M&A Runbook for Infrastructure and Operations
Partner with the business to deliver value.
Onsite Workshop
I&O is often left scrambling in a merger or acquisition scenario:
- The business doesn’t involve I&O early on in the process.
- There isn’t enough time for due diligence.
- Budgets and timelines are unrealistic.
I&O has the opportunity to become a strategic partner with the business:
- Align integration priorities with merger or acquisition goals.
- Build relationships and manage expectations.
- Deliver greater value to the business post merger or acquisition.
Module 0: High-Level Scope
The Purpose
- Establish goals and conduct discovery.
Key Benefits Achieved
- Alignment with business goals
- Documentation of target organization’s current state
| Activities: | Outputs: | |
|---|---|---|
| 0.1 | Consult with stakeholders. |
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| 0.2 | Establish M&A business goals. |
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| 0.3 | Conduct target discovery. |
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| 0.4 | Document own environment. |
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| 0.5 | Clarify goals. |
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Module 1: Target Assessment
The Purpose
- Assess risk and value of target organization.
Key Benefits Achieved
- Accurate scope of I&O integration
- Risk mitigation plans
- Value realization strategies
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Scope I&O M&A project. |
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| 1.2 | Assess risks. |
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| 1.3 | Assess value. |
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Module 2: Day 1 Integration Project Plan
The Purpose
- Establish day 1 integration project plan.
Key Benefits Achieved
- Smoother day 1 integration
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Determine Day 1 minimum viable operating model post M&A. |
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| 2.2 | Identify gaps. |
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| 2.3 | Build day 1 project plan. |
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| 2.4 | Estimate required resources. |
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Module 3: Long-Term Project Plan
The Purpose
- Draw long-term integration roadmap.
Key Benefits Achieved
- Improved alignment with M&A goals
- Greater realization of the deal’s value
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Set long-term future state goals. |
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| 3.2 | Create a long-term project plan. |
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| 3.3 | Consult with business stakeholders on the long-term plan. |
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Module 4: Change Management and Continual Improvement
The Purpose
- Prepare for organization and culture change.
- Refine M&A I&O integration process.
Key Benefits Achieved
- Smoother change management
- Improved M&A integration process
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Complete a change management plan. |
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| 4.2 | Conduct a process post-mortem. |
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Book Your Workshop
Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
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