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Learn how to Successfully Integrate Acquired Businesses

The Certified Acquisition Integration Manager (CAIM) program

AMAA members and their clients receive a 20% discount

Building in-house skills for acquirers

Training, certification, and mentoring for you to deliver the value of your M&A through successful integration

It is said that 70% of acquisitions fail. This is not completely accurate; it is the integration of the businesses that fails. Delivering what was envisioned when the deal was put together is difficult and prone to failure.

Businesses that do not successfully integrate acquisitions waste the opportunity of value creation. With every subsequent acquisition, the pain of not integrating becomes greater, as the burden of multiple processes, tools and operational methods prevents growth.

Lower-mid and mid-size businesses are often torn: they know they need external expertise, but want to retain the skills within their teams. 

Businesses need to develop in-house teams that can integrate current and future acquired businesses.

Intista has training and certification solutions to address these and other problems associated with acquisition integrations. Learn more below.

Training is self-paced, but if you want to join a cohort, here is our schedule

Course Level

This is an intermediate level course. 

Prerequisites

A basic understanding of the steps involved in acquiring a business:

  • What is M&A Due Diligence and where it fits into the acquisition timeline
  • Acquisition terminology such as "Deal Closing" or "Deal Team"

Download detailed information on delivery methods and pricing

Certified Acquisition Integration Manager (CAIM)

What is included?

  • Online training to take you through the entire integration: from the reasons for acquiring, to the execution and delivery of the projects
  • Templates and checklists to download, including lists of necessary departmental integration tasks
  • Uses our unique integration approach specifically designed for small businesses, the SSIM™ (the Small business Simple Integration Method)
  • Ask an expert after you have graduated. Get the answers you need for your integration from our experts at our Integration Mastermind sessions

Applicable for people in these teams

  • Integration Management Office (IMO)
  • Steering Committee
  • Workstreams
  • Employee Onboarding
  • Communications

All lessons are self-paced, On Demand and compatible with all mobile devices.

Enroll now. AM&AA members get a 20% discount!

Get Recognized as an Expert

Demonstrate that you have the knowledge to be an acquisition integration manager

  • Managers and colleagues recognition of your certification
  • Gaining the knowledge and skills of acquisition integration increases your value to your employer
  • Helps build your case for workplace compensation or promotion
Career Development

Transferable skills for your next career move

  • Transfer your competence to future career contacts
  • Helps you stand out from other applicants to future hiring managers
Digital Badges

Our badges are Open Badges compliant

  • Digitally verifiable
  • Can be shared on social media and with your community
Renewable Certification

Intista certifications have a two-year lifespan

  • Recertification demonstrates your experience and understanding of acquisition integrations
  • Find out more about the recertification, here

What Lessons are in the CAIM™ training?

Training contains 10 lessons of self-paced on demand content, compatible with all mobile devices. 

View 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. 

Airplane boarding steps
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.

creating logo
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. 

Integration Mastermind Sessions

Meet online monthly with integration experts and ask them any questions you may have.

Get the answers you need for your integration from our experts at Intista's Integration Mastermind sessions

Why you should become a Certified Integration Manager

Get recognized as an expert

Demonstrate to your colleagues that you have the knowledge to be an acquisition integration manager

Certification is an investment

Training is reinforced with competency testing to improve comprehension. Businesses invest in training programs that test and demonstrate learning

Professional credibility

Certification provides confidence in qualification. Businesses trust the judgement of a professional who holds a certification in a specific domain

Validation

A certification is tangible proof that you have achieve a benchmark level of knowledge. Gaining the knowledge and skills of acquisition integration increases your value to your employer

Career development

Having a certification will help you when you are seeking a promotion or will help you stand out from other applicants to a hiring manager

Why businesses want Certified Integration Managers

Businesses that integrate acquisitions achieve the full value from the deal

Purchasing a business does not deliver the full value of the deal: it comes from the integration of the two businesses. A successful integration team delivers the value defined by the Deal Team

Create an In House acquisition integration team, using the knowledge of established experts

Invest in your team to grow in-house expertise, which is transferred between successive acquisition integrations

Control the cost of getting external integration expertise

Know the cost of the training and certification, up front

Improve the way that you approach and deliver integrations in the future. 

If you already acquire and integrate, avoid the cost of inefficient methods in: staff retention, faster onboarding, improved productivity, staff engagement

Trained employees are happier employees

Certified employees perform faster, are more engaged, and have better work outcomes*. Organizations that invest in employee training demonstrate their faith in employees and morale improves, creating more engagement, and improving productivity

*Global Knowledge's 2021 annual IT Skills and Salary Report found recruitment and retention as their leading problem, being addressed by dramatic increases in employee training. In the report, 80% of responders identify the benefits of certification include faster performance, higher engagement, and better work outcomes

Single subscription, for Self-Paced or Cohort Study

The Value of Integration Expertise

  • Acquisitions require significant investment. However, 70% of acquisitions fail to achieve the expected value
  • Intista's CAIM program is the best value route for your business to get relevant, actionable integration expertise 

Registration Fee Includes:

  • Immediate access to 12 month of online, self-paced training
  • Access to downloadable resources, such as templates and checklists for 12 months
  • CAIM™ certification, after passing the final quiz
  • 12 month access to Intista's Integration Mastermind meetings

Prerequisites

  • No prerequisite knowledge or advanced preparation is required to be successful with this course.
  • Program Level:   Intermediate
  • Deliverables:   QAS Self Study


Preferred Qualifications

  • Hold an academic degree
  • One or more professional designations (such as CPA, CFA, PMP, CIPD, CCMP, CVGA, CEPA, CMI or equivalents). Consideration is also made for professionals who have experience in the M&A, Transformation or Change Management industries

Upon registration

Your affiliation with the AM&AA is verified to be either:

  • A current member of the AMAA
  • The client of a current member

Cancellations

Requests for refunds must be made in writing within 15 days of purchasing the course. No refunds will be granted after the qualified assessment has been completed. For complaints or concerns, please contact [email protected]

Mid 2025 Cohort Class details

This training and certification is 100% online, self-paced study, with weekly review meetings..

  • The course contains 10 lessons
  • Students will be asked to study between 1 and 3 lessons per week, which should take between 1.5 to 3.5 hours of self-paced learning
  • Student should complete the assessment at the end of each lesson

Self-study should begin on, or around, May 23rd, 2025.

  • On Fridays, students will meet for 45 minutes to review and discuss what they have learned in that week's lessons. Discussions will go into details on areas that the students have questions about.

Meetings schedule: 

  • Kick Off: Friday  May 23rd, 11am EST/4pm BST
    • Welcome and kickoff
  • Friday May 30th, 11am EST/4pm BST/5pm CET Week 1 review
    • (Lesson 1: Getting off the Ground, Lesson 2: Different Ways to Integrate, & Lesson 3: The Integration Organization)
  • Friday June 6th, 11am EST/4pm BST/5pm CET , Week 2 review
    • ( Lesson 4: Integration Objectives & Lesson 5: Finance in Integrations)
  • Friday June 13th, 11am EST/4pm BST/5pm CET, Week 3 review
    • (Lesson 6: Staff Retention after an Acquisition & Lesson 7: Onboarding Acquired Staff)
  • Friday June 20th, 11am EST/4pm BST/5pm CET, Week 4 review
    • (Lesson 8: Preparing for Day 1)
  • Friday June 27th, 11am EST/4pm BST/5pm CET, Week 5 review
    • (Lesson 9: Communication During Integrations)
  • Thursday July 3rd, 11am EST/4pm BST/5pm CET, Week 6 review and Final Assessment
    • (Lesson 10: Creating Acquisition Integration Projects & the Final Assessment)

After registering, you will receive a calendar invitation to the weekly review meetings

Frequently Asked Questions

This class is Self Paced, online, why do students meet?

This special class works in a group activity to reinforce the learning and discuss areas in detail. The objective is to understand the practicalities of delivering acquisition integrations.

Students will study 2 lessons per week and meet on a Friday morning to discuss. The 5 meeting will discuss 1 lesson and the Final Exam, which is a scenario-based quiz.

When I pass the certification, can I put the badge on LinkedIn?

Yes. You will be able to show your digital badge, with 3rd party authentication that validates you are a Certified Acquisition Integration Manager

What is the value of the Integration Mastermind?

During Mastermind you will have the opportunity to learning from other professionals who are (or have) gone through similar processes on their own. Traditionally, skills in the profession were accumulated through experience gained over a series of integrations.  

The Integration Mastermind is an online opportunity for integration managers of all levels to pass on their knowledge through discussion topics, anecdotes, and lessons that they have learned over the years. Most of the daily work of an acquisition integration manager is very specific to each integration, but the skills and methods are valuable to colleagues.

How do I qualify as a Certified Acquisition Integration Manager?

Each lesson has an assessment that tests you on topics taught within that module.  You must pass each of these to get access to the Final Assessment. This assessment poses realistic scenarios that an Acquisition Integration Manager could be asked to resolve in practice. 

Do I have to attend the Integration Masterminds? 

No. However, to recertify as an Acquisition Integration Manager, you must demonstrate continued experience or learning in the M&A integration field.  Attend Mastermind sessions can be part of that.

See here for the Recertification Process.

Want to have confidential discussions in class?

  • Learn about our Private Classes
  • Available in 3 delivery formats, including classroom learning

Ask Us About Bulk Discounting!

Training and certification for set up and management of an integration of an acquired business

Training, certification and mentoring for you to deliver the value of your M&A through successful integration

Acquisition integration basics course

Addresses questions that acquired employees have, including "What is an acquisition integration?", "How are the integration teams and decision makers organized?" and "How long can an integration take"

Considerations that leadership should have before acquiring,  discuss 6 myths about integrations, and differentiate between the priorities of the acquisition team and the integration team

Four broad-category approaches to integrating an acquired small or mid-size business, along with the “Keep Separate” strategy

The Integration Organization

The teams that oversee, manage and deliver an acquisition integration; the members of these teams, their roles, qualifications and ideal qualities

Integration Objectives

Initiatives that define the focus areas, for the journey ahead: how to identify the objectives, and how these fit into the SSIM™ as a whole

  Learn how to estimate and budget the finances of an acquisition integration: three types of cost estimation, budget submission, and three types of synergy

Staff Retention after an Acquisition

 Staff retention should be a priority of smaller integrations. We discuss  non-financial and financial incentives and introduce The Staff Retention Toolbox

Onboarding an entire acquired business is complex, emotional, and critical to the success of integrating acquired smaller businesses

Preparing for Day 1

The way that you announce and welcome new employees can be the difference between integration success and failure. Here we teach how to prepare and deliver the Day 1 announcement

Communication during Integrations

Learn how to communicate to the different audiences for an integration, applying seven communication objectives

Creating Acquisition Integration Projects

Walk through the process of turning integration objectives into workstream charters, and deriving the high level and details tasks.

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