Building out a M&A Integration Team
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My organization’s M&A Integration team is fairly small with me essentially program managing a few full-time members from legal, operations and finance with part-time assistance from HR, marketing, services, client experience, etc. We are actively exploring team expansion to keep up with the tempo of transactions and growing deal complexity. What permanent roles or positions do you feel are vital to ensure integration success and why?
Hi Judith.
Thanks for your post.
It really depends on the deal volume you are facing , size and complexity.
However, considering that the team is getting involved from DD, I think you could consider something as:
– IMO Director – the person that leads the full Integration team across deals
– IMO Leads – FTEs that are fully dedicated to one or more deals at time, coordinating the different workstream, from integration blueprint to Day 1 Planning and Execution to Day 100 to transition to BAU
– IMO Finance Lead – FTE to be fully dedicated to the Finance integration working side by side with the Finance WS Lead – Finance, independently of deal type almost always require full integration
– IMO Comms and Change Management – dedicated to E2E comms and change management, cutting through different WS and working side by side with WS Leads to ensure standardised comms approach and consistent messages
– IMO Synergy Lead – person dedicated to the synergy case, reviewing the deal synergies, validating, adjusting, identifying more synergies and working with IMO leads to translate synergies into actionable plans and have tracking in placeFor more roles (even Finance and Comms) you could look to equip people from the functions to be ready to execute integrations and be dedicated to that while sitting outside of your IMO (it’s an alternative).
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