Guiding Principles: Preparation

  • Follow a balanced, robust “due diligence” process that examines financial, legal, operational, organizational, and cultural issues.
  • Use the deal drivers/targets as decision filters.
  • Start detailed integration planning during due diligence.
  • Be ready to roll on Day 1.
  • Translate M&A value drivers into metrics.

Guiding Principles: People

  • Hold senior management team responsible for the success of the deal.
  • Involve HR early in the process.
  • Communicate decisions about structure, layoffs, and initial integration as soon as possible.
  • Provide frequent, positive, and frank communication at all stages of the integration, and to all levels of employees ...


Slide titles:



Guiding Principles – Universal Truths

Guiding Principles Example 1

Guiding Principles Example 2

Guiding Principles Example 3