Agenda

Five Takeaways From Our Last Meeting
Acquired Co. Differences with Acquired Company
Timeline Pre-Close Timeline
Timeline - Phases
Two Key Integration Deliverables
Agenda for Review with Steering Committee
Plans for Allocating Synergy Targets
Expectations of Team Members/Ground Rules
Key Success Factors for Integrations
Guiding Principles
Integration Planning Architecture
Integration Workstreams Governance
Team Calls – How We Want to Interact on a Regular Basis
Kickoff Meeting Will be the First Interaction Between Acquirer and Acquired Co.
Teams Approach and Objectives of Team Discussion
Next Steps

Key Success Factors for Integrations

  • Temporary structure does the integration planning work while the businesses continue to run
  • Single leader for each team, with deputy from other company
  • Use teams and sub-teams to focus work and allow parallel processing
  • Timelines will be based on content of each area – each moves at a pace dictated by issues, opportunities
  • Integration Management Office provides support to make teams successful
  • Teams gather facts, evaluate options, and make recommendations
  • The integration planning structure disappears after close though some teams on long-lead time items may remain ...


Slide titles:



The IMO Process Prior to Kickoff Meeting

Agenda

Five Takeaways from Our Last Meeting

Acquired Co. Differences with Acquirer

Integration Pre-Close Timeline

Timeline-Phases

Two Key Integration Deliverables

Agenda for Review with Steering Committee

Plan for Allocating Synergy Targets

Expectations of Team Members/Ground Rules

Key Success Factors for Integrations

Guiding Principles

Integration Planning Architecture

Integration Workstreams Governance

Team Calls – How We Want To Interact on a Regular Basis

Kickoff Meeting Will Be First Interaction Between Acquirer and Acquired Co. Teams

Approach and Objectives of Team Discussion

Next Steps