Agenda

  • Merger Integration Report Card – 1st 60 Days
  • Survey – Concerns Raised
  • Next 60 Days: Integration Challenges
  • Recommendations from Managers
  • Executive Dilemmas
  • The Tough Questions
  • Recommendations for Next 90 Days
  • Next Steps

Merger Integration Report Card – 1st 60 Days

Rate on a scale of 1 (Poor) to 5 (Excellent) the following areas:

  1. Integration Progress/Success       
  2. Customer Satisfaction   
  3. Operating Results/Stock  
  4. Resolution of “Individuals’ Issues”  
  5. Management Structure   
  6. Communication                                            
  7. Retention of Talent  
  8. Cultural Integration 

Survey – Concerns Raised

  • Lack of communication
  • Culture clash
  • Lack of clarity on management structure
  • Product overlap
  • Different business models
  • Site closures
  • Relocations ...


Slide titles:



M&A Integration Review 60 Days Post-Close

Agenda

Integration Report Card – 1st 60 Days

Survey – Concerns Raised

Next 60 Days: Integration Challenges

Recommendations from Managers

Executive Dilemmas

The Tough Questions

Recommendations for Next 90 Days