Gartner Research

Identifying Cross-Functional Dependencies and Risks With an M&A Integration Workshop

Published: 03 August 2023

Summary

Executive leaders often struggle to bring all functional areas together to plan M&A integration. The integration planning workshop provides the various functional teams with the opportunity to align critical milestones across functions, identifying dependencies and risks.

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Overview

Key Findings
  • Cross-functional dependency and risk planning are not always performed during M&A integration planning, leading to an elevated risk of not meeting synergistic goals.

  • M&A integration efforts can include more than 10 functional areas. If not coordinated, planning efforts are siloed, and interdependencies are not identified and reconciled.

  • Fifty percent of all acquisitions require heaving integration. The more complex a transaction is, the more it requires coordinated, cross-functional integration planning to ensure synergies are realized.

Recommendations
  • Identify cross-function integration dependencies and risks by holding an integration planning workshop.

  • Ensure successful workshop outcomes by fully preparing for the workshop in advance so

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Analysts:

Kevin Bowling

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