Acquisition Integration Training & Certification
Unrivaled certification for integrating an acquired business
If you are about to embark upon an acquisition, have the people you need, but need the right framework in how to self-manage your acquisition integration, this solution is for you. Lower-mid and mid-size businesses are often torn: they know they need external expertise, but want to retain the skills within their teams.
How do you train and validate an In-House team that can integrate current and future acquired businesses?
Intista trains, certify, and mentor the employees in your business how to plan and deliver an integration through training, certification and mastermind sessions.
Our unrivaled on-demand training courses are focused on integrating an acquired small, lower-mid, or mid-size business. It is designed specifically for these agile, responsive and people-oriented integrations.
Integration Management Office (IMO)
Workstreams
Communications
Steering Committee
Onboarding
The Certified Acquisition Integration Manager™
Intista trains, certifies and mentors you in how to plan, set up, and manage the integration of an acquired small, lower-mid, or mid-size businesses. This succinct, pragmatic, actionable program contains templates and examples for you to successfully create the correct integration program for your organization.
- Training takes you through the entire integration: from the reasons for acquiring, to the execution and delivery of the projects
- Our content is not a recording of a classroom session or a series of webinars: it is designed specifically for online learning
- Take short courses separately, or take the Certified Acquisition Integration Manager course, which has all the short courses plus the assessment
- Templates and checklists you can download, including lists of necessary departmental integration tasks
- After completing a course an achievement badge is added in My Profile
- Uses the SSIM™ (Small business Simple Integration Method) : our unique integration approach specifically designed for smaller acquisition integrations
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 teams that oversee, manage and deliver an acquisition integration; the members of these teams, their roles, qualifications and ideal qualities
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 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
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
Learn how to communicate to the different audiences for an integration, applying seven communication objectives
Walk through the process of turning integration objectives into workstream charters, and deriving the high level and details tasks.
Build your In-House integration team
We train, certify, and mentor employees in how to plan and deliver an integration. This is done through a program of training, certification and integration mastermind sessions, in our Certified Acquisition Integration Manager (CAIM™) program
Workers who fear they will not reach their full potential, and want new skills*
Workers who claim they had no workplace training and that most of their skills were self-taught
*2012 Survey of Online Learning
A very useful and well-structured training program. It gives an overview of the integration process in just the right amount of detail for those involved in or about to embark on an integration. If you are involved in acquisitions for the first time or specialize in one element of the process, this course provides you with a clear roadmap.
Thora Thorsdottir, PhD - Founder, Thorsdottir & Associates
I highly recommend Intista's integration training. The training is comprehensive, based on years of integration experience and data-backed insight and very relevant to my integration work.
The best thing I learned was an overall framework and process for integrations. From this baseline, I can then adjust based on unique circumstances. But I now have a very good starting point.
Ernie Lopez - Founder, MergerAI
The amount of knowledge and wisdom in this course cannot be met by anyone else.
... very responsive and helpful at every point of the course. I felt very supported.
Sarah Thornhill - Integration Consultant, Morrissey Goodale
Intista's Sales Integration Checklist is a great tool to use when bringing two separate teams together, with all its supporting elements in place. There are other tools for merging sales teams, but this is the best there is for mid-size M&A integration. I recommend that you download and use this tool when planning next steps.
Chris Perfect - Director of Corporate Development, MEI Rigging & Crating
As soon as M&A is done, everyone thinks that the job is over. Actually, the job starts there.
The CAIM is really helpful to understand the entire integration perspective, best practices, what works, what doesn't work, and the different types of integration.
Rohit Kumra - Independent Integration Consultant
I thought the course was well-presented and informative, with real-world experiences and stories of actual integration assignments. Acquisition integration is important to value retention and creation. As such, the acquirer should use a skilled and well-trained interaction professional.
David E Coit Jr - Partner, Vertess Healthcare Advisors
I was really realizing the need to distinguish myself.
[The CAIM] was just so much value. It just hit so many value points for me, and what I was looking for. It was very well structured, very well thought out. It's very clearly communicated, and [gives] access to Steve and his knowledge, in the Masterminds.
Chris Wise - Founder and CEO, Wise Profits
Exceeded expectations. Substantial spreadsheets and checklists to support integration activity.
Tony Mulvahil - Director, Planning for the Best
The CAIM allows us to do [the integration] in house... and still have complete control of the process
Joe McMorris - Vice President HR and Compliance, Scope Facilities Services
I've done a lot of strategy and execution work with companies looking to grow and was looking for a good framework to use to help get a tricky M&A business integration back on track after a year of challenges faced by the leadership team. Going through the CAIM program and getting access to the great tools and resources has helped me to get this integration on track and build the framework for the next acquisition in the coming year.
Jeff Provost - Founder, Key Performance Integrators
[Intista] made the platform very easy to follow. The way [it] organizes the content to align with the actual integration process, I think it was very easy to follow. It is a great product that is highly customizable and has the structure that is needed for anyone who [wants to] jump in on it at any time.
Winnie Lee - Program Director Transformation, Adventist Health
The [course] exceeded my expectations. I think we were all 'experienced' coming into the class, but we all walked away with a much better understanding of the process which should help us collaborate better with corporate development on future integration work.
Rich Cone - Director Team Member Services, Cox Automotive
I would really recommend [it for] people who are already in the field of M&A Integration, or for those who are interested in pivoting to this field to consider the course. There are a lot of fundamental learnings one can get from this course, [including] the structure, processes, and results of integration...”
Jarvis Luu - Senior Manager M&A Integration, Cox Automotive
I loved it: the information, the way that everything is explained. The way that it flows all the way to the end. It is so well explained. It helps you concentrate and guide your process.
Luis Acevedo - Partner, Acevedo Edwards
The class was comprehensive, and very practical. There's a lot of these that are theoretical and academic, and this is anything but that.
Ed Jurica - Founder, Cairn Services
It was very valuable. Saving me or an organization involved many times the cost of the class. There was lot of the practical advice that I wish I had had about 12 months ago with an integration that we did.
David Cusimano - Principal, Emerge Dynamics
I used to worry about integration after signing the papers I'd think "What do I do now?". It was a really good program that helped me understand the things that I need to consider to get the most value out of my acquisitions, based upon my acquisition goals. There were a lot of things that I wasn't thinking about.
Andrew Swanscott - Founder, Australian Business Buyers
The [CAIM] course recognizes the reality of how to do an integration. There are some really good things that I didn't want to miss, so I listened to the slides 2 to 4 times.
Mike Pijar - Independent Integration Consultant, STR Resources
A groundbreaking certification. This is a really unique course. There are other courses that have a chapter or two on integration, but nothing to this degree.
It's another way to get that competitive edge.
Joel McGuire - Executive Chairman, The Ariel Group
We got lots of value from the CAIM, and I'd recommend it to anyone who needs to know how to integrate acquisitions.