Guilding Principles for

acquisition integration

STRATEGY

Deliver a well documented and comminicated strategy
Leverage, augment, build a Corporate and local strategy that is used as the guide for integration.

Guilding Principles for

acquisition integration

roles and values ​

Ensure everyone understands their role and value​
People need to feel ownership of the new direction through well defined roles, goals, and impact.

m&a value realization​

Establish a clear map of the M&A value to be realized
Results-oriented and driven approach that ensures a clear roadmap to achieving expected M&A benefits.

Drive sales and innovation​

Build a behavior that is sales-driven and innovative​
Show immediate revenue generation and infuse/improve a behavior that looks for innovation in the sales process.

operational efficiency​

Establish an operational platform that looks for efficiencies​
M&A often presents opportunities for optimization. Lead initiatives to create a safe space for idea-sharing, fostering continuous efficiency improvements.

Post-merger Integration Framework

Strategy

pmo reporting

sales / revenue

– Sales Portfolio Alignment.
– Sales Process Enablement.
– Account Management & Reporting.
– Customer Experience.

opertions / processes / it

– Delivery Structure / Reporting.
– Planning & Reporting.
– Services Alignment / Enablement.
– CoEs and Talent Management.
– Alignment with Sales.
– IT Infrastructure Integration.
– Network / Security Integration.

HR / Culture

– Organizational Structure.
– Roles / Responsibilities.
– Resource Management.
– Payroll & Compensation Alignment.
– Culture Alignment / Adoption.

legal / contracts

– Contract Management.
– Tax Structure & Compliance.
– Approval Processes.
– IP & Technology Rights.
– ESG Compliance.

Marketing / branding

– Branding / Naming.
– Market Campaign Alignment.
– Resourcing and Opportunity Alignment.
– Partner Management / Strategy.

financial management

– Financial Reporting.
– Chart of Accounts.
– ERP Integration.
– Treasury & Cash Mgmt.

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