Online Directory | NACVA Site Search:

Integration Risk Assessment: Moving Beyond Traditional Due Diligence

Mergers & Acquisitions

 Integration Risk Assessment: Moving Beyond Traditional Due Diligence
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 11OMARW4281
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

70% of mergers and acquisitions fail to deliver shareholder value and 70% of the reasons has to do with what does and does not get done in integration planning and acquisition. Additionally many of the reasons for integration failure are blamed on cultural issues and yet only 4% of due diligences address culture. Companies need to move beyond traditional due diligence and its narrow emphasis on financial assessments to broader areas of business assessment such as strategic and cultural fit, business value, risk analysis, and integration readiness.

Jack Prouty shares his experiences in developing and conducting integration risk assessments (IRA) in parallel with the traditional due diligence activities. The IRA is a tool that can significantly improve your ability to stack the deck for M&A success while more effectively planning and executing your M&A integration.

Learning Objectives

After completing this webinar, attendees will be able to:

- Articulate a broader target evaluation process beyond traditional due diligence to financial, strategic, and cultural assessments
- Identify key components to be addressed in an integration risks assessment (IRA)
- Explain the basic approach to take in effective IRA including specifically the what, the when, and the how of this valuable tool
- Differentiate between IRA and its value to the overall M&A process and the simple due diligence typically done today by most companies

Who Should Attend

Buyers and sellers of companies (i.e. key executives and managers), accountants, investment bankers/brokers, and anyone else involved in evaluating target companies and conducting due diligences.


Jack Prouty
Mr. Jack Prouty is the managing partner of Prouty, Montgomery + Partners (PM&P) and a subject matter expert in the field of mergers and integrations. He has over thirty years of line management and consulting experience working with Fortune 1000 companies on effectively integrating acquired companies, repositioning/transforming their business for improved market success, and conducting large scale change programs for bottom-line benefits.

Mr. Prouty has assisted over 60 companies in various pre and post acquisition integration planning and implementation projects. Scope of work has included integration risk assessment during the due diligence process, working with the senior executives of the acquiring company to "jump-start" the integration strategy and planning, working across the cross-company functional teams on the integration planning and implementation activities, managing the cultural and people issues while assisting the two organizations through the change process, running the program management office, and working within the client organization to build in-house competencies in effective merger integration and transferring PM&P's tools and methodologies to the organization to support this on-going effort.

Mr. Prouty is a frequent speaker on the subject of merger integration. He conducts over 20 workshops and seminars a year on the subject through PM&P, The M&A Leadership Council, The Conference Board, Fulcrum, and other educational forums where he offers valuable insights and lessons learned in how to improve success in integrating acquired companies.