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The Certified Acquisition Integration Managers (CAIM™) designation shows readiness to successfully integrate acquired businesses
AMAA members and their clients receive at least* a 20% discount
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.
Upon signing up, your affiliation with the AMAA is verified to be either:
Demonstrate that you have the knowledge to be an acquisition integration manager
Transferable skills for your next career move
Certified Acquisition Integration Manager (CAIM) badges are Open Badges compliant
Intista certifications have a two-year lifespan
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
We disclose important considerations before acquiring, discuss 6 myths about integrations, and differentiate between the priorities of the acquisition team and the integration team.
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).
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.
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.
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.
We discuss the Cost of Losing Staff, and introduce the Staff Retention Toolbox. We suggest non-financial and financial incentives for retaining 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.
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.
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.
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.
You will need a team to integrate your current and future integrations so that everyone has:
1. A successful integration team delivers the value defined by the Deal Team
2. In-house expertise, which is transferred between successive acquisition integrations
3. Control the cost of getting external integration expertise
4. 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:
5. Trained employees are happier employees
Acquisition Integration Manager(s) leading small integrations
20%
Per Person
$1,995 first year
$250 renewals,
including recertifications
Integration Management Office (IMO) team
28%
Per Person
$1,795 first year
$250 renewals,
including recertifications
Steering Committee, Integration Management Office (IMO), Onboarding, Communication teams, and the workstream leaders
36%
Per Person
$1,595 first year
$250 renewals,
including recertifications
All members of the integration: Steering Committee, workstream members, workstream leaders, IMO, Communications, Onboarding, OD, and Change Management
52%
Per Person
$1,195 first year
$250 renewals,
including recertifications
This training and certification is 100% online, self-paced study, with weekly review meetings..
Self-study should begin on, or around, April 12th, 2024.
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.
Exceeded expectations. Substantial spreadsheets and checklists to support integration activity.
The CAIM allows us to do [the integration] in house... and still have complete control of the process
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.
[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.
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.
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...”
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.
The class was comprehensive, and very practical. There's a lot of these that are theoretical and academic, and this is anything but that.
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.
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 [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.
$ 1,995 Year 1
$ 250 Renewals
including recertification
Upon registration, your affiliation with the AM&AA is verified to be either:
This special pricing is for current members of the Alliance of M&A Advisors (AMAA), or their clients
Required Purchase Order Information
Send completed purchase order to [email protected]
Purchase Order procurement
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.
Yes. You will be able to show your digital badge, with 3rd party authentication that validates you are a Certified Acquisition Integration Manager
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.
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.
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.
