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M&A
Resources

Valuable resources for M&A news, analysis, data, and community from trusted websites

M&A Community

M&A Community connects professionals all over the globe, providing deep insights through events and workshops.

Source: https://mnacommunity.com/

M&A Science

A hub for M&A professionals to connect, learn, exchange ideas, and optimize the way they do M&A

Post-merger integration checklist: Key areas to address

The Post-Merger Integration Checklist by iDeals provides a structured approach for merging companies. It outlines five key stages: Preparation for Day 1, Day 1, the First 30 Days, 30–90 Days, and Post-90 Days. Covering critical areas like legal, finance, HR, IT, marketing, and supply chain management, the checklist ensures a smooth integration process. By focusing on governance, communication, and operational alignment, it helps organizations maximize synergies and minimize disruptions, enhancing the chances of long-term success.

Source: https://www.idealsvdr.com/blog/post-merger-integration-process-checklist/

Post-Merger Integration Guide: Key Steps to a Winning Process

The Post-Merger Integration Guide by Ardoq offers helpful insights for managing mergers and acquisitions (M&A). It stresses the need for careful planning to achieve synergies, cut costs, and improve efficiency. The guide lists important steps such as aligning strategies, merging operations, and integrating cultures to create a unified organization. It also points out challenges like poor planning and execution that can lead to failed M&A deals. By providing a clear approach and using technology, the guide helps organizations get value and reduce disruptions during the integration process.

Source: https://www.ardoq.com/knowledge-hub/post-merger-integration

The Definitive Guide to Post-Merger Integration – SAP LeanIX

Get to know everything about what Post-Merger Integration (PMI) means, 4 Steps to PMI Success and possible challenges of PMI.

Source: https://www.leanix.net/en/wiki/tech-transformation/post-merger-integration

Mergers & Acquisitions Master Class- Enterprise Architecture

This masterclass is half-day workshop about how to engage enterprise architecture in the acquisition / merger process, which will allow the acquisition team to plan, execute, and evaluate acquisitions within a strategic planning framework that improves acquisition performance without compromising organizational performance

Source: https://eafellows.com/product/mergers-acquisitions-masterclass/

Institute for Mergers, Acquisitions and Alliances (IMAA)

At The Institute for Mergers, Acquisitions and Alliances (IMAA), we empower M&A professionals with cutting-edge executive education, equipping them to excel in the complex and dynamic world of mergers and acquisitions

Source: https://imaa-institute.org/

Certified Post Merger Integration Specialist (CPMI)

The Certified Post Merger Integration Specialist (CPMI) program by Bradford Learning Global is an internationally recognized certification tailored for M&A professionals, HR specialists, project managers, and consultants. It covers all aspects of post-merger integration, from pre-closing preparation to implementation. The program emphasizes integration governance, project management, and change management, addressing core functions like marketing, finance, and HR. Participants learn to connect strategy with integration planning, identify synergies, and manage risks effectively. Available online or onsite, the CPMI program equips professionals with practical tools and insights to navigate the complexities of mergers and acquisitions successfully.

Post-Merger Integration Certification

The post-merger certification by MergerIntegration.com equips professionals with essential skills for successful post-merger integration (PMI). It emphasizes PRITCHETT's proven acquisition integration methodology, focusing on strategies, governance structures, and communication best practices. Participants gain access to comprehensive resources like playbooks and templates to address integration complexities, including cultural, operational, and system merges.
The program covers key areas such as value realization, integration milestones, and risk management while highlighting the roles of integration teams and leadership. Designed for M&A professionals, the certification provides practical tools and a network of experts to ensure smooth integrations and long-term success

Source: https://www.mergerintegration.com/m-a-certification-training

Maximizing Synergies through effective Post Merger Integration

The video highlights achieving synergies in post-merger integration, covering valuation, planning, execution, and wrap-up. It emphasizes synergy quick wins, growth and cost synergies, robust frameworks, urgency in execution, and avoiding planning mistakes. The wrap-up phase focuses on completing integration, knowledge transfer, and transitioning to operations for sustainable success.

GlobalPMIPartners Webinar Series.

Source: https://www.youtube.com/watch?v=NCiVpFhOm8c

M&A Post-Merger Integration Introduction Training

Fifth Chrome's 5-part training on post-merger integration is designed to equip professionals with the skills and frameworks needed for successful M&A integration. The program covers key areas such as integration planning, governance, cultural alignment, and synergy realization. Participants learn to navigate challenges, manage interdependencies, and create robust frameworks for seamless integration. The training emphasizes practical tools, real-world case studies, and actionable insights to ensure effective execution and long-term success.

This video is produced by Fifth Chrome and the Master Trainer is Anirvan Sen

Source: https://www.youtube.com/watch?v=ttM6J98a3Fo