Post-Closing & Integration

Integration Planning Phases

1. Mobilize
2. Develop Project Plan
3. Analyze and Set Direction
4. Define Future State
5. Develop Integration Plan

Integration Execution / First 100 Days

1. Accounting/ Bank Account Cut-Off
2. Policies and Procedures (HR)
3. Cost and Synergies
4. Integration Communications (Customers/ Employees/ Public)
5. Culture Integration
6. Department Structure
7. Entity Structures
8. Systems Integration (Operations/ IT/ Accounting)

Why Deals Fail

1. Product/Market Misalignment
2. Scalability Issues
3. Capacity/ Focus Constraint
4. Leadership
5. Capital Structure/ Leverage/ Overpaying
6. External Market Shift
7. Culture/ People
8. Due Diligence Issues
9. Key Contracts
10. Technical Integration
11. Overestimated Synergies