Post-Merger Integration Playbook

A living IMO workbook for managing a post-merger integration from Day 1 through close. Runs eight functional workstreams with synergy tracking built in — designed for daily operational use by the team running the deal.

Ideal for integration management offices, M&A advisory teams, and corporate development leaders executing enterprise integrations.

Contents

1. Integration Overview
2. Day 1 Readiness
3. Finance & Reporting Workstream
4. HR & Organization Workstream
5. IT & Technology Workstream
6. Operations & Supply Chain Workstream
7. Legal & Compliance Workstream
8. Communications Workstream
9. Culture & Change Workstream
10. Synergy Tracking
11. Financial Integration & Reporting
12. Culture & People Integration
13. PMI Programme Management
14. Appendices