Pre-Merger Integration Planning

Pre-merger integration planning should begin when the letter of intent is signed. 

Integration Planning

• Activities between signing and close should be aimed at planning the first 100 days post-close for each work stream
• Quickly identify post-signing work (beyond planning) that can start pre-close...

Pre-Merger M&A Integration Efforts

• Identify comprehensive list of projects within each work-stream
• Assess internal and external staffing requirements
• Establish calendar by functional area and for entire transition effort
• Identify what work will be done pre-close
• Charter & kick off each work stream …

Pre-Merger Deliverables

• Daily transition updates and issue escalation process
• Charter
• Identify sub-projects within each work stream
• Identify issues and risks
• Approach for engaging appropriate Tiger resources
• 100-day post-close plan...

Integration Vision: Integrate the two companies in an aggressive time frame that enables Acquirer to quickly realize targeted revenue and cost synergies.

Integration Strategy: Under the direction of the Board, a steering committee, an IMO will be established to manage and implement multiple concurrent integration work streams focused on:

• Achieving synergy targets through good execution and tight financial control
• Consistent and candid communication
• Prompt issue escalation and resolution
• Continuing business operations without disruption
• Reporting progress in a consistent manner at appropriate
• levels of detail for all stakeholders

 

 

 

Slide titles: