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City Skyline

Mergers & Aqusitions (M&A)

We know what it takes to integrate 2 companies successfully and achieve a smooth transition to a new target operating model, while delivering the envisioned synergies and benefits from the M&A activity.

This include a range to pre-merger activities, detailed planning and post-merger execution and integration.​

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Business Meeting

Phase 1 - Establish Merger Framework

Establish Framework

  • ​Develop Guiding Principles & Governance Charter

  • Develop Synergy Targets

  • Communications

  • Develop integration structure & sponsors

  • Mobilize & Launch Program Management, incl. Workstream Charters

  • Prepare High-Level Integration Roadmaps

  • Set up "clean-rooms" and validate antitrust aspects ("gun-jumping" & "pre-merger coordination")​

Meeting

Phase 2 - Conduct Integration Planning

Discovery

  • Document "as-is" operating models (equipment, people & process) 

    • Core deliveries​

    • In/out sourcing

    • Differentiation

    • Dependencies

    • Identify similarities & differences

  • Cost & headcount baseline​ & comparison

  • Validate charters

  • Identify risks & mitigations

  • Validate initially identified synergies

  • Draft day 1-100 milestones

  • Identify strategic decisions required impacting target operating model

Functional Target Capability & Operating Model Including Detailed Plan

  • Define target operating model

  • Finalize Day 1 Checklist

  • Review workstream scopes & roadmaps

  • Identify & validate additional synergies (labor and non-labor)

    • Enablers​

    • Value estimation

    • Complexity

    • Timing

    • Risks

      • Mitigation Plans​

      • Impact

      • Probability

      • Owner

Day 1 Readiness

  • Day 1 Readiness Checklist

  • Prepare execution of Day 1 checklist

  • Conduct talent alignment sessions

  • Perform business simulations

  • Conduct dress rehersal(s)

  • Critical path for Day 1 (Go / No-Go)

  • Day 1 Command Center

  • Day 1 Cutover Communications

  • Day 1 Playbook (How-To)

  • Day 1 Cut-Over Plan

  • Post-Day 1 Transition Plans

  • People Transition Plans

  • MoC & Risk Register Update

  • Locked synergies target & cost to achieve identified.

Communications & Change Management

  • Maintain organizational engagement

  • Maintain risk overview & validate implemented mitigations

  • Talent retention​

  • Management system - gap analysis

Phase 3 - Integration Execution

Execution

  • Kick-Off execution phase

  • Define and implement readiness assessment program

  • ​Deploy employee program

  • Deploy customer program

  • Execute integration events

  • Deploy portfolio management of integration activities

    • Phases and milestone based plans​

    • Implementation evidence if relevant

    • Progress and task overview

    • Dashboards & performance monitoring

    • Feedback tool

  • Conduct synergy tracking

  • Management system integration - Train to the gaps

  • IT systems integration

    • Hypercare​

  • Post integration verification (have policies, processes and systems been understood and adopted?)​

  • Transition to business as usual

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