1. IT integration and M&A GR620 Garfield

2. What are Unity and Deltas SWOTs for their IT departments Include: Software IT Infrastructure IT Organizational structure IT People

3. What is your plan? What (and in what order) would you do if you were Irving moving forward – Software (Which one? Leader? Blair? Other?) – Infrastructure (Consolidate? When?) – Organizational Structure (team composition and formation) – People (How do you find the best, retain them and motivate them?)

4. Ready to Acquire When you acquire a firm you cannot leverage its assets if you cannot integrate or exploit their IT systems To do this you need 2 types of IT resources – A scalable platform (this is the IT part) – IT integration capabilities (this is human resources the CIO and IT must be part of the due diligence process prior to acquisition to make sure it will work)

5. Ready to Acquire When you acquire a firm you should see if you can Integrate their IT – This means you will be expanding your own capabilities – you are going for economy of scale and will roll out your own stuff (or you can do the reverse) Leverage their unique IT – This means you will be are acquiring new resources from the acquired company. In this case you will extend what you can do to a new field and increase the scope of your business (economies of scope)

6. Ready to Acquire - Lessons learned Develop an IT strategy to support growth by acquisition – identify what business processes are replicable post acquisition (growth by scale) and which ones are unique and need to be supported (growth by scope) Build a scalable IT – the cost to expand should be minimal, and it is capable of integrating with some new IT to allow for co-existence Participate in due diligence – have a plan and roll it out Use an integrated IT staffed team Be able to absorb and co-exist with IT

7. Unity and Delta Unity and Delta are in the same market – Strong strategic fit – Therefore – economies of scale should be pursued Unity Facts Number of shareholder accounts the administered: 60 Million Number of companies they worked with: 10,000 Number of countries they are in : 12 Delta Facts Number of shareholder accounts the administered: 19 Million Number of companies they worked with: 1,300 Number of countries they are in : 1

8. Unique issues Unity – Blair Delta – Leader – 3 other systems Are there unique business processes specific to the US market? How will you be prepared to handle Triton transactions when they are purchased by CLC?