EVENT REGISTRATION
ON-DEMAND WEBINAR
4 Keys to Building an M&A Integration Machine
High-profile cases such as Boeing’s acquisition of McDonell Douglas in 1997 and AT&T’s acquisition of Time Warner in 2018 are examples of the potential financial, operational, and reputational impacts of poorly executed integrations.
However, on the positive side, well-executed M&A can deliver outsized value and shareholder returns. A current Pemeco PE firm client reported that it received the highest ever return on an asset sale following our completion of an ERP optimization project.
Delivering a successful M&A integration project shouldn’t be left to chance. It demands a disciplined, structured, and proven approach.
This webinar offers the essential playbook to transform you into an M&A integration machine. In this session, you’ll learn:
- How standardizing governance processes provides a framework for repeatable M&A project success
- The key elements of effective pre- and post-acquisition operational and technology due diligence
- How to create a standardized process model for rapid add-on acquisition integrations
- Insights to build a proven project management toolkit to ensure consistent and repeatable M&A project integrations
This webinar is ideal for:
- Executives (CEOs, CIOs, CFOs, COOs)
- ERP project managers
- Finance and IT directors
- Private equity deal and operations teams
AGENDA
5 minutes
15 minutes
15 minutes
10 minutes
10 minutes
10 minutes
5 minutes
5 minutes
Introduction:
A repeatable playbook is key to building an M&A integration machine
15 minutes
Key success factor #1:
Standardize governance, project steering and decision-making
15 minutes
Key success factor #2:
Efficiently perform thorough pre- and post-acquisition assessments
10 minutes
Key success factor #3:
Develop a standard process model for multi-entity deployments and future add-on acquisitions
10 minutes
Key success factor #4:
Use a proven, repeatable project management toolkit across the portfolio
10 minutes
Wrap-up & Key Takeaways
5 minutes
Closing
SPEAKERS
Jonathan Gross, LL.B., MBA
Pemeco Consulting, Managing Director
Jonathan Gross, LL.B., MBA, is Pemeco’s Managing Director and head of its technology contracts practice. As a former litigator turned consultant and commercial lawyer, Jon’s clients benefit from his unique practice that includes technology law, technology strategy, enterprise software selection, and implementation management. By bridging the gap between legal and business, Jon’s clients benefit from his holistic approach to negotiating deals that drive commercial interests, manage risk, rebalance contractual equities, and promote successful implementations and long-term business partnerships. From high-growth start-ups to multi-national enterprises, Jon works with a cross-sector client base in private equity, manufacturing, distribution, property management, technology, professional services, and construction and engineering industries.
Jonathan Gross, LL.B., MBA | Pemeco Consulting, Managing Director
Jonathan Gross, LL.B., MBA, is Pemeco’s Managing Director and head of its technology contracts practice. As a former litigator turned consultant and commercial lawyer, Jon’s clients benefit from his unique practice that includes technology law, technology strategy, enterprise software selection, and implementation management. By bridging the gap between legal and business, Jon’s clients benefit from his holistic approach to negotiating deals that drive commercial interests, manage risk, rebalance contractual equities, and promote successful implementations and long-term business partnerships. From high-growth start-ups to multi-national enterprises, Jon works with a cross-sector client base in private equity, manufacturing, distribution, property management, technology, professional services, and construction and engineering industries.
Will O’ Donnell | Acre Security, Group Chief Information Officer
With over twenty years of IT experience across multiple industries, both nationally and internationally, Will prides himself on consistently delivering to high standards. He enjoys operating in dynamic and challenging environments while maintaining focus on innovation and continuous service improvement in a customer-first world. Will is passionate about people development and empowering team members to deliver beyond expectations. He is equally enthusiastic about adding real business value through the endless opportunities information technology offers.
Will O’ Donnell | Acre Security, Group Chief Information Officer
With over twenty years of IT experience across multiple industries, both nationally and internationally, Will prides himself on consistently delivering to high standards. He enjoys operating in dynamic and challenging environments while maintaining focus on innovation and continuous service improvement in a customer-first world. Will is passionate about people development and empowering team members to deliver beyond expectations. He is equally enthusiastic about adding real business value through the endless opportunities information technology offers.
Jeffrey Stevens | Pemeco Consulting, Principal Consultant
Jeffrey is a Principal Consultant at Pemeco Consulting, a vendor-neutral consulting firm. His professional career spans over 30 years of experience in various roles within industry leadership, business development, management consulting, and project management. Jeffrey’s experience includes selling solutions & services, project leadership of global implementations, executive delivery roles with consulting organizations, and industry management responsibilities. As a digital transformation consultant, he has led clients through business transformation projects, technology evaluations, and implementations. His functional background is in supply chain management, but he has experience in a variety of industries and functional disciplines. Jeffrey continues to be passionate on educating and preparing teams for ERP implementation success, as well as, continuing to serve in leadership roles with existing clients going through ERP evaluations and implementation initiatives.
Jeffrey Stevens | Pemeco Consulting, Principal Consultant
Jeffrey is a Principal Consultant at Pemeco Consulting, a vendor-neutral consulting firm. His professional career spans over 30 years of experience in various roles within industry leadership, business development, management consulting, and project management. Jeffrey’s experience includes selling solutions & services, project leadership of global implementations, executive delivery roles with consulting organizations, and industry management responsibilities. As a digital transformation consultant, he has led clients through business transformation projects, technology evaluations, and implementations. His functional background is in supply chain management, but he has experience in a variety of industries and functional disciplines. Jeffrey continues to be passionate on educating and preparing teams for ERP implementation success, as well as, continuing to serve in leadership roles with existing clients going through ERP evaluations and implementation initiatives.
