M&A Integration Guiding Principles: Examples from 5 Deals

Guiding Principles: Preparation

• Follow a balanced, robust “due diligence” process that examines financial, legal, operational, organizational, and cultural issues.
• Use the deal drivers/targets as decision filters.
• Start detailed integration planning during due diligence.
• Be ready to roll on Day 1.
• Translate M&A value drivers into metrics.

Guiding Principles: People

• Hold senior management team responsible for the success of the deal.
• Involve HR early in the process.
• Communicate decisions about structure, layoffs, and initial integration as soon as possible.
• Provide frequent, positive, and frank communication at all stages of the integration, and to all levels of employees ...

 

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