Post-Acquisition Integration Strategies

Course description

Most mergers and acquisitions which fail do it in the post-acquisitions stage. Lack of sound integration processes lead to poor consolidation, management clashes and actual depreciation of company’s value.

This focused two day training looks at running successful and controlled post-acquisition integration programmes which maximise synergies and minimise risk. You will have a chance to explore how to prepare and deliver integration across different departments and functions including: HR, IT, finance, operations, sales and marketing and supply chain.

Taught by an expert in business integration the course gives the delegates sound grounding in approaches and techniques used by some of the world’s best companies to deliver value from acquisitions.

What will you learn

By the end of this course you will be able to:

  • Realise the full value of each deal through post-acquisition integration
  • Conduct focused integration and deliver strategic synergies in full
  • Deliver synergies in the shortest timescale consistent with controlled integration process
  • Decide the most appropriate level of integration
  • Establish control over the integration process and manage risk
  • Lay the foundations of the integration success through due diligence
  • Make most of the crucial first 100 days
  • Avoid post-integration clashes of management style and cultural differences

Main topics covered during this training

  • Linking pre-deal strategy to post-deal integration
  • Setting up integration objectives and planning
  • Establishing and controlling the integration process
  • Integration drivers – synergies
  • Establishing timeline, speed, cost and control
  • Integration governance and structure
  • Reporting and planning
  • Delivering integration across different departments and functions including: HR, IT, finance, operations, sales and marketing and supply chain
  • Role of communication in the process
  • Procurement, R&D, legal and HSSE

Who should attend

The course is designed for Directors and Senior Managers involved in or responsible for the integration of business acquisitions and mergers

  • MDs, COOs and CIOs
  • Operations Directors and Managers
  • HR Directors and Managers
  • Finance Directors and Financial Controllers
  • Integration Directors and Team Leaders
  • IT Directors and Managers
  • Communication Managers

as well as Consultants, Accountants and Lawyers

LAYING THE FOUNDATIONS

M&A integration overview

  • Linking pre-deal strategy to post deal integration
  • Why mergers fail? Defining success
  • What is integration, and its objective
  • Integration strategies
  • What to expect during integration?
  • Transforming the business

Planning for integration

  • Establishing integration priorities during due diligence

Integration checklist

  • 100 Day planning and Day 1
  • Planning for ‘the dip’ in productivity and service
  • Reviewing integration readiness
  • Accounting for business combinations

Establishing and controlling the integration process

  • Integration drivers – synergies, how deep to cut
  • Establishing momentum – speed, cost and control
  • Integration governance – board supervision
  • Integration standards, risk management
  • Integration management – mobilization, integration management office parallel planning process
  • Integration control – progress reporting, detailed plans, change control

INTEGRATION ACROSS DIFFERENT DEPARTMENTS AND FUNCTIONS

Finance 

  • Links with other parts of the integration
  •  We will need a formal communications plan specifically for the finance function; this will contain content, message delivery and timing.  It will fit with the activity in the finance integration, but also with all other communication plans within all other workstreams.  We will also need to think about the external stakeholders and provide them with financial information they need
  • Finance readiness review
  •  Financial integration strategies
  •  Learning points for finance
  • Outsourcing
  • Financial basics
  • Financial risk management
  • Benchmarks and key performance indicators
  • What infrastructure do we need
  • Finance organisation – people
  • Processes and IT

IT

  • Due diligence for integration
  • Assess readiness for integration
  • IT strategy
  •  Reasons for change in IT during a merger
  • Level of integration – how far to integrate
  • Links with other parts of the integration
  • Issues during an integration
  • Do the basics
  • Integrate or consolidate systems
  • IT integration success
  • IT integration checklist

Human Resources 

  • HR for the integration (outside HR)
  • HR Checklist
  • HR for the HR integration

Communications

  • Management communications
  • Communications overview
  •  Communications for the whole integration
  • Communications perspective day one
  • The integration of communications

Sales & Marketing

  • Links with other parts of the integration
  • Sales & marketing overview
  • Branding
  • Channel management
  • Culture of sales & marketing
  • Communication planning
  • Integration of sales
  • Integration of marketing
  • Customer perspective day one
  •  Revenue generation

Supply Chain  

  • Level of integration – how far to integrate
  • Links with other parts of the integration
  •  Supply chain overview
  • Operating synergies
  • Process review
  • Management controls
  • Supply chain overview
  • Revenue

Head office & property 

  • Head office consolidation
  • Deciding on the level of integration
  • Property integration

Procurement, R&D, legal, HSSE

 

Trainer

Danny is a guest speaker at a number of the world’s top business schools, sits on the CMI experts panel, and has been published in many business journals including Finance Director Europe (FDE), The Chartered Institute of Management Accountants (CIMA) , The British Compute Society (BCS) and Developing HR Strategy, journal of brand management.

His new book:  “M&A integration: how to do it – planning and delivery” brings his unique background that combines experience as an international sportsman, sales, marketing and business management in large corporate, a strategy consultant and a decade of deal making. This background means he understands the theory but combines this with a proven ability to deliver M&A integration and large transformations in highly complex organisations.

Danny has worked small to large deals; a 100 employee company taking over a 25 employee, through to a deal worth $16bn. His contributions have ranged from 2 days training or mobilisation to 3 years of running the strategy, planning mobilisation, tracking, governance, delivery and successful completion of a $6bn deal across 30 countries, all functional areas and moving 250 businesses down to 120.

He brings to the classroom the ability to blend strategic theory, practical experience and real life war stories which makes the training course a very interactive and practical learning experience.

 

FAQ

We offer banking and finance courses as well as soft skills and business management training. You can either attend an open public course in London or Dubai or arrange customised in-house training to be delivered in any of your offices worldwide.

Most of our public courses are run over 2 full days. Some programmes are offered as a 1 or 3 day training.

In-house training is tailored to client’s requirements and can be organised over 1 day, 2-3 weeks or longer.

Public courses are organised mainly in London and Dubai. Occasionally we organise courses in other centres like Paris or New York. Check our public course calendar for the current list of programmes. We use a range of training venues, all in the centre of the cities and with excellent transport links to the airports and train stations.

In London we use venues in the centre (near Oxford Circus station or in Mayfair) or in the City (near Liverpool Street or Moorgate stations).

In Dubai our courses are organised in one of 4-5* hotels in the Deira district. Once you register we will send you detailed information together with accommodation options if required.

Our in-house courses can be delivered anywhere in the world. We work with over 25 trainers worldwide. Contact us do discuss your requirements. Check our list of available programmes.

Our courses are run in central locations from 9 a.m until 5-5.30 p.m. There are 2 coffee breaks and a lunch break. Lunch is always provided in the venue.

Dress code is smart casual.

All our programmes are taught by senior specialists who have spent many years in their respective sectors, working as senior managers and head of departments, so they understand very well the market and the challenges you are facing.

The experience of our trainers allows us to create very practical programmes, focused on current market trends and challenges. You can be sure that you will gain the knowledge which can be instantly applied in your workplace after the course. You will be analysing real life case studies, take part in group exercises and discussions as well as role plays, whenever applicable.

We want our courses to be as practical and interactive as possible so we limit the number of participants in order to optimise your time with the trainer and allow you to ask questions which are important for you.

In order to understand your requirements and expectations, we will send you a pre-course questionnaire.

You will also receive post-course support so if you have any questions after you left the training, you are welcome to contact us.

There are 2 easy ways to register:

  1. Go to the course of your choice and click Register Now button to fill the registration page
  2. Email us to enquiry@eurekafinancial.com

After you register, we will send you registration confirmation and an invoice so you can arrange the payment. Please note that your place is not confirmed until we receive it.

If you register within Early Bird discount period, there’s limited time to arrange the payment in order to be eligible for the discount. You will find all the details on the invoice.

We don’t advise to make any travel and hotel arrangements until you receive full course confirmation from us.

We will send you venue and course details as soon as possible but most likely about 3-4 weeks prior to the course commencement.

You can pay by:

  • Making a bank transfer
  • Debit/credit card
  • Cheque payable to Eureka Financial Ltd. - only within UK

Just mark preferred paying option on the registration form. Whichever form of payment you choose we will always send you an invoice.

If you pay by card, a 2.2% processing fee will be added. We will send you authorisation form so you can give us your card details.

Included in the price of a public course are:

  • Course tutorial
  • Take away course materials
  • Course Certificate
  • Lunch on the days of the training as well as drinks and snacks throughout the course

The price doesn’t include accommodation, flights, transfers and any additional costs outside of the training venue.

Yes, we always offer Early Bird discount, so the sooner you register the more savings you can make. We also offer group discounts and if you register for 2 or more programmes at the same time.

If you are a full time student or unemployed, we offer a 25% discount of the full price of the training. Student ID or unemployment status confirmation is required to claim this discount.

If you attend one of our courses you will be entitled to a special discount for a year after the last course you attend with us. Also, if you have attended and recommended us to a friend, both you and your friend will receive a special discount. You will receive more information about it after you attend the course.

See our Customer Loyalty Discounts page for more details.

All our courses based in the UK are subject to the VAT charge of 20%. This fee is irrespective of the country of residence of the delegates.

You can, however, claim the VAT back by contacting UK tax office - HMRC, and filling the relevant form, as long as you comply with the following rules:

For Delegates coming from the EU countries

If you represent a registered business in another EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the UK
  • You don't make any supplies in the UK

You can find some more information here. In order to claim the VAT you have to fill Form 65.

For the Delegates from Non EU countries

If you represent a registered business in a non-EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the EU
  • You can only use the Refund Scheme if your own country operates a similar scheme and makes it available to UK businesses. If your country has its own Refund Scheme but doesn't let UK businesses use it, you can't claim under the UK Refund Scheme.
  • You don't make any supplies in the UK

If the following rules apply to you, please fill the 65A form and send it to HMRC.

If you are unable to attend the course, you can either send a replacement at no extra charge or, up to 20 working days before the training, you can transfer your booking to another course within the next 6 months for an additional fee of 25% of the full course value. Please note that you can only transfer once.

Alternatively, for cancellations requests received more than 20 working days before the course date we will offer a refund less an administration fee of 10% of the course price.

We regret that no refunds can be given after this period. Non-attendance without any notification will be charged at full rate.

Cancellations must be made in writing and reach our office 20 working days prior to the course date.

Your place on a course is not guaranteed until we receive the payment. All payments must be made in full before the course date.

All our trainers have been working for many years in their respective sectors before they begun to teach so they bring a wealth of practical experience to the classroom.

Most of them used to work for 15 or more years in the financial sector and corporate world, and were holding positions of Directors, VP and Senior Managers. Some of them have published books and have written articles for specialised magazines and newspapers including FT, The Independent, The Times etc. You can find detailed biography of each trainer on the page of the course you want to register for.

Yes, you will receive a Certificate of Attendance at the end of the course you attend.

If you have to apply for a Visa to attend a course in the UK, we will issue a letter to support your application. The letter will be issued only after the payment for the course has been made.

It is delegate’s responsibility to obtain a Visa and failure to do so will not make the participant exempt from the cancellation policy.

Anyone suspected of applying for a training course simply to gain a Visa letter will be reported to their embassy.

We will need the following information to issue an invitation letter:

  • Full name as it appears on your passport
  • Date of birth
  • Passport number
  • Passport issue date
  • Passport expiry date

This topic can be arranged on in-company basis. If you have a group of 4 or more we can customise it and deliver in any location worldwide. Contact us to discuss your requirements

WHAT PAST DELEGATES SAY

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