Post-Merger Integration Steps & Tactics

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

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