Step 9: Develop M&A Project Integration Plans

An M&A project integration plan outlines exactly how and when major resources, assets, and processes of the acquiring and acquired companies will be combined in order to achieve the goals of the deal. 

Acquirers should follow a proven post merger integration planning methodology (playbook) to define the integration steps and activities so that people in both organizations can see the work ahead as logical and achievable.  The clarity from a carefully crafted M&A integration plan helps align expectations and replace employee skepticism with optimism.

In this section of our web site, we provide many M&A integration playbooks from successful acquisitions. These Word and Excel documents can be easily downloaded and customized for your acquisitions.

We also offer PowerPoint presentations that cover a wide range of topics such as M&A integration team meetings, Day 1 preparation, detailed planning deliverables and their timing, and functional team plans.

Plus, our eMerger software is packed with more than 80 post merger integration planning tools, templates, checklists, matrices, and examples of task force planning deliverables.

Note: Before you develop your plans, please make sure you have completed Step 1 of the integration planning process.  Watch Step 1 video and review What Every Acquirer Should Know about M&A integration.

Check out our answers to FAQs about M&A Integration Plans and Strategies.

Free Access

The 5 Critical Elements of an M&A Integration Plan
The 5 Critical Elements of an M&A Integration Plan

M&A integrations slow to a crawl when the endgame and the tasks to get there are vague, undetermined, or not communicated.  People tend to shift into neutral and operate with a lower degree of intensity when the path ahead is foggy.

Speed and high performance in M&A are byproducts of clarity. Integration teams build momentum and cover ground at a much faster clip when five areas are clearly defined in their plans.

1. End States

Acquirers should not begin integration planning without first defining their end states.

A few examples of end states . . .
 

When Big Guys Buy Small Fries: The 10 Rules to Follow
When Big Guys Buy Small Fries: The 10 Rules to Follow

The integration of a small, well-run company often requires a light touch strategy. In those situations, follow these 10 rules to achieve the best results:

1.  Turn off "integration autopilot"

Over time, serial acquirers develop detailed procedures and checklists for running efficient integrations. That can work very nicely, just as long as the same tactics are not blindly applied to all deals, no matter their size.

2.  Don't "wing it"

A light touch integration strategy does not mean no touch. Processes always should be implemented even on little deals, to define goals and time frames, track progress, and hold people accountable … 
 

What's going through the mind of an integration manager?
So There's a Deal Cooking? We May Know What's Going Through Your Mind

You have a company in play. There’s a lot of money at stake here. People are watching. And you’re under the gun to make it work. A few months from now you’ll be the hero or the guy they hang. Perhaps you think the M&A integration will be one of the most complex projects you have ever tackled. And you are worried because you are already stretched pretty thin and short on resources.

What’s going through your mind?

The more you mull over the merger, the more questions you have. The unknowns bother you like a swarm of aggressive mosquitoes on a hot, summer evening:

  • Is the integration budget too tight?
  • Are deadlines too aggressive?
  • How long will it take integrate systems …
Acquisition Integration Accounting Checklist
Acquisition Integration Accounting Checklist

Acquisition Integration Accounting Checklist covers 88  integration tasks in areas such as  treasury, synergy tracking, organization design, taxes, operational reporting, and financial close.

Excerpt:

Treasury
Implement plan for inter-company sweep and settlement to acquiring company's lockboxes / GL
Lockbox implementation / closures
Move accounts to same cash management platform
Close Acquired Company's bank accounts
Adjust for Target once final structure determined ...
M&A Integration IT Checklist
M&A Integration IT Checklist

M&A Integration IT Checklist covers these areas: Applications, Operations, I.T. Organizational Design & Transition, Security & Access. Network Infrastructure, Enterprise Technology,  Finance, and HR. 

Applications

  • Transition SharePoint(web/collaboration) from 3rd party to Acquirer governance
    • Shadow/train (web, Procurement?)
    • Transition business control of Target Co.*.com
    • Migrate Target Co. SharePoint instance
  • Transfer knowledge on email Journaling (MX) service and requirements
  • Transition Imaging - CIS/Viewpoint (Carla) to Acquirer governance

 
Payroll Merger & Acquisition Checklist
Payroll Merger & Acquisition Checklist
Payroll Disbursement Bank Accounts
Coordinate with HR to identify payroll strategy for each country (e.g. Firm A payroll, outsource payroll vendors beginning Day 1)
 
Coordinate with Legal and HR to identify where payroll disbursement accounts will be needed by country
 
Create plan in conjunction with Treasury to open any new payroll disbursement accounts by Day 1 in conjunction with legal entity strategy and setup
 
Identify all Firm B payroll disbursement accounts by country
 
Create plan to close Firm B payroll disbursement accounts or transfer to Firm A legal entities and change bank signatory names by Day 1
 
 
Payroll and Expense Disbursements ...
Acquisition Integration Finance Checklist
Acquisition Integration Finance Checklist

Newco - Finance Organization

  • Schedule a work session with key stakeholders to assess functional redundancies and begin construct of attrition plan
  • Build roles/responsibility matrix
  • Construct a draft organization chart
  • Conduct follow up meeting with key stakeholders to review draft and gather edits
  • Schedule and conduct presentation meeting with decision making executives to present organization chart and gather further edits
  • Revise new org chart
  • Construct memo with HR to have an executive publish new org chart
  • Schedule a department meeting to introduce new org chart/ R&R for review
  • File new org chart into corporate archives and policy records
Acquisition Checklist for HR
Acquisition Checklist for HR

HR Acquisition Integration Checklist that covers areas such as organizational design, benefits and compensation, policies, and HR systems.

Organization

  • Define acquired company org. structure
  • Identify formal and informal org. relationships
  • Determine organization similarities / differences
  • Gather information on relevant positions
  • Map acquired company roles to acquiring company roles
  • Identify organization differences to address
  • Position titles, areas of overlap, etc.
  • Align positions & titles
  • Review / Align job descriptions ...

 
Post-Merger Integration Planning Meeting
Post-Merger Integration Planning Meeting
68 Slides

IMO Meeting Objectives

Align on business principles and integration priorities:

  • Review integration strategy and key objectives
  • Review governance structure, roles and responsibilities
  • Review and reinforce integration philosophy

Agree to way of working together:

  • Review rules of engagement to ensure pre-close compliance with anti-trust guidelines
  • Build an alignment around meeting cadence and reporting structure

Begin with integration workplan development:

  • Review key elements of the communication plan 
  • Align around the workstream objectives outlined in the draft team charters
  • Discuss and prioritize each workstream’s initiatives
  • Review next steps and timing for workplan development
Post-Merger Integration Plan
Post-Merger Integration Plan
30 Slides

Content

Executive Summary
Synergy Opportunities
Integration Framework
Integration Process Goals
Integration Objectives
Integration Program Management
Governance Structure and Roles and Responsibilities
Phasing & Deliverables Overview
Phase 1, 2, and 3 Deliverables
Objectives and Actions Required by Function
Information Technology
Human Resources
Finance/Tax
Research and Development
Safety
Key Deliverables by Business Unit
Deliverables – Business Unit 1 Through 7
Sign and Close Deliverables
Clean Room Management

Change Management Plan for M&A Integration
Change Management Plan for M&A Integration
15 Slides

Content

Change Management Plan Overview
Change Management Team Adds Value in Eight Areas
Change Management Plan
Change Management Team Mission
Deliverables
Interdependencies / Coordination Required
Hot Topics / Urgent Issues to Be Solved
A Systems Model of Change
HR Day 1 Plan
Key Decisions List for New Division

Merger Integration Team Planning Exercises
Merger Integration Team Planning Exercises
9 Slides

Team Exercises

  1. Value Drivers
  2. Integration Complete
  3. Early Wins Exercise
  4. Team Planning Breakout
  5. Client Support
M&A Integration Plan Checklists
Checklists to Create M&A Integration Plans
12 Slides

Checklists
The "Hard" and "Soft" Elements M&A

Hard

  • Strategy
  • Structure
  • Systems

Soft

  • Staff
  • Skills
  • Shared Values
Engineering High-Level Post-Merger Integration Plan
Engineering High-Level Post-Merger Integration Plan
9 Slides

Content

Mission
Opportunities
Main Costs
Key Decisions
Key Value Drivers
Main Synergies
Difficulties and Risks

M&A Change Management Plan
M&A Change Management Plan
26 Slides

Content

  • Change Management Priorities - Integration
  • Integration Change Management Timeline
  • Governance
  • Culture
  • HQ Move
  • Communication
  • Change Management Priorities - Integration
  • Vision, Operating Framework and Leadership Alignment
  • Communication and Feedback Loops
  • Staffing
  • Transition Management
Information Technology Acquisition Integration Objectives
Information Technology Acquisition Integration Objectives
13 Slides

Areas of Focus

  • Review for contract synergies
  • Plan for back-office standardization
  • Communication
  • Email connectivity
  • Network connectivity
  • Voice mail connectivity
  • Video conferencing
  • Support action & implementation plans of other transition teams
  • Internet/Intranet migration plan
  • Retention of talent 
Acquiree’s Finance Sub-Team: Acquisition Integration Planning
Acquiree’s Finance Sub-Team: Acquisition Integration Planning
10 Slides

Content

Mission
Key Decisions/ Operating Strategies
Key Assumptions
Summary of Integration Initiatives
Open Issues/Decisions Remaining
Pre-Close/Day One Items
Integration Risks
Summary of Integration Initiatives

HR Issues and Activities in Mergers and Acquisitions
HR Issues and Activities in Mergers and Acquisitions
11 Slides

10 Key HR Activities in Mergers & Acquisitions

  1. Develop Workforce Integration Project Plan
  2. Conduct HR Due Diligence Review
  3. Compare Benefits and Analyze Differences
  4. Compare Compensation Analyze Differences
  5. Develop Compensation and Benefits Strategy for Workforce Integration
  6. Determine Leadership Assignments
  7. Addressed Duplicate Functions
  8. Prepare Employee Communication Strategy
  9. Define Transition Data Requirements
  10. Develop Employee Retention Strategy
Operations and Technology M&A Integration Work Streams
Operations and Technology M&A Integration Work Streams

Content

Step I: Assess Current Situation
Step II: Develop Plan
Step III: Target IT Design Outline

Overview

The operations and technology integration work streams will be responsible for analyzing the current situation and determining what is needed successfully to migrate Acquired Company over to Acquirer’s systems.

Human Resources-M&A Integration Planning Meeting
Human Resources M&A Integration Planning Meeting
7 Slides

Agenda

General Overview
Implementation Schedule
Synergy Summary
Key Organizational Changes
Key Issues & Assumptions
Necessary Process Maps

Post-Merger Integration Steps on Timeline
Post-Merger Integration Steps on Timeline
9 Slides

Integration Steps

  • Analysis and Initial Plans
  • Approval
  • Design New Organizational Plans
  • Implementation Planning
  • Implementation
  • All Steps by Month
Key Data for M&A Integration Planning
Key Data for M&A Integration Planning
15 Slides

Agenda

  • Milestones
  • Integration Team Matrix
  • Due Diligence/Integration Team Responsibilities
  • Integration Team Goals
  • Critical Dates
  • Integration Teams
  • Due Dates: Team Detailed Project Plan
  • Integration “Day 1” and “Day 90” Plans
  • Integration Team Plan Overview
  • Key Success Factors for Plans
  • Acquirer/Acquiree Integration Team Kickoff
Human Resources Cross-Border M&A Integration Pre-Close Planning
Human Resources Cross-Border M&A Integration Pre-Close Planning
9 Slides

Agenda

  • Business Continuity Critical
  • Key Integration Challenges as Close Approaches
  • Efforts Made to Stabilize Acquired Co.
  • HR Issues to Address
  • Integration in 3 Phases
  • Pre-Close
  • Breakout Purpose and Objectives
Acquisition Integration Communications Plan
Acquisition Integration Communications Plan
23 Slides

Content

  • Keys to Integration Success - Strategic Imperatives
  • Integration Communications - Strategic Implementation
  • Integration Communications - Approval Workflow
  • Communication Objectives
  • Communications Task Force
  • Message and Materials Development
  • Pre-Day One Communications
  • Integration Toolkit
  • Internal Branding Strategy
  • Day One - Strategy and Tactical Overview
  • Day One - External Stakeholder Outreach
  • Announcement Schedule - Day One and Beyond
  • Day One Internal Tactical Elements
  • Integration Expectations Survey
  • First 100 Days - Strategy
  • Day 100 Celebration and Evaluation of Success
  • Culture Building and Re-Branding
  • Communications Timeline
Functional Team Post-Merger Integration Plan Reviews
Functional Team Post-Merger Integration Plan Reviews
21 Slides

Functions Reviewed

Legal/ Acquisition
Tax 
Tax UK
HR, Payroll
Information Services
Real Estate
Finance - Control (Acquired Co. Team)
Finance - Control
Finance - Operations
Manufacturing Operations
Communications
Customer Service
Software Engineering
Hardware Engineering
Product Marketing
Sales, Operations
Brand Identity
Product Naming/Trademark
Corporate Marketing

Legal and Risk Management M&A Integration Planning Meeting
Legal and Risk Management M&A Integration Planning Meeting
7 Slides

Agenda

Overview
Implementation Schedule
Synergy Summary
Key Organizational Changes
Key Issues & Assumptions
Necessary Process Maps

Manufacturing Cover
Manufacturing Post-Merger Integration Plan Overview

Agenda

Objectives
Summary of Synergies
Plan Implementation
Targets
Headcount Reductions
Plans
Risks

 

High-Level Plan
High-Level Acquisition Integration Plan
23 Slides

Content

Deal Drivers
Cost Synergies
Opportunities
Governance Plan – Organization Chart
Governance – Change Control, Line of Sight, Status Reporting
Milestone Definitions and Timing
Human Resources Plan
Communications Plan
Risk Management Plan
Strategy Summary
Information Technology, Legal, Corporate, Operations, Finance, and HR Summaries
Human Resources Plan – MBO’s and Incentives

IT Integration Strategy for Mergers and Acquisitions
IT Integration Strategy for Mergers and Acquisitions
7 Slides

Content

  • Mission
  • Summary of Synergies
  • Key Choices
  • Key Projects
  • Key Difficulties and Risk

 

Human Resources M&A Integration Plan
Pre-Close Review of Human Resources M&A Integration Plan
13 Slides

Meeting Objectives

Final review of the HR game plan prior to close between the players who have been involved in all the planning to date and the players who will be involved in the implementation.

Marketing and Branding Post-Merger Integration Plan
Marketing and Branding Post-Merger Integration Plan
18 Slides

Plan Contents

  • Assumptions
  • Branding Strategy
  • Team Charters (Branding, Marketing, Communications)
  • End States
  • Branding Migration
  • Branding Integration Plan
  • Dependencies
  • Savings and Cost Estimates
  • Risks and Mitigating Actions
  • Open Issues
  • Key Actions by Team (Branding, Marketing, Communications)
Procurement M&A Integration Team Planning
Procurement M&A Integration Team Planning
12 Slides

Agenda

  • Global Process Improvement Plan Development Timeline
  • Our Process
  • How We Get There …
  • Supply Chain “Core Competence “ Strategy 
  • Our Goal
  • Associated Costs
  • Implementation Schedule - Wave 1
  • Team Process
  • Process Improvements
  • Risks
IT Cover
Information Technology M&A Integration Plan

Content

Key Objectives of The Workstream
Workstream Organization and Scope
System End State After Integration
Planning Goals Key Facts
IT Integration Migration Strategy for Local Acquired Co Applications
Local Acquired Co Applications in Scope for Migration
High Level Schedule
SAP Rollout - Various Options for Consideration
Scenarios for SAP Rollout at Acquirer
Cost and Risk

Finance/Tax/Treasury M&A Integration Team
Finance/Tax/Treasury M&A Integration Team
18 Slides

PowerPoint presentation covering the schedule for implementation, non-negotiables, synergies, issues and assumptions, organization changes, and open issues for the cross-border integration in the Americas and EMEA.

Pre-Close Data Harvesting Rules To Avoid Gun-Jumping
Pre-Close Data Harvesting Rules To Avoid Gun-Jumping
13 Slides

Acquirer and Acquired Co. legal teams determine if the data requested is:
      -    Non-Sensitive: OK for integration team to review
      -    Sensitive: giving a business a competitive advantage or influence

As we get near to closing the deal, data will get declassified …
 

Post Merger Integration Timeline
Post Merger Integration Timeline
3 Slides
  1. Integration Planning Calendar
  2. Team Leads Identified 
  3. SMT Direction Finalized 
  4. Communication Update 
  5. Integration Kick Off/Process Starts 
  6. Team Charters …
Pre-Merger M&A Integration Planning
Pre-Merger Integration Planning
4 Slides

Pre-Close M&A Integration Efforts

  • Identify comprehensive list of projects within each work-stream
  • Assess internal and external staffing requirements
  • Establish calendar by functional area and for entire transition effort
  • Identify what work will be done pre-close...
The 10 Most Common Post Merger Integration Problems
The 10 Most Common Post Merger Integration Problems
11 Slides
  1. Lack of Pre-Planning: When integrations fall short of their objectives, inadequate pre-close planning contributes to the failures more than half of the time.
     
  2. No Formal M&A Integration Strategy: Acquirers should define a clear integration strategy early and before their teams begin to develop plans...
Overview of Merger Integration Planning Process
Overview of Merger Integration Planning Process
10 Slides

Detailed Merger Planning Lessons Learned
  –    Understand/Validate dependencies

  • Facilitate joint team meetings to identify and address dependencies
  • Ensure tight coordination between transitions and customer support organizations …
M&A Playbook Template
M&A Playbook Template
8 Slides

Content of Day 1 Communications Playbook

  • Contacts
  • Company Profile/Fact Sheet
  • Day 1 hour-by-hour review of actions; include location, who performs, who coordinates/owns
  • Core Messages for Customers, Employees, Vendors, Partners …
Integration Planning Guide for M&A Teams
Integration Planning Guide for M&A Teams
17 Slides

Roles

  • IMO Members/Executives: Help ensure the discussion is focused on the critical/material issues that will enable or hinder achievement of our integration objectives 
  • Presenting Team Leads: Crisply articulate a summary of the team’s recommendations, financial impact, and risks …
M&A Integration Playbook - $20 Billion Acquisition
M&A Integration Playbook - $20 Billion Acquisition


The free sample pdf is an excerpt from the playbook. The full unredacted playbook in Excel is available to Merger Integration Certification Workshop attendees and MergerIntegration.com subscribers.

The 61-page M&A integration playbook specifies over 900 integration tasks for the following work streams:

Finance: Treasury | SAP Integration | Financial Close | Operational Reporting | Financial Reporting | Tax | Inventory Accounting | Acquisition Process | Investor Relations | Synergy Tracking | Organization Design

Information Technology: Infrastructure | IT Integration Program | Day 1 | HR | Legal | Corporate | Organizational Structure | Finance

Human Resources: Compensation | Retention | Deferred Comp | Long Term Incentive Plan | Severance | Gainsharing | Health & Rx | Dental | EAP | COBRA | Life | Com Plan | HSA | LTD | STD |401k | Pension | LOA | Com Day 1 | Com Day 2 | Drug Testing | Recruiting | Data Conversion | Payroll Timekeeping | Org Structure | Immigration | Workers Comp. | Training & Development | Compliance | Safety | Policies | Labor Relations | IT Help Desk | Educ. Assistance | Travel & Expense

Corporate: Day 1 - Employee Communications | Day 1 - Corporate | Day 1 – Safety | Corporate Giving | Communications ...


 

The free sample pdf is an excerpt from the playbook. The full unredacted playbook in Excel is available to Merger Integration Certification Workshop attendees and MergerIntegration.com subscribers.

 

Day -1- Employee Commmuncations
Day 1 Employee Communications M&A Playbook - $1.6 Billion Acquisition

Sixteen page document that includes answers to seventy-five employee FAQs, plus communication guidelines, and important talking points and messages.

Contents Page
Communication Guidance 3
Key Messages for Employee 4
Employee Talking Points 5
Employee FAQs 7
Integration Approach 10
Impact on Operations 11
Compensation, Benefits, and Incentives 13
Sales Professionals FAQ 15
Question Specific to New Employees 16
Acquisition Integration Playbook - $8 Billion Deal
Acquisition Integration Playbook - $8 Billion Deal

The free sample pdf is an excerpt from the playbook. The full unredacted playbook in Word is available to Merger Integration Certification Workshop attendees and MergerIntegration.com subscribers.

The Acquisition Integration playbook includes the following nine sections:

M&A integration playbook

Each section of this playbook represents a phase of the integration. For each phase, the playbook includes the following:

  • Key activities in detail in sequence
  • Success factors/lessons learned
  • Links to tools
  • Links to PowerPoint presentations
100 Day Integration Plan - $900 Million Acquisition Playbook
100 Day Integration Plan - $900 Million Acquisition Playbook

54-page playbook includes tasks and long detailed checklists on these integration work streams:

  • Due Diligence
  • Human Resources
  • Technology
  • Finance
  • Communications
  • Business Development
  • Legal

Everything is tied together in easily customizable excel spreadsheets that auto-calculate total budget costs and synergies. Plus, the documents auto-display timing of all major activities on Gant charts.
IT playbook
Information Technology Post-Merger Integration Playbook

Information Technology High-Level Plan (Section 1)

Executive Summary
Approach
Current State
Proposed State
Gap Analysis
To-Be State
Implementation Plan
Implementation Schedule
Implementation Budget

Information Technology Detailed Plan (Section 2)

Introduction
Integration Task Summary
IT Integration Workstream
Transition Carry-Over
NEWCO - I.T. Org & Dept Transition
Security & Access
Network Infrastructure
Enterprise Technology
Applications
Finance Enablement
Operations Enablement
HR Enablement
APPENDIX
Acquisition Integration Playbook
Acquisition Integration Playbook - $65 Million Deal

Integration Playbook (22-pages when printed) 

HR - 93 Initiatives
Finance - 91 Initiatives
IT - 48 Initiatives
Manufacturing - 81 Initiatives
Sales & Marketing - 25 Initiatives
Legal - 43 Initiatives
M&A Finance Day 100 Integration Plan
M&A Finance Day 100 Integration Plan

Over 110 Finance initiatives/tasks to be completed in the first 100 days after close.

Organization
Determine org chart for F&A
Determine employee retention plan for F&A

Accounting Variances
Obtain inventory of Company B accounting policies
Determine plan for migrating Company B to Company A policy & procedures
Apply Company A's Management Reporting structure to Company B
Map chart of accounts

Consolidation
Obtain a closing timetable for Company B ...
Human Resources Acquisition Integration Plan

Human Resources Acquisition Integration Plan

20-page detailed Human Resources Acquisition Integration Plan that covers:

  • Organization Comparative Analysis: What are the key similarities and differences between the 2 organizations? How do we operate currently?
  • Future State Recommendation: How will we operate in the future?
  • Day 1 Items: What actions do we need to take at close?
  • Risk Analysis: What are the risks associated with transition?
    Early Wins: Are there any immediate actions we can take to demonstrate benefits and success?
  • Cost/Benefit Analysis: What are the costs and benefits associated with transition to the future state?
  • Outstanding Issues & Decisions: What open issues still need to be resolved in order to realize transition?
  • Communication Plan: What needs to be communicated (when & to whom) regarding the decisions that have been made?
M&A HR Due Diligence: Side-by-Side of the HR Programs

M&A HR Due Diligence: Side-by-Side Comparison of the HR Programs

11-page comprehensive comparison of HR Programs of the Acquirer and Acquiree in 125 Areas.

The programs are grouped into the following categories:

  • Defined Benefit Plans
  • Retiree Medical Plan
  • Defined Contribution Plan
  • Health And Welfare Plans
  • Career Development
M&A Synergy and Cost Estimates

M&A Synergy and Cost Estimates

Excel spreadsheet to track synergy estimates categorized as labor and non-labor, required and discretionary (strategic vs. nonstrategic).
Templates for Integration Plan Review

Templates for Integration Plan Review

Questions to Review Communications, Costs, and Systems in Each Plan

Communications

Integration Team Name: _____________________________

Leader: ______________________________

Risk Assessment:

What is the risk of not being able to support the plan from a communications standpoint?

Rate the risk on a scale of 1 to 10 with 1= low risk and 10 = high risk:

Comments:

Completeness of Plan ...

 
Post Merger Integration HR Plan

Post-Merger Integration Human Resources Plan

Content

27 Initiatives/Activities

1.0  OD - Succession Planning

2.0  OD - Leadership Development

3.0  OD - Training

4.0  OD - Tuition Reimbursement

5.0  OD - Performance Management - Next Year

6.0  OD - Performance Management -- Future State Design and Implementation

7.0  OD - Office Logistics ...
HR Integration Project Plan

HR Integration Project Plan

 HR Integration Project Plan covers organization structure, policies, benefits, communication, compensation, and HRIS systems.

Excerpt from the Beginning of Plan 

Initiative / Task Name
Coordination:
Establish HR workstream leader
Select HR workstream participants
Recruit core team
Establish HR workstream meeting schedules
Cadence and frequency
Develop HR workstream detailed plan
Establish HR workstream reporting (task / milestone status)
Updates to HR workstream plans / dashboard ...
Post-Merger Integration Cross-Border Finance Plan

Post-Merger Integration Cross-Border Finance Plan

7-Page Finance Plan from a Cross-Border Merger.

Excerpt

Finalize and communicate organizational structure
Coordinate closing process for August 2024
Establish initial treasury linkage to Acquirer

  • Weekly cash forecast process established
  • Weekly conference call re: cash position set up
  • Presentation by NT on capabilities to replace lock box

Develop Tax Efficient Global Reorganization of Acquirer

  • Develop preliminary schematics illustrating proposed reorganization
  • Present preliminary schematic plan proposal to upper management ...