Structure for Post Merger Integration (PMI) Case

Question

Hello everybody,

Do you have any tips on how to structure a post merger integration case?

What aspects should I consider after a M&A and how could I structure these aspects in a MECE way?

Thanks a lot!

Answer 1

Hi,

There are several sets of questions you have to answer:

In the clarifying questions, I would check what are the real reasons for the deal (Make sure you cover it in clarifying questions). I would also check the Criteria for success and what is the integration focus

In the structure I will look at:

1) Integration approach

People (Top management team, org structure, support functions)
Processes (You can go through the whole value chain to identify the processes)
Technologies (How do we choose a system? Will it be one system or two systems? Is it "Adopt and go" approach or we take the best of both systems and create a new one? Integrate now, innovate later? Or Innovate now, when you have time?)

2) What is the integration plan across different entities?

Early Wins. Take into account that It may take years
Communication plan
Roll-out plan
Integration risks and mitigation

Best!