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Merger
Managers Service Offerings
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Consulting
Services |
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Executive Boot camps |
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Products and Tools |
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Affiliated Services and Products |
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Statistics show that 55 to 80 percent of mergers and
acquisitions fail to meet the objectives they were
originally designed to achieve. Rather than
attributing such failure to weakness in business
strategy or financial models, research indicates
that the most common source of failure can be traced
to poorly planned and executed integrations. In the
light of the fact that billions of dollars are spent
on mergers and acquisitions each year, extensive
time and resources are dedicated to the transaction,
and so much rides upon the subsequent outcome, it is
more important than ever for companies to be
proactive in the integration planning stage of their
merger or acquisition.
In order to meet this need, Merger Mangers has
developed solutions designed to educate executives
on how to successfully plan and integrate their
mergers and acquisitions. For serial acquirers
(companies purchasing at least one company every two
years) to one time acquirers (companies only
planning one acquisition), from culture to
technology, from pre-due diligence to post-close,
Merger Managers has developed proven processes,
tools, templates, and techniques to guide companies
in their integration efforts.
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Consulting Services |
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Leverage the
expertise that the principal members of Merger
Managers offer related to merger integration, value
creation, project management, change management and
leadership. Consulting Services are offered on a
time and materials basis plus expenses. |
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Integration Readiness Assessment - Serial
Acquirers
Merger Managers conducts a preliminary review of
current integration practices, resources and tools
with recommendations for process improvement.
* 1-2 day on-site interviews of key M&A contacts
* Analysis report delivered
Report summarizes these issues and makes
corresponding recommendations:
* Current Practices - Integration Process
* Executive Sponsorship
* Value Creation
* Communications
* Resources
* Qualitative measurement
Integration Readiness Assessment - One Time
Acquirer
Merger Managers conducts a preliminary review of
integration preparedness for a pending transaction
with recommendations for integration strategy and
plan improvement.
* 1 day on-site interviews of key M&A contacts.
* Analysis report delivered
Report summarizes these issues and makes
corresponding recommendations:
* Executive sponsorship
* Executive Vision for Acquired Co.
* Strategy and Value Drivers tied to Integration
Plan
* Internal and external communications plan
* Integration Team Leader - got one? Experience ?
Authority
* Integration team staffing - Are there enough
resources here ?
* Infrastructure assessment - (bldg, network,
software)
* Merger Savvy - Experience of team doing
integration
* Legal Issues - HR, International, SEC
* Recommendations (internal improvements and/or
possible external services)
Development, Re-engineering or Refinement of
Internal Integration Process - Serial Acquirer or
One Time Acquirer
Merger Managers works with internal integration,
corporate development and business executives to
develop, re-engineer or refine current integration
practices in a manner which is consistent with
company culture and measurement.
Internal Integration Process Documentation and
Tool Creation - Serial Acquirer or One Time Acquirer
Merger Managers works with internal integration,
corporate development and business executives to
document integration practices at the project
management and/or functional level in format which
will be easily utilized by the integration team.
External Validation of Internal Process - Serial
Acquirer
Merger Managers reviews current internal integration
practices with integration, corporate development
and business executives to externally validate
process and make recommend
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Executive Boot camps |
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Baseline Training - Executives - Serial Acquirer
or One Time Acquirer
Facilitators: Stacey Fix Conti and Robert Janowitz
Our standard onsite offering is a fixed-price,
one-day training program in which Merger Managers
facilitators will train a group of up to fifteen
executives from an organization. The training will
focus on merger and Acquisition integration best
practices, value creation, integration strategy and
process, business ownership and accountability.
Included are benchmark events, resourcing issues,
profitability tips, common mistakes, and ways to
proactively avoid those mistakes.
At this seminar, you will learn to:
* Maximize deal potential
* Develop an acquisition timeline and integration
plan
* Understand the four stages of an acquisition: Due
Diligence and Transaction, Transition,
Stabilization, and Evaluation
* Plan for the 8 Transition Challenges, including
cultural differences, leadership style, employee
retention, and knowledge transfer
* Implement proven techniques to minimize
productivity slumps, focus on profitability,
understand change management, and leverage the
instability created by the merger or acquisition
In addition to the benefit of complete
confidentiality, this option offers your company
substantial cost and time savings, sets a baseline
for all the deal makers and business owners,
emphasizes management's commitment of time,
resources and the importance of integration to deal
success, allows executives to understand the big
picture of integration strategy and planning and the
call to action where their expertise and involvement
will be critical to the success of the integration.
Deliverables: Hard Copy Training Binder.
Baseline Training - Integration Team - Serial
Acquirer or One Time Acquirer
Facilitators: Stacey Fix Conti and Robert Janowitz
Our standard onsite offering is a fixed-price,
two-day training program in which Merger Managers
facilitators will train a group of up to fifteen
people from an organization, including the
functional area heads responsible for integration
planning efforts (i.e. Business Development, HR, IT,
Sales, Development, Finance, and Legal). The
training will focus on merger and acquisition
integration best practices. The first day
concentrates on the acquisition lifecycle,
integration strategy and value creation. The second
day concentrates on the tactical portion of
integration: team development, integration process
and planning, common mistakes, and ways to
proactively avoid those mistakes.
At this seminar, you will learn to:
* Maximize deal potential
* Develop an acquisition timeline, integration
strategy and integration plan
* Understand the four stages of an acquisition: Due
Diligence and Transaction, Transition,
Stabilization, and Evaluation
* Plan for the 8 Transition Challenges, including
cultural differences, leadership style, employee
retention, and knowledge transfer
* Implement proven techniques to minimize
productivity slumps, focus on profitability,
understand change management, and leverage the
instability created by the merger or acquisition
Deliverables: Hard Copy Training Binder.
In addition to the obvious benefit of complete
confidentiality, this option offers your company
substantial cost and time savings, minimizes loss of
employee productivity, saves in travel expenses, and
allows key employees to gain a similar understanding
of both the big picture and where they fall within
that picture.
Integration Strategy and Planning Session -
Serial Acquirer or One Time Acquirer
Sensitive to the confidentiality and time
constraints of a pending transaction, Merger
Managers works with integration, corporate
development and business leadership to create a two
day program agenda which includes components of
Merger Managers' Baseline Training and includes an
Integration Strategy and Planning Session for the
pending transaction.
Deliverables: Hard Copy Training Binder and
electronic Integration Strategy and Planning Summary
based on Business Case.
Just in Time Training - Serial Acquirer or One
Time Acquirer
Sensitive to the confidentiality and time
constraints of a pending transaction, Merger
Managers works with integration, corporate
development and business leadership to create a
three day program agenda which includes components
of Merger Managers' Baseline Training, Integration
Strategy and Planning Session and your internal
joint kick off integration meeting
Deliverables: Hard Copy Training Binder and
electronic Integration Strategy and Planning Summary
based on Business Case.
Customization of Training Packages - Serial
Acquirer or One Time Acquirer
Merger Managers will work with internal integration
leaders to customize our standard training and tools
offering to incorporate existing internal tools,
create the same look and feel as your existing
internal processes and tools, and leverage the
learning culture of your company. All customization
work is done on a time and materials basis.
Deliverables: Hard Copy Training Binder.
One Time Acquirer Package
Our standard one time acquirer package is a
fixed-price, three-day training program and toolset.
Merger Managers facilitators will train a group of
up to fifteen people from an organization, including
the functional area heads responsible for
integration planning efforts (i.e. Business
Development, HR, IT, Sales, Development, Finance,
and Legal).
The first two days of this training focus on merger
and acquisition integration best practices. We
discuss the integration process from preliminary due
diligence through post-close, timelines, benchmarks,
critical events, work breakdown structure, common
mistakes, and ways to proactively avoid those
mistakes. The third day is dedicated to training the
team on our Integration Tool Kit, which they will
use to develop their respective functional area
integration work plans. This training includes an
introduction and demos of tools and templates
necessary to implement an integration plan. Included
in this training is an internal license to use and
modify the Integration Tool Kit for your company's
existing and upcoming transactions. The Integration
Tool Kit is a CD-ROM product that includes a quick
guide to the Integration process, outlining and
describing key integration events; an Integration
Timeline; over 25 tools and templates to manage and
implement the process; and an Integration Project
Management tool that outlines tasks and sub-tasks
for each of the functional areas.
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Products and Tools |
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Integration Toolkit and CD-Rom Serial Acquirer
(with little existing process) or One Time Acquirer
The Integration Tool Kit is a CD-ROM product which
includes a quick guide to the Integration process,
outlining and describing key integration events; an
Integration Timeline; over 25 tools and templates to
manage and implement the process; and an Integration
Project Management tool that outlines tasks and
sub-tasks for each of the functional areas.
Merger Managers offers a license to our Integration
Tool Kit CD-ROM which includes an internal license
to use and modify the Integration Tool Kit for your
company's existing and upcoming transactions.
Toolkit Utilization Training
Facilitator: Robert Janowitz
Merger Managers offers a one-day training on the
Integration Tool Kit CD-ROM. The Integration Tool
Kit is a CD-ROM product which includes a quick guide
to the Integration process, outlining and describing
key integration events; an Integration Timeline;
tools and templates to manage and implement the
process; and an Integration Project Management tool
that outlines tasks and sub-tasks for each of the
functional areas. As company's may spend
considerable investment in time, dollars and
research in developing this information internally
or contracting the services of cost-prohibitive
consulting firms, this training program and the
Integration Tool Kit offer high value as a cost and
timesaving opportunity to jump start your own
integration process.
Disclaimer:
ADDITIONAL LAWS AND REGULATORY REQUIREMENTS
APPLICABLE TO YOUR GEOGRAPHIC AND INDUSTRY-SPECIFIC
AREA MAY NECESSITATE ADDITIONAL FORMS, PROCESSES,
AND DOCUMENTATION.
MERGER MANAGERS PROVIDES ONLY TRAINING ON GENERAL
MERGER AND ACQUISITION BEST PRACTICES. MERGER
MANAGERS DOES NOT GIVE LEGAL OR FINANCIAL ADVICE.
ALL TRAINING BOOT CAMPS DESCRIBED ABOVE ARE FOR THE
PURPOSE OF EDUCATION ONLY AND CAN BE USED AS A
BASELINE FROM WHICH CLIENTS CAN DETERMINE OR DEVELOP
THEIR OWN INDIVIDUAL INTEGRATION PROCESS.
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Affiliated Services and Products - Serial Acquirer
or One Time Acquirer |
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Case Study Creation for Executive Boot camps
Merger Managers is affiliated with the Daniels
College of Business at the University of Denver. If
your organization responds better to active learning
versus seminar format learning, our partners may
assist you in creating a case study based on
relevant, real and practical information pertaining
your industry and the types of transactions with
which your company engages.
Leadership Training
Merger Managers is affiliated with the Daniels
College of Business at the University of Denver. If
your organization wishes to include leadership
training with integration training, Daniels has
professors highly skilled in the areas of leadership
development.
Robust Product Offering - Integration Management
(Java based on Oracle) Merger Managers is affiliated
with an integration software company which
specializes in enterprise web based integration
management software for serial acquirers.
Cultural Assessments
Merger Managers is affiliated with multiple
organizations which conduct cultural assessments for
integration.
HR/Benefits Specialists
Merger Mangers is affiliated with multiple human
resource and benefits specialists which also
specialize in executive recruitment and compensation
issues.
Communication Specialists
Merger Managers is affiliated with communication
specialists experienced in acquisition and
integration issues.
Change Management Specialists
Merger Managers is affiliated with change management
specialists experienced with advice and project
management in the areas of change management.
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