Achieving Expected Value in M&A – The Integration Triangle

Throughout this episode, our experts will discuss the intricacies of merging and acquiring businesses and the importance of the Integration Triangle, a framework we have developed to ensure successful outcomes. Host Cristina Barquero is joined by Phil Roux, a partner with 20 years of experience in M&A, and Tom Marshall, a principal in L.E.K. Consulting’s Organization and Performance practice, who share their expertise in creating sustainable value for clients and driving synergy value realization. The discussion explores the criticality of taking a pragmatic stance in mergers, the elements of the Integration Triangle, potential issues if those elements are not well integrated and best practices to follow.

Key points/topics covered:
  • The critical need for a pragmatic stance in M&A to ensure value creation
  • Overview of the Integration Triangle framework, encompassing value creation, the combined operating model and integration strategy
  • Challenges and risks that arise when there is a lack of alignment between value creation objectives, the combined operating model and integration strategy
  • Best practices for leveraging the Integration Triangle, including early planning, continuous refinement and comprehensive ownership of all three elements
  • The expected outcomes of adopting an effective approach to integrating the elements of the Integration Triangle, such as increased value creation, broader buy-in and improved negotiation stance

Connect with our experts on LinkedIn:
Phil Roux, Partner, L.E.K. Consulting: https://www.linkedin.com/in/pgdroux/
Tom Marshall, Partner, L.E.K. Consulting: https://www.linkedin.com/in/tom-marshall-1078671b/
Cristina Barquero, Practice Manager (O&P), L.E.K. Consulting: https://www.linkedin.com/in/cristina-barquero3108/


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