Company-Specific Training

Tailored Agenda and Content for your Business

Training for Business Acquirers

3 days of In-Person, Detailed, Relevant, Actionable Learning

Our In Person and Remote training is delivered for a single organization, on an agreed schedule. Classroom training is delivered at any location you select.

Benefit from the shared experience of learning with your colleagues and gain from the freedom to learn, digress and discuss together the best approach for your specific integration.

Who should attend

  • Members of the acquisition team, that will find businesses and execute the deal
  • Leadership of both the acquiring and acquired businesses
  • Member of the Integration Management Office (IMO) team, that will set up and run an acquisition integration
  • Members of Human Resources who will lead the Onboarding Team

Custom topics can be commissioned.

Our remote classroom training is written from the ground up to suit the needs of Small and Mid-size Businesses (SMBs).  Training should be taken before a deal gathers momentum as acquisition integration begins during the Due Diligence period.

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The Path to Certification

Intista offers training, certification and mentoring of those wishing to become certified acquisition integration managers. Our Certified Acquisition Integration Manager (CAIM™) program teaches how to integrate an acquired business and supports them through Integration Mastermind sessions. 

You can choose to have certification testing either:

  • In the classroom
  • Online (using a self-paced environment)

Appropriate Training

Small and mid-size businesses are different to large businesses, so why integrate them the same way?

Take training designed for your type of business.

What’s included in the CAIM™ program?

Training contains 9 lessons of self-paced on demand content, compatible with all mobile devices

Integration Mastermind is available to all current subscribers

View all topics in detail

Lesson 1: Getting off the Ground

We disclose important considerations before acquiring,  discuss 6 myths about integrations, and differentiate between the priorities of the acquisition team and the integration team.

Lesson 2: Different Ways to Integrate

We look at four broad-category approaches to integrating an acquired small or mid-size business, along with the “Keep Separate” strategy (an approach where no integration takes place).

Lesson 3: The Integration Organization

We explore the teams that plan, manage and deliver the integration. We explain how this temporary organization is structured, within this hierarchy of teams. We describe the roles of the teams, the roles of members, and the qualifications/qualities of the ideal candidates for each role.

Lesson 4: Integration Objectives

Integration Objectives are the initiatives that define the emphasis, or focus areas, for the journey ahead. We learn how to identify those objectives, starting with the reasons for acquiring, formulating the Mission Statement for the journey ahead, and deriving two types of objectives: “Workstream” and “Company-Wide” objectives.

Lesson 5: Finance in Integrations

This lesson address the spectrum of needs for lower-mid and mid-size acquisition integrations: three types of cost estimation and the budgeting of your integrations based upon those costs, and the three types of synergy that can (and should) be pursued.

Lesson 6: Staff Retention after an Acquisition

We discuss the Cost of Losing Staff, and introduce the Staff Retention Toolbox. We suggest non-financial and financial incentives for retaining staff. 

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Lesson 7: Onboarding Acquired Staff

We discuss and review the Onboarding Team and explain how to onboard acquired staff. We outline how to plan a successful program and provide tips for its success.

Preparing for Day 1
Lesson 8: Preparing for Day 1

We proposed how to prepare for the acquisition announcement, known as "Day 1" by formulating a checklist of priorities to be addressed. We discuss the logistics of the announcement, and strategic topics to answer the questions that arise at kick-off and continue to come up.

Lesson 9: Communication During Integrations

We explain how communication is critical to the success of an integration. We show you how to identify and communicate with each of your audiences, and how to message to them.

Topics include how to prepare for the "Day 1" announcement, as well as how communication changes and must be sustained through challenging times.

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Lesson 10: Creating Acquisition Integration Projects

We discuss how to create and run the hierarchy of projects that will merge together the operations, processes, and technologies of the businesses. 

We explain how to combine the reasons for acquiring with Intista's templates, to create projects used to integrate the businesses together. 

Some of our Projects

Assisted Living – Client Confidential
Wallaby Medical
Road Construction – Client Confidential
Matrix Medical Network
Cross Country Healthcare
T-Mobile, Sol Communications
VoiceStream in South Florida
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