Post-Merger Integration Steps & Tactics

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Keys to Successful Post-Merger Integration

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Strategy:

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Focus:

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Leadership:

Link strategic context with tactical execution Focus on value: preservation, realization, creation Understanding constraints, risks and benefits; align personal, political and business objectives •

Technology:

Align technology with business integration as an enabler and a lever •

Balance:

Manage day-to-day business while executing fast/effective integration •

Rigor:

Manage as a complex project with applicable structure, process, measures, resources and skill sets •

People/Culture:

Understand/address the people and cultural issues; manage people through the cycle of change 2

Stages of Integration

• Identify Joint Integration Team • Define roles and responsibilities • Dedicate the resources to team to allow them to drive integration • Execute Communications Plan • Employees • Customers • Investors • Creditors • Others • Develop Detailed Day One Activities Plan • Establish Formal Integration Program Management Office • Develop Three-Month Plan • Run parallel operations • Consolidate operations • Integrate the business • Transform to a new organization • Identify Sensitive Restrictions and Allowances • Charter and Conduct Formal Culture Assessment • Develop Contingency Plans 3

Integration Approach Transaction Closes

Doing the Deal Running Parallel Operations

Value Preservation

Consolidating Operations

Value Realization

Integrating the Business Transform to The New Organization

Value Creation Develop 3-Month Plan

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