Objectives of Presentation

  • To communicate the current thinking on the post merger integration process and structure 
  • To solicit feedback and input on the approach


  • Integration Guiding Principles (Example)
  • Integration Process Objectives
  • Integration Process Overview
  • Integration Team Structure & Phase Overview
  • Integration Project Roadmap

Objectives of the Post Merger Integration Process

  • Provide forum for clear decision making and risk management
  • Logically structure the work so that accountabilities are clear even though the organization is not yet fully defined
  • Facilitate rapid yet thoughtful planning for the achievement of synergies
  • Enable efficient communications and coordination among teams, functions, and business processes
  • Facilitate a rapid integration that starts immediately upon transaction close

Post Merger Integration Process Overview

  • We envision a four-phased integration approach to complete the transition to the combined company
  1. Pre-planning (announcement through kickoff)
  2. High-level planning (kickoff through January 15)
  3. Detailed planning (complete prior to close)
  4. Implementation (post close)
  • Integration teams have been identified that map to key value drivers of the deal and functional areas.  These teams will develop plans for a new, combined operating model and plans to transition to that model.
  • Initial integration activities focus on completing discovery and defining the high-level operating model for the new firm. 
  • Implementation of the plans (and the realization of synergy objectives) will be carried out post close by the new organization ...

Slide titles:

About this Document

Integration Guiding Principles

Transition Vision and Strategy

Integration Process Overview

Overview of Integration Process

Integration Team Structure

Issue Resolution Strategy

Transition Planning Team

Transition Office

Transition Office (Continued)

Transition Planning Team

Transition Planning Team (Continued)

Team Leads Kickoff

Team Leads Kickoff (Continued)