Post-Merger Integration

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Post-Merger Integration Steps 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/effective
• integration
• 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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Integration Approach
Transaction Closes
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2
3
4
Running Parallel Operations
Transform to The New Organization
Doing the Deal
Consolidating Operations
Integrating the Business
Value Realization
Value Preservation
Value Creation
Develop 3-Month Plan
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