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

 

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 ...


Slide titles:


Key Data for M&A Integration Planning
Key Data for M&A Integration Planning
Agenda
Agenda
Milestones
Milestones
Integration Team Matrix (1 of 3)
Integration Team Matrix (1 of 3)
Integration Team Matrix (2 of 3)
Integration Team Matrix (2 of 3)
Integration Team Matrix (3 of 3)
Integration Team Matrix (3 of 3)
Due Diligence/Integration Team Responsibilities
Due Diligence/Integration Team Responsibilities
Integration Team Goals
Integration Team Goals
Critical Dates
Critical Dates
Integration Teams
Integration Teams
Due Date: Team Detailed Project Plan
Due Date: Team Detailed Project Plan
Integration “Day 1” and “Day 90” Plans
Integration “Day 1” and “Day 90” Plans
Integration Team Plan Overview
Integration Team Plan Overview
Key Success Factors for Plans
Key Success Factors for Plans
Acquirer/Acquiree Integration Team Kickoff
Acquirer/Acquiree Integration Team Kickoff