Preface.

The Authors.

1. Integration: The Real Deal.

Buyer Beware!.

Why Deals Are Done.

Integration: An Experience-Driven Skill Set.

The Deal Flow Model.

2. Integration Begins with Due Diligence.

Redefining the Process of Due Diligence.

Due Diligence and Compliance with the Sarbanes-Oxley Act of 2002.

Due Diligence and Strategic Integration Risk Factors.

Due Diligence and Organizational Culture.

Due Diligence and Human Capital.

Coordinating HR into the Due-Diligence Process.

3. Welcome to the Big Leagues of Change Management.

Organizational Dynamics Created by M&As.

Concepts of Change Management.

4. The Merger Integration Work-Streams Model.

Overview of the Merger Integration Work-Streams Model.

The Critical Role of Executive Leadership.

Deploying the Model.

5. Organizing, Involving, and Coordinating Integration Task Forces.

Establishing the Integration Infrastructure.

Launching the Planning Process.

Managing the Integration Project.

6. Tell It Like It Is: Honest Communication.

Communication Models for a Merger.

Knowledge Before New Skills.

7. Don’t Let Them Jump Ship: Retaining and “Rerecruiting” Your Key People.

Identifying Key People.

Understanding What Motivates People.

Developing and Executing an Action Plan.

8. Setting the Organization Cures Many Ills: Structure and Staffing Decisions.

Common Problems.

Ten Principles.

Fair Processes.

Staffing Process Models.

9. Keeping Track of Success: Merger Measurement Systems.

Integration Measures.

Operational Measures.

Process and Cultural Measures.

Financial Measures.

10. “But They’re So Different”?: Cultural Integration.

Defining Organizational Culture.

Discovering, Inventing, and Delivering Cultural Integration.

Answering Key Questions.

Sticking to the Implementation Plan.

Continuous Management of Cultural Integration.

11. Human Capital Integration and the Human Resources Function.

The “Making Strategy Work”? Model.

Case Studies in Human Capital-Related Integration.

12. Merger Repair.

Symptoms.

Merger Integration Results Assessment.

Two Tracks of Merger Repair.

13. Keys to M&A Success.

Does a Structured Approach to M&A Integration Work?.

Recommendations for Success.

Developing a Sustained M&A Capability.

Avoiding “Killer” Phrases.

Resource A: Sample Task Force Charter.

Resource B: Integration Planning Template.

Resource C: The Current State of M&A Integration.

References.

Index.