Date of Award

2025

Document Type

Dissertation

Degree Name

Doctor of Philosophy (PhD)

Department

Industrial and Systems Engineering

Committee Chair

Jeffery Williams

Committee Member

Michael Anderson

Committee Member

Nicholas Loyd

Committee Member

L. Dale Thomas

Committee Member

Nicholas Clarke

Research Advisor

Jeffery Williams

Subject(s)

AI Integration, Technology M&A Strategy, Post-merger integration, Executive decision making

Abstract

In the post-COVID-19 era, accelerated engineering advances including Artificial Intelligence (AI) have increased firm’s reliance on technology-driven mergers and acquisitions (M&A) as an expedient strategy to bolster their technological innovation capabilities, retain competitive advantage and ensure sustainability. However, many M&As fail to achieve their strategic goals because of persistent challenges during post-merger integration (PMI). This dissertation adopts and integrates chapter 2 – chapter 4 to identify, theorize, and proactively mitigate the primary recurring PMI challenges that impede successful technology-driven M&A outcomes. Chapter 2 adopts PRISMA guidelines, conducts a systematic literature review, identifies, and synthesizes four persistent PMI risk categories: (1) cultural and strategic misalignment, (2) technological integration issues, (3) financial constraints, and (4) cybersecurity risks. Chapter 3 examines the relationship between pre-merger due diligence and PMI challenges and identifies three pre-merger due diligence risks that exacerbate the PMI phase: (5) lack of early prioritizations of PMI issues, (6) sub-optimal due diligence speed, and (7) cognitive bias. Chapter 4 operationalizes the seven risk categories as failure modes and develops a validated, PMI Actionable Risk Mitigation Strategy (artifact) by employing a Failure Modes and Effects Analysis (FMEA) inspired Design Science Research methodology to analyze the artifact’s utility using 35 completed technology-driven M&As that sought to bolster their technological capabilities by acquiring firms with AI and advanced technologies. Chapter 4 also introduces the new theoretical construct, Escalated Gibberish, which emphasizes information governance controls by deconstructing how poor information quality, interpretive risks, and cognitive distortions impair the pre-merger executive decision-making process and compound PMI challenges. In addition, Chapter 4 also introduces an FMEA-inspired PMI RPN scoring rubric grounded on synthesis of empirical studies, termed PrizRed, which enables proactive assessment of acquiring firms’ PMI risk tolerance in each of the seven failure modes during pre-merger executive decision-making process. This dissertation advances engineering management concepts within the M&A literature by applying systems thinking to accentuate the need to avoid Escalated Gibberish during the pre-merger executive M&A decision-making process and provides practitioners with an actionable playbook to proactively mitigate PMI risks in technology-driven M&A projects and improve the likelihood of attaining M&A strategic goals.

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