1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy:...
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Transcript of 1 Post-Merger Integration Steps & Tactics. 2 Keys to Successful Post-Merger Integration Strategy:...
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Post-Merger IntegrationSteps & Tactics
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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
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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
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Doing theDeal
RunningParallelOperations
ConsolidatingOperations
Integratingthe Business
Transform toThe NewOrganization
Integration Approach
TransactionCloses
Value Preservation Value Realization Value Creation
Develop 3-Month Plan
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.
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
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