Key Data for M&A Integration Planning

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

Milestones

• Internal Briefing
• Letter of Intent Signed
• Announcement
• Employee Briefings
• Initial Data Gathering for Integration Plan
• Start Weekly Status Meetings
• Combined Integration Team Kickoff Meeting
• High Level Plans Reviewed
• Regulatory Approval
• Detailed Plans Due (Comprehensive Rev.)
• Purchase Agreement Signed
• Integration Plan Approved by SC
• Closing Announcement
• Implementation of Plan Begins

Integration “Day 1” and “Day 90” Plans

Day 1” Plan

• Ensure seamless operations, focus on how work gets done
• Highlight any role responsibility changes required
• Transition specific org charts should be included
• Names of contacts and contact information for key people in both companies should be included
• Plans should be included for informing and training all key stakeholder responsible for implementing and carrying out transition-specific activities

“Day 90” Plan (High-Level Initiative Plan) - Synergies: “quick hits” and “low-hanging fruit”

• Focus short-term actions on immediately achievable synergies
• High-level planning for longer-term, high-impact projects Intention is to plan, make transition-specific decisions, and be ready to implement the plans as soon as possible after deal closes
• Intention is to plan, make transition-specific decisions, and be ready to implement the plans as soon as possible after deal closes ...