1. M&A INTEGRATION SCORECARD
YOUR
LOGO
AS OF: [ FIRST 100 DAYS ]
COMPLETED BY: [ NAME ]
DATE COMPLETED: [ DATE ]
M&A INTEGRATION SCORECARD

2. OPERATIONAL SYNERGIES
TABLE OF
CONTENTS
FINANCIAL SYNERGIES
OPERATIONAL SYNERGIES
MARKET / CUSTOMER SYNERGIES
PROJECT
SUMMARY
M&A INTEGRATION SCORECARD | TABLE OF CONTENTS

3. FINANCIAL SYNERGIES M&A INTEGRATION SCORECARD | FINANCIAL SYNERGIES
100 DAYS 
1 YEAR 
FINANCIAL SYNERGIES
STATUS
ACTUAL
PLAN
Reduce Operating Costs by $25 Million
ON PLAN
$ ,000
$ ,000 $
$ ,000
Reduce SG&A Headcount Expenses by $500K $ $ $
TOTAL FINANCIAL SYNERGIES
$ ,300
$ ,380 $
$ ,500
M&A INTEGRATION SCORECARD | FINANCIAL SYNERGIES

4. OPERATIONAL SYNERGIES
100 DAYS 
1 YEAR 
FINANCIAL SYNERGIES
STATUS
ACTUAL
PLAN
Decrease Inventory by $150 Million
ON PLAN
$ ,000
$ ,000 $
$ ,000
Reduce Headcount by 250 FTE
SLIGHTLY UNDER PLAN
$ ,000
$ ,000
$ ,000
TOTAL OPERATIONAL SYNERGIES
$ ,000
$ ,000 $
$ ,000
M&A INTEGRATION SCORECARD | OPERATIONAL SYNERGIES

5. MARKET / CUSTOMER SYNERGIES
100 DAYS 
1 YEAR 
MARKET / CUSTOMER SYNERGIES
STATUS
ACTUAL
PLAN
>98% Retention of Key Customers
ON PLAN
98% –
Increase Market Share by 5%
OFF PLAN
-1% 3% 5%
Other
M&A INTEGRATION SCORECARD | MARKET / CUSTOMER SYNERGIES

6. PROJECT M&A INTEGRATION SCORECARD | PROJECT 100 DAYS 1 YEAR
100 DAYS 
1 YEAR 
MARKET / CUSTOMER SYNERGIES
STATUS
ACTUAL
PLAN
Retain at least 93% of Key Employees
ON PLAN
92%
96% –
93%
100% of "Critical Path" Milestones are completed on time and within budget
SLIGHTLY UNDER PLAN
90%
100%
All Integration Teams follow the Project Governance Procedures with discipline
OFF PLAN
95%
Stakeholders Rate Communications an average score of 4 / 5 on trust, timeliness, believability, and appropriateness
Other
M&A INTEGRATION SCORECARD | PROJECT

7. SUMMARY
M&A INTEGRATION SCORECARD | SUMMARY

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