Complete Integration with Purchaser

Depending upon how thorough your Pre-Closing Integration Planning was in Step 13, you may have little left to do. Some integrations can be relatively simple, especially if the deal structure is a simple asset purchase. Other, more complex transactions can be greatly facilitated by engaging an experienced “Transition Team.”*4

Integration Best Practices

SALES/MARKETING	• Vision/Strategy • Marketplace Positioning • Sales Strategy
HUMAN CAPITAL	• Culture • HR Concepts, Benefits, Compensation Plans • Organization • People
RELATIONSHIP MANAGEMENT	• Customers • Dealers/Partners • Suppliers
OPERATIONS	• Processes • Systems/Procedures • Product/Technology
FINANCE	• Customer and Vendor Billing, Cash Management • Visibility and Reporting • Budgeting & Forecasting • Consolidated Cash Management

The Integration Plan

• Both sides should define a multi-disciplined task force that works together as one team[15]
• Hire a full-time executive officer as dedicated integration manager to guide the process
• Have the integration team develop the plan and execute it
• Have regular reporting

   GOAL: ESTABLISH OPERATING MODEL, MITIGATE RISK, SATISFY STAKEHOLDERS

The Integration Plan: Establish Operating Model

• Organizational Chart
• Roles and Responsibilities
• Compensation and Benefits

The Integration Plan: Mitigate Risks

• Retain key employees
• Protect Intellectual Property and other confidential information
• Engineer short-term wins, within the first 100 days after closing

The Integration Plan: Satisfy Stakeholders

• Shareholders
• Employees
• Customers
• Partners/Vendors
• Investment Banking Community

Sample Employee Retention Plans

PQ can provide a list of preferred third-party advisors for Step 15 including Transition Specialists, Wealth Managers, Executive Recruiters, Lawyers, Accountants and more. 

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