Planning Your Post-Merger Integration Journey

Being adaptive to what’s happening in the market, connecting everything inside the operation, driving cost out of the business—these things are challenging enough in a static environment, but what happens when companies find themselves needing to deliver all this and more while planning for an M&A event?

Even amidst the challenge of change, you can capitalize on your M&A or restructuring event while ensuring speed to market as a unified new entity that still delivers results. While challenging, it can be done.

Here are four steps to help you successfully plan this journey:

1. IDENTIFY THE END GOAL

By performing a rapid integration assessment, companies can quickly identify the end goal and focus on what’s needed to get there. This means thinking through what the new pieces of the company will look like, what functions will be performed by whom, and how teams will work together.

2. DETERMINE VALUE DRIVERS FOR THE ACQUISITION

Value mapping the key drivers for the acquisition or restructuring will help answer how the change will better address the needs of your clients and your business and improve your competitive position.

3. DEFINE YOUR INTEGRATED SOLUTIONS STRATEGY

What do integrated solutions look like in your transformed organization? How do you eliminate redundancies and optimize processes? Creating a prioritized matrix of integrated solutions and systems can help your company determine gaps and where you may be able to streamline and reduce costs.

4. FORMULATE A REQUIRED CAPABILITIES PROFILE FOR THE NEW ORGANIZATION

Develop a high-level integrated execution framework that addresses the capabilities profile for the new organization. This tool will direct you as you execute your plan internally as well as fuel the beginning of your go-to-market strategy.

Is Your Business in Transition?

Our M&A specialists advise clients in a number of areas including pre-close responsibilities and post-close opportunities and ensuring that you are asking the right questions along the way. Whether you are seeking assistance in operational excellence, marketing, or product and technology, Celerity can bring the right mix of experience and expertise to ensure the success of your integration.