1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy:...

10
1 Post-Merger Integration Steps & Tactics

Transcript of 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy:...

Page 1: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:

1

Post-Merger IntegrationSteps & Tactics

Page 2: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:

2

Keys to Successful Post-Merger Integration

• Strategy: Link strategic context with tactical execution

• Focus: Focus on value: preservation, realization, creation

• Leadership: Understanding constraints, risks and benefits; align personal, political and business objectives

• Technology: Align technology with business integration as an enabler and a lever

• Balance: Manage day-to-day business while executing fast/effectiveintegration

• Rigor: Manage as a complex project with applicable structure, process, measures, resources and skill sets

• People/Culture: Understand/address the people and cultural issues; manage people through the cycle of change

Page 3: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:

3

Stages of Integration

•Identify Joint Integration Team

•Define roles and responsibilities

•Dedicate the resources to team to allow them to drive integration

•Execute Communications Plan

•Employees

•Customers

•Investors

•Creditors

•Others

•Develop Detailed Day One Activities Plan

•Establish Formal Integration Program Management Office

•Develop Three-Month Plan

•Run parallel operations

•Consolidate operations

•Integrate the business

•Transform to a new organization

•Identify Sensitive Restrictions and Allowances

•Charter and Conduct Formal Culture Assessment

•Develop Contingency Plans

Page 4: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:

4

Doing theDeal

RunningParallelOperations

ConsolidatingOperations

Integratingthe Business

Transform toThe NewOrganization

Integration Approach

TransactionCloses

Value Preservation Value Realization Value Creation

Develop 3-Month Plan

Page 5: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:

THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.

Page 6: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:

ADDITIONAL TEMPLATE PREVIEWS

Guides PMI Planning Guidelines Types of Merger Integration Approaches (Hostile vs. Friendly) How To Integrate Acquisitions Well Ways to Integrate - Ver2 7 Deadly Sins The First 100 Days CFO's Role in PMI Merger Communications Plan - Ver1 Merger Communications Plan - Ver2 (No Preview) Managing Receivables Blues Motivating the Teams Managing the Process

Integration Tools and Templates

Merger Integration Best Practices

Integration Initiatives By Functional Area

Integration Timeline By Functional Area

Integration Approach Kick-Off Presentation

PMI Planning & Execution Model

Integration Plan Example 1

Integration Plan Example 2

HR Integration Plan Example

Page 7: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:

PLUS HELP, COACHING, AND OTHER TOOLS TO GUARANTEE YOUR SUCCESS.

Overall Merger Integration Plan

Sales Force Merger Integration

Treasury Department Merger Integration

Presentation and Report Charts and Graphics - Big Time Saver!

Biotech Merger Integration Plan

Telecom Merger Integration Plan

New Business, Product, and Startup Ideas

MARKET, INDUSTRY, AND COMPANY, RESEARCH

Page 8: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:
Page 9: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus:
Page 10: 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus: