DealRoom – Using DealRoom to Plan Merger Acquisition Integration

A common M&A problem is that it treats integration as a standard procedure. This can lead to an inability to see the larger picture and relationships with customers, and ultimately reduce the deal’s value to the maximum. Highly successful acquirers customize their integration strategies to the goals of the acquisition.

The process of integration can be difficult due to the number of moving parts that need to collaborate seamlessly. From the IT systems, to merging departments and establishing the new organizational structure, there are many challenges in terms of technology and culture that must be dealt with to ensure the success.

To overcome these issues, it is critical to streamline and centralize communications. Acquirers using DealRoom for due diligence have reported an increase in collaboration, a reduction in emails that are not connected, as well as more efficient M&A Management. DealRoom can be used to manage integration after a transaction has been closed and to avoid mistakes that can slow it down or hinder its progress.

One important step in the process of planning is to identify a leadership team to facilitate the integration effort. This is crucial, because the absence of leadership support and alignment is a leading reason for the failure of integration. It is also crucial to prioritize tasks and set up groups to tackle them. This allows for the proper allocation of resources, including attention to management and talent which will assist in create an efficient and effective integration.

Marketing and branding are typically the most valuable sources for synergies in an integration. This kind of integration is carried out on a function-by-function basis and involves aligning the product portfolios and messaging, and also establishing a unified go-to-market strategy.