The checklist covers the schedule of activities for M&A Day 1 and the tasks to prepare for Day 1.
Execute Day 1 Communications Activities
08:00 - Acquirer CEO to inform leaders of closing of the deal, governance structure |
08:00 - Acquiree CEO to inform leaders of closing of the deal, governance structure and brand decision |
08:30 - Acquirer/Acquiree issue joint press release to inform world. Reiterate key messages. Press release / Q&A posted on both sites |
08:30 - Internal message from existing CEO to Acquiree employees + link to press release, email and intranet |
08:40 - Acquiree employees - first communication to combined employees from combined CEO & Q&A + CEO welcome video: intranet and email |
08:40 - Acquirer employees - first communication to combined employees from combined CEO & Q&A + CEO welcome video: intranet and email |
08:30 - Acquiree website - about us pages provide info on Newco - high level info on BUs. Releases uploaded and Day 1 brand used by Acquiree |
08:30 - Acquirer website - About us pages provide info on Newco. High level info on BUs and releases uploaded |
08:30 - Acquirer welcome intranet site for all Acquiree employees that includes welcome video, elements from core script, key and contact information |
08:45 - Execs brief local employees using playbook key messages |
08:45 - Promote the closing on Acquirer social media channels |
08.45 - Promote the closing on Acquiree social media channels |
09:00 - Acquirer functions: customer facing staff briefings to explain how comm cascade works and what is required of the teams |
09:00 - Acquiree execs: customer facing staff briefings to explain how the comm cascade works and what is required of the teams |
09:30 - Acquirer's BU leader communications to their respective business and shared service units provide more detailed information |
09:30 - Acquiree's exec communication to their respective regions provide more detailed information using exec talking points in playbook |
09:30 - Acquirer customer cascade begins. Letter from the combined CEO - maintain trust and positive perception - highlight opportunities |
09:30 - Acquiree customer cascade begins. Letter from the combined CEO - maintain trust and positive perception - highlight opportunities |
10:00 - Acquirer suppliers: supplier cascade begins. Letter from the Acquirer CEO - highlights formal start of combined company and the opportunities |
10:00 - Acquiree suppliers: supplier comms sent. Letter from Acquiree CEO - highlights formal start of combined company and the opportunities |
The above is a sample. The rest of the file in Excel can be downloaded by Merger Integration Certification Workshop attendees and MergerIntegration site subscribers.