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The M&A Files: You Just Had an Acquisition — Now What?

  • After an acquisition deal closes, the focus shifts to back-office integration, including tech systems, workflows, processes, and knowledge.
  • Finance teams play a crucial role in integrating back-office and payment systems to drive the success of the acquisition.
  • Setting up a central integration office involving treasury, finance, IT, legal, and HR is essential to streamline post-acquisition operations.
  • M&A integration involves aligning people, processes, and platforms, along with addressing regulatory requirements and leveraging AI technology for knowledge management.

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