M&A Synergy Realization
- Assign synergies to accountable owners and then hold them to a plan
- Follow up on agreements on planned measurement approaches and their timing
- Ensure initiatives are supported and linked to integration related projects
- Manage cross-functionally to ensure costs are not simply shifted to other parts of the business
- Work with the business division and acquired company’s management leads to evolve concepts into actionable plans including an approach, schedule, accountable owner, defined and scheduled benefit measurement approaches
- Engage the owner (the person or function responsible for the synergy) in definition of approach, schedule, benefit measurement methodology, investments required, and other tracking priorities
- Assign accountable owners and then hold them to a plan and do the proper follow-up. Otherwise, initiatives will be deprioritized
- Make sure that planned deal benefits that require further analysis by assigned accountable owners are reviewed and revisited
- Follow up on agreements on planned measurement approaches and their timing
- Ensure initiatives are supported and linked to integration related projects
- Motivate via existing employee performance assessment and incentives within the organization when possible (this includes putting special incentives in place when required)
- Avoid over-measuring or losing focus on key operational metrics
- Reevaluate benefits and costs due to changes in the market, business, etc.
- Manage cross-functionally to ensure costs are not simply shifted to other parts of the business ...
Slide titles:

Synergy Identification

Synergy Roles and Responsibilities

Synergy Program Best Practice Tips

Sample Deliverable: Synergy Targets

Sample Deliverable: Synergy Tracking