The Merger & Acquisition Leader's Playbook

By George Bradt & Jeffrey Pritchett

A practical, results-driven playbook for leading mergers and acquisitions. Tools and frameworks to accelerate integration, capture deal value, and align people, strategy, and culture.

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Tools & Worksheets(31)

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Tool 1.1 Investment Case

Worksheet

Tool 1.2 Exit Planning

Worksheet

Tool 3.1 Situation Analysis Checklist

Checklist

Tool 3.2 SWOT

Worksheet

Tool 3.3 Business Planning

Worksheet

Tool 3.4 Management Dashboards

Worksheet

Tool 4.1 BRAVE Innovation

Worksheet

Tool 7.1 Purchase / Sales Funnel Management

Worksheet

Tool 7.1b Revenue Funnel Management

Worksheet

Tool 7.2 Marketing Planning

Worksheet

Tool 7.3 Creative Brief

Template

Tool 7.4 Strategic Selling

Worksheet

Tool 9.1 Team Charter

Template

Tool 9.2 Milestone Management

Worksheet

Tool 11.1 culture

Worksheet

Tool 11.2 Negotiating

Worksheet

Tool 11.3 Due Diligence Checklist

Checklist

Tool 19.1 Team / People Assessment

Worksheet

Tool 20.1 Future Organizational Capability Planning

Worksheet

Tool 20.2 Talent Management

Worksheet

Tool 20.3 Recruiting Brief

Template

Tool 23.1 Alignment Workshop

Template

Tool 23.2 Change Management

Worksheet

Tool 24.1 Communication and Presentation Planning

Worksheet

Tool 25.1 Announcement Cascade

Template

Tool 25.2 Press Interviews

Worksheet

Tool 26.1 Management Cadence

Worksheet

Tool 26.2 Management Dashboard

Worksheet

Tool 27.1 Leader's Timeline

Template

Tool 27.1b Leader's Timeline - post close

Template

Tool 27.1e Leader's Timeline Example

Template