Become a Certified Acquisition Integration Manager (CAIM™)
Training, certification and mentoring for you to deliver the value of your M&A through successful integration
Your People. Our Expertise
Build successful In-House acquisition integration teams through training and certification
It is said that 70% of acquisitions fail. This is not completely accurate; it is the integration of the two businesses that often fails. Delivering the value that 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.
How do you train and validate an In-House team that can integrate current and future acquired businesses?
This is an intermediate level course.
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"
Certified Acquisition Integration Manager (CAIM™)
Self-manage your acquisition integration
- 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)
Applicable for people in these teams
- Integration Management Office (IMO)
- Steering Committee
- Employee Onboarding
All lessons are self-paced, On Demand and compatible with all mobile devices.
Get immediate access
Ask an expert. Get the answers you need for your integration from our experts at our Integration Mastermind meetings
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
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
Intista certifications have a two-year lifespan
- Recertification demonstrates your experience and understanding of acquisition integrations
- Find out more about the recertification, here
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: 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.
Lesson 6: 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.
Lesson 7: 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 8: 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.
Lesson 9: 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 Acquisition 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
- Certification provides confidence in qualification
- Businesses trust the judgement of a professional who holds a certification in a specific domain
- 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
- 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 that they have faith in that employee and morale improves
- Improved morale creates more engaged employees, which makes them more productive
*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
Much Better Understanding of the Process
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.
For Experienced or Newcomers to Integration
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...”
Great course with comprehensive coverage of acquisition integration. A great facilitator kept the content engaging and encouraged robust discussions.
Can be Applied Right Away
Very valuable, I was able to immediately apply a lot of what was taught. I recommend this to anyone tasked with M&A work and leading M&A integration efforts. This course gives step by step relatable information that can be applied right away.
So Well Explained
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.
Comprehensive and very practical
The class was comprehensive, and very practical. There's a lot of these that are theoretical and academic, and this is anything but that.
Wish I had this 12 months ago
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.
Getting the Value out of my Acquisitions
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.
The Reality of How to do an Integration
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.
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.
We got lots of value from the CAIM, and I'd recommend it to anyone who needs to know how to integrate acquisitions.
Single subscription, with immediate access
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:
- No prerequisite knowledge or advanced preparation is required to be successful with this course.
- Program Level: Intermediate
- Deliverables: QAS Self Study
- 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.