M&A Capability Development & Training

M&A Capability Development

Many clients are new to M&A or have internal team members who have not been through a transaction previously. GPMIP transitions our best practices to our clients, to provide instant in-house capability and toolset to enable them to rapidly gain an internal methodology and playbook expertise. When combined with delivery of training or even support on a live transaction, we are able to give our clients an internal capability skillset with which they can deliver deal execution on their own with significantly reduced long term support.

Partnering

We partner with our clients so that their long term needs are not pinned to ongoing and expensive external supplier costs, but rather we aim to give them the tools and skillsets they need internally to deal with an future transaction requirements. At the heart of Global PMI Partners is a drive to give our clients value, not only in terms of our highly competitive ratecard, but in terms of building long lasting and enduring relationships as a trusted advisor, where deep functional and sector experience is married with hands-on and experienced practitioners. Clients come back to us as we treat them fairly, and add the three following core elements: Reduced risk of deal execution, increased speed of execution and overall reduced cost of execution.

Experienced

Our team consists of experienced M&A professionals who have been involved in hundreds of transactions across dozens of sectors. With an average of over 20 years of experience in the field, team members bring a deep understanding of the complexities involved in carve-out planning & execution. We draw on this collective experience to provide tailored solutions that are designed to meet your unique needs and objectives and then use that experience to embed the skills and knowledge need so that you can stand alone.

Trained

GPMIP’s Carve-out and Integration methodologies are regarding as the market leading. We support our clients by ensuring that their internal teams are trained appropriately so they know what is expected from them as individuals and from their functions in order for them to support the achievement of the overall business strategy and vision. Our clients come back to us for augmentation to their internal teams knowing that our team members will be working in exactly the same way as their internal teams, reducing the time needed for team forming and learning ways of working.

Our Approach

Strategy Training

Creating The Playbook

We work with our clients to devise a playbook on M&A integration and carve-outs that is tailored specifically to their internal teams, strucutres and ways of working. This playbook defines how M&A is conducted for the client as is used both for existing team members but also new joiners, who nned to get up to speed quickly on how our clients prefer to conduct their transactions.

Our standard playbook template enables for a rapid start and easy customisation so that our clients benefit from our experience of having worked on hundreds of transaction, and so that you don’t have to start from scratch. This enables rapid delivery, bespoke tailoring and all delivered in a reduced overall timeframe.

Training

GPMIP conducts it’s training in two different ways.

We can conduct a bespoke training programme for either the leadership team, management team or both – to give them a detailed grounding and overview of how a transaction operates, the key activies and importantly the specific requirements of the different roles of Functional Exec Sponsors, Functional Workstream Leads, SteerCo and other team members.

Additionally we can give this training as part of a live engagement so that everybody learns the same things as in the training programme, but in a live context and through on the job training and experience which can give greater awareness and real-world examples of how a transaction should be delivered.

Challenges

Post-merger integration resources Set up a private equity roll-up for add-on acquisitions Carve-out buy-side resources and advisory

Lack of inhouse integration capability and resources

Client did not have the experience and capability in-house to plan and manage the upcoming integration/merger due to its size and complexity.

We solved this for our client

Global PMI Partners assigned an Integration Director who advised and worked with management in defining the integration strategy, driving the value creation and an optimal and cost-effective approach. This also included an Integration Manager to set up and drive an Integration Management Office (IMO) for the workstreams of the integration project.

Need of hands-on resources for initial add-ons and a playbook

A private equity client invested in a new roll-up platform and needs in-house capabilities to integrate a number of add-on acquisitions each year, through cost-effective means in accordance with the investment thesis.

We solved this for our client

Global PMI Partners assigned a small team of roll-up specialist consultants that executed and delivered the first add-on acquisition, then conducted knowledge transfer of the customized integration playbook and communications playbook to the platform management team to manage going forward.

Lack of inhouse carve-out capability and resources

A buy-side client is planning a carve-out but does not have the capability or experience in-house to plan, define, and negotiate transitional services agreements (TSAs), in order to manage the integration.

We solved this for our client

Global PMI Partners assigned a small team of carve-out specialists that organized a Carve-out Management Office (CMO) that conducted the end to end plan of the buy-side carve-out that included, data migration, Day One readiness and integration, communication, and negotiated transitional services plans on behalf of the client.

LeoVegas

“Understanding that most M&A’s fail to reach targets, we were looking for a partner to help avoid pitfalls and develop our capabilities regarding M&A. GPMIP have helped us with training, processes and tools, and soft aspects – such as cultural integration – which is very important to us. GPMIP brought hands-on experience and expertise in both M&A and gambling. ”

Read Case Study

Diverse range of
skill and expertise.

A diverse range of experience across industries provide skills and expertise necessary for the nuance of successful mergers and acquisitions (M&A) . This includes expertise in areas such as Corporate finance, Legal, Taxation, Human Resources, Operations, Information Technology, Marketing and Sales, and Risk Management. We assemble a custom team with the right mix of skills, tools, and experience to deliver the intended objectives of your M&A transactions.

About Global PMI Partners

We work across 35 countries with a workforce of 350 resources globally. We have managed over 500+ mergers and acquisition projects.

500+

M&A Projects

Countries

350+

Global Team

Frequently Asked Questions

How do I integrate a company?

Integrating a company can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of integrating a company is the experience of the individuals tasked with leading the integration effort. It is highly advised that the individuals tasked with the responsibility of the integration should be experienced professionals that have done several integrations.

Learn more about post-merger consulting services.

How do I manage a carve-out?

Managing a company carve-out from another company can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of a company carve-out is the experience of the individuals tasked with leading the effort. It is highly advised to get an experience carve-out specialist to lead carve-out effort.

Learn more about post-merger consulting services.

How do I plan for an acquisition integration?

Acquisition integrations can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of integrating a company is the experience of the individuals tasked with leading the integration effort. It is highly advised that the individuals tasked with the responsibility of the integration should be experienced professionals that have done several integrations.

Learn more about post-merger consulting services.

How do I engage post merger integration consultants?

Post-merger integration consulting is an area of consulting services that has grown with the increase in global mergers & acquisitions activity. A lot of the large management consulting firms provide merger integration services as part of their suite of offerings. However, there are also boutique firms that specialize in post-merger integration as a consulting service.

Learn more about post-merger consulting services.

Latest Insights

Integration Planning & Execution

30th June

Acquisition Integration Challenges: Navigating the Complexities

Integration Planning & Execution

17th October

7 ways HR can be instrumental in a successful merger and acquisition process

M&A Delivery Capability Building

5th November

Standing Up an M&A Integration Team

M&A Delivery Capability Building

25th September

Creating an In-house Integration Management Office and Using Line of Sight (LOS) Planning

Market leading M&A Playbooks

4th September

How to use a M&A Integration Playbook

Market leading M&A Playbooks

12th April

Why copy & paste will not work with post-merger integration

Let’s solve your business needs.

Do you want to have a project consultation with us? Our team is on hand to talk through your unique requirements and solutions that best fit your integration needs. Get in touch with us.

M&A Capability Development