Post-Merger Integration Work Stream Charters

Charters

1. Information Technology  
2. Finance 
3. Legal 
4. Human Resources 
5. Communication  
6. Marketing 
7. Sales 
8. Integration Team Support 
9. Field Support  
10. Operations 
11. Quality  
12. Facilities 

Information Technology Integration Charter

Objectives

• Seamless Day 1 execution
• Create the structure for a successful IT Integration
• Discover risks & opportunities to business systems integration 
• Enable collaboration, gain efficiencies, optimize spend
• Operationalize IT for long-term sustainability & growth ...

Finance Integration Charter

Objectives

• Ensure Acquired Co. operations are sufficiently funded for ramp up
• NewCo sales maximization
• Ensure Acquired Co. financials are accurately represented for Acquirer consolidation
• Determine short term and long-term financial reporting of Acquired Co.
• Establish Transfer Pricing and Tax strategy
• Full integration to Acquirer financial systems (short term and long-term)

Legal Integration Charter

Objectives

• Understand Acquired Co. current legal process and establish model for future support
• Mitigate risk and support execution of successful integration of Acquired Co.
• Support growth of competency in new technology
• Support optimization of Acquired Co. corporate structure

Human Resources Integration Charter

Objectives

• Seamless Payroll Transition
• Communication
• Employment & Org. Structure
• Systems
• Total Rewards & HR Operations
• Employee Experience
• HR Program Implementation

Communications Integration Charter

Objectives

• Streamlined Announcement Communications:
  • Communicate the right message to the right audience at the right time when we announce
  • Welcome Acquired Co. employees to Acquirer and minimize uncertainty where possible through a regular cadence of updates
  • Excite employees about the opportunities to accelerate our growth in 2025 with this acquisition
• Develop Post Close Branding Transition Plan
• Understand any impact to our 2025 sustainability goals
• Develop Post Close Communication Plan and Process
  • Leverage key events such as trade shows
  • Establish the go forward process for external communications from Acquired Co. upon close
• Total Rewards & HR Operations
• Employee Experience
• HR Program Implementation

Marketing Integration Charter

Objectives

• Day 1 readiness
• Alignment
  • Kick-off Day 2
  • Ongoing
• Define Primary LC/MS Workflows and go to market plan
  • Coordinate with Chemistry Team
• Build coordinated strategic marketing plan
  • Coordinate with Product Team
• Develop 1^st year tactical plan

Sales Integration Charter

Objectives

• Create Sales Strategy
• Interim Sales process
• Interim Quote to Cash Process
• Sales process roadmap
• Sales and content strategy

Integration Team Support Charter

Objectives

• Day 1 Communication to Field Sales and Services
• Service and Support capacity requirements for 2025/2026 rapid growth expectations.
• Determine plans and timing of integration into Acquirer Support systems
• Develop short term service strategy
• Understand support and service structure for software products

Field Sales Integration Charter

Objectives

• Identify complementary synergies
• Determine cross-selling opportunities
• Message alignment for customers/sales advocacy

Operations Integration Charter

Objectives

• Acquired Co. product is available for shipment to meet business demand
• Product distribution to customers
• Field service spare parts/warranty return availability
• Critical suppliers are suitable

Quality Integration Charter

Objectives

• Build relationships with team and establish partnership
• Complete full assessment of the quality system and processes
• Determine and build plan to close any critical quality system gaps

Facilities Integration Charter

Objectives

• Lease Review (now)
• Lease Review (30 Days)
• Lease Review (60 Days)
• Health, Safety, Environment (90 days)
• Duty of Care Considerations (30 days)