M&A Runbook for Infrastructure and Operations

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I&O is often the last to be informed of an impending M&A deal.
The business doesn’t understand the necessary requirements or timeline for integration.
It’s hard to prioritize when you’re buried under a mountain of work.
Documentation may be lacking or nonexistent, and members of the target organization may be uncooperative.

Our Advice

Critical Insight

Manage expectations. The business often expects integration in days or weeks, not months or years. You need to set them straight.
Open your checkbook and prepare to hire. Integration will require a temporary increase in resources.
Tackle organizational and cultural change. People are harder to integrate than technology. Culture change is the hardest part, and the integration plan should address it.

Impact and Result

Tailor your approach based on the business objectives of the merger or acquisition.
Separate the must-haves from the nice-to-haves.
Ensure adequate personnel and budget.
Plan for the integration into normal operations.

M&A Runbook for Infrastructure and Operations Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out how to partner with the business to conquer the challenges in your next merger or acquisition.

M&A Runbook for Infrastructure and Operations – Executive Brief

1. Establish goals

Partner with the business to determine goals and establish high-level scope.

2. Conduct discovery

Find out what the target organization’s I&O looks like.

3. Plan short-term integration

Build a plan to achieve a day 1 MVP.

4. Map long-term integration

Chart a roadmap for long-term integration.

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