M&A Integration & Divestiture Solution
Our training is Custom-tailored. Whether through our online portal or one-on-one consultation, our training is customized to align with your organization’s strategic goals. We begin every engagement with an assessment of the current state, financial targets, and estimated timelines for the post-M&A process: Transition (deal signing to
closing), Integration (deal closing to D-day Integration or carve out), and Optimization.
M&A Process
1.Integration Planning &
Training
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Assist on the definition of the Integration framework (strategy, guiding principles & metrics to measure success)
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Set up integration team for success (IMO, execution team, etc)
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Share world-class practices on integration best practices, lesson learned, regulatory requirements and risk management plans (focus on agile framework)
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Deliver planning & training sessions to develop M&A Integration plans including Governance, methodology and detail plans (Day 1 and forward)
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Develop M&A communication and change management plans
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Set up base line for budget, synergy tracking and core KPIs
2. Integration & Change Office Advisory Support
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Leverage experience over countless other M&A Integrations to provide advisory to Integration leader and Integration Management Office (IMO) during the end-to-end cycle from functional planning to execution and post-implementation (Deal signing)
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Advisory during execution process on retention plans, communication, change & risk management programs
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Advisory on controlling and monitoring of all financial aspects of M&A Integration (Budget, synergy and core KPIs)
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Provide tools and templates for Executive & Regulatory reporting (Steercos)
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Share best practices on playbook set up
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Share plans and playbooks from successful acquisitions
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Work with each functional area to establish key components of playbook
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Enhance current materials to optimize digital capabilities
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Advisory on communication strategy for playbook launching and standard process for updates and maintenance
3.Integration Playbook Set Up
4. Divestiture & Carve out Advisory Support
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Leverage experience over countless other Divestitures during the end-to-end cycle from functional planning to execution and post-implementation (D1+)
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Advisory during execution process on communication, change & risk management programs from seller perspective
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Advisory on Compliance, Operations and IT components (Transitional Service Agreement - TSA set up & negotiations) and post-closing Governance framework
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Advisory on controlling and monitoring of financial aspects of Divestiture