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

Agenda

Milestones

Integration Team Matrix (1 of 3)

Integration Team Matrix (2 of 3)

Integration Team Matrix (3 of 3)

Due Diligence/Integration Team Responsibilities

Integration Team Goals

Critical Dates

Integration Teams

Due Date: 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