M&A Integration Strategy: Presentation to Board of Directors

Prepared by Steering Committee and IMO

Topics

Integration Team Structure
Team Targets
The Challenge
Integration Team Mission
Improving Financial Performance
Growing the Business
Non-Negotiables
Merger Milestones
The Integration Process
Manufacturing/Operations 
Purchasing 
Engineering 
Sales and Marketing 
Customer Support 
Platform 
Administration
Information Technology 
HR/Communications 
Implementation Challenges
Implementation Opportunities
 

Non-Negotiables

• Business Planning Matrix – use Acquirer’s Business Planning Matrix
• Corporate Identity – maintain three brands under a single corporate identity
• Acquirer brand  – use as brand for all product support
• Product Advertising – centralized
• Treasury – centralized
• Risk Management – Property, Casualty, Workers’ Comp,  Product Liability – centralized
• Fiscal Year – same for both companies
• Peoplesoft (HRIS) – implemented within 3-12 months
• Benefits, Compensation, Administration, Severance, Incentives based on short-term EVA – centralized by January
• Performance Management, Succession Planning – centralized ...

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