← Back to Curriculum

Advanced

Advanced M&A Integration Strategy Post Deal Close

A strategy-level course on post-merger integration for CFOs and finance controllers, senior corporate finance leaders, corp dev and M&A teams, and late-stage founders preparing to buy or be bought. Go beyond the first 100 days: choose the right integration model for the deal, write an integration thesis, design the combined operating model, organisation and decision rights, and run a synergy ledger that tracks value for three years, not three months. Work through the Indian layer that only shows up after close: post-acquisition mergers under Sections 230 to 233 of the Companies Act, Section 72A loss carry-forward, stamp duty and GST continuity, purchase price allocation and goodwill impairment under Ind AS 103 and Ind AS 36, and the SEBI rules that bind a listed target. Then study real Indian integrations, LTI and Mindtree, Air India and Vistara, and Zomato and Blinkit, and leave with a reusable integration playbook.

Post-Merger IntegrationIntegration ModelsOperating Model DesignSynergy RealisationInd AS 103 and Ind AS 36Legal Entity RationalisationCulture and RetentionIndian M&A Case Studies

MODULES

6

DURATION

~6 hrs

TRACK

M&A & Valuation

What You'll Master

Pick between absorption, preservation, symbiosis and holding models based on what the deal thesis actually needs

Turn a deal model into an integration thesis and a value creation plan with named owners

Design the combined operating model, leadership structure and decision rights, including for a listed or partly owned target

Run a three-year synergy ledger that separates announced, actioned and banked synergies, net of dis-synergies and one-time costs

Plan the post-close legal, tax and accounting work: entity mergers, Section 72A, stamp duty, PPA and goodwill impairment testing

Diagnose culture, retention and technology integration risks and learn from how major Indian deals handled them

Access Level

LEARNER

Start Learning Now →Sign in to resume

Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: Integration Strategy Starts Before Close

3 Lessons

Why Integration, Not Price, Decides Whether a Deal Creates Value15 min read

Choosing the Integration Model: Absorption, Preservation, Symbiosis and Holding18 min read

Writing the Integration Thesis and Value Creation Plan18 min read

Chapter 2: Designing the Combined Operating Model

3 Lessons

Designing the Target Operating Model for the Combined Company18 min read

Organisation Design and Leadership Selection After an Acquisition16 min read

Decision Rights and Governance When the Target Is Listed or Partly Owned18 min read

Chapter 3: Capturing and Measuring Synergies Over Three Years

3 Lessons

From Deal Model to Synergy Ledger: Owning, Phasing and Banking Synergies20 min read

Revenue Synergies, Dis-Synergies and Customer Attrition After Close18 min read

Measuring Integration Success: Value Bridges, KPIs and Post-Deal Reviews18 min read

Chapter 4: The Indian Legal, Tax and Accounting Layer After Close

4 Lessons

Legal Entity Rationalisation: Post-Acquisition Mergers Under Sections 230 to 23318 min read

Tax Levers After Close: Section 72A Losses, Stamp Duty and GST Continuity20 min read

Purchase Price Allocation, Goodwill and Impairment Under Ind AS 103 and Ind AS 3620 min read

Listed Targets After Close: Minimum Public Shareholding, Delisting and Related Party Rules18 min read

Chapter 5: People, Culture and Systems

3 Lessons

Culture Integration Between Promoter-Led and Professionally Managed Companies16 min read

Retention, ESOP Harmonisation and Pay Parity After an Acquisition18 min read

Technology and Data Integration Strategy: Migrate, Bridge or Leave Alone16 min read

Chapter 6: Indian Integration Case Studies

4 Lessons

Case Study: LTI and Mindtree, Integrating Two Listed IT Services Firms18 min read

Case Study: Air India and Vistara, Merging Two Airlines Under One Brand18 min read

Case Study: Zomato and Blinkit, When Keeping the Target Separate Is the Strategy16 min read

Building Your Integration Playbook: A Post-Close Checklist for the Next Deal15 min read