Mergers & Acquisitions Integration Handbook

A comprehensive, up-to-date discussion of maximizing the value of M&A transactions

In the newly updated second edition of the Mergers & Acquisitions Integration Handbook: Helping Companies Realize the Full Value of Acquisitions, Revised and Updated, 30-year M&A professional Scott Whitaker delivers a pragmatic and actionable discussion of how to plan and execute integrations across a wide variety of tiers, markets, and business sectors. The author provides best practices and lessons learned from his first-hand experience managing hundreds of integrations.

You’ll find expert guidance on managing mergers and acquisitions, integration and carve-out planning, and the overall PMI (post-merger integration) process. . You’ll also discover resources for managing communications, culture, and change management requirements. This book provides a no-nonsense handbook-style approach to manage an effective integration and to help integration managers quickly get up to speed on various integration challenges and learn how to navigate them. It is a desktop reference to inform and craft the optimal integration strategy for your company. The 2nd edition update includes:

• Samples of tools and templates to illustrate how to accomplish many tasks, as well as suggested approaches to address many typical challenges and “blockers” to peak integration performance.
• Real-world examples of successful integrations across a broad range of industries, deal types and transaction sizes.
• Guidance on leveraging AI tools in the M&A and integration process.
• Updated developments on M&A trends that impact real-life integration planning and execution

The Merger & Acquisition Integration Handbook 2nd Edition will get readers up to speed on the most common integration issues and outline some basic practices to tackle integration projects in a rational and efficient manner that preserves and protects the value of your transaction.

SCOTT C. WHITAKER has over 30 years’ experience covering M&A strategy, integration, carve-outs, divestitures, and internal M&A capabilities development. He was a co-founder of Global PMI Partners, an international M&A consulting firm, and has been a Managing Director at E78 since 2023. Previously, Scott held senior-level marketing, sales, and operations positions with several Fortune 500 companies.