Agenda

  • NewCo Vision
  • Guiding Principles
  • Steering Committee: Roles and Responsibilities
  • IMO: Roles and Responsibilities
  • Team Leads: Roles and Responsibilities
  • Integration Manager: Selection Criteria
  • Steering Committee: Key Planning Deliverables
  • Integration – Weekly Meeting Process

Steering Committee Roles and Responsibilities

  • Provides strategic direction & sets priorities
  • Has ultimate ownership and decision-making authority
  • Pushes M&A integration team to exceed targets
  • Resolves major escalated issues and removes barriers
  • Ensures appropriate resources are provided

IMO: Roles and Responsibilities

  • Manages overall integration effort through all phases
  • Establishes timing and milestones
  • Holds team accountable for meeting milestones on time
  • Creates required reporting and project management templates
  • Onboarding and training for integration team
  • Solves “ad hoc” integration issues & raises decision needs to SC ...


Slide titles:



M&A Governance

Agenda

Newco Vision

Guiding Principles

Steering Committee: Roles and Responsibilities

IMO: Roles and Responsibilities

Team Leads: Roles and Responsibilities

Integration Manager: Selection Criteria

Steering Committee: Key Planning Deliverables

Integration: Weekly Meeting Process