • 3.1 | Cultural Assessment

    • 3.2 | Culture and Change Management

    • 3.3 | The Role of Leadership in Driving Cultural Integration

    • Module 3 Review & Checkpoint

  • 5

    Module 4 | The Talent Assessment Process

    • Introduction

    • 4.1 | Talent Assessment Overview

    • 4.2 | Talent Assessment Tools

    • 4.3 | Retention and Separation Guiding Principles

    • 4.4 | Cross-Functional Dependencies

    • Module 4 Review & Checkpoint

  • 6

    Module 5 | Synergy Management

    • Introduction

    • 5.1 | Synergy Overview and Management Strategies

    • 5.2 | Typical Synergy Plan

    • 5.3 | Tips and Best Practices

    • Module 5 Review & Checkpoint

  • 7

    Course Wrap-Up

    • Review

    • Final CPE-Qualified Assessment


INSTRUCTOR

SCOTT WHITAKER

US Partner, Global PMI Partners

The M&A Academy’s Integration courses are taught by Scott Whitaker. Scott is the Atlanta-based Partner with Global PMI Partners, a consultancy exclusively focused on post-merger integration and a full spectrum of services across the M&A life cycle. Scott has extensive experience in all aspects of merger and post-acquisition integration and has advised clients across dozens of industry sectors covering small, mid and large-cap transactions totaling more than $100 billion in value. Scott has worked internationally in Canada, China, Europe and Africa on a variety of assignments, and specializes in mobilizing integration management offices (IMOs) and helping companies develop integration playbooks.

Scott Whitaker holds a B.A. in marketing from the University of North Carolina at Chapel Hill and has been awarded the Certified Management Consultant designation from The Institute of Management Consultants.

He is the author of Cross-Border Mergers and Acquisitions and Mergers and Acquisitions Integration Handbook.