Content of M&A Playbook
A listing of who to contact with questions; key phone numbers
- Organized by functional area (e.g., Finance/Accounting - Expenses, etc.)
Company Profile/Fact Sheet
Hour by Hour
Day 1 hour-by-hour review of actions
Include location, who performs, who coordinates/owns
Matrix of other activities, meetings, key events for Day 1-5
- Include location, who performs, who coordinates/owns
Core Messages for Customers, Employees, Vendors, Partners
- Re-affirm confidentiality guidelines for media, analysts, etc.
- Copy of press releases, advertisements, etc.
Customer contact plan w/executive points of contact
- What is changing if you are a Acquirer employee
- What is changing if you are a Acquired Co. employee
Non-people/policy changes for Day 1
- e.g. All agreements use CME standard forms, etc.
Vendor & partner Q&As
Meeting Preparation Kit
Officer briefing orientation slides
Helpful merger tips
Presentation Table of Contents
Playbook Ground Rules