Don't just hand an integration plan to functional leaders post-close. Involve them early in the process as co-architects. Their input is crucial for validating financial models and strategic assumptions, ensuring realistic expectations and fostering ownership of the deal's success.

The first step to better meetings is asking "should we have this meeting at all?" By eliminating purely informational meetings, you prevent the formation of norms like disengagement and silence. This makes it more likely that when a collaborative meeting is necessary, team members will actively participate.

An investment committee's value extends beyond simple gatekeeping. It serves as a vital communication tool between company divisions, a focusing mechanism to prevent chasing distractions, and a mentoring opportunity where junior talent can learn from senior-level analysis and decision-making.

By the time a strategic acquirer enters due diligence, the desire to do the deal is already high. The process's primary purpose is not to hunt for deal-breakers but to confirm key assumptions and, more importantly, to gather the necessary data to build a robust and successful integration plan.

To combat decision paralysis during integration, implement a regimented playbook with RASI charts (Responsible, Accountable, Consulted, Informed). Critically, decisions are time-bound with clear milestones. If a decision isn't made within the specified timeframe, it is automatically escalated, forcing resolution and maintaining momentum.

In the final deal approval meeting, require every functional lead (HR, finance, sales, etc.) to present their findings and cast an explicit go/no-go vote. This forces accountability and surfaces last-minute objections, preventing passive dissent where a stakeholder might later claim they were unheard, thus undermining integration.

Oshkosh's corporate development team presents venture opportunities in monthly meetings with the entire executive leadership. This process provides immediate feedback, allowing the team to quickly kill deals that lack support or identify which ones require a more robust investment thesis, saving significant diligence time.

Adopt the private equity board meeting model: circulate a detailed brief a week in advance. This forces attendees to consume updates asynchronously. The meeting itself can then be dedicated entirely to debating critical, forward-looking decisions instead of wasting time on status reports.

When progress on a complex initiative stalls with middle management, don't hesitate to escalate to senior leadership. A brief, well-prepared C-level discussion can cut through uncertainty, validate importance, and accelerate alignment across teams or with external partners.