CHRONICLES OF M&A INTEGRATION

First of all, Happy New Year to all of our friends, colleagues, and clients around the world. Here's hoping 2022 is safe, healthy, prosperous and successful for everyone.

This first of many podcasts for 2022 is based on a recent article authored by our North America Partner, Scott Whitaker and with Scott's permission, I have aimed to narrate the article and Scott's extensive experience, into this podcast episode.  You can find a direct link to the article here http://ow.ly/20Vw50HgH9J

The purpose of this podcast is to share best practices and lessons learned from many years of carve-out and integration work in the lower to the mid-market deal range. This is typically broken down into two tiers: Lower Middle Market: $5 – $50 million of revenue and Middle Market: $50 – $500 million of revenue.

The specific insights and recommendations are gleaned from our work in supporting an average of 50 transactions a year in the lower middle (LMM) and mid-market (MM) segments, across a broad range of sectors, business models, and transaction types.

So we hope that you find this useful and thought-provoking, and we would invite you to visit GPMIP's website www.gpmip.com to learn more about how we help clients around the world to maximize results from their M&A activity.

In today's episode, we discuss the necessities of strong Risk Management with my Global PMI  colleague from Sweden, Herwig Stockl.

Herwig will be drawing on more than 25 years of risk management expertise and will be giving an insight into a hands-on training program that he will deliver on 25th and 26th August  'Risk Management for M&A Integration'

And the good news is, you don't need to have experience or fancy qualifications to benefit from Herwig's expertise.  Everybody will come out of that course with a set of knowledge and skills in risk management that will allow them to contribute to the projects that are operating within their business.

And to put that in finer detail, you will come away from the course with competence in the four key pillars of best practice risk management

1.  No risks, no opportunities. Gain the expertise to see both the upside and downsides in risk management
2. Understand how to build a structured and outcome-focused approach to risk management
3. Recognize how to apply the appropriate level of risk management to any project so that you achieve the best outcomes without over-engineering or wasting valuable cash and resources.
4. Learn from and experience a team-based approach to risk management and learn to use some of the risk management tools that are available

Follow this link to learn more or to register for Herwig's course https://gpmip.com/risk-management-for-ma-integration/ 

Diethard (Hardy) Engle and Robert Heaton  both experienced M&A advisors with  Global PMI Partners discuss common M&A pitfalls. In this podcast, they focus on the "Just get it done!" and "Justify it!" pitfalls which basically describe scenarios in which a deal can be pushed through although the preset approval criteria are not met. At times, in a game of pride and power, rules get bent, and acquisitions are completed despite the sober indicators recommend otherwise. Rob and Hardy discuss the reasons and make suggestions how to avoid the same mistakes to be made over and over again.

For more information
Hardy has kindly provided his contact details for anyone wanting more discussion on this topic or to explore how Global PMI Partners can help navigate these challenges on your next acquisition or divestment.

Diethard Engle
Mainz, Germany
Email:  [email protected],
Phone:  +49 1577 194 1164
www.gpmip.com  

There are TWO critical success areas on any acquisition 1. Operational Transformation and 2. Value Creation so if you are in a middle or senior management role you must add these skills to your repertoire.

That's why my colleague Rich Dever, a 20 year veteran of successful M&A transactions  is providing a hands on training / development program on 29th and 30th June 2021 specifically to pass on those skill sets.,  And you can register directly from this link Operational Transformation for Value Creation in Acquisitions — Global PMI Partners (gpmip.com)
At US$195 per person, the investment should be an easy decision.

Not only will this make you more valuable to your organisation, the skills provided in this hands-on program will help you increase sustainable value to your organisation whether you are engaged in M&A transactions or not.

And one last observation; Make this a team effort and make sure your direct reports attain these skills. Not only will this improve the value of your entire team it will make your job much easier.

TEAM DISCOUNT: If you enrol 3 or more people to this program, you can send me Robert Heaton or RIch Dever a note and we will ensure you get between 15 - 20% discount.

In questo episodio in italiano di Chronicles of M&A Integration, il podcast di Global PMI Partners dedicato all’integrazione post-acquisizione, Sergio Bruno e Manuel Zaccaria ci parlano delle SPAC.

Se non avete mai sentito questo termine oppure l’avete sentito e vi siete posti qualche domanda sul fenomeno SPAC questo podcast è per voi. Manuel e Sergio forniscono numerose informazioni e spunti utili a capire perché le SPAC vengano create e come funzionino. 

Qualora desideriate approfondire il tema vi invitiamo a leggere l'articolo pubblicato da Manuel e Sergio  o a contattare direttamente Global PMI Partners che è a vostra disposizione per ogni domanda.

First of all, let me be blunt! - HR often get a raw deal when it comes to engagement in the M&A integration process. Why is that?

• Is it because M&A focuses around Finance and Legal aspects?
• Is it because the people side is viewed as secondary?
• Is it because HR professionals have not been proactive in gaining the skills for M&A deals and subsequently have not earned a place at the leadership table?

The answer might be a mix of all three, but it doesn't need to stay that way.
In this podcast episode, Global PMI's HR professional Karen Hasenauer demonstrates how HR can have a significant impact on the financial impact, and operational synergies / value creation in any M&A deal.

But to be honest, HR have not done themselves any favours in amassing the necessary skills needed to be at the Leadership table. And that's exactly why Karen will deliver a hands on and interactive training program HR Operations Role in the Deal Lifecycle — Global PMI Partners (gpmip.com) 

If you are a HR Professional, you cannot afford to miss this program. It will give you the skills to take that seat at the leadership table; It will ensure you are a more valued member of the leadership team and if that doesn't persuade you, it's a terrific competitive advantage to have on your resume.  Click on the course description above or here to register. https://duc4kned--probalance.thrivecart.com/hr-ops/

In Today's Episode I am joined by two Italian colleagues; Sergio Bruno and Manuel Zaccaria and our 'Argomento della giornata' is SPACS.

OK, you are forgiven if like me, you are sitting there thinking WHAT is a SPAC? 

Well, SPAC is an acronym for Special Purpose Acquisition Company and Manuel and Sergio provide plenty of insight in this podcast. The result for anyone listening is an in-depth and informed discussion that will help you understand why a SPAC exists, Its primary purpose, the value proposition of a SPAC and much more.

You will leave with a solid understanding, another piece of knowledge to improve your career skills and best of all, a great topic to impress people at the local bar of next dinner party.

But on a serious note, if you are forming a SPAC and want an experienced partner to help with the acquisition integration then look no further than Global PMI Partners, and reach out to Sergio and Manuel. 

IMO Mobilization (Integration Management Office) is the backbone or roadmap that ensures acquisition integration programs run efficiently, in a timely manner and with a clear focus on expected outcomes and success.

In this episode, Global PMI Partners Co-Founder, Scott Whitaker talks about the importance of IMO Mobilization and why it needs to be a skill set for any manager faced with or likely to be involved with an acquisition integration project.  Scott also announces a hands on, interactive training program that will run April 27th and 28th.

Why should you attend?
1. Your skills will ensure enhanced value creation for your company's next merger or acquisition
2. You become a more valued member of your management / leadership team.
3. It's your competitive advantage and a valuable addition to your resume
3. Waiting until an acquisition is "live and kicking" to learn 'on the job' is not a good idea and rife with obvious risk.

Register now to reserve a place. You can find details here Skills, Processes & Techniques for IMO Mobilization — Global PMI Partners (gpmip.com) 

In this episode we are joined by Christophe Gampelaere the Belgium Partner for Global PMI Partners and the group's specialist on Culture and Communications.

Christophe explains that culture is probably THE most important factor during M&A and companies that don't treat it seriously will suffer significant losses. Cultural differences can completely destroy the deal if not tackled early in pre-deal negotiations.

Christophe goes on the recommend that a solid understanding of how culture shows itself and how it impacts a business (negative and positive) is a something that all managers and business leaders should have in their skill set.

And to that effect, anyone who has not yet recognised culture management as a key skill set should at least consider the hands on training program that Christophe will lead on 24th and 25th March 2021. You can find details here Training Course details

We are joined today by Stefan Hofmeyer, one of Global PMI Partners founding members.
Global PMI Partners initially started as an informal group of M&A professionals working collectively and then quickly and purposely formed into the global brand that you see today.

Stefan looks back over the 10 years plus since all that started and reflects on some of the early challenges, the authoring of our first two books that became the catalyst for the uniform and successful way we do things and to the more than 450 successful M&A projects that have brought a sense of pride and real accomplishment.