CURRICULUM

INTEGRATION PLANNING

with Scott Whitaker


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

National Center for the Middle Market


In this course, we’ll help you ask the right questions to better understand the risk and complexity of a deal, and provide strategies to help you secure adequate support and resources during the planning phase of your integration. We’ll also discuss the integration lifecycle and the importance of business vision and strategy in laying the foundation for a successful integration planning. We’ll finish this course by outlining the five key phases of integration and the associated activities and considerations, and the options you have for structuring and supporting your IMO.

The following table outlines the content provided in
M&A Academy’s Integration Planning Course.
Click any of the 'Free Preview' buttons to check out the content before you buy!

  • 2

    Module 1 | Assessing Integration Complexity and Risk

    • Introduction

    • 1.1 | Due Diligence Documents

    • 1.2 | Stakeholder Complexity Interview

    • 1.3 | Stakeholder Risk Interview

    • 1.4 | Operating-Style Risk Interview

    • Module 1 Review & Quiz

  • 4

    Module 3 | Integration Planning Basics

    • Introduction

    • 3.1 | Integration Activities and Timing

    • 3.2 | Integration and Business Planning

    • 3.3 | Integration Support

    • Module 3 Review & Quiz

  • 5

    Module 4 | The Pre-planning Phase

    • Introduction

    • 4.1 | Key Activities

    • 4.2 | Reviewing the Planning Documents

    • 4.3 | Assessing Potential Challenge Areas

    • Module 4 Review & Quiz

  • 6

    Module 5 | Establishing An IMO

    • Introduction

    • 5.1 | IMO Defined

    • 5.2 | IMO Set-Up

    • 5.3 | Determining Functional Resource Commitments

    • 5.4 | Setting Up and Integration Project Charter and Governance Structure

    • Module 5 Review & Quiz

  • 7

    Course Wrap-Up

    • Review

    • Final Exam


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.

For questions about
the M&A Academy’s Integration courses,
or for corporate discounts please contact
Hagen Rogers at 864-527-5960 or send email to hrogers@watermarkadvisors.com.