2. Post-Merger Integration
Steps & Tactics

3. 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

4. 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

5. 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

6. THIS IS ONLY A PARTIAL VIEW OF THE DOCUMENT.