Integrating an Add-on Acquisition

David Demres is Vice President of Marketing and Strategic Development at AutoQuotes, where he’s responsible for M&A. Across similar previous roles, he’s helped integrate 10+ add-on acquisitions. In this guide, he explains how to plan for a successful add-on integration from pre-close planning to full integration 90-180 days later. David covers financial, operational, technical, and communications aspects of the integration process.

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Questions covered in this guide

Why invest in planning your integration strategy for an add-on acquisition? 

What are the different “types” of add-on acquisitions, and how does each influence integration strategy?

How should you think about the level to which the target will be integrated?

Who should be responsible for integration project management?

What should the pre-and post-close timeline look like?

What are key steps and considerations when it comes to communicating with employees (of both companies)?

What are key steps and considerations when it comes to integrating financials?

What are key steps and considerations when it comes to communicating with customers (of both companies)?

What are key steps and considerations when it comes to integrating product teams and product roadmaps?

What are key steps and considerations when it comes to integrating sales teams?

How should you think about public communications?

How should you evaluate and plan around areas of synergy and redundancy?

How do you think about making an integration plan? What resources can be useful in planning your integration strategy?

What are tricky logistical things to keep in mind?

What are the most important pieces to get right?

What are the common pitfalls?

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