One of Global PMI Partners core principles is to transfer our knowledge to our clients. Whether it be training on M&A basics, or developing comprehensive playbook solutions to help clients scale their acquisition capabilities, Global PMI Partners has the deep experience to help organizations become leaders in M&A planning & execution. 

M&A Acquisition Playbook Development

Global PMI Partners’ playbook solutions help companies facilitate a lean & structured approach and methodology to acquisitions with a clear governance model. Our solutions provide meticulous documentation of how work gets done, ensures consistency and standardization across transactions, and delivers continuous improvement of acquisition process flow and outcomes. It clarifies who makes decisions in the different phases of a transaction and what the decision criteria are.

Our playbooks enable M&A strategy, screening and deal sourcing, transaction & due diligence improvement activity in a systematic way, and eliminates non-value added steps and time waste.

Client Challenges:

• Lack of scalable & consistent approach for M&A transaction planning & execution
• Unbalanced assessment of acquisition opportunities and no M&A pipeline priority list
• Limited M&A transaction experience
• Poor results from previous activity
• Outdated tools & technology

Deliverables and Value:

• M&A methodology, model & process
• Customized Target Screening, priority pipeline, evaluation and valuation criteria
• Formal Due Diligence tools and templates
• Deal summary and handover to integration project
• Governance model with; tollgates, milestones, checklists, templates, tools
• Training/Simulation
• Playbook technology platform



M&A Integration Framework Development

Global PMI Partners’ leading practices in M&A Integration are based on our hands-on experience from 350 transactions and the resulting methods, tools and ways-of-working are the base for developing frameworks for our clients. The framework is then adapted to the client’s company, industry, and specific M&A challenges. Our consultants will ensure a state-of-the-art execution of upcoming M&A projects and a M&A community that captures lessons learned.

Client Challenges:

• Develop internal skills to design and execute the M&A/PMI process
• Retain critical knowledge in the organization
• Improve the capacity to go for more complex strategic opportunities
• Execute deals more quickly, with fewer risks
• Diminish the payback period of each deal – improve the ability to grow at a faster pace

Deliverables and Value:

• Improved M&A Integration project approach and a M&A community
• Review past transactions and identify potential improvements
• Share leading practices and upgrade methods
• Streamlined execution from strategic intent, align stakeholders to momentum in the execution of the integration
Optimize the integration in 4 dimensions: functional, process, people/communication/culture and across the company footprint


Integration & Carve-out Playbook Development

Our post-merger integration playbook helps companies facilitate a lean, structured approach and methodology to integrate newly acquired companies. Our in-depth solutions provide meticulous documentation of how work gets done, ensures consistency and standardization across integration teams, and delivers continuous improvement of integration process flow and outcomes. The post-merger integration playbook we provide enables integration planning & execution improvement activity in a systematic way and eliminates non-value added steps and time wasted.

Client Challenges:

• Lack of scalable and consistent approach for M&A planning and execution
• Limited integration and/or carve-out program experience
• Poor results for previous activity
• Outdated tools and technology

Deliverables and Value:

• Integration model & process
• Playbook technology platform and governance model
• Functional baseline work plans, checklists, templates, tools
• Communication templates
Training/Simulation

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IMO Training & Functional Lead Training

To help ensure a smooth acquisition integration or carve-out process, companies can either outsource to third-party advisors or build internal expertise to create an Integration Management Office (IMO). Here at Global PMI Partners, we are uniquely placed to provide your team with post-merger integration training solutions to coach, train and advise your team to deliver integration success.

Client Challenges:

  • Getting the team ready to integrate the target
  • “We have an in-house IMO lead, but he needs a sparring partner from time to time”
  • “Our Steering Committee needs independent input to help govern the integration”

Deliverables and Value:

  • We transfer our knowledge in tailored M&A training:
    • M&A Integration training
    • Carve-out training
    • Finance across all integration workstreams
    • Finance for non-financials
    • Open training for M&A integration professionals
  • Our seasoned experts coach IMO officers and workstream leads to giving them the insights on how to clear roadblocks and progress
  • We take a seat in your integration steering committee to insert M&A integration know-how and ensure an independent view on how the integration process progresses.

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Contact us for more information.


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