1. Acquisition Integration: Strategy and Structure

2. Understanding the Deal 4 S’s
Strategy for the deal
Synergy for the companies
Structure of the deal
Steps for the integration

3. Business and Integration Strategy
Acquisition process – where are we?
Business strategy for the acquisition
Integration strategy/milestones
Integration infrastructure

4. Acquisition Process Negotiation/Agreement Due Diligence
Integration Planning
Integration
Announcement
Planning
Agreement Announcement
Regulatory Approval
Close

5. Business Strategy for the Deal
Why did we buy this company?
What is the strategic business objective?
What strengths do they have?

6. Synergy for the Deal Business goals for the deal
Time frame to reach goals
Opportunities, constraints, or risks

7. Structure of the Deal The Rescue The Collaboration
The Contested Situation
The Raid
Various Types of Consideration
Cash
Stock
Combination

8. Structure of the Deal Describe the structure of the deal
Understand the market’s perceptions of the deal
Understand the target company’s perception of the deal
Consciously target communication to align with the structure of the deal

9. Integration Strategy for the Deal
1. The acquired company is a stand-alone entity with no change in strategy.
2. The acquired company is left as a stand-alone entity, but with significant change in strategy.
3. The acquired company’s support functions are integrated into the acquiring company.
4. The acquired company’s operations are partially integrated into the acquiring company’s operations.
5. The acquired company is totally integrated into the acquiring company.

10. Integration Strategy/Milestones
What is the level of integration?
What functions are to be integrated?
What functions are to be left alone?
What are the major milestones for integration?
What has been determined so far with regards to integration? (headquarters location, sales offices..)

11. Integration Infrastructure
Executive Board
Steering Committee
Integration Management Office (IMO)
Task Forces (Work Streams)
Sub Teams
Implementation Teams

12. INTEGRATION MANAGEMENT OFFICE
STEERING COMMITTEE
Hank Russell, Peter Murphy, John Davis
INTEGRATION MANAGEMENT OFFICE
Rafael Floyd, Barb Baker, Phil Demtri, Bruce Davidson
Product
Development
Finance
Michael Dean,
Harry Gorman, Amber Short
Information Systems
Mike McFarland,
Tori Stillman, Jason Motley,
Rupert Potter
Sales &
Marketing
Jill Conroy, Paulo Gunsallas,
Bob Foley, Bert Mender
Technical Support
Pete Fanet, Prakash Patil
Product
Integration
Human Resources
Sally Anderson, Alex
Mitchell, Joan Jacobson,
Amy Baker
eCommerce
& Web Site
James Davis,
Elizabeth Crowley
Communications
M. Daniels, P. Parsons,
M. Shelton, J. Gonzales,
S.Napolis

13. Roles & Responsibilities
Steering Committee
Hank Russell, Peter Murphy, John Davis
Responsibilities:
Oversee the entire integration process
Provide sponsorship
Make strategic decisions
Approve integration plans
Elevate issues to Board if required

14. Roles & Responsibilities
Integration Management Office (IMO)
Rafael Floyd, Barb Baker, Phil Demtri, Bruce Davidson
Responsibilities:
Coordinate integration process
Instill project management disciplines
Monitor integration progress against milestones
Assign resources
Resolve integration issues
Approve integration plans

15. Roles & Responsibilities
Task Forces (Work Streams)
Responsibilities:
Leaders facilitate the work of the group
Perform analysis of organizations
Identify priority initiatives
Develop high-level and detailed work plans
Coordinate work with other task forces

16. Roles & Responsibilities
Sub Teams
Responsibilities:
Work with Task Forces on priority initiatives
Conduct additional research & analysis for integration
Prepare detailed project plan

17. Roles & Responsibilities
Implementation Teams
Individuals/Teams – to be determined at time of implementation
Many of the members of the task force teams will be responsible for implementation
Responsibilities:
Implement the integration project plans
Make continuous improvements as needed