Content

 

Day Before Close

Preparation activities and final arrangements before the merger closing.

 

Sample Day 1 Run of Show

Timeline of events for the first day of the merged company.

 

Immediately Pre-Close

Critical actions taken just before the official closing of the merger.

 

Day 1 + Welcome Week strawman

Outline of activities for the first week following the merger.

 

Day 1 Upon Completion of Close

Activities that occur immediately after the merger is officially closed.

 

Day 2

Planned activities for the second day after merger completion.

Day Before Close

Date Action Owner
NLT 12/29 Resolution of DOJ review process announced  
NLT 12/29 Receive confirmation of close date  
12/29 (Confirming) Ship items to facilities  
12/29 Prep session for Welcome Teams (walk through Welcome Leader Playbook)  
12/29 Finalize call/webcast logistics  
12/29 Send invites and final communication kits to prep session participants  
12/30 Prep for Facility Managers/HR Managers (walk through Day 1/Welcome week plans, materials, timeline, expectations)  
12/30 Communication Prep for Company A managers (walk through Day 1 timeline, communication materials, communication tips)  
12/30 Communication Prep for Company B managers (walk through Day 1 timeline, communication materials, communication tips)  
12/30 Communication Prep for Company A commercial leadership (walk through Day 1 timeline, communication materials, process)  
12/30 Communication Prep for Company B commercial leadership (walk through Day 1 timeline, communication materials, process)  
12/30 Supplier Communication Prep – All (walk through Day 1 timeline, communication materials, process)  

Immediately Pre-Close

Pre-Close Activities

Time Item Owner
12/30 Send invite to Company A Lead. Team call with CEO  
Night Before Heads up call to Union  
Night Before Heads up calls to international reps  

DAY 1 – 1/2

Time (EDT) Item Owner
9:00 AM Company A Leadership Team call with CEO (hosted remotely)  
9:00 AM New Company Executive Leadership Team call with New Company CEO  
10:00 AM Financial Close Begins  

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