PMI: M&A Knowledge Management

Mar 19

THIS IS THE FREE, REDACTED VERSION OF THE TASKS IN THE M&A REFERENCE MODEL AND IT IS LICENSED UNDER Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International THE FULL SET OF DATA HAS TO BE LICENSED COMMERCIALLY

The task has the following goal(s):

Best Practice: updated

Buyer-capability maturity: analyzed

The task has the following objectives:

M&A knowledge: reused

Integration success: maximized

Risk: minimized

Short description of task M&A Knowledge Management:

Mergers and acquisitions (M&A) involve the integration of two distinct organizations, necessitating effective knowledge management to ensure a smooth transition. This task focuses on capturing, sharing, and utilizing knowledge from both entities to enhance collaboration and operational efficiency. Key activities include establishing knowledge transfer mechanisms, creating platforms for best practice sharing, and fostering a culture of continuous learning.

The task uses the following business object types:

Integration strategy, Integration project, Buyer culture, M&A best practices of the target, Deal breaker, Previous acquisitions of the buyer, Buyer, M&A knowledge, Best Practice, M&A knowledge

Questions to be used during the execution of the task

The task is executed with the following questions, among others:

Do processes for M&A strategy, due diligence and merger integration exist at the buyer company?
Are processes for M&A strategy, due diligence and merger integration well documented and up-to-date?
Do all relevant people have access to the processes for M&A strategy, due diligence and merger integration?
Which positive and negative learnings did we experience in the history of acquisitions of the buyer?
Do we explicitly collect such learnings from each of the past deals?
Where do we store such learnings for future deals?
Do all relevant people have access to the learnings?
Were past acquisitions successful ? What were the success enabling factors?
Were past acquisitions unsuccessful ? What were the risks or issues that we should avoid or at least mitigate in future deals?
Does a catalog of generic risks and issues exist?
Where do we store such catalog of generic risks and issues for future deals?
Do all relevant people have access to the catalog of generic risks and issues?

THIS IS THE FREE; REDACTED VERSION OF THE TASK IN THE M&A REFERENCE MODEL: THE FULL SET OF DATA HAS TO BE LICENSED

Karl Popp www.drkarlpopp.com