M&A Runbook for Infrastructure and Operations

Partner with the business to deliver value.


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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.

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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.
  • Stakeholder communication plan
0.2 Establish M&A business goals.
  • M&A business goals
0.3 Conduct target discovery.
  • I&O M&A Discovery Template
0.4 Document own environment.
  • Current state of organization
0.5 Clarify goals.

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.
  • I&O M&A Project Napkin
1.2 Assess risks.
  • Risk assessment
1.3 Assess value.
  • Value assessment

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.
2.2 Identify gaps.
2.3 Build day 1 project plan.
  • Day 1 project plan
2.4 Estimate required resources.

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.
3.2 Create a long-term project plan.
  • Long-term integration project plan
3.3 Consult with business stakeholders on the long-term plan.

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.
  • Change management plan
4.2 Conduct a process post-mortem.
  • Process improvements action items
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