DealRoom – Using DealRoom to Plan Merger Acquisition Integration

One common M&A mistake is to treat integration as a standard playbook. 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. The most successful acquirers adapt their integration strategies according to the goals of the acquisition.

The process of integration can be difficult because of the number of moving parts that have to work seamlessly. From the IT systems, to merging departments and determining the new organizational structure, there are numerous technological and cultural hurdles that must be dealt with to ensure success.

To overcome these difficulties It is essential to streamline and centralize communication. Acquisition companies that use DealRoom to conduct due diligence report improved collaboration, a decrease in emails that are not connected, and more efficient M&A management. By using DealRoom post-close, it’s easier to manage integration and avoid pitfalls that can delay or even stop a transaction.

A crucial step in the planning process is identifying an executive team to help facilitate the integration effort. This is essential, as the lack of leadership support and alignment is the primary cause of integration failure. Prioritizing tasks and creating groups to tackle them is also vital. This will allow for the appropriate allocation of resources, for example talent and management attention which can help ensure a smooth and efficient integration.

Oftentimes, the most valuable sources of synergies between integration and marketing are located in a company’s marketing and brand. This kind of functional integration is performed on a function-by function basis and involves coordinating the product portfolios and messaging, and also establishing an integrated go-to-market strategy.