Post-Merger Integration Steps & Tactics

Keys to Successful Post-Merger Integration Strategy: Link strategic context with tactical execution Focus: Focus on value: preservation, realization, creation Leadership: 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

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

1 2 3 4 Develop 3-Month Plan Integration Approach Transaction Closes Running Parallel Operations Transform to The New Organization Doing the Deal Consolidating Operations Integrating the Business Value Preservation Value Realization Value Creation Develop 3-Month Plan

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